Member Info for Weathergeek

Don't ever sell a world number one seller. That test is literally the best on the market.
If you realised that, You could maybe change your name to richinvestor ;)

@AP, I've had that feeling too.
@PoorInvestor, NCYT are a seriously undervalued stock right now. Hard to believe with the rise they've had. They are generating stacks of cash at very high profit margins and the management have excelled beyond belief. I would not sell that yet.
It is at at much further stage of being proven than here, and you know what a fan I am of SYME. I mean, if you were in at 20p, take a stack of profit. I just topped up there after the government contract win. Did you see the income for the next 28 weeks?
@Shep, I've done some new ones based on the last RNS to give averages going forward. I'm working out what I think we may see by March2021. Will check over tonight and post tomorrow.

From Sept 2020. Spotted that in the presentation. Time to speed up..

Very happy to be here at such a low market cap. Room for dilution but not needed due to JV funding.

Cheesy but accurate.. haha
https://youtu.be/vjD3EVC1-zU?t=69

Very nice timeline of the past year or so there Dave, Many reasons to be hopeful.

Fever tree in the making.

Good post Blueball. All that positive company news and you didn't mention the roll out to thousands of stores.

Retrace or not, All short term shizzle. (Ganja talk apparently ;))This company is all about 2021 and the sales which will come from rolling out across thousands of US stores as well as EU growth. If it retraces, nice, I'll buy more.

Out of interest, who here has tried any ZOE products?
Regular customer and shareholder now. Beauty products are great, also makes those Gummies and oil cheaper for me as the share price rise pays for them haha.

I'm expecting tomorrow too. Hopefully just that and no more news. I want a few more in my trading account. Just lost track of time Friday avo on the phone and missed the market by seconds to top up.

It's worth adding another thread of thought to that.
Investment goals can differ greatly depending on circumstances.
A young 20 yr old should have a far bigger appetite for risk, young loss making companies, that one day, will be hitting the fundamentals all investment firms want to see.
A 60 yr old should have much less exposure to risk, Solid, safe and reliable companies and much more stable income generating investments.

I'm in the middle of those with still quite a high appetite for risk.
However I research and look at 100's of companies to try and find the ones that aren't there yet, but will be.
For me this is the only way PI's can beat the market and the II's.

A lot of big institutions and investors won't touch companies until they are highly de risked or "proven"

Here is an example of a few this year. An exceptional year mind you.

NCYT = PI entrances many under £1
Share Price now £5.70
Has just appeared on Stockopedia, saying its now growing up. Time to buy.
II's will see good returns
PI's have seen staggering returns.

GGP = Many PI entrances under 3p
Gets so big, it gets listed in the AIM100, funds buy, Carries on gets listed on a gold index. Funds buy
Price now II's are buying = Plus20p
II's down or break even just now, Most PI's 100s of percentage gains depending on entrance price.

SNG = Many PI's in under 40p, even spiked pi's at 70p.
Results come, flies to £2.50 as US funds load up.
Price now £1.60
II's down 30% and more (so far)
PI's up 100-500% or more.

My next example may be SYME. Anyone in under .694p is doing very very well going forward.

Good question Da, Anyone from HMRC?
It looked to me like it was written of as goodwill (bringing at the time a €1.43bn portfolio with them, €300m of which is live this month, €1.64bn in total ready for March Securitisation) Now, all of that will have to pay Tax. Also as ex Trader said, the costs of main market listing.

The prospectus said no plans for Dividend, however AZ has hinted at an update to policy in the next accounts March2021.
I think the plan is to get more interest from income funds also once all is up and running.

Seen a lot of people get confused over P/E and P/R etc in the last few months.
P/R = Price over Revenue - Seen a lot of people quoting this as PE. Two very different things. P/E is price over earnings.
To warrant a high P/E the company must have good growth.
This is where PEG comes in. Which is the P/E number divided by the growth rate. A result under 1, is said to be good.

Heres a few examples.

Lets say company A has a market cap of £10m
It makes £10m in revenue So the P/R would be 1.
It makes £1m in earnings so the P/E would be 10
It forecasts 10% growth next year
PEG = P/E divided by growth rate = 1

Company B has a market cap of £20m
It makes 10m in revenue so the P/R would be 2
It makes £1m in earnings so the P/E would be 20
It forecasts 25% growth next year.
PEG 20/25 = 0.8

In the above example, Both companies make £1m in earnings. At first glance, Company A looks cheaper and more valued. However when we then look at Growth, we realise company B is actually cheaper as its growth is a higher level.

There is lots of good books and websites out there explaining these valuation concepts. Well worth studying, As is gearing and many other things.

SYME will be seeing very extreme growth numbers like it has already. This is what will warrant a high PE.

Doubling current business per year** would take 50 years.

Those calcs are out, i went the wrong way.
Not £6.5bn earnings that would be a PE of 5.

£3.2755bn in earnings would be PE10
£1.637bn in earnings would be PE20

At 1.5% of inventory that would need and inventory value of £161,244,500,000.00 or £161.24bn
Current inventory £1.64bn
So just 100 times current business.
Even at doubling current business that would take 50 years.
You can see why I'm offering out free Porsche's to members stating £1 without consolidation.

Have been since 8p, topped up at 5p too. ;) One of the good ones this year and expecting even better next year. Very "chilled" share ;)

@cpk Looking at the boards this weekend, it may gap open to that on Monday with all the ramps on here. PMSL
I'm planing to hold for years as long as the Mafia don't buy us out. Want to see this play out.

On a serious note, anyone taking the £1 SP for real, will be awaiting a long time. Not saying its not possible, However, It would be the one of the biggest PLC's on the UK on market cap. £32,755m. I think that would put it about number 12 on the FTSE 100.

Even on a Price over earnings of 20, that would require net earnings of £6.5bn.
If thats 1.5% of inventory, thats £975billion in inventory needed.
Estimated market in Europe £2trillion, I think I read world market £8trillion so thats a big chunk of the global market.
Possible hypothetically, and if achieved, SYME would be one of the greatest stock market stories ever.
Up in the top 10 anyway.
If it did achieve those numbers, You would probably be looking at a higher PE also, so £2 or more If SYME can grab 8-10% of the world market.

Probably the best read in one place that one. would love to know who wrote it, wasn't me! haha.

All goes to plan for AZ and team, It will surpass 1bn. That will do for starters..

@ckpshare,
Is that the SYME share price or the placement shares for the 1poundsymefestival?
@Spotify, 5 years??

1p Party @Bognor Regis Travel lodge, Probably still on lockdown then so only 6 people.. .

Alternative arrangements being made for a ZOOM party..

I'd be ecstatic with a 1p party right now, 10p party, now we re getting there. Call it one of the warm up parties!

No idea for this one yet, but awaiting with sharpened pencil... Certainly a bonus to original thoughts!