THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY. ALSO BEAR IN MIND THAT WE HUMANS HAVE A PSYCHOLOGICAL BIAS WHERE WE EASILY GIVE A POSITIVE VIEW TO SOMETHING WHERE LOTS OF INFORMATION IS AVAILABLE.
If you have not read Part 1 yet you can find it here: https://wheeliedealer2.weebly.com/stocks--markets-blog/bango-bgo-buy-rationale-part-1-of-2 Recent Trading As is always the way, I wrote the text regarding the ‘Final Results’ a few days ago, thinking that would complete this section. Then of course, lo and behold, out comes another ‘Trading Update’ on 14th July 2020 which you can read here: https://polaris.brighterir.com/public/bango_plc/news/rns/story/w68l09r This is fairly short as you would expect really, but it’s pretty decent. The stand outs for me are:
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THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY.
I have been looking at Bango BGO for quite some time and I even used to hold the Shares probably around 10 years ago. Back then I found it a bit frustrating and I can’t even remember what the outcome of my buying back then was, but it strikes me that BGO are in a much nicer place these days and the huge gains in computing power and network speed etc. have conspired to make their offerings a lot more relevant and valuable. This ‘faster’ technology has also enabled an increasingly important aspect of their offering around Data Analysis and targeted marketing.
THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY.
Live Company Group LVCG has been a bit disappointing recently and came out with a Profit Warning on Friday 17th January 2020 which you can read here: https://www.voxmarkets.co.uk/rns/announcement/6c81371b-b106-4716-a126-e96c59f8f96f/ They also held an Investor Event the same day at Wembley Stadium and kindly James @fsjamescampbell on the Tweets shared with me a recording that he made on the day. You can listen to that here, but I understand it is about 2 hours long: https://drive.google.com/file/d/180TzeyvnkpDXFl3TUYiUwnDITZzS7jTN/view Following this, my mate Charles @charles32576349 made the notes below from listening to the Recording and he very kindly agreed to let me send it out as a Guest Blog.
THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY.
Clearly this is the second part of a 2-parter about TM17. If you have not read it yet you can find the first part under this one on the ‘Stocks & Markets’ blog page, but just cos I am so incredibly nice to you, here is a link straight to it: https://wheeliedealer2.weebly.com/stocks--markets-blog/stock-idea-team17-tm17-part-1-of-2 Since I published that blog I have actually bought some TM17 myself at 344p and if you go to the ‘Trades’ page on WD1 then you can read more details about it.
THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY.
You may have spotted that I wrote a 2-Part Blog ‘series’ about the Video Gaming Sector recently and out of the 5 pretty decent Stocks I had a quick look at, I decided that Team17 TM17 was the one I fancied the most. There are several reasons why TM17 stood out and I am sure Readers may come to their own conclusions as to which Stock is ‘best’ – but whatever Stock is chosen the tailwind in the sector is so strong that I suspect any of them will do well given time and the prerequisite patience to hold on to them. As mentioned in the Sector Blogs, the 5 Stocks split into 2 basic groupings which are the ones that actually create and publish Games and the ones that are more ‘Picks ‘n Shovels’ and provide various services to make the Games.
THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY.
This is Part 2 of these GTLY Blogs and you can read Part 1 here: http://wheeliedealer2.weebly.com/stocks--markets-blog/stock-idea-gateley-holdings-gtly-part-1-of-2
THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY.
I don’t intend to make this too long a Blog as I am sure most Readers are rather aware of who or what Vodafone VOD is and in many ways over-analysing megacap Stocks like this is rather a waste of time. If you nip over to the ‘Trades’ page of my Website (that sits on the main WD site) then you should see the specific details of my recent VOD buy on there and it is worth noting that this is merely a ‘Starter Position’ which gives me a ‘Foot in the door’ because if I do not do this I tend to forget about the Stock and my attention gets dragged off to something else. |
Stocks & Markets WheelieBlogsThese tend to be more Markets and Stocks related and timely - the Blog Page on the Main WheelieDealer Website has the 'Educational' stuff (well that's the theory anyway !!). Archives
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