Share punt if you are interested

1finny

1finny

Well-known member
This is all in the public domain -

DS Smith have had an informal approach for merger/takeover from Mondi (major competitor)

Share price has risen on the back of that to 320

Next step is the interest has to be formalised by March 7th.
There is also talk of other interested parties.

Share price rise is estimated anywhere between 360 and 440 if this has legs.
 
As this seems a suitable thread, I have a punt too...

Aerotyne International.

It is a cutting edge high-tech firm out of the Midwest awaiting imminent patent approval on the next generation of radar detectors that have both huge military and civilian applications now.

One thing I can promise you, even in this market, is that I would never ask you to judge me on my winners. I ask you to judge me on my losers because I have so few.
 
1finny said:
This is all in the public domain -

DS Smith have had an informal approach for merger/takeover from Mondi (major competitor)

Share price has risen on the back of that to 320

Next step is the interest has to be formalised by March 7th.
There is also talk of other interested parties.

Share price rise is estimated anywhere between 360 and 440 if this has legs.
Click to expand...
It's a dog.
 
MichaelDebeve said:
As this seems a suitable thread, I have a punt too...

Aerotyne International.

It is a cutting edge high-tech firm out of the Midwest awaiting imminent patent approval on the next generation of radar detectors that have both huge military and civilian applications now.

One thing I can promise you, even in this market, is that I would never ask you to judge me on my winners. I ask you to judge me on my losers because I have so few.
Click to expand...
It's a dog with fleas, pal.
 
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This could be like the time people cashed in their pension’s and put everything into Sirius on the back of what the bloke down the boozer said.

I’m in! Buy buy buy.
 
DS Smith do the packaging for Amazon don't they?

I don't buy individual shares. Sirius Minerals is one reason why not!

DS Smith was the largest holding in Impax Environmental Trust which is a solid green themed Trust.
 
Redwurzel said:
DS Smith do the packaging for Amazon don't they?

I don't buy individual shares. Sirius Minerals is one reason why not!

DS Smith was the largest holding in Impax Environmental Trust which is a solid green themed Trust.
Click to expand...

That's right - also doing a lot of work on how they might help customers return the packaging for them to recycle.
 
1finny said:
That's right - also doing a lot of work on how they might help customers return the packaging for them to recycle.
Click to expand...


Update

Merger agreed at 373 p per share
Currently trading at around 350

Still potential for a few quid
 
Buy as much Microstrategy Stock as you are comfortable with, with a 5 to 10 year view.
Get comfortable with the volatility. Buy on big dips if you can.

Stay away from UK/FTSE stocks. They are Trash and getting worse.
 
Ian Bairds Ears said:
Vlad what does that mean pleaee...what is micro strategy stock ?
Click to expand...
It's a company. They are a data analytics company but they are very heavily invested in bitcoin. They will quite possibly be the most valuable company in the world based just on their bitcoin holdings.
 
1finny said:
This is all in the public domain -

DS Smith have had an informal approach for merger/takeover from Mondi (major competitor)

Share price has risen on the back of that to 320

Next step is the interest has to be formalised by March 7th.
There is also talk of other interested parties.

Share price rise is estimated anywhere between 360 and 440 if this has legs.
Click to expand...
Did you mention them a share thread a few years ago? I bought a few bases on something I read here. Didn't know they were rising.
 
Ian Bairds Ears said:
Vlad what does that mean pleaee...what is micro strategy stock ?
Click to expand...

Just to expand on Nano said.

They are a company in America. MSTR ticker.
I buy them with Trading212 and put them in my ISA.

The guy in charge of them is Michael Saylor who is either mad or a genius depending who you talk to (a bit like Musk).
He graduated from MIT in 1987, with a double major in aeronautics and astronautics, and science, technology, and society.

His strategy is to use cheap debt to buy Bitcoin.
So it's kind of a Bitcoin fund with leverage.

What he is doing is very very clever.

From a British investor point of view who doesn't have access to the U.S Bitcoin ETFs you can either buy Bitcoin on an exchange and leave them there (not the best thing to do). Self-Custody (The best thing to do but can be tricky for a novice) or buy MSTR stock, which you can have in a ISA or SIPP without having to know the ins and outs of BTC or the blockchain network. It's just like buying stock in any other company.

Because they use leverage they tend to go up more than spot BTC in good times and down more in bad times, but if they keep buying BTC then you automatically get the benefit of that.

Below is short video of what he's doing but for more info check out an hour and half video on YouTube by Quant Bros.

Not for the faint hearted or those who have a short time horizon. This is a long term play that will be volatile but as Nano says if Saylor get's this right the sky is limit. A small investment could go a long way (NOT ADVICE!)


 
VladKinder said:
Just to expand on Nano said.

They are a company in America. MSTR ticker.
I buy them with Trading212 and put them in my ISA.

The guy in charge of them is Michael Saylor who is either mad or a genius depending who you talk to (a bit like Musk).
He graduated from MIT in 1987, with a double major in aeronautics and astronautics, and science, technology, and society.

His strategy is to use cheap debt to buy Bitcoin.
So it's kind of a Bitcoin fund with leverage.

What he is doing is very very clever.

From a British investor point of view who doesn't have access to the U.S Bitcoin ETFs you can either buy Bitcoin on an exchange and leave them there (not the best thing to do). Self-Custody (The best thing to do but can be tricky for a novice) or buy MSTR stock, which you can have in a ISA or SIPP without having to know the ins and outs of BTC or the blockchain network. It's just like buying stock in any other company.

Because they use leverage they tend to go up more than spot BTC in good times and down more in bad times, but if they keep buying BTC then you automatically get the benefit of that.

Below is short video of what he's doing but for more info check out an hour and half video on YouTube by Quant Bros.

Not for the faint hearted or those who have a short time horizon. This is a long term play that will be volatile but as Nano says if Saylor get's this right the sky is limit. A small investment could go a long way (NOT ADVICE!)


Click to expand...
Thanks vlad appreciate that mate....excellent summary
 
johnsmithsno2 said:
Did you mention them a share thread a few years ago? I bought a few bases on something I read here. Didn't know they were rising.
Click to expand...
not sure
I had some pre Covid then sold
Went back in when the proposed merger was first in the media
Tidy 25% return so far in just over a couple of months
 
VladKinder said:
Buy as much Microstrategy Stock as you are comfortable with, with a 5 to 10 year view.
Get comfortable with the volatility. Buy on big dips if you can.

Stay away from UK/FTSE stocks. They are Trash and getting worse.
Click to expand...

Just an update on MSTR.
$1370 (approx) a share when I posted this on the 8th.
Less than 3 weeks later it's $1900 (approx).

40% up thereabouts.

Again, it's a long term volatile play. But it's one of those that when I double my money (I first got in at $280) I take out my initial investment, then I'm playing with the houses money.
Then if it 3x's from there, I take out another 20%, then wait another for 4x or 5x, and take out another 20%. That way I'm taking profit, but always have chips on the table.
On a big crash I can get back in at a lower price.

BTW, never get put off by large stock prices. These days you can buy an amount (fraction of) a share.
Don't get sucked into cheaper is better. The market cap is more important.
MSTR has only around 17 million shares, and there is a possible short squeeze going on.
And if and when MSTR get's admitted to the S&P 500 it will see big passive flows coming in.
On paper it's overvalued, but that doesn't tell the full story of what is going on.
 
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Nano said:
It's a company. They are a data analytics company but they are very heavily invested in bitcoin. They will quite possibly be the most valuable company in the world based just on their bitcoin holdings.
Click to expand...

They certainly wont be valued based on their product, which hasn't really been relevant for about 15 years. You might as well invest in Bitcoin if you're buying it purely because of their bitcoin holding.
 
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