Investments other than Clinuvel

Johnny H

Well-known member
In addition the prudent investments in bonds and real estate that all of us here are obviously doing, what speculative positions are you taking?
 

Johnny H

Well-known member
My safe play: commodities baskets through the PDBC ETF. Inflation is out of control, so I'm just trying to store value.

Speculative: Nvidia stock. 1-4 stock split effective in mid-July. I'm looking for the "Robin Hood" effect, much like what happened to Tesla after their split.
 

IntiRaymi

Well-known member
I’ve got some Nvidia. Not sure about the potential for much of a Robin Hood effect as so many platforms now already allow fractional share-buying down to pennies worth of even a $1000 per share stock for example
 

Johnny H

Well-known member
@IntiRaymi Yeah, but a lot of these first time investors are morons betting their covid stimulus money.

The latest survey found that 40% of stimulus recipients are investing the money. That's a lot of new investors.

Of course, Nvidia is good on the fundamentals. This was purely speculative on top of it.
 

Johnny H

Well-known member
Different survey, by Deutsch, but roughly the same conclusion:

"The online survey, led by Deutsche strategist Parag Thatte and published late last month, found that respondents plan to put a large chunk (37%) of any forthcoming stimulus directly into stocks, which could represent a sizable inflow into the market of $170 billion.

The overall sample had nearly equal representation of those under 34 (41%) and 34-54 (37%) and a somewhat smaller share of those over 55 years of age, Deutsche Bank noted. In terms of income distribution, the biggest group was in the $50,000 to $100,000 range (34%), which aligns with the U.S. median income of around $69,000. Most respondents were either employed full time (59%) or retired (12%)."
 

K-dt147

Well-known member
I have a speculative position in Haier Smart Home D shares(690D.DE). I expect an alignment with the H - shares(06690.HK), which were listed in Hong Kong at the end of last year. These have a 10% discount to the A - shares(600690.SH) in Shanghai. The three class-shares grant their investors with the same economic rights, ownership rights and dvidends. A possible share buyback program was approved at the Annual General Meeting and only needs to be decided by the Board of Directors. Time horizon for alignment 6-12 months.
 

Verharven

Well-known member
I'm into gold, silver and uranium mining stocks (though CUV is my majority position\) - all either near term producers or just starting producing so lots of leverage to the gold, silver and uranium prices.
 
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U.K Market: Legal and General for divi around 6%, Darktrace for capital, Open Orphan for capital, Yourgene Health ( I wasn't thinking straight on that one !) and Ricardo, speculative as it is undervalued and is a possible takeover. The Boss said I can't throw any more money into the market ! :ROFLMAO:
 

endymion96

2nd Longest Active Member
I'm into gold, silver and uranium mining stocks (though CUV is my majority position\) - all either near term producers or just starting producing so lots of leverage to the gold, silver and uranium prices.
I've been in the Uranium sector since 2016. A bit early I must admit, but now it is just about to pay off. I never thought it would take 10 years to eat through the supply! I've got some CCJ, but heavily invested in NXE, UUUU, and URG. Took a bit of a flyer on LTBR way too early and now I'm down about half what I spent. However, the technology will pay off once small modular reactors get going ... but that won't be for another 5-6 years so put that one on ice. My biggest win came from my LEU stock which I bought at $3 and is now at $30! Only kicking myself because as we all lament, "I should have bought more". What are you into?
 
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Verharven

Well-known member
@endymion96 All my friends and family who I got into CUV over the years are all in the "should have bought more" camp now whereas I went in head first 😁 For uranium, my pick is Peninsula Energy (PEN / PENMF) as a near term USA producer that is ready to go once the U price gets to a reasonable level as now have proven up their low-pH ISR method.
 

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