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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!
I agree. Their current PE only lines up with other software houses (SUMO, Codemasters) if you look at FY23 projected revenues, so the valuation does look reasonable now but only in lieu of future deals.
@Longmeadow - Their is some Elite Lore relating to that around the release of Elite III (Elite- First Encounters) in 1995. The publishers forced an early release much to David Brabens distaste and what could have been an acclaimed blockbuster was in fact a glitchy buggy eyesore that was actually not as good as its 1993 prequel Frontier Elite II.
Thats why Braben waited so long to release Elite Dangerous and wants it to be perfection on release - which I agree is good for long term business.
To be honest though I think that they are struggling a bit and on the face of it these delays are bad news, forgivable only by the fact that in the trading update they confirm that they will meet FY21 guidance even without the space legs. You could say- Corona came to their rescue!
I just took a look at Avon Rubber following their 2020 FY data: https://www.youtube.com/watch?v=bYaoYw46g0o
They really do have a compelling business model, it is reasonable to project good long term revenue growth, however their is a certain amount of risk and uncertainty attached to these projections. If their is continuation in their recent share price drop they could well be in bargain territory so Im looking out for that to de-risk what seems a very enticing investment.
Elite Dangerous looks like it is 3x users year on year. Planet Zoo seems flat but robust (I dont think they make so much cash from planet zoo though other than expansion packs)
Elite Dangerous:
Last 30 Days 9,078.9 +432.1 +5.00% 17,735
November 2020 8,646.8 +1,901.0 +28.18% 17,735
October 2020 6,745.8 +1,335.2 +24.68% 12,078
September 2020 5,410.6 +77.6 +1.46% 8,957
August 2020 5,333.0 -2,516.8 -32.06% 9,382
July 2020 7,849.8 -2,244.3 -22.23% 14,925
June 2020 10,094.1 +3,293.9 +48.44% 21,535
May 2020 6,800.3 -1,439.7 -17.47% 12,794
April 2020 8,239.9 +4,070.6 +97.63% 15,403
March 2020 4,169.3 -166.9 -3.85% 11,026
February 2020 4,336.2 -1,229.6 -22.09% 8,490
January 2020 5,565.8 +432.5 +8.43% 10,011
December 2019 5,133.3 +1,640.7 +46.98% 9,756
November 2019 3,492.6 -74.5 -2.09% 7,252
October 2019 3,567.1 -911.0 -20.34% 6,860
September 2019 4,478.1 +376.1 +9.17% 8,624
August 2019 4,102.0 -259.9 -5.96% 8,052
July 2019 4,361.9 +1,167.2 +36.53% 8,668
June 2019 3,194.8 -1,032.0 -24.42% 6,001
Anyone being researching FDEV? I am a little apprehensive of the pre- Jan update as they dont seem to have done much this H2 in terms of sales of current games? Obviously their is a lot of Jam in the future with the Games Workshop & F1..... but what about this years results?
I posted a video update on Cranswick plc : https://youtu.be/M-egl2Mkxio
They really are a very impressively put together company that has been well managed for many years. As tantalising as the smell of a bacon butty in the morning - in the end they have to stay on my Watch list as I dont want to go in until their is more clarity on the Brexit situation. I think its important to see how things play out next year as even with a deal Brexit their should be increases in wage costs and the effect of trading with the rest of the world on Pig and Poultry prices is extremely difficult to predict.
Hey Elffin - where did you get the overall player numbers from to get the 200k+ increase in players?
Found this new Analysis on Yellow Cake & Uranium spot market: https://www.youtube.com/watch?v=XZyYuWzxcPs
Yellowcake look like a good way to invest into the Uranium commodity - Their does seem to be a supply crunch in the medium term. his report takes a look into Uranium inventories and its interesting to see that the US/EU really are thin on Uranium stockpiles whilst China hoards 12 times it yearly requirements! YCA.L are only suitable for those with a certain risk appetite but it does make for an enticing asymmetrical bet if you can deal with some of the key risks!
Good analysis of Gamesys here: https://youtu.be/BKa1OqYK_iY
I think that its because their fantastic revenue growth is already priced in - they need to continue to maintain these sales in order to justify price which takes account also of their 0.5 Bn of debt which they incurred in order to achieve their massive gaming platform acquisition in 2019
Fairly detailed analysis of Hikma Pharmaceuticals: https://www.youtube.com/watch?v=8eFaOtB9fBY
All in a very good defensive stock! Good solid back record and revenues only going to benefit (in my opinion) from Corona situation and Biden presidency
30 minute in depth analysis of Avon Rubber: https://www.youtube.com/watch?v=70I3uqxCZto
The 3M ballistic business acquisition was deal of the century - the Team Wendys takeover & Dairy business disposal create a streamlined business moving forward - but are they cheap following the recent quadrupling of share price?
Just seen an excellent analysis of BAE Systems. 30 mins in depth video:
https://www.youtube.com/watch?v=twCkG1RiAY0