Stock Picks - Darlings and Dogs

[Dylan_G]

Oh hell no, the numbers don't add up...

100x revenue and over 220x EBITDA

Even NVDA is around 38x

SpaceX is starting at $135 per share, I reckon that could tank in the coming months down to a more human level of around $25-$35 a share, would give the company around a $300bn market cap.

Soooo, we shorting?

 

[Vox Populi Vox Dei]

Who is buying into the SpaceX IPO ?

Never buy a share during the IPO. Lots of evidence that price goes down after the hype.

 

[petum]

Never buy a share during the IPO. Lots of evidence that price goes down after the hype.

How can you buy it in any case?

 

[Bundu]

Never buy a share during the IPO. Lots of evidence that price goes down after the hype.

a recent example of this in SA is OPA, massively over subscribed IPO @R19 and now down 11%

 

[Vox Populi Vox Dei]

How can you buy it in any case?

Easy Equities USD or opening an account at Interactive Brokers.

 

[L-Dog]

https://twitter.com/x/status/2063863763493670970

Samsung might be a good buy if it dips further

 

[ronz91]

https://twitter.com/x/status/2063863763493670970

Samsung might be a good buy if it dips further

I would think samsung would already be a good buy

 

[prod]

Hmm it's WWDC today, and a lot of rumours about Google being used for some Apple stuff, wonder if it's a good time to pick up more Google

 

[Dylan_G]

I would think samsung would already be a good buy

Yeah... SK Hynix is storage right? Along with Samsung (and their appliances/devices)... don't see storage needs going away any time soon...

 

[L-Dog]

 

[ronz91]

Yeah... SK Hynix is storage right? Along with Samsung (and their appliances/devices)... don't see storage needs going away any time soon...

View attachment 1913631

people are literally scrambling for ram, how are stocks down?

 

[Tongs of Destiny]

Easy Equities USD or opening an account at Interactive Brokers.

Either or... but just don't

Look at the numbers, they do NOT add up, it's not rocket science... literally

You need to sit on your hands if you want to invest in SpaceX or any IPO, just wait out the first months possibly years of the FOMO, then you can get in.

 

[L-Dog]

people are literally scrambling for ram, how are stocks down?

Was probably macro fears, middel east war, people selling shares to get liquidity for Space x ipo and fact that market has been up only for the past few months. Samsung had a mssive sell of then bounced again. My only concern is the Space X IPO, early investors definaely goning to sell and the risk reward just is not there for me. Probaly best to wait it out for a week or two might do a few small trades but not going to risk anything major.

 

[Ishould_BeWorking]

Who is buying into the SpaceX IPO ?

This guy could literally pull off the worst fraud/heist ever with this IPO ... I dnt think our south african brother is evil tho

 

[Ishould_BeWorking]

Sasol seems to be stuck in a band... I am assuming there is some profit taking going on, I hope it hasn't reached a ceiling.

I got brave and sold some lagging shares and jumped into PRX and caught a small slap even tho it was looking cheap.

I heard the Business Day folks making a mention of Omnia and the upside potential because of the fertilizer crises. Anyone onto this?

Meh ...I should have gotten in on some Omnia

 

[Grant]

for those who may be looking for a 3 to 5yr, low risk:

i was in at investec to pick up a replacement card the other day - got chatting to my banker.
i have a bit of a mixed bag of investments, some with investec, others with allan gray - some "low risk", others more volatile.

in any event i asked him about a friend's mother - in her 60s now.
looking for low risk, but decent performance.

i stand corrected - going from best of my memory - one of their "retirement" type funds has been performing rather well.
min investment = R3m
min term = 3yrs
it has been returning 14% p/a

it is a mix of
1) govt bonds (i have no idea how those things work)
2) anglogold ashanti
3) naspers
4) std bank
5) new gold issuer
6) firstrand

 

[Ishould_BeWorking]

for those who may be looking for a 3 to 5yr, low risk:

i was in at investec to pick up a replacement card the other day - got chatting to my banker.
i have a bit of a mixed bag of investments, some with investec, others with allan gray - some "low risk", others more volatile.

in any event i asked him about a friend's mother - in her 60s now.
looking for low risk, but decent performance.

i stand corrected - going from best of my memory - one of their "retirement" type funds has been performing rather well.
min investment = R3m
min term = 3yrs
it has been returning 14% p/a

it is a mix of
1) govt bonds (i have no idea how those things work)
2) anglogold ashanti
3) naspers
4) std bank
5) new gold issuer
6) firstrand

Over the last 10 years... my boss keeps saying Alan Gray is the place to be... like eft etc big cash investors... seems really good. Obviously its my boss they have money...I am still puzzling

 

[Tun@]

Samsung might be a good buy if it dips further

SYGEMF (as of 30 April anyway), also the heaviest TSMC(2330) i've seen.

 

[zerocool2009]

Dont know if here are any enx lovers! Nice dividend popping in again!

 

[Bundu]

Anybody still holding sasol?
I think it's heading back to R155