Looks interesting but not in Freetrade (or Trading212). Haven’t heard of them before!
1 Like
Listed on NASDAQ so hopefully one that will come sooner or later!
They are UK based but all their sites are overseas. They have their eye on some UK sites and want to grow in the EU some more. With the EU getting tougher energy and trying to push harder into renewables I’m not surprised they are trying to get in on the action!
3 Likes
Another busy day for me but I have my eye on a few different energy companies that I want to look at. Hopefully I can finish up the home DIY sooner than expected! Which has never happened before, but it’s nice to dream. 
1 Like
Agreed. I like their business model and focus on dividends. Also fairly affordable at around $27 - We should create a request for this perhaps?
- Well done Jack on another great write-up. Thanks for your time and effort!
1 Like
Thoughts on this: Investing - Director Dealings - Sharecast.com ?
ITM Power Directors selling off £14million of stocks… 
2 Likes
Looks like bonuses they are executing.
All of them are an exercise of an option, this should be in the latest documents about the directors making some sales.
Last time they did a sale was in December. It looks odd but isn’t too much of a concern for me.
Fair enough.
Taking £6.8million in grants in 2019 and taking bonuses of £14 million in 2020 seems morally bizarre.
But who has morals in business!
1 Like
Agree with that!
The director and board bonuses are very large for a company that is being powered by grants to fill in the gaps. If they kept a bit more in the business the books would look much better.
Seems a little sneaky given they won’t reward shareholders with a dividend because times are tight but the options packages are still going strong. Then again they have made really good progress. Is it fair reward for getting them to where they are today, could they have attracted the right/best people without it? Tough questions which I don’t have the answer to sadly.
1 Like
Hi Jack,
Loving your analysis! Keep it up 
Has eBay yet climbed anywhere near the top of your list? 
1 Like
Not yet 
but it’s one I want to look at!
I’ve got an other renewable energy company (final one I promise!) that I’m reading up on at the moment. I guess having lots of stocks to look at is a quality problem to have 
Thanks for all the support!
2 Likes
I think Nikola could be interesting, especially since they just got listed on free trade
1 Like
Have you thought about building a portfolio out of your Buy/Sell recommendations (i.e. two different ones) and then comparing to a benchmark… it would be really interesting to see if your Buys do better and your Sells do worse no?
3 Likes
I have looked at my past performance before but I didn’t really summarise it, it was more as a whole this is the end result.
That might be fun, take the close price of my pieces against each recommendation and see how they look!
2 Likes
As suggested by @hrochfor1 my recommendations versus performance!
I have been a little hard done by Aston (AML), as it did drop and is now bouncing back. I like to think I got that one right and the situation has now changed! If you take that out the average on sells changes to -6.76% which is much better 
I’m pretty sure my buy’s should be higher than my hold’s 
4 Likes
So after this… do the opposite of what you say right? 
2 Likes
You’ve cracked my code 
I am great at analysing the wrong way 
1 Like
It would be better if you added a column after start date with something like ‘days since recommendation’ to make it clearer how long the change has taken etc.
2 Likes
Nice idea, added it now!
Doesn’t make me look as bad now 
2 Likes
Nice work.
Give it a couple of months for the covid nonsense to work itself out a bit more and I’m sure it will look a bit different.
As for AML, I’d have a sell rating given how often they go bust…
2 Likes
Hi Jack,
Loving the transparency.
Can you explain the Direction column and how you have worked it out?
Pete
1 Like