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.h.

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Hahaha, I dont blame you at all, just made me kinda laugh.

It'll come back up as stores re-open and I still believe in their proposition going forwards - arguably more so than ever before going into a recession (cheap food for all!).

Just funny.

I worked out what I could lose if it didnt work out, and took a risk. No big deal. I bought some shares in Kainos around then too, up 25% on those. My biggest holding outside of a passive fund.
 

Adriano@10

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MRNA having a 8 out of 8 score in a limited trials markets going absolutely bonkers again

Do those people know how many vaccines dont make it after phase 1.....
 
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brehme1989

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Nobody really cares, they like riding bulls. Do you think people don't realize that's dangerous? They only care about the excitement it offers during that moment.

Had to use a bull example :D
 

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I practically lived on greggs whilst studying in UK, and honestly, its the sole acceptable british food. I bought it once it dipped massively due to them missing earnings during beast from the east (duh). Got in at like 980gbx. I think you are right, they are doing all the right things, vegetarian stuff without the "american" glow. With everything closed and so much uncertainty around the virus I would not get in now, but yeah if there is another dip, I will probably get in.

Few weeks ago it was at 1800, which i found so ridicilous that I ended up shorting the food i love the most
 

brehme1989

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Greggs is not acceptable, it just wasn't trash :lol: Being there for many years I get that it becomes a viable option, but thankfully I didn't have one around in the area I was staying the longest so I didn't get hooked on that. Honestly never found anything that I liked but that's maybe because I got used to Parisian, Viennese and Hellenic boulangeries, so I'm kinda spoiled.

The only acceptable British food is M&S and Waitrose microwave options. The rest of the acceptable food is imported.
 

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On the vaccine thing, I am quite bullish on the medical things. Usually 100% people all having reacted to something (assuming no side effects) even if 10 people only, is still significant medically. Considering we have no other alternative, a vaccine that works even in limited people, would get fast approved for at least vulnerable people.

Moderna’s closely watched early-stage human trial for a coronavirus vaccine produced Covid-19 antibodies in all 45 participants.
Each participant received a 25, 100 or 250 microgram dose, with 15 people in each dose group.
At day 43, or two weeks following the second dose, levels of binding antibodies in the 25 microgram group were at the levels generally seen in blood samples from people who recovered from the disease.

yeah this is great news
- - - Updated - - -

Greggs is not acceptable, it just wasn't trash :lol: Being there for many years I get that it becomes a viable option, but thankfully I didn't have one around in the area I was staying the longest so I didn't get hooked on that. Honestly never found anything that I liked but that's maybe because I got used to Parisian, Viennese and Hellenic boulangeries, so I'm kinda spoiled.

The only acceptable British food is M&S and Waitrose microwave options. The rest of the acceptable food is imported.

bro you never had bacon egg and lorne sausage rolls after a night out drinking. Then again I am not after that much of fancy foods. British people don't fuck around with their meat, and I respect that. Especially the scots with their steaks ( i lived in edinburgh)
 

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Chipotle at fuckign 1000, i got out at 700 something :palm: :lol: jokes on me
 

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Nobody really cares, they like riding bulls. Do you think people don't realize that's dangerous? They only care about the excitement it offers during that moment.

Had to use a bull example :D
I know i just doubt they all know what they are doing. Also even if the vaccine works it would still be till the end of the year till we have it and thats optimistic.

Also this: https://www.businessinsider.com/cor...llion-in-stocks-from-moderna-2020-5?r=US&IR=T
Is that not also the dude that hyped it on friday? Smells a lot like a pump..

Imho we ve been rallying for some time on any minor positive news. All the absolute disastrous economic data on the other hand does not move markets at all somehow.

Talked to my friend who is in risk management at Vontobel and all he said was i m scared markets went up 3% again today.

Also GSX is the net chines company on muddywaters hit list, i do wonder when the fuck regulators step up or what more is needed for them to step up was Luckin not enough?

Also pimp would you be willing to hold chipotle at current valuation?

On another note anybody got any insight in CATL ? Been holding back for some time now cause their chinese but they probably are the best battery bet.

And some gold from soft bank: https://www.ft.com/content/d01fe70a-598f-4e6f-becc-2a002d6187b8

If you have time watch the slides of their earnings presentation comedy gold,
 

brehme1989

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You have to take into account that there is a lot of money out there and people want the market to go up. Any little excuse will be enough to trigger this. And some corporations' lives even depends on this, because the stock market rising will be the signal they need to prove that they won't go bust.
 

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You have to take into account that there is a lot of money out there and people want the market to go up. Any little excuse will be enough to trigger this. And some corporations' lives even depends on this, because the stock market rising will be the signal they need to prove that they won't go bust.

I know that but question is how far can cheap money take you? Earnings are not gonna come back just because you dont go BK.
At one point the economy and the stock market will have to be correlated again no? Right now the disconnect is pretty damn big. Question is do we accept lower returns and higher P/e cause bonds wont return shit for some time.

Imagine where this current market would be sitting without a fed backstop!!!!!! Heck even without the fed going into high yield

Anyways powell has another speech today the pump goes on. I guess the best way forward is to just count on the fed like everybody else does and not give a fuck about fundamentals.

On a side note LOL aurora..

Basically this is what bothers me: Uber Last 30-Days:
Announces 1Q'20 cash burn of $700M
Raises $900M of debt at 7.5%
Maybe issuing $6B in equity to acquire cash-burning GRUB
Announces layoffs of 25% of staff
Shutting down 48 offices
Re-evaluates 'growth' bets in freight/ATG/Gig-work
Equity value up +48% to $58B

Makes no sense imho..
 
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Candreva Crosses

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aurora is one of the weirdest stocks ive owned
 

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the markets had a meltdown from a report saying the moderna vaccine did not have "enough data to assess it". Did these morons think an 8 people 100% effective rate would be enough data when they bought stocks following the good nows?

and now you have reports on twitter "moderna did not work as well as thought" :palm:
 

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the markets had a meltdown from a report saying the moderna vaccine did not have "enough data to assess it". Did these morons think an 8 people 100% effective rate would be enough data when they bought stocks following the good nows?

and now you have reports on twitter "moderna did not work as well as thought" :palm:
That plus Modernas mgm was my whole point as to why the rally was stupid..

Also GSX short seems more tempting with every day that passes...
 

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So spotify pays 100 mio for joe rogans podcast and it s market cap surges by 2.52 bio........

Strange times indeed....

Now not saying it was not a smart addition but 2.52 bio? Either markets are overestimating joes pull or Goog just fucked up not cashing out 100mio + to keep him around/

Anyways looks like sentiment is positive again futures all in the green...


Side not still baffled that oil did not collapse


Also as much as i love FB i dont get the 400 mio deal for Giphy.....as i dont see the path to monetization then again zuck has been pretty spot on with his additions to the company so who knows....
 

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Inovio just had some good vaccine news. Currently up 25ish percent in pre market.
 

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Inovio just had some good vaccine news. Currently up 25ish percent in pre market.
High time for biotech pump and dump.......

It s a phase one animal study highly likely that results wont be recreated in humans.
Also look at what happened with mrna and sorrento therapeutics after the initial pump...

Proceed with caution if you wanna go long on any of these names or any small pharma company that claims to have a vaccine/cure.
 

brehme1989

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True, I avoid these.

Would only touch Abbvie from the 'risky' ones.

Have some gambles on Clovis Oncology and Amicus Therapeutics.

Amicus is doing okay, 7% up. But Clovis? Damn, talk about volatility :lol: I was in the red for days, then gone into the green out of nowhere and now I'm 20% down haha.
 

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True, I avoid these.

Would only touch Abbvie from the 'risky' ones.

Have some gambles on Clovis Oncology and Amicus Therapeutics.

Amicus is doing okay, 7% up. But Clovis? Damn, talk about volatility :lol: I was in the red for days, then gone into the green out of nowhere and now I'm 20% down haha.
Shorting them after the initial pump would also be a strategy, logically only one of them will come up with a vaccine and all the rest will end up losers.
Instead of going long on a bunch of them and get one right out of 5 i rather short 5 of them and get one wrong...

Sadly i jumped in to early with sorrento but now i m close to breaking even...

Also WFC with 8% div yield is hard to resist.
 
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brehme1989

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I don't do shorting. Are you using margin accounts for that shit or through some fund?
 

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I don't do shorting. Are you using margin accounts for that shit or through some fund?

I do it over my broker but i do it through put options, i know technically not short selling. But i d need to get approved by the gov in order to be allowed to do actual short selling.
 
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