Trading the stockmarket (NO Referrals)

[LostCorpse]

Rocket labs up another 7%

https://twitter.com/x/status/1860926660209750084

and a bit of CHIPS love

Rocket Lab Signs $23.9M CHIPS Incentives Award to Boost Semiconductor Manufacturing | Rocket Lab

*Long Beach, Calif. November 25, 2024* – Rocket Lab USA, Inc. (Nasdaq: RKLB) (“Rocket Lab” or “the Company”), a global leader in launch services and space systems, has finalized a $23.9 million award from the U.S. Department of Commerce to increase its compound semiconductor manufacturing...

www.rocketlabusa.com

watch for the Nutron launch info next year, their "reusable" rocket
they are filling a gap spacex isnt so not much in the way of direct compatition

 

[ltron]

You would think we are.... but,

With anti-vaccine RFK Jr in charge in the US I'm predicting chaos (I really hope bird flu doesn't become the next pandemic, it could make Covid look like a trifling inconvenience).

 

[dlockers]

JustEat has given up on the LSE..

Just Eat to delist from London Stock Exchange to cut costs

Food delivery firm is also listed in Amsterdam and decision is another blow to London market

www.theguardian.com

I guess the UK markets are just not the place to raise funds to blitzscale...

I mean it is literally a website to order food from other people. It is textbook dotcom bubble. They do "nothing" other than provide a website to buy other peoples stuff from, so that other people can deliver it...

They literally delisted from the NASDAQ in 2022. This isn't a UK market issue, it is a JustEat issue.

 

[caff]

I mean it is literally a website to order food from other people. It is textbook dotcom bubble. They do "nothing" other than provide a website to buy other peoples stuff from, so that other people can deliver it...

They literally delisted from the NASDAQ in 2022. This isn't a UK market issue, it is a JustEat issue.

I knew the writing was on the wall when my local takeaways were setting up their own websites and started putting leaflets to advertise it in the Just Eat order deliveries.

Turns out that if you push a business too hard, even if they are tech inexperienced, they will find another way.

 

[arknor]

I knew the writing was on the wall when my local takeaways were setting up their own websites and started putting leaflets to advertise it in the Just Eat order deliveries.

I'd imagine as costs rise the first thing you'd look to cut would be just eat/deliveroo


just eat has a 699 signup fee and then takes 14% + service fee from every order, they won't really be adding value to any business or saving them money.
If your struggling and doing your own books you'd see them as a vampire sucking all your profits out

An example on google I saw for an order around £18-20 after the 14%+ service fee it ends up being more like a 30% cut they are taking, not the 14%.

it probably only looks like 14% on big orders where the service fee won't be smashing it

 

[caff]

I'd imagine as costs rise the first thing you'd look to cut would be just eat/deliveroo


just eat has a 699 signup fee and then takes 14% + service fee from every order, they won't really be adding value to any business or saving them money.
If your struggling and doing your own books you'd see them as a vampire sucking all your profits out

An example on google I saw for an order around £18-20 after the 14%+ service fee it ends up being more like a 30% cut they are taking, not the 14%.

it probably only looks like 14% on big orders where the service fee won't be smashing it

Yup exactly. Takeaways are having to uplift their prices on Just Eat (e.g. a £5 dish suddenly costs £5.70) just to cover their costs. Ridiculous. Same for Deliveroo etc. Yes they might have a network of drivers, but I don't think it's sustainable.

My local switched to a Flipdish website, which for their most basic package is £700 p.a. and 1.4% + 10p transaction costs. Their website prices are the same prices as phoning in & collecting, but delivery is £3 extra.

This shows what a scam Just Eat are.

 

[slinxy]

The food ordering business had a massive boost due to Covid.. a lot of fast food places had to do online orders and deliveries else shut up shop.

Now that it’s normal again, all but the major companies like McDonald, KFC etc have their own deliveries or they just stop doing deliveries. The increase of business vs the cost is a calculation each business owner needs to account for themselves.. I have family members that was in the business and none of them thought it was worth the extra business.

Personally I never use any of the food delivery companies, I just walk or drive down to grab my own food. I had a horrible experience when I always used to order from this one place till their delivery driver was sick. I went down and saw how much of a dump this place was and never ordered from them again lol around my area owners swap like there’s no tomorrow.

DOCS has had a 10% increase today, 15% for the week.. I’m still red on them and they just need to be brought out.

 

[413x]

I'll do an update on my UK shares as today US is closed.

IDS (Royal mail) steadily rising as talk of a buy out increases
AA4 has been great (leasing airlines) still sat at a 14pc dividend, I entered at 20pc yield
BGEO still doing well despite blip with the election
Aviva strong as stable and looking to buy direct line (which popped today on the news)
Ezj has been good. Consistently looks cheap with constant food results
Persimmon hasn't been a good buy. It's flat at about 2pc loss. I expected rates cuts by now when I bought.
Ferrexpo has been amazing an unexpected 100pc rise. Alas it was a bit risky so not huge amount even with 100pc.
CNS has lost a bit. Still 50pc up though. But momentum has lagged

Then have some duds. Petrofac. Another I hoped would recover but looks like it won't. Proper dodgy there.

Then come all rest of my poor aim shares. Every single one has performed badly.

That's about it for me. I don't really look at UK shares now as most of the time a take over is the best hope for good performance!

 

[413x]

One of interest I'm watching for recovery is close brothers.
Its heavily damaged by the car finance scandal. But it's likely to survive. And is profitable without that.

Watching close as it does appeal to my "battered but oversold" mindset.

 

[Calpol]

I mean it is literally a website to order food from other people. It is textbook dotcom bubble. They do "nothing" other than provide a website to buy other peoples stuff from, so that other people can deliver it...

They literally delisted from the NASDAQ in 2022. This isn't a UK market issue, it is a JustEat issue.

Couldn't agree more. I see these food delivery things everywhere I go and for me it is a solution looking for a problem. I don't see what benefit society gains from making easier for people to order and consume junk food. That's before you get to the exploitation of the delivery people. I mean what did we do before Just Eat - we just went out and bought it from the shop or restaurant. I cannot believe that there is scalable margin in that business that would justify the valuations.

 

[sparkymark75]

I just started investing a couple of weeks ago. So far its not really moved but I'm in it for the long term so not too fussed. The majority is in a couple of ETFs; Vanguard S&P 500 and Vanguard FTSE All-World. I then have a few stocks that are long term investments such as AMD, nVidia and Palantir. I then plan to have some speculative stocks to keep things "interesting". I only have Octopus Renewables Infrastructure so far but have been keeping an eye on KULR. I got a free Moderna share when I signed up to 212 which is actually one of the better performing stocks I have currently!

 

[arknor]

personally I almost expect something to be red for weeks if not months after I buy it.

never phased me yet your not really buying based on what a business is worth now but what it will be worth if it keeps meeting earning expectations.

the future is priced in :/ especially with growth stocks


doesn't seem feel like a good time to be buying though, some indexes are at all time highs purely based on a few companies that could be massively overvalued?

but if you wait the time will never feel right and I guess on ETFs your more likely to be averaging into them anyway.

With stocks I prefer to buy and hold and not average down/up, so if I can catch a dip all the better.

 

[Rob_B]

My original £100 play money in T212 is now a healthy... £91.88 - it's gone up recently due to LUNR & RKLB which I wish I'd have put more money into.
Gamestop still 11% down so thank god I've only got 1 share

 

[brendy]

My original £100 play money in T212 is now a healthy... £91.88 - it's gone up recently due to LUNR & RKLB which I wish I'd have put more money into.
Gamestop still 11% down so thank god I've only got 1 share

Rather more than one here (shy of 1000 mind with an average of around $20) and currently over 41% up
To be honest Ive been in it from 2021 and have just kept buying. Ive used spare cash that I could afford to see dwindle but Ive seen as time has went on, that company isnt going bankrupt any time soon with 4.6bn dollars in their back pocket and zero debt. They do need to spin off something away from bricks and mortar in a new direction but with that amount of cash sat ready to be invested its got to be a plus. The PSA stuff is just an intermediate to keep the company profitable, theyve not sunk any money into it really so the war chest is still good to be used. Long may it last.

 

[englishpremier]

Couldn't agree more. I see these food delivery things everywhere I go and for me it is a solution looking for a problem. I don't see what benefit society gains from making easier for people to order and consume junk food. That's before you get to the exploitation of the delivery people. I mean what did we do before Just Eat - we just went out and bought it from the shop or restaurant. I cannot believe that there is scalable margin in that business that would justify the valuations.

any reasonable takeaway already had home delivery well before Just Eat and the like. I remembering ordering pizza, Chinese, Indian etc in the early 90s

 

[slinxy]

Couldn't agree more. I see these food delivery things everywhere I go and for me it is a solution looking for a problem. I don't see what benefit society gains from making easier for people to order and consume junk food. That's before you get to the exploitation of the delivery people. I mean what did we do before Just Eat - we just went out and bought it from the shop or restaurant. I cannot believe that there is scalable margin in that business that would justify the valuations.

The business plan is called blitzscaling... what justeat, deliveroo etc want to be is the only company in the market by out growing the others and offering a cheaper rate until they are a monopoly and then they will basically rip off the takeaways, users and their workers (more).

I may work/be required in big cities and towns where there's a high concentration of takeaways and users but in rural areas it's pretty much a non-starter.
the nearest mcDs, KFC and subway to me is 15-20 min drive, sooo that's an hour for the poor bloke on the cycle.. meanwhile in a city they could have done 5-7 drop offs in that time. All the takeaways in my village are literally on one street so we had a mix of what we wanted to eat, we would just order by phone and plan the route to pick it all up.

 

[arknor]

IMO It's not too late for KRKN, PLTR, HOOD, RKLB

KRKN 1.67 > 1.61
PLTR 59.85 > 66.66
HOOD 33.82 > 38.36
RKLB 14.55 > 27.82

Rocket labs just won't stop going up it seems, almost a 100% gainer in less than a month.

Flying taxis will probably be a thing in the next 2 years, they could be one to get in on.
sometimes on WSB you see stuff like
https://www.reddit.com/r/wallstreetbets/comments/1gb5eie/achr_theory_of_an_impending_bull_run/ then about a week later you see stuff like
https://www.reddit.com/r/wallstreetbets/comments/1glrz84/achr_on_the_rise_7_today_and_new_partnership_with/ https://www.reddit.com/r/wallstreetbets/comments/1gpjtch/archer_achr_hires_uae_leader_to_start_commencing/ and the stocks up 44% in the last 7 days

Would you believe that went from
ACHR 4.71 > 9.57
I actually bought one day after posting that at 4.31$



I think I never mention specific tickers again in future though as some people might put too much weight in them and lose money.

for the record KRKN I think is a solid invest at the price.
PLTR is a hold probably staying in the 60-66 range for a long time, maybe even until next earnings unless a big contract is announced.
HOOD, I have faith they will continue to do well, but I probably wouldn't buy at the current evaluation.
RKLB, I think is stupid not to own at least a few shares, even if it's just 2-3, but it's quite a shorted stock and could see big dips

ACHR is becoming a wallstreets bet memestock almost, and could see big dips when everyone locks in their gains.
basically a gambling stock now and I just sold half my shares, so my investment is pure profits now and I don't care about the risks


It's not a clown company though and they will probably be the first to market

also their competition looks like a toy...

Whilst Archer aviation looks like it's straight out of cyberpunk

 

[413x]

KRKN 1.67 > 1.61
PLTR 59.85 > 66.66
HOOD 33.82 > 38.36
RKLB 14.55 > 27.82

Rocket labs just won't stop going up it seems, almost a 100% gainer in less than a month.

Would you believe that went from
ACHR 4.71 > 9.57
I actually bought one day after posting that at 4.31$



I think I never mention specific tickers again in future though as some people might put too much weight in them and lose money.

for the record KRKN I think is a solid invest at the price.
PLTR is a hold probably staying in the 64-66 range for a long time, maybe even until next earnings unless a big contract is announced.
HOOD, I have faith they will continue to do well, but I probably wouldn't buy at the current evaluation.
RKLB, I think is stupid not to own at least a few shares, even if it's just 2-3, but it's quite a shorted stock and could see big dips

ACHR is becoming a wallstreets bet memestock almost, and could see big dips when everyone locks in their gains.
basically a gambling stock now and I just sold half my shares, so my investment is pure profits now and I don't care about the risks


It's not a clown company though and they will probably be the first to market

Please mention your picks going forward. Or even how you come across them. I'm certainly interested.

 

[413x]

These are the 3 quantum space stocks I hold

Absolutely not recommending as could easily crater.
But gains have been exceptional

 

[arknor]

Please mention your picks going forward. Or even how you come across them. I'm certainly interested.

mostly Just keeping an eye out for small/mid cap stocks that have a decent business model and good leadership.
If it's in areas of tech that interest you the more the better, because you won't find the research so tedious.

Channel your inner cathie woods, then do the opposite of what she would do.