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Thread: Buying shares?

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  1. #6961
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    Quote Originally Posted by mmkextreme_1 View Post
    For those in the UK, what are the sentiments of Lloyd Banking stock? I like following the ADR here in the US.
    Lloyds had very high exposure to UK residential housing market. Not sure after TSB split whether that still pertains. Suspect it does. With interest rate cycle turning and likely house price falls expect bad debt provisions on loans to increase. I wouldn't touch it personally. But then I don't invest in businesses involved in gambling/alcohol/usury

  2. #6962
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    SALV excellent news and could be start of a much bigger move going forward

    https://markets.businessinsider.com/...ted-1027458310

    Declan Doogan, C.E.O. of Portage, remarked, "Since we completed the distribution of Biohaven shares, we have been looking for other exciting undervalued opportunities with near term inflection points. The acquisition of SalvaRx Limited represents the next evolution of Portage as we acquire interest in 10 products in the exciting area of immuno-oncology led by a top class team. Portage is now poised to advance several products to clinical proof of concept and hopefully take advantage of strong capital markets and increased levels of pharma mergers and acquisitions to bring yet more returns to our shareholders."

  3. #6963
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    Quote Originally Posted by s28 View Post
    Lloyds had very high exposure to UK residential housing market. Not sure after TSB split whether that still pertains. Suspect it does. With interest rate cycle turning and likely house price falls expect bad debt provisions on loans to increase. I wouldn't touch it personally. But then I don't invest in businesses involved in gambling/alcohol/usury

    Wouldn't rate hikes help the bank? Yes, there will be an increase in bad mortgages but the UK Treasury must be sure that the economy is improving. Yes, your right they still do have a considerable amount of the residential housing market.

  4. #6964
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    Quote Originally Posted by Madplayer View Post
    Brothers, how does a lay man with no knowledge of the share market understand it in order to invest? Are there any books or online sources that you would suggest?
    Read some books ?

    Jesse Livermore / Edwin Lefevre - Reminiscences of a Stock Operator
    Zulu Principle - Jim Slater
    One up on Wall St - Peter Lynch

    Are some classics I have read

    Start by investing in an industry you have interest in/work in? and maybe some special insight (idea behind Zulu Principle). My earliest investment was in football clubs like Manchester United.

  5. #6965
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    Quote Originally Posted by s28 View Post
    Read some books ?

    Jesse Livermore / Edwin Lefevre - Reminiscences of a Stock Operator
    Zulu Principle - Jim Slater
    One up on Wall St - Peter Lynch

    Are some classics I have read

    Start by investing in an industry you have interest in/work in? and maybe some special insight (idea behind Zulu Principle). My earliest investment was in football clubs like Manchester United.
    Thank you.

  6. #6966
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    Quote Originally Posted by s28 View Post
    My earliest investment was in football clubs like Manchester United.
    Glory fan


    We're on the road to nowhere...

  7. #6967
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    Quote Originally Posted by jaspa888 View Post
    Based on what though? The market rarely lies.
    Tbh its my instinct. It may be wrong but i think its worth a punt.

  8. #6968
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    With respect, this thread is about discussing the merits of companies and stocks based on more than just gut feel. There are some naive investors around, so investment advice should have some gravitas and basis.


    We're on the road to nowhere...

  9. #6969
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    Quote Originally Posted by jaspa888 View Post
    With respect, this thread is about discussing the merits of companies and stocks based on more than just gut feel. There are some naive investors around, so investment advice should have some gravitas and basis.
    Thats fair enough.

  10. #6970
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    Quote Originally Posted by jaspa888 View Post
    With respect, this thread is about discussing the merits of companies and stocks based on more than just gut feel. There are some naive investors around, so investment advice should have some gravitas and basis.
    Interesting take on BT
    https://www.fool.co.uk/investing/201...ividend-yield/

  11. #6971
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    Its one view BE, but it does not look at the underlying business.

    - Under huge pressure in broadband market, and will now be suffering increased churn
    - EE merger not gone as well as expected
    - Inability to shed thousands of jobs in top-heavy BT because VR is just too expensive for the long-serving, well-paid staff.


    We're on the road to nowhere...

  12. #6972
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    I'd add with a Corbyn led Labour Government odds on within next few years these Regulated Monopolies do become potential targets for Nationalisation or at least increased Regulation so adds some political risk to equation

  13. #6973
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    AXM - RNS not the best reading...

  14. #6974
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    After a long hiatus from the aim casino.... thinking of opening some positions...

    What are you holding or watching @s28 @jaspa888 and anyone else contributing here.

  15. #6975
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    I only play in tech stocks as that is my field.


    My portfolio has Apple, Netflix, AMD, Intel, Amazon and Google. Alhumdulilah all are very much in the green


    #Hum apko container deingaye dharnay ke liyay

  16. #6976
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    Quote Originally Posted by Eagle_Eye View Post
    After a long hiatus from the aim casino.... thinking of opening some positions...

    What are you holding or watching @s28 @jaspa888 and anyone else contributing here.
    Ive still got long positions in HURR (first oil in H1 2019) and CPX. AIM, generally, has put me off for not reflecting true market values, and how easy prices are to manipulate. And FTSE is just too dull...

    Otherwise have been investing in BTL property where I get 15-25% yield with no headaches, as well chances of capital appreciation.


    We're on the road to nowhere...

  17. #6977
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    I'm quite worried about Markets and Political actors

    However I think my two big positions right now are very undervalued and have enough stock specific drivers to justify holding them through thick and thin right now

    AOR Aortech - developing biocompatible heart valve technology which could be a Holy Grail for that market. Leading Companies in that field are worth Billions. Even start up tech companies can get taken out at $100-500m. So AOR looks ultra cheap at £12m (80p). There is a Broker target of a 'potentially conservative' 400p on the stock. They also have some breast implant tech which could come to the fore soon. Had recent patents filed on the IP and in discussions with some big players. Could take target price to 800p+

    PYC - Physiomics - guy running it now is ex GSK (not just any bit of GSK the Emerging Tech Platform bit), hes a qualified Medical Doctor / MBA / VC so it's really interested he alighted on PYC. There is a big move going on to marshal Big Data / AI / Machine Learning to both find new treatments but improve scheduling/precision/combinations of medicines and PYC could play a big role here. In November last year they signed a £500k deal with Merck their first ever Big Pharma big commercial contract since when they signed a few smaller contracts and pilots with small Bios and other Big Pharma. I fully expect other Big Pharmas to sign up (GSK has been rumoured and they recently made a big announcement about getting back into Oncology drugs which is where PYC tech is specifically targeted at).

    AOR chart is constructive (even during supposed 'sell in May, go away' period stock up 100%+)
    PYC chart after the 1p to 32p (3000%) over two days in November 2017 has been marking time between 4p and 12p but looks to have based and due a run soon

  18. #6978
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    landy90 4 Jul '18 - 08:15 - 453 of 487

    Breast implant tech has not really changed over the last 40 years. AORTECH has three potential game changers

    1. SHELL
    A more durable and abrasion resistant shell material, so improving safety and life of implant

    2. FILLER
    A gel compound that is much lower density than silicon gel, thus reducing the weight of the implant giving a more natural feel. They also have a foaming tech that would also reduce density of implant.

    3. PROCEDURE
    A process for filling an implant in situ, thus making the procedure minimally invasive with less scarring.

  19. #6979
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    AOR held their AGM (Annual General Meeting) last week

    Some of the shareholder reactions following the meeting

    landy90 24 Aug '18 - 12:29 - 1690 of 1755

    Real quality on the board now, genuine enthusiasm and a can do attitude. Cant see why they cant make it work. The Ghost of AorTech Past attended with a bit of an axe to grind but Bill told him to Eff Off.


    scotialoser 24 Aug '18 - 11:36 - 1683 of 1755

    I attended having held these in significant amounts
    for many years.
    The new well chosen board seem very enthusiastic and did not suppress an air of excitement . Obviously no news beyond that already released but their demeanour has left me even more regretful of not taking up the 30p offer. As previously indicated they are now strongly refocussed on both the heart valve and Elasteon after the long period of distraction and stagnation dealing with litigation . Beware just my observations , possibly influenced by the same rose tinted glasses that I had on when buying in at 400 plus years ago. At least I enjoyed my most expensive ever coffee yesterday


    Greedy Rooster 24 Aug '18 - 12:36 - 1691 of 1755

    I'm really impressed by Bill Brown - and given his career, he knows what is required and how to make it work for shareholders. Presented with an IP portfolio of quality, they now just need to maximize commercial value, and with the strategy they have put in place, this could and should be a very lucrative investment.

  20. #6980
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    PYC nice set up




  21. #6981
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    AOR and PYC both having good runs right now

  22. #6982
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    Aor

    Quote Originally Posted by s28 View Post
    aor


  23. #6983
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    CAP-XX, a world leader in supercapacitors, is pleased to announce that Apple Inc. ("Apple") has selected the Spire Health Tag wearable device, which incorporates a CAP-XX Thinline supercapacitor, to be a featured health product in Apple stores globally.


    The future belongs to those who prepare for it today.
    Malcolm X

  24. #6984
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    Wow. Pity it retraced but great news.


    We're on the road to nowhere...

  25. #6985
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    CPX awesome news

    New licence agreement with TDK



    CAP-XX is pleased to announce that it has reached agreement with TDK Corporation of 3-9-1 Shibaura, Minato-ku, Tokyo, JAPAN ("TDK"), whereby TDK will licence a family of CAP-XX's patents on a non exclusive basis for a range of supercapacitor sizes.

    TDK, one of the World's largest electronic component suppliers, with sales in excess of US$11 billion and over 100,000 employees, will join Murata and AVX as licencees of CAP-XX's supercapacitor IP, as CAP-XX pursues its strategy of building and licencing its IP portfolio.

    The royalty rate to be paid to CAP-XX is in line with the royalty rate agreed to in other licence agreements previously announced with Murata and AVX. No further financial details relating to the transaction will be disclosed due to confidentiality provisions in the agreement.



    Anthony Kongats, Chief Executive of CAP-XX said:

    "We are delighted to have licenced our supercapacitor technology to TDK, which is a leading participant in the global electronics market. We expect other licence agreements to follow for our intellectual property, which is critical to the production of supercapacitors as well as other related applications."

    https://www.investegate.co.uk/cap-xx...080700052046D/

  26. #6986
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    PYC sounding good for continued progress and momentum

    "The Company made considerable progress last year and there is a renewed sense of momentum in the business. Following the deal with Merck KGaA, the team led by Dr Jim Millen secured further contracts in H2. This success is underpinned by acceptance of the use of modelling and simulation in the R&D process and the evolution of our Virtual Tumour technology to take advantage of this. This performance has continued into the new financial year with a healthy pipeline of new opportunities underpinned by existing contracts."


    https://www.investegate.co.uk/physio...080700052035D/

  27. #6987
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    Fantastic news re. CPX. Should be looking at 52 week high soon, given the recent news. Pity the court case for the patent isnt until next summer.


    We're on the road to nowhere...

  28. #6988
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    guys what do you think of SkinBioTherapeutics plc (SBTX), currently doing human testing on their product.

  29. #6989
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    Well I guess it does what is says on the Tin (or rather skin!)
    Not looked at it properly to be honest.
    The name puts me off if anything.

  30. #6990
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    optibiotix (opti) owns 41% of the company.

  31. #6991
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    another one, red rock resources, not the best guy in charge but mkt cap only 3.5m.

    They have over £3m in bank, own shares in jms whch equate to another £3.3m, receive annual divi from jms shares of £1m, expected 500k divi on wed.

    Currently in arbitration to get back their migori gold license which has jorc reserve 1.2Moz and are looking at cobalt asset in Congo.

    Looks very cheap?

  32. #6992
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    RRR I like. Their position in JMS alone is worth more than current price. Need to get rid of that idiot CEO though.


  33. #6993
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    AOR

    Been drift last few days, with no news interest is fading.
    But potential here is immense.
    Last edited by Zed_mann; 10th October 2018 at 10:13. Reason: No title

  34. #6994
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    Quote Originally Posted by s28 View Post
    RRR I like. Their position in JMS alone is worth more than current price. Need to get rid of that idiot CEO though.

    I think the JMS itself is undervalued, mkt cap aus$650m, profit aus$200m+ per annum, no debt.

    They have this migori gold asset which has jorc reserve of 1.2Moz which they say is about to be returned.

    RRR mkt cap is only 3.5m which is absurd no matter who is in charge.

  35. #6995
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    Given the dividend stream you're correct on JMS it must be trading on something like 10-15% yield (actual payout yield vs the earnings yield looks like 20-30% so a 2x covered dividend) if not higher. Any conventional analyst would say that is telling you the market thinks the dividend yield is unsustainable but they seem to be sustaining it and the cashflow seems strong and no sign of the manganese price cracking. It's an in demand commodity which will be crucial to steel alloys essential for China's new Silk Road infrastructure build out.


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