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Brazil
and rgp
Hi Brazil.
just need to check on your picks for the long term comp
are they
FPP
PATH
MOGP
RDGC
Apologies I got the letters the wrong way round, it should of been Ross Grp. (RGP) and not RPG.
Rise up
Comp for March,
sorry about the error.
This is the updated list - I have updated it in alphabetical order
Balance
dnl 56
obd 68.5
uog 4
Bojo
angle 81.8
sclp 23
ecr 3.675
Brazil
rpg google 416.5
syme 0.51
rdgc 1.95
D Greeman
rms 1.65
sng 174
avct 195
Eva
jdw 1236
tils 105
sng 174
Fek
sos 4.77
eve 5.6
gst 2.1
Ihowells
arcm 6.85
sng 1.74
hzm 7.5
John
copl 0.3475
oex 195
tym 0.49
Nolupus
tils 105
dbv tech 8.815
brh 99.5
mark
avct 1.95
arb 2.45
mlvn 0.24
mark
avct 1.95
arb 2.45
mlvn 0.24
Mumbo
obd 68.5
cne 191
ccl 1575.5
Prof
eua 28.8
copl 0.3475
sos 4.77
Riseup
copl 0.3475
sng 174
gdr 110
Sezz
rmm 0.35
hzm 7.5
arb 2.45
Sunshin
rms 1.65
sng 1.74
tomco 0.5
Willibo
arb 2.45
rms 1.65
sos 4.77
1509
sos 4.77
rms 1.65
copl 0.3475
Still going for (as per post on 27/2):
RGP - Ross Group
Reason: Chitin is a stable biopolymer that is fully biodegradable with the potential to replace standard petrochemical plastics. Its a game changer set to revolutionize industries such as biotech, industrial filtration, medical and textiles.
RDGC - Ridgecrest
Reason: SPAC cash shell
SYME
Reason: Suspension lifted
This weeks golden nuggets;
GCG
PREM
AMTE Power - if it lists this week
Coming up;
Deliveroo - should be news tomorrow
Roblox IPO 10/3
https://stocktwits.com/symbol/RBLX
Agronomics. Lab-grown meat/fish has a shot at the future.
ECR Minerals. I'm following posters like Trek who is saying possible 3 years wait before £££. So maybe nothing by this Xmas but a chance to buy on a dip and hold.
SNG.
Here goes;
ARB - no need to comment
SNG - no need to comment
RMS - am presently out of these, will look to re-enter at 1.8. They have a product that will sell for years IMO. Once they decide they are serious about their business they will do well. But high risk, they have trashed their business so recovery not certain, and they need to hire a proper business man as CEO.
MODE - long term play I am holding. If BTC payments system takes off will do very well. But high risk, I am not totally convinced on it. Downside from here appears relatively low in interim.
EQT - Great entry price if green energy stocks come back into fashion. Imminent court case result needs to go in their favour, also a tie up with Wood group would boost SP. long term multibagger if things go right.
Hi 1509
My 5 choices:
1. Dnl - 56p - if gets Chronocort approval then should be a lot higher by year end.
2. Polx - 66.50p - we should know if drug/device combo approved by October so if positive shares should be higher. From what I have read no other similar product around so could get good market share.
3. UOG - 4.33p - one of the best if not the best O&G play at moment (I haven't looked at many others but can't imagine anything better - 12 months time it's net profit could be close to its market cap! 3 producing wells doing over 3000 boepd, 35 drill targets funded from revenues, low debt levels. Understand also £2.8 cash payment to be received in April from previous sale of asset and also Jamaica prospect if they can get a farm in will be a further share price catalyst. Oil price barring any major jolts such as covid resurgence likely to stay strong or higher; $70 dollars might be broken next week.
4. Prim - 4.05p - has around £5 million cash almost same as mc plus about the same money invested in pf of unlisted companies. Should make steady progress. Looking to do a major investment(s) by way of an RTO maybe? As the Director also 20% odd shareholder has set up limited shell companies called Spac investments etc. Not sure what the intention is there maybe once investment is in ltd. shell companies do an IPO? All speculation but something brewing for sure. Also depends on whether market likes what is Rto'd/new investments so a wait and see.
5. Gwmo - 0.24p - the wildcard - gold and copper explorer and might be producing small amounts of gold soon.
I like Mxct but will leave that one out. Also AST someone suggested it here - I have 2 small stakes you never know the Slovenian govt may pay them over £20m as part of a settlement. Speculative but could pay off big time. Only 5 allowed so leaving these 2 out.
Thanks for the effort.
All spacs:
FPP
PATH
MOGP
RDGC
1509,
In a real life portfolio, one should have a diversified selection of at least 10 shares .,.. 5 is a still a very delicate situation .....
10 would be be best and more realistic but 5 will put the pressure on :-)
my additions
mogp - speculative but promising spac
rms - given time i think this will turn the corner with news on numerous fronts
the big one which I have not put down as it could fall flat on its face in a week is copl
Hi Nolupus
Agreed, I was torn between a few
Brazil
are you ok to add a couple more?
Long term competition
1). TILS. 104p
2). Evg. 8.09p
3 ) DBV. Tech. 8.43 €
3 picks. Seems a bit short so I propose we do. 5 for this completion ?
4). Ab. Science. 15.14 €
5). Iqai. 8.75p
Best regards
Apologies I got the letters the wrong way round, it should of been Ross Grp. (RGP) and not RPG.
Eva
you asked for details of the monthly comp.
Here is the list
Share Competition start march 2021
Eva
jdw 1236
tils 105
sng 174
Bojo
angle 81.8
sclp 23
ecr 3.675
Nolupus
tils 105
dbv tech 8.815
brh 99.5
Sunshin
rms 1.65
sng 1.74
tomco 0.5
1509
sos 4.77
rms 1.65
copl 0.3475
Ihowells
arcm 6.85
sng 1.74
hzm 7.5
Brazil
rpg google 416.5
syme 0.51
rdgc 1.95
John
copl 0.3475
oex 195
tym 0.49
D Greeman
rms 1.65
sng 174
avct 195
Balance
dnl 56
obd 68.5
uog 4
Fek
sos 4.77
eve 5.6
gst 2.1
Willibo
arb 2.45
rms 1.65
sos 4.77
Mumbo
obd 68.5
cne 191
ccl 1575.5
Sezz
rmm 0.35
hzm 7.5
arb 2.45
prof
eua 28.8
copl 0.3475
sos 4.77
mark
avct 1.95
arb 2.45
mlvn 0.24
Hi
If anyone wants to have a go can you let me have 3 picks before the end of the weekend. If you could add a line for the reasons for your choice.
Just one crypto pick allowed.
The duration will be up to the end of December.
I will kick things off
arb - faith in company and bitcoin
iqai - I don't know what is going to happen but this company has too much going for it to be at the current level
com - restaurant chain, pre lock down it had a good sum of cash, very low mcap, recovery or takeover.
Good luck