AFF Member Stock Discussion

Our Australian CocaColaAmatil and Link are both receiving takeover offers at the moment. We have Link LNK but no CCL.
 
Adore Beauty ABY was way overpriced and today sellers are scrambling for the exit. Never totally trust private equity sellers if you want to make profits.
 
What are the group thoughts re APT ? It was one of my speculative plays...bought a lot for very little early on and have taken sequential (and substational) profits in last month as I think long term fundamentals aren’t there.. but happy to be proved wrong (and still left 20k worth in the pot)..
 
With APT and A2M we hold these shares using OPH as they are just too volatile for us. Ophir seem to work out when to buy and when to sell.
No one really ever missed out by taking a good profit.
Our biggest holdings have gone up a lot and working out when to sell is tricky.
 
MARTINE said:
What are the group thoughts re APT ? It was one of my speculative plays...bought a lot for very little early on and have taken sequential (and substational) profits in last month as I think long term fundamentals aren’t there.. but happy to be proved wrong (and still left 20k worth in the pot)..
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I don't see a reason to sell APT at the moment. It has recorded new 52 week highs for the last 2 weeks. Since the March low, it has consistently recorded higher bottoms and higher tops - this tells you something about its future earnings.

Your thoughts on its long term fundamentals don't really matter, just trade the price action. Set yourself a suitable stop loss, stick to it and don't let your emotions get in the way.
 
Seems to be a bit of a transition back to value at the moment with all the high P/E stocks dropping back
 
We were pleased with the Euroz Hartleys merger . The code is EZL. Their latest report was very good.
 
If you read OPH profit report you can see what Ophir had in their portfolio at June 30th,2020. Their profit report was very good.
 
TheRealTMA said:
How much ABB allocation did people get? Nice 85c profit?
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Customer offer was 2000 shares only (the minimum) for 5000 people. That was obvious on the day of the customer offer with queue numbers over 9000 - was pointless applying for a higher number.
I sold out on Day 1 (missed the absolute peak but still ok)

From reading some other forums been a stuff-up with Link with very few people getting shares direct to broker account and most being issuer sponsored, and paperwork taking over a week to be sent out.
Seemingly much down to the individual not applying with exact match details to CHESS (middle name, St v Street etc)
 
Ok has anyone bought some ESRT which is the owner of the Empire State Building ?
The price of REITs in the US and also the UK have been trashed due to Covid.
SeekingAlpha is saying private equity funds have started buying into these real estate trusts with a long term view.
 
REITs worldwide have had a hard time. Does ESRT own anything else?

There isn't any sign of the bottom being in let alone what one might call a recovery so I wouldn't buy it at the moment.
 
If history repeats itself some trashed REITs will recover dramatically but figuring out which is the hard part.
We have started looking as we would like to have some profits if we decide to retain overseas residences.
So far TRR is running ok with its London listing so we are up a chunk. That is a newish royalty trust named Trident Royalty.
 

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