What about bt current market cap 15 billion an article in paper today says open reach may be worth 40 billion alone.
1 Like
Letâs see what tanks over the next few weeks minus any real inherent weakness other than the sector seeming vulnerable. Might make this game easier.
1 Like
Well Iâve certainly nailed this part in the last month.
DOCU drop seems particularly unjustified to me, I topped up earlier today.
Hmm. Why TLW?
It looks like a loss making company.
Their net profit margin was â-87.49%â for accounting year 2020.
1 Like
Why Docu?
Is that because the stock price has nose dived?
1 Like
The following is not advice, and do your own research etc. but my personal decisions are based on the following:
I expected a dip from their recent highs but 40% drop seems extremely excessive on the basis of missing their billings by a few %. To put it in perspective, their Q4 sales forecast are behind estimates by about the same amount that their Q3 is ahead
The software is quickly becoming engrained in large companies so think itâll continue to grow in a covid or non-covid environment.
Listening to their investor call the other day, their CEO owned up to the fact they have taken their eye off the ball a bit on cross sales (because it has been such a skoosh to hit targets over the last year). As a result he said theyâll be focusing effort on their sales training. My instinct is theyâll come back with a bang next year.
Theyâre also forecast to make a profit for the first time next year.
Yeah oil price was terrible in 2020. Just because a company has a bad year doesnât mean it canât turn things around once the pandemic is behind us. 2021 Half year reported a profit, full year results should show a profit too.
Hmm. The price crash is probably a reflection of being way overvalued. Plus, constant quarterly losses. Do they generate profits shareholders? I bet they dilute shareholders by increasing outstanding shares. It was one of the darlings of the pandemic (alongside zoom) so got caught up in the fever at the time. They were probably never supposed to be at such valuations to begin with.
You might find this interesting: DocuSign, Worth $46 billion at 4 p.m., Plunges 30% Afterhours as âthe Environment Shifted More Quickly than We Anticipatedâ
In 2019, it looks like they had a huge write-off. Plus, they have a new CEO. I read the letter from the Chairwomen (Link). Do you know much about him to inspire confidence?
For me, I would put this company in the âtoo hardâ pile. Good luck with your investing. 
A dip was expected (I predicted so a month ago) but in my view 40% is far too much.
That article has pretty strong views. Iâd tend to disagree, I think the longer term market is there regardless of the pandemic and the âendless lossesâ arenât going to persist for long - even todayâs results are only losses because of commitment to R&D.
Not going to try sell it though, important people come to their own conclusions.
In this thread more than most, Iâd take every post with a pinch of salt - theyâre all highly speculative or they wouldnât have any chance of doubling within a year.
I reckon thereâs a good chance boohoo and MercadoLibre will double next year
MVIS
Lidar plus other verticals.
Tech is already in MSFT Holens ( think Metaverse)
Lidar Will very likely be in every new car after 2025. MVIS shown to have best in class without interference (very important). Also small footprint unlike KFC top buckets from other Lidar companies. Cost very competitive. 4 products available currently and expect contracts from June 22 onwards.
In addition MVIS tech is also in IVAS which US army and possibly other allies will be using going forward.
Speculative but enough fingers in pies to be a huge success.
Downside little revenue at the moment but huge potential.
1 Like
Why Boohoo?
I see a lot of hype around this stock but genuinely feel itâs at a fair price now (ÂŁ1.50 - ÂŁ1.75).
Boohoo is facing a lot of short term headwinds keeping the share price down with ESG concerns (I think the progress theyâve made is under appreciated), supply chain issues and difficult comparisons with the pandemic boom. Ultimately I think theyâre all fairly short term and with the Debenhams acquisition opening up a new market for them I think they could have a substantial rerating and continue good earnings growth.
1 Like
The rules of the baggers is only one selection per person. If you donât select one youâll be entered as itâll be too much work to keep chasing people up. Edit your posts if you want to avoid any confusion 
Good luck and happy bagging! 
1 Like
Done.
Whatâs the start price? As at 1 Jan?
Price at market open on Jan 5th (basically the same thing) Iâm working on the spreadsheet now but itâs not my forte - if there any wizard who want to jump in make sure itâs running well Iâd appreciate the help.
1 Like
I would probably keep it pretty simple and just do the columns highlighted in blue:
Maybe add a ranking column to show who is in first place. I assume youâre using Google sheets with the GOOGLEFINANCE function. I can have a look at the spreadsheet if you want to send it to me.
1 Like
Iâd like to suggest closing price on 31 December for starting and ending point. In the event the 31st falls on the weekend day, then use the closing price on Friday 30 or 29. Makes sense?
This way we always get closing price at year-end as both starting point and ending point
2 Likes
Trading is only until 12:30 on 31st but happy to go with market close on 31st 1 it should be the same price as 05/01.
2 Likes