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Share picks for 2022


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#1 Shi

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Posted 11 January 2023 - 10:46 AM

  Please check figures. No corporate activity included as I knew of none.

 

 

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Edited by Shi, 11 January 2023 - 10:46 AM.

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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll

#2 new john

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Posted 11 January 2022 - 07:00 AM

Costco
SHP
SNH
Sasol
FSR
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#3 Bushmanbob

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Posted 28 December 2021 - 01:48 PM

Shareholders will demand at least getting NAV and management do seem intent on delivering. 100% upside.

 

Anything can happen - they've been talking about this for some time ... so how many good offers have they got ... what are the chances of them changing their minds ... what timeframe are we looking at. Even if only 1 business gets sold, it seems like a good choice to me. 

 

There does seem to be a big seller at 31-33c though - not sure what that is about.

Thanks Shi - Appreciate your feedback.  I just get nervous of NAV's and delists - Mind you, not all management behaves like Bell.


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#4 Peanut_Butter

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Posted 28 December 2021 - 10:02 AM

In terms of cent stocks I would say:

Steinhoff
Purple Group
Ascendis Health
Ellies Holdings
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#5 Bushmanbob

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Posted 28 December 2021 - 09:54 AM

PPE ... growth story
CLH ... recovery story
REN ... closer to production
AFT ... solid company that just keeps on going
ETO ... unbundling and delisting

ETO - With an NAV of 76c, do you think the delisting price will be anywhere near NAV?


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#6 David-89

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Posted 23 December 2021 - 01:49 PM

4SI for me as a penny stock.
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#7 Shi

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Posted 23 December 2021 - 12:36 AM

PPE ... growth story
CLH ... recovery story
REN ... closer to production
AFT ... solid company that just keeps on going
ETO ... unbundling and delisting


Edited by Shi, 23 December 2021 - 12:36 AM.

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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll

#8 Sleepwa123

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Posted 21 December 2021 - 04:11 PM

Pumping all spare cash into Steinhoff at the moment.

Will cash some out after the GS into:
1. Delta
2. 4sight
3. Aveng
4. Renergen
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#9 andi222

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Posted 21 December 2021 - 03:34 PM

For me obviously Top 40 shares but in addition two penny stocks:

DLT- 2021 was the Turn around year
4Sight

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#10 Trader001

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Posted 14 December 2021 - 04:47 PM

Labat
Aveng
Steinhoff
Checkers
 


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#11 Shi

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Posted 08 December 2021 - 04:08 PM

What are your top tips for 2022?

 

Please add tips from analysts and brokers here.

 

Will add mine later on.


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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll





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