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What shares you buying?

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Les the Scientist said:
I actually work for Johnson Matthey and frankly their foray into batteries was at best ill-considered and at worst utterly moronic. Many of us here thought there was no way we'd complete with established players like Samsung and Panasonic, we were so late to the party it was embarrassing. I'm just kinda hoping I make it to retirement before the company implodes. The move away from catalytic converters will kill two thirds of JM's current revenue stream, lord knows what will replace it? Their LinkedIn account spouts nothing but shite about hydrogen, but it's news to me we even had a hydrogen business, it's never been mentioned previously. So basically they've found another bandwagon to jump on in sheer desperation. Shambolic
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Nice little jump today on speculation of a takeover or major investment.

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Tesla in the toilet. A big exodus of their best staff, and they haven’t developed a cheap car yet, 3 out of 4 models in their current crop of cars are now getting to the age where they’ll need to be facelifted or replaced.

Electric range no longer industry leading.

Charger network no longer exclusive to Tesla owners.

Every major manufacturer now developing a cheaper, better rival to a Tesla model.

Lurkers prediction, they’re a going concern, but their stock should be around 200 dollars a share.
 
I haven't the first clue about how to buy/sell shares although I now get e-mails rather than post about my BT ones as I signed up for "Shareview".
Had a look the other day and JustEat are on there 1833 or something a share I believe!
 
Les the Scientist said:
I actually work for Johnson Matthey and frankly their foray into batteries was at best ill-considered and at worst utterly moronic. Many of us here thought there was no way we'd complete with established players like Samsung and Panasonic, we were so late to the party it was embarrassing. I'm just kinda hoping I make it to retirement before the company implodes. The move away from catalytic converters will kill two thirds of JM's current revenue stream, lord knows what will replace it? Their LinkedIn account spouts nothing but shite about hydrogen, but it's news to me we even had a hydrogen business, it's never been mentioned previously. So basically they've found another bandwagon to jump on in sheer desperation. Shambolic
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Whereabouts do you work mate? I grew up (and still work) in Royston and there’s a massive JM plant here. I was tattooing a scientist from there the other day and he said his contract and a load of others run out next year as they are moving away from whatever the hell it is they do (something to do with catalysts I think).
 
lurker said:
Tesla in the toilet. A big exodus of their best staff, and they haven’t developed a cheap car yet, 3 out of 4 models in their current crop of cars are now getting to the age where they’ll need to be facelifted or replaced.

Electric range no longer industry leading.

Charger network no longer exclusive to Tesla owners.

Every major manufacturer now developing a cheaper, better rival to a Tesla model.

Lurkers prediction, they’re a going concern, but their stock should be around 200 dollars a share.
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Aren't they valued at something like 10 times more than the next six car companies combined?

Way overvalued. Didn't musk cash a load out to "buy" twitter
 
lurker said:
Tesla in the toilet. A big exodus of their best staff, and they haven’t developed a cheap car yet, 3 out of 4 models in their current crop of cars are now getting to the age where they’ll need to be facelifted or replaced.

Electric range no longer industry leading.

Charger network no longer exclusive to Tesla owners.

Every major manufacturer now developing a cheaper, better rival to a Tesla model.

Lurkers prediction, they’re a going concern, but their stock should be around 200 dollars a share.
Click to expand...
I think they also have IP on some of the battery technology which is deemed to have have a fair bit of worth. That said I don’t have any direct Tesla anymore, although i do have a fair bit through Scottish Mortgage investment trust which is being hammered at the minute
 
I would be keeping some spare cash and waiting to see just how low things can get.

Saying that, i couldn't follow my own advice as i went in on Scottish mortgage investment trust last month.
 
AMD and Barclays. Was a canny bit up this time last week, now everything has dropped through the floor again :) Both will rise again.
 
GOG offset almost all fuckage in my portfolio YTD.

Alongside that I have been short Zoom for 6/7 months, short apple (against my underlying holdings, so overall neutral position) for 6/7 months, short sainsburys for 7/8 months and short SPY for 2 months.

Some absolute wreckage if it wasn't for the above.
 
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