The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Looking forward to that and transformational developments that all these now revenue generating companies can grow exponentially into. By 2023, I'll be taking profits supported by new investors that didn't understand the bluesky opportunity at current sp.
Sniping during suspension is preparation by short positions to affect sentiment before trading resumes in order to support their costly exits. I'm afraid the nationalisation bet hasn't worked during AIMs unfair lockdown of EUA substantial updates. Day of reckoning - and not for longs - may be near. As for Renault, it suspended operations due to supply chain issues and Moscow "bought" the asset to maintain employment, inviting Renault to return when the conflict inevitably ends.
I think volatility is here for at least short term but big tech is different to undervalued high growth tech, as evidenced by BELL. I'm not putting TEK in the Netflix or Twitter bucket and don't think many do. Netflix is down over 60% in 2022 isn't it? Haven't checked. TEKs companies keep signing deals, numbers increasingly take over from sentiment. Personally don't mind sp hanging around as I'd like to add before Guident announces contract signed or anything new with autocompanies.
When can we say the T word? Interesting I was watching one of the many investor strategy experts on Bloomberg last night who is basically advising clients to invest in domestic stocks that are revenue generating, preferably profitable etc. I tend to agree with the complicated geopolitical situation and long term ramifications, including food/energy crisis. In that sense, TEK looks a safer place to be also especially given its companies should offer big corporates a chance to increase margin / edge in a tougher marketplace.
I know this will bag so dont really care about blips or 5p here and there. Those sorts of gains are not interesting for me. Like the fact I can buy one stock and get 4 bluesky businesses, so it's auto-diversified. I can be quite lazy then :)