If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
I opened a short at 2.79 and have added again today at 2.69. I'm trying to build a position over time. I take a long term timeframe. Im using this as a hedge against other positions I have. My personal view is interest rates will go up sooner rather than later and the likes of ROO will get sold off. Just my view. Good luck whichever way you want this to go but I'm using as a hedge.
Caitlin said it "shorters dream" its Aston Martin all over again, only this time the fundamentals are screaming at you. I think the dead cat could get to £3 in the next couple of weeks. Im looking for £2.90 to add
You can't compare Roo to Facb. The internet was in it's infancy and Facb was a unique business model that no-one could understand. Roo is not unique and has competition. Amzn could lose a large chunk of their money and it would not make the slightest difference. My personal view is that once the boom comes why would I ride a bike for Roo when I can pull pints in a pub. Roo can not control their workforce and its the riders that make the money for them. Just my thoughts but good luck whichever way you want this to go
Seattle, I agree with you. I purchased more to increase my entitlement and have tried for the extra 0.81 ish although I doubt this will be filled. This budget is a major buy signal for UK shares. This level of borrowing is unprecedented. The FTSE 100 will lag due to constituents but small caps will take off. GLA
I averaged into HFD a while back tucking away in a SIPP. Personally I see their investment into electric vehicle servicing as a massive game changer for HFD. There's not many garages out their equiped for electric servicing and HFD could steal a march here and become a big player. GLA
Brill, agree with what your saying. This week we had a spike in yields, inflation will come and along with it an increase in rates (eventually). If your investing for the long term AV DLG LGEN are no brainers. Sit back and relax while tucking the divis away. GLA
Hummm interesting spike in yields today. Could just be a flash. Tech is getting hit by it though. Be interesting if Financials get marked down as well, if they are could be a buying opportunity on the horizon. MAB could just have timed fund raising just in time.
If you look back at 2008 and how much money was printed then and look what happened to the markets. Now look at how much has been printed with this crisis. Add to that the fact that the world basically came to a standstill. I believe there is so much pent up demanded and consumer savings that there will be a ridiculous boom. Just look at the money going into bitcoin to preserve wealth. Boom means increased infaltion which equals interest rate rises. Trick is to position your portfolio accordingly. All companies like MAB who are re arranging their debt are setting themselves in a good in position for the future. All we hear on the news is stock market bubble ready to burst. They fail to mention how much money has been printed. Where are the ridiculously hight P/Es there are a few though. i remember and got burnt in 2001 that was a bubble. GLA sorry but just want to lift spirits and share my point of view
Callum, I agree you say its a little under handed. However I take a different point of view. I like the fact that 55% of the shares are effectively out of the market and makes this share harder to short. All depends on your entry price and time horizon. For me I know I can hold this company and sleep well knowing one day they will be in a better pkace. Thats why I added the other day to obtain more rights. I know I mentioned this before but it's the quantitative easing that is the big player in the markets. For an example I've a large weighting in Insurance, it won't be long till inflation starts to go up, 18 months I think till it starts to kick and then these will steadily move higher. Irrelevant of covid