Australian (ASX) Stock Market Forum

Recent content by MrChow

  1. M

    XAO Technical Analysis

    Which is more likely to be hit first 5000 or 8000? I think that is what 6500 is providing us about a 50/50 chance of recession.
  2. M

    KSL - Kina Securities

    The multiple for the Westpac acquisition is actually much higher than the original Kina business. Would have liked to have seen some growth figures or projections to support the price.
  3. M

    TNT - Tesserent Limited

    They bought a lot of revenue but little profit given their market cap now.
  4. M

    November Stock Tipping Competition Entry Thread!

    APV (Apps Village) Bit of an underwhelming spec since ipo but coming off a very low revenue base could surprise with high % growth in the quarter. SP has been in a downtrend for a while now so has upside on any news turnaround.
  5. M

    SKK - Stakk Limited

    Just keep in mind it's a RTO so there are plenty of disgruntled holders that lost alot of money in Ziptel trying to get it back. The alternative explanation is that the owners of Douugh undervalued their own business by 5 times.
  6. M

    Madness of Crowds 2020

    FTSE has barely moved since announcing sweeping lockdown measures in the UK. Have to think markets are pricing in a 95%+ chance of vaccine success and 0% interest rates in major markets for half a decade plus similar to the post-GFC playbook.
  7. M

    Madness of Crowds 2020

    I project we'll have a 6+ year economic recovery. Fed is only projected to start rate hikes in 2024 and it typically takes 3 years of tightening to create recessionary pressures which takes us to 2027. In that context knowing that accountablity and fundamentals are unlikely to create a day of...
  8. M

    Getting free-carried - always best option?

    What's so special about that 1 specific unit though (in the OPs post)? If it's 5% of your portfolio (as an example) there are 19 other units of same monetary importance. Also you can lose 1 unit in many ways. If a stock you bought remains at current value but your 2nd choice you passed on...
  9. M

    XAO Just Dropped Like A Stone

    Think of all the things that have happened and consider none of them mattered as the SP500 is up 5% YTD. The future earnings used to value the markets still exist whether Trump is around or not or if a million different things happen or not.
  10. M

    NYSE Dow Jones finished today at:

    SP500 seems priced for absolute perfection. To justify 3300 you have to assume: - Forward Earnings will grow 10% on 2019 for an 180 EPS figure. - Use the highest Forward PE valuation since Dot Com of 18x. So basically an optimistic perfect outcome multiplied by an optimistic perfect outcome...
  11. M

    October Stock Tipping Competition Entry Thread!

    CP1 Their main product in development is due for an official phase 2 results announcement Trial and regulatory announcements can make healthcare stocks fly quick.
  12. M

    Buy Now Pay Later (BNPL) Stocks - which one and why?

    79 companies (according to an ASX screener) have doubled in share price in the past 12 months. - 67 of them are unprofitable. - 12 of them are profitable. So in determining which BNPL to buy, to me it's not about company fundamentals. It's about human behaviour, stories and sentiment, which I...
  13. M

    TV/Films - What ASF members are watching

    VPN, though google movies123 if you want to go down that route.
  14. M

    Forum software upgrade on the way

    Like seeing Recent Posts so clearly. I'd request a 'more' option if possible so you could extend that part.
  15. M

    NC6 - Nanollose Limited

    If there's a stock just laying in wait to be pumped at the other place this would be it. Unique technology Tiny market cap Trillion dollar textile industry Trendy topic of sustainability Regular developmental and commercialisation announcements Similar to things like RAP, PCK, DW8, RHT, OBJ...
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