Member Info for Rogue_rader

This is the correct link: https://youtu.be/rfIjG1zFl8Y

Thanks - im fixing now

40 min deep analysis into ITM Power plc to see if its good value at current price: https://youtu.be/7TChgkujRT0

Enjoy!

Interesting analysis of Greencoat UK Wind. Digs into the detail! : https://www.youtube.com/watch?v=4EtwtgHeAKY

Looks like the Games Up!

An Analysis of National Grid - its a half hour vid ;.) : https://www.youtube.com/watch?v=SBaacRTZlT0

@Gavster - At the end of the day - its 10 Billion more debt. So you have to factor in will this additional Debt end up in increase profit multipliers in the future (if this bet in Renewable energy pays off). Thats a decision for individual investors to make - but for me its yet another complication making the value of this labarynth of a stock harder to judge.

A very in depth analysis of SSE: https://www.youtube.com/watch?v=pNgePtj8Bm0

Sorry for the repeated messages - Couldnt see them for ages as the chat platform seems laggy and buggy :.( Nevertheless despite this inconvenience LSE is my favourite stock research platform!

I just listened to their investor webcast available on the Hikma website for the 2020 FY results.

I think its a great set of numbers. 12% down now - Im still glad I invested in them as the fundamentals seem pure. The only reason given that explains the drop today is that Advair launch is now delayed probably by an additional 4 months to June because the FDA came in with a last minute regulatory challenge (that seems low risk) related to their Packaging quality controls.

I was generally really pleased with their results apart from the drop in net income. With BIden in im really looking forward to seeing how their sales grow post Covid.

I listened to their investor webcast on their website and it seems the drop may be due to further delays to the Advair launch probably until June now. The FDA came in with additional regulatory delays around packaging but seemingly low risk.

I just listened to their investor webcast available from their website. Generally Im very glad with the results... although the drop in net income needs some navelgazing.

The biggest news I could find that may explain the drop is that the generic Advair launch is delayed probably until June due to some last minute (probably low risk) FDA regulatory challenges

What do people think? Will food price inflation be good or bad for Cranswick?

I sold half my holdings yesterday so Ive now made back my entire initial investment. I held on to this trading position for as long as I could but we are overvalued, we now look bearish technically and it seems that for this sector the bubble could be bursting. Will be holding on to the rest for the long term but am glad to have offloaded now as it will be ages before we see how good Space legs really is and a year before the Warhammer bonanza - and thats a long time for this stock to be out of fashion in terms of sector sentiment!

I agree with everyone that we seem in overpriced territory - so I set a trailing stoploss but it still aint tripped. Question now is..... how do the wall street types know that Space Legs is gonna be a blockbuster? Or is the price kept up by an army of fanboys?

Happy Happy Joy Joy!

A Brief stock analysis of Good Energy plc: https://www.youtube.com/watch?v=gxhb_4AgZ2Q

AN interesting brief analysis on Drax Group plc.... https://www.youtube.com/watch?v=GVgqeFuR3f8

Stock Analysis update video on Softcat and Its going Great Guns! : https://www.youtube.com/watch?v=tvspLUqmy2c

A new Analysis of Frontier Developments: https://youtu.be/SGhnBpAFTXg

FDEV have Tripled since I first invested in April 2020. Do I Hold, Sell or Sell half?
In my opinion they are now at a fair price and still a solid company. The latest trading update looked bad at first glance but in reality they are achieving their 2021 FY revenue estimates despite the delays to to the space legs update to the Elite dangerous game. My final deliberation is to hold but with a very generous trailing stop-loss, so that if they become unloved or if general market conditions decline I can lock in my massive gains on this stock- however id like to be able to hold on to entire position all if price dictates, for what will clearly be a very exciting few years ahead!