TSLA: I am a huge believe in Elon Musk (track record with Zip2 and Paypal?!!). With the assumption that robotaxis will happen, I see Tesla easily as 10k stock within 5-7 years. And this year deliveries growth will probably exceed 50%, so assuming constant price/sales ratio and given the Biden stimulus & clean energy roadmap i think Tesla could reach 1500USD+ this year.
ETSY: The projected growth of this company YoY looks amazing (non mask sales this year skyrocketed comfortbaly). And still it is only 25B market cap still (shopify is > 100B). CEOās past track record with Skype?! Total addressable market is huge
SQUARE: Cash app. Assuming bitcoin will go to 150k this year, i see square getting a huge lift up by the end of this year.
IPOE (SoFi) - 25% jump last Friday after Chamath did the rounds on TV interviews sticking up for the retail investor. Fundamentals sound combined with his popularity puts them in good stead. Tipped to take big market share in the US Fintech space.
One of mine is IRR Ironridge Resources, small cap on AIM. Several good mining prospects but the big juicy ones are Ewoyaa in Ghana for high purity lithium, and Zaranou in CĆ“te dāIvoire for gold.
Major share holders include Assore Limited and Sumitomo Corporation.
The CEO Vincent Mascolo has major skin in here too, which is a positive tick for me.
Jumia: this is basically the Nigerian Amazon, and itās spreading quickly around Africa. This is an early play as internet is spreading there as well. Nigeria is one the biggest countries in the world, most of its population is youth and if they change their behaviours (like the rest of the world did - and buy online) this may be massiveā¦I am sure you when where Amazon share price is. Africa has 1bn populationā¦
Pacific biosciences: top innovative laboratory for 3rd generation DNA sequences (also in ARK Investments portfolios).
Ilika: small UK solid lithium battery producer (different than the normal liquid lithium stuff). They are quite small and base their business on customised products rather than mass production.
PS: Argo Blockchain itās trading at 440 P/E ratio even after that 35% dropā¦what expected growth can justify this ratio!? I like growth stocks, but everything has a threshold. I like the NIO suggestions though.
Escape Hunt ā Micro cap in offline (and recently online) entertainment (escape rooms, pretty fun, used it myself). Almost profitable
Trackwise Designs ā small cap printed circuits, partnerships with EVs. Profitable.
Ilika ā small cap solid state batteries play
Limelight Networks ā small cap CDN and EDGE provider trading at 2 price to sales. Massively undervalued with some decent catalysts. Almost profitable.
Tattoed Chef ā hyper growth vegeterian / vegan food play
Do you really see Nio at 200-300b?
The fact that itās mostly a pure automotive play and mostly just China makes me think that it would be a bit too much. Not in a year anyway. It still might get carried by hype but idk.
KIST - Kistos, a closed ended investment company looking at M&A in the energy sector. Aiming to close their first acquisition on Q1 this year so hopefully announcements soon. Unfortunately not on Freetrade at present but have requested it.