AFF Member Stock Discussion

tgh

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Alway reluctant add precipitation to a procession.. but IMnsHO this needs to be highlighted.

Commenting on the funds lack of "good numbers" Hamish reminds us that the tunnel is lit but that the light may dim or even go out…..


I can cut and paste but assume most readers of this thread will have access….
 
AMX001595_Travel-Insider_1100x260

cove

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Ophir Global had a very good investment year. Our office partners like the fact that we are up 58% on our investment in that fund. Unfortunately you have to qualify as a sophisticated investor signed off by an accountant and the minimum investment is $100,000.
 

daft009

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IHR is doing well for me.
another one with Bevan Slattery's involvement

EDIT: just recieved this...
Stocks Down Under recently named intelliHR a stock to watch in their Emerging Stocks Down Under report

Headquartered in Brisbane, intelliHR offers a fully digitised human resources (HR) platform for between $6- $16 per user, per month. The largest-selling point for companies to use intelliHR’s platform is the ability to
view in-depth, real-time analytics on an organisation’s workforce. The company has highlighted that around 80% of its sales prospects have manual HR systems with no analytical capability. As workers have been stuck at home during CY20, intelliHR saw its subscriber numbers rise 148% year
 
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cove

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Nice one @daft009. We have done really well with Bevan but we missed this one.
This morning the market is up a lot so we must resist the idea of being gurus.
We lodged 4 applications for Ophir Global High Conviction Fund this week as their earlier fund was up 58% in just over 12 months. Family trust, personal, business unit trust and a company were who we used. We have a CPA at work plus I am still registered to sign sophisticated investor documents.
 

Dr Ralph

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Not currently open, but does anyone know anything about this?

If any one is interested this is now open.

 

cove

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This week we sold NWH and CBAPH. NWH is a contractor and it had a pretty good run. We don’t stay in contracting businesses forever.
CBAPH had to go out of our superfund so we could keep under the tax free limit and we can take a pension payment shortly.
Telstra has started to wriggle upwards after no action for a couple of months.
 

cove

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Had not been watching E25 for a while but it had a great month. That one came from a placement. They are getting ready to ship manganese in March. That ie Element 25.
Resimac has been one of our core holdings and RMC had a good day today. Their results should be issued fairly soon.
 

Buzzard

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This week we sold NWH and CBAPH. NWH is a contractor and it had a pretty good run. We don’t stay in contracting businesses forever.
CBAPH had to go out of our superfund so we could keep under the tax free limit and we can take a pension payment shortly.
Telstra has started to wriggle upwards after no action for a couple of months.
About time TLS did something. I'm now up around 10%. Any idea what's happening with the split into 3?
 

cove

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Today we are happy with the COG trading result. When we put our favourite eldest son into COG the immediate sale after buying was 5.4 cents down from 6.3 cents. Patience has paid off with the shares having jumped.
Now Mrscove’s pick of Booktopia has jumped 30 odd cents on their trading update. I married a librarian and she loves books so BKG was a natural fit for her.
 
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cove

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We mentioned Secos which is SES who are doing compostable bags. They are still low gross margin but those shares have doubled which is a bit surprising. Sales are growing better than profits.
We mentioned Euroz which is EZL when they were trading at $1.00 and they have jumped to $1.60. We go to some of their meetings when we have time.
 

daft009

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very interesting with whats going on with reddit WSB and GME Gamestop in the US!
I've read one person spent $51k and made $22mil out of it.

nice video explaining it all,
 

Happy Dude

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very interesting with whats going on with reddit WSB and GME Gamestop in the US!
I've read one person spent $51k and made $22mil out of it.

nice video explaining it all,
Yeah pretty wild. Alan Kohler mentioned GME last night on the news. About 50s in. "The market's gone mad".

 

moa999

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Amazed you could even get $51k call options on that company.

But for everyone else pushing the price up they are just overpaying for what seems like a bit of a basket case.
 

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GME and the whole Reddit/RobinHood day trader is yet another example of recent market exuberance which is swaying me into cash at the moment. I believe all of the good news and future expectations are priced in. I’m weary.

Sold out of Whitehaven Coal (WHC) this week. I still believe there’s more upside but got itchy feet.
 
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