Member Info for goldenshares

Final sale price will be 270p is my guess.

For some strange reason im preferring ewi now over smt even though the latter has been better long term performer.
Melrose new review on hargreaves, looks good at current price and its prob into hydrogen tech in future(guess).
Lots of potential uk takeover targets im guessing, lgen, mng, aviva, supermarkets, possibly banks, morrisons I tipped on here ages back as a takeover target potentially from amazon at time.

Currently 5% below nav.

Tempted to go back into melrose 156p?

Good rise on Melrose Friday 3%.
Hilton food group up 10% in 6 months but still 3% lower than 12 months ago(check 5 year graph)., has ambitious growth plans just like Hotel Chocolat(spelt without the e, lol)
Both on good entry prices and the latter has results coming out soon.

On asos pe ratio should drop from 41 to 25 on full year results with plenty of growth still in it.

Price 5300p up 5% today, target price 8000p

Sfor.
One website predicted forecast is around 2100p in 5 years.

I have shares in cellular goods which is going to produce anti inflammatory pain relief gels /after sport products.
The idea is safer alternatives than opoid/ibuprophen so no risks to kidneys/liver.
New listing out today aimed at pain relief Oxford Cannabinoid Technologies Holdings plc (OCTP), around 4.2p a share backed by various celebrities, Ive got a good instinct/feeling about it and have invested 3% of portfolios.

https://www.bloomberg.com/news/articles/2021-05-17/snoop-dogg-backed-pharma-firm-oxford-cannabinoid-to-list-in-u-k

Not heard from, not sure if Optimus has.

Nearly let this one go off radar but....
Citigroup has a price target of 1000p on it, some good posts by Stevede on rmg chat board on why a 8 pound target would be justified.

Just fundsmith equity not emerging

Check out 10 graph so smooth you could almost draw with a ruler, doubles every 4 years so far roughly.

Have you considered rio tinto as part of an income portfolio?
Around 15% below peak and 6%+ dividend

Mtb - Opened up a new position on m&g, smaller holding as part of a diversified portfolio, also has some of other shares that I have mentioned recently and funds.
Opt-Check out polar capital holdings, over 4 % div yield, 146% sp rise in 5 years(300 to 800p), assets under management up 71% in 12 months, final ex in about 5 weeks.
There is volatility in sp, possibly it might dip to 700 or even 650 but long term it gives good income and growth.

For 7% yield m&g all the way for me.
Long term i reckon shiba, doge, xrp amd bitcoin will do well.
Personally would limit total investment in crypto to 5% max.

Yes a slight delay from results to just buy it lol, and a sharp dip on results day followed by recovery to close.
All we need now is a musk like its not green so sell message, irrelevant to me as I cashed out close to break even.
I dont think online shopping will dip to be honest, it might pause slightly.
Theres still a demographic generation that will hardly touch the internet shopping that will be replaced over ten years by one for which it will be second nature before 16 even.
Microsoft, sony, nintendo already have them pretrained(not 100% sure if theres a minimum age restriction with amazon).
Long term Royal mail will do well I reckon big savings with automation, increasing their competivity who knows maybe a target for amazon even.

1)Saga 57.9%
2)lloyds 39.3%
3)888 30.3%
4)mars 22.1%
5)aex 15%
6)edl 8.3%
7)cey - 4.5%
8)phe - 31.7%
9)wte - 33.6%

Hl 1663p.
Ok so list down and lets check performance in 12 months:
Asos 4900p
Sfor 530p
Bae 514p
Apple 127 usd
Smt 1154p
Ewi 318p
Abf 2323p
Arb 135p

If you believe crypto will recover then arb would be a good investment at 130p.
MYI, I get your logic and good in a diversified portfolio esp with 4% income, but how about going for a high growth fund/trust and then just taking 5% of its value out each year?
Brothers just been headhunted by apple, got faith in him bought shares.
Royal mail in yesterday 530p, new automated place will allocate a million parcels a day revenue up 20% profit tripled 700m,everythings internet and home delivered nowadays 20 pence dividend declared per year progressive, 10p final ex,pe ratio around 9 good for an improver.
Sfor gs seniors tip still doing very well, seen forecast for 900p in 12 months and 2000p in 5 years.
Asos, bae, abf, smt, ewi all good imo.