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24-01-2018, 11:52 AM
#1401
Originally Posted by iceman
A good start to the day. I suspect the Beagle has regained FAITH and is buying up large :-)
Be back to record highs in day or so ...and we'll ask what was the fuss all about
$4.50 ...here we come
Last edited by winner69; 24-01-2018 at 11:54 AM.
At the top of every bubble, everyone is convinced it's not yet a bubble.
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24-01-2018, 11:57 AM
#1402
Originally Posted by couta1
Take note of that little hook at the end. PS-Im sure Beagle knows exactly what I'm inferring here.
Indeed mate. For others here's a free 101 lesson in psychology, well worth the read if you have the time.
https://www.psychologytoday.com/blog...n-self-be-true
"To thine own self be true" There is little point fighting one true belief's. If one prefers real earnings growth to other fanciful terms invented by tech companies you might as well be authentic to yourself...you'll be happier. Plenty of people have speculated where this company will be in five years time...but where will ATM with its real earnings growth be in five years time ?
Absolutely this falls into the speculative area for me with no real earnings. If I bought in again it would be a maximum of 5% of my portfolio which as Iceman knows is my self imposed limit for speculative portfolio allocation. Interestingly the Bible has a lot to say about speculation...don't speculate "invest" is the nub of it.
Maybe this will have real earnings in 5 years time, maybe not. Just a thought...one can create an app out of thin air so too speak. People don't NEED to use an app, they could use another app or not use one at all. On the other hand people NEED protein, there is no escaping that fact and you can't create protein out of thin air...
Last edited by Beagle; 24-01-2018 at 12:03 PM.
Ecclesiastes 11:2: Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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24-01-2018, 12:02 PM
#1403
Originally Posted by Beagle
Indeed mate. For others here's a free 101 lesson in psychology, well worth the read if you have the time.
https://www.psychologytoday.com/blog...n-self-be-true
"To thine own self be true" There is little point fighting one true belief's. If one prefers real earnings growth to other fanciful terms invented by tech companies you might as well be authentic to yourself...you'll be happier. Plenty of people have speculated where this company will be in five years time...but where will ATM with its real earnings growth be in five years time ?
Sometimes we also tend to overthink things. The real quesiton is "what will its share proice be in five years time?"
My simple answer is "up". So I will continue holding for as long as it goes "UP". If it goes DOWN beyond a certain point then its time to sell. This approach takes a lot of angst out of holding shares.
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24-01-2018, 12:09 PM
#1404
Originally Posted by Beagle
Indeed mate. For others here's a free 101 lesson in psychology, well worth the read if you have the time.
https://www.psychologytoday.com/blog...n-self-be-true
"To thine own self be true" There is little point fighting one true belief's. If one prefers real earnings growth to other fanciful terms invented by tech companies you might as well be authentic to yourself...you'll be happier. Plenty of people have speculated where this company will be in five years time...but where will ATM with its real earnings growth be in five years time ?
Absolutely this falls into the speculative area for me with no real earnings. If I bought in again it would be a maximum of 5% of my portfolio which as Iceman knows is my self imposed limit for speculative portfolio allocation. Interestingly the Bible has a lot to say about speculation...don't speculate "invest" is the nub of it.
Maybe this will have real earnings in 5 years time, maybe not. Just a thought...one can create an app out of thin air so too speak. People don't NEED to use an app, they could use another app or not use one at all. On the other hand people NEED protein, there is no escaping that fact and you can't create protein out of thin air...
I'm just baiting you mate with my tongue in cheek comments. I know we have a different style and tolerance to startups or growth companies. We had a similar discussion 3 years ago when I was heavily into the loss making and no hope A2M !!
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24-01-2018, 12:21 PM
#1405
PPH real profits in 7 years might be $200m
On a PE of 20 thats a share price of about $14
Working back with an expected return of 20% pa that gives a share price of $4.05 today
And thats with slwoing growth as well
At the top of every bubble, everyone is convinced it's not yet a bubble.
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24-01-2018, 12:22 PM
#1406
Originally Posted by iceman
I'm just baiting you mate with my tongue in cheek comments. I know we have a different style and tolerance to startups or growth companies. We had a similar discussion 3 years ago when I was heavily into the loss making and no hope A2M !!
LOL touchι
Ecclesiastes 11:2: Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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24-01-2018, 02:07 PM
#1407
Nice to see some larger parcels (100,000, 200,000 and 100,000) going through at $4.035
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24-01-2018, 02:17 PM
#1408
Originally Posted by minimoke
Nice to see some larger parcels (100,000, 200,000 and 100,000) going through at $4.035
Yes, its still running red hot....
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24-01-2018, 02:41 PM
#1409
Originally Posted by minimoke
Nice to see some larger parcels (100,000, 200,000 and 100,000) going through at $4.035
Good endorsement of their strategy and execution
At the top of every bubble, everyone is convinced it's not yet a bubble.
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24-01-2018, 08:03 PM
#1410
Member
Easier and faster to scale a software product than specially bred cattle
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