Being contrarian can be very lucrative

[odds-on]

LOL so im not the only one looking at this hey...its a super punt though on paper doesn't look that bad, and has phenomenal potential...in 10 years time these guys could have 300 > 400 mill (my figures) in annual revenue just from actual forestry production.

TFC is Most certainly on my short list....but probably only for a half a position, money i can afford to lose.

I was joking about TFC! To be honest, I cannot figure it out the deal with TFC, maybe I am stupid. From my research over the last couple of years it seems to get bad press and nobody seems to be able to explain the finances for my stupid brain to understand.

 

[robusta]

I was joking about TFC! To be honest, I cannot figure it out the deal with TFC, maybe I am stupid. From my research over the last couple of years it seems to get bad press and nobody seems to be able to explain the finances for my stupid brain to understand.

I have trouble working out the cash flow.

 

[odds-on]

I was joking about TFC! To be honest, I cannot figure it out the deal with TFC, maybe I am stupid. From my research over the last couple of years it seems to get bad press and nobody seems to be able to explain the finances for my stupid brain to understand.

I am stupid. TFS up approx 20%. What is going on

 

[Garpal Gumnut]

The markets are flying atm.

I’m looking at stocks and sectors that might be out of favour atm.

When I looked at sectors on CommSec last night Energy looked very sick. I’ve gotta find something to start accumulating for when gold and rare earths go out of fashion.

I can’t see many 10 baggers about presently.

gg

 

[divs4ever]

The markets are flying atm.

I’m looking at stocks and sectors that might be out of favour atm.

When I looked at sectors on CommSec last night Energy looked very sick. I’ve gotta find something to start accumulating for when gold and rare earths go out of fashion.

I can’t see many 10 baggers about presently.

gg

something that caught my eye ( but decided to move on )

was NDO a sub $1 share in childcare ( but they make it seem like toddler education ) but has paid a div. twice this year

my reason for moving on is the perceived regulation risk on operating education ( and child-minding ) and shifting government policies

think of this as a potential take-over target ( read the bio of the directors to see if you see what i see )

by the way i never see my 10 baggers coming

 

[finicky]

I can’t see many 10 baggers about presently.

That concurs with Market Matters and Greg Canavan (fat tail). Can't find anything to buy.
You might be having fomo?
I've been cashing up fwiw and have only had a nibble on a goldie spec over the last few months.

 

[Garpal Gumnut]

something that caught my eye ( but decided to move on )

was NDO a sub $1 share in childcare ( but they make it seem like toddler education ) but has paid a div. twice this year

my reason for moving on is the perceived regulation risk on operating education ( and child-minding ) and shifting government policies

think of this as a potential take-over target ( read the bio of the directors to see if you see what i see )

by the way i never see my 10 baggers coming

What an interesting little fish among the pollen. You have been a Busy Bee. I too will keep an eye on it. Your approach is commendable Divsie. A possible t/o target indeed.

A chart of NDO..



My only possible find from charting recently was LIP which was an alternate pick for the Sept comp for me and bounced 50% yesterday but I am holding my wallet close atm. and unfortunately ( or fortunately as the question of sell or keep rears ) did not buy.

gg

 

[divs4ever]

What an interesting little fish among the pollen. You have been a Busy Bee. I too will keep an eye on it. Your approach is commendable Divsie. A possible t/o target indeed.

A chart of NDO..

View attachment 208174

My only possible find from charting recently was LIP which was an alternate pick for the Sept comp for me and bounced 50% yesterday but I am holding my wallet close atm. and unfortunately ( or fortunately as the question of sell or keep rears ) did not buy.

gg

sometimes i spot these things , but investing biases , stop me from splashing the cash , or i can't get my target price

but in the sub $1 ( per share ) i have found my share of tasty morsels rather often

something else i spotted about a half an hour ago is BWN , should drop tomorrow as it goes ex-div. ( tomorrow )

Bhagwan Marine Limited (BWN) is a national Australian marine services company, operating a range of vessels providing marine solutions within ports, nearshore, offshore and subsea locations. It has a fleet of 100 onshore & inshore vessels and services multinational oil and gas companies, large miners, construction companies, port authorities and Government organizations.

the founder ( and CEO ) holds more than 40% of the company

this will probably struggle near term as the off-shore energy players tighten their belts , but if it can survive ...

 

[UMike]

sometimes i spot these things , but investing biases , stop me from splashing the cash , or i can't get my target price

but in the sub $1 ( per share ) i have found my share of tasty morsels rather often

something else i spotted about a half an hour ago is BWN , should drop tomorrow as it goes ex-div. ( tomorrow )

Bhagwan Marine Limited (BWN) is a national Australian marine services company, operating a range of vessels providing marine solutions within ports, nearshore, offshore and subsea locations. It has a fleet of 100 onshore & inshore vessels and services multinational oil and gas companies, large miners, construction companies, port authorities and Government organizations.

the founder ( and CEO ) holds more than 40% of the company

this will probably struggle near term as the off-shore energy players tighten their belts , but if it can survive ...

Was trying to buy this ages ago @42.5c
Dividend is only 0.005c so I don't expect too much movement.
.
Bhagwan -> (as it sounds in ) Thai: is "Sweet mouth" or something that engages too much in flattery.
So I stayed away..... Otherwise looks good to me.

I am also cashed up as I got rid of a lot of Banks and Droneshield when it was up there.
.
I am struggling to find something to buy. Pretty sure before the Christmas rally we'll have a drop of some sort.

 

[divs4ever]

I am struggling to find something to buy. Pretty sure before the Christmas rally we'll have a drop of some sort.

+1

low 40s would have me very interested as well

and it must be about due for an early Christmas rally , from memory the last few years have been rather late ( not that i minded that )

it looks hard to find good value at an acceptable risk

i was looking at SVR , but will ASIC hold a grudge and come after it once more , just what a company needs ( sarcasm ) in a fragile economy

 

[countrylad]

sometimes i spot these things , but investing biases , stop me from splashing the cash , or i can't get my target price

but in the sub $1 ( per share ) i have found my share of tasty morsels rather often

something else i spotted about a half an hour ago is BWN , should drop tomorrow as it goes ex-div. ( tomorrow )

Bhagwan Marine Limited (BWN) is a national Australian marine services company, operating a range of vessels providing marine solutions within ports, nearshore, offshore and subsea locations. It has a fleet of 100 onshore & inshore vessels and services multinational oil and gas companies, large miners, construction companies, port authorities and Government organizations.

the founder ( and CEO ) holds more than 40% of the company

this will probably struggle near term as the off-shore energy players tighten their belts , but if it can survive ...

Not sure if you heard this @divs4ever but I really enjoyed this interview

 

[divs4ever]

not many sellers , even given the founder holds a big chunk

looks like it will take some patience , waiting for an acceptable price