Author Topic: What are your moonshot investments?  (Read 11010 times)

PDXTabs

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Re: What are your moonshot investments?
« Reply #100 on: April 06, 2021, 11:00:13 AM »
ABNB, apparently.

Today I added some MOON to my portfolio.

WoodsRun

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Re: What are your moonshot investments?
« Reply #101 on: April 08, 2021, 10:50:13 AM »
I have 15 shares of GME.
All money I'm prepared to lose.

PJC74

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Re: What are your moonshot investments?
« Reply #102 on: April 09, 2021, 03:13:11 PM »
Rolls Royce RYCEY  5k shares at $1.41

soccerluvof4

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Re: What are your moonshot investments?
« Reply #103 on: April 10, 2021, 05:33:10 AM »
Been in and out of alot of names of late with the sector rotations but other than my "Longs" currently in

ACB
GTBIF
MANU- Setup looks good for a re-opening play and could see it popping to 22-23 quickly
MRKR
NOK- Every week there penning another deal
OPTN
POAHY- I think Volkswagen is going to be the leader in EV's if not a major major player so think good way to play it as well as QS
PRQR
SURF
XERS

Pizzabrewer

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Re: What are your moonshot investments?
« Reply #104 on: April 15, 2021, 04:24:35 AM »
RECAF trading should be interesting today. They announced overnight that their first test well found a working petroleum system.

https://www.newswire.ca/news-releases/reconafrica-s-first-of-three-wells-confirms-a-working-petroleum-system-in-the-kavango-basin-namibia-865139500.html

J Boogie

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Re: What are your moonshot investments?
« Reply #105 on: April 15, 2021, 08:32:30 AM »
Was just going to thank whoever recommended that. I bought 200 shares for fun so being up 60% on that is nice.

GreenEggs

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Re: What are your moonshot investments?
« Reply #106 on: April 15, 2021, 08:48:42 AM »
Wish I'd bought BGFV.  I watched HIBB take off and should have realized BGFV would likely follow them up. 

v8rx7guy

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Re: What are your moonshot investments?
« Reply #107 on: April 15, 2021, 09:58:55 AM »
RECAF trading should be interesting today. They announced overnight that their first test well found a working petroleum system.

https://www.newswire.ca/news-releases/reconafrica-s-first-of-three-wells-confirms-a-working-petroleum-system-in-the-kavango-basin-namibia-865139500.html


Just came to post the same thing.  Thanks for shedding light on this months ago!  I got in February because of that anecdote about the geologist you know dumping in $10K.  I'm excited for this stock, as more certainty comes into play I see it as easily worth $100/sh based on the thickness they've reported.

PDXTabs

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Re: What are your moonshot investments?
« Reply #108 on: April 15, 2021, 10:03:20 AM »
ABNB, apparently.

Today I added some MOON to my portfolio.

For a literal moonshot I added some VACQ today.

That's my moonshot stack, ~1% of my portfolio.

Pizzabrewer

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Re: What are your moonshot investments?
« Reply #109 on: April 17, 2021, 06:05:40 AM »
RECAF trading should be interesting today. They announced overnight that their first test well found a working petroleum system.

https://www.newswire.ca/news-releases/reconafrica-s-first-of-three-wells-confirms-a-working-petroleum-system-in-the-kavango-basin-namibia-865139500.html


Just came to post the same thing.  Thanks for shedding light on this months ago!  I got in February because of that anecdote about the geologist you know dumping in $10K.  I'm excited for this stock, as more certainty comes into play I see it as easily worth $100/sh based on the thickness they've reported.

My geologist friend ended up investing quite a bit more, as did I. My share count is just over 10,000 so a $100 SP would work for me!  My friend has about 4x my stake so he needs only $25 to get his second comma.

The past 2 days were fun but Iím a bit disappointed with the stock price action. Weíre still not at $1 billion MC, which EEENF crossed when they kinda sorta found 500 million barrels on Alaskaís North Slope.  Thatís a puddle compared to the ocean RECAF could be sitting on.

I am encouraged though by the follow-thru Friday (closing over $6 seems very positive after the late afternoon sell off) so Iím looking for more realistic valuations in the coming days and weeks. I see no reason weíre not worth $10-15 right now. But what do I know, I make beer for a living?

So letís enjoy it and look forward to bigger days.


Rdy2Fire

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Re: What are your moonshot investments?
« Reply #110 on: April 17, 2021, 08:54:13 AM »
I won't go into the reasoning, I'd suggest checking them out especially VGAC

VGAC
IPOE
NAKD
PLTR
YJ
SOLO
AEVA

Also check out JMIA which I got in at 8 made it to 70 and is back around 30 but it will rise again

v8rx7guy

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Re: What are your moonshot investments?
« Reply #111 on: April 17, 2021, 07:05:18 PM »
RECAF trading should be interesting today. They announced overnight that their first test well found a working petroleum system.

https://www.newswire.ca/news-releases/reconafrica-s-first-of-three-wells-confirms-a-working-petroleum-system-in-the-kavango-basin-namibia-865139500.html


Just came to post the same thing.  Thanks for shedding light on this months ago!  I got in February because of that anecdote about the geologist you know dumping in $10K.  I'm excited for this stock, as more certainty comes into play I see it as easily worth $100/sh based on the thickness they've reported.

My geologist friend ended up investing quite a bit more, as did I. My share count is just over 10,000 so a $100 SP would work for me!  My friend has about 4x my stake so he needs only $25 to get his second comma.

The past 2 days were fun but Iím a bit disappointed with the stock price action. Weíre still not at $1 billion MC, which EEENF crossed when they kinda sorta found 500 million barrels on Alaskaís North Slope.  Thatís a puddle compared to the ocean RECAF could be sitting on.

I am encouraged though by the follow-thru Friday (closing over $6 seems very positive after the late afternoon sell off) so Iím looking for more realistic valuations in the coming days and weeks. I see no reason weíre not worth $10-15 right now. But what do I know, I make beer for a living?

So letís enjoy it and look forward to bigger days.

Yeah, I am small potatoes with 2,000 shares @ 3.03 but I'm happy with it so far!  I too thought it would go a little higher, i predicted to a friend that it would open at $6 and be to $9 by the weekend... so I was at least in the range.  I hope to see sub $5 again during the long lull between the 2nd drill results and maybe the 2D seismic results so I can scoop up a bit more on sale.  I really like this stock!   If it can get on the NASDAQ look out!

time is money

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Re: What are your moonshot investments?
« Reply #112 on: April 18, 2021, 06:00:49 AM »
Haywood estimated valuation for RECAF based on 1 billion barrels of commercialized oil is 39$. 10 billion barrels would mean price in several hundreds $. Itís not forbidden to day dream but what if they really are sitting on 100+ billion barrels? That is share price in thousands. Thereís still chance this can go to 0. So I am just sticking with my initial 4000 shares investment as commercializing even 10% of their estimated barrels of oil would be a life changing investment for me.

https://clients.haywood.com/uploadfiles/secured_reports/RECOApr152021.pdf?inf_contact_key=f5ac6be8b46ff88b3d6a14bac93ae655680f8914173f9191b1c0223e68310bb1

BigLumox

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Re: What are your moonshot investments?
« Reply #113 on: April 28, 2021, 08:09:41 AM »
RECAF will be a fun one to watch. Im a little late to the party, but I scooped up a small stake to go along for the ride.

soccerluvof4

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Re: What are your moonshot investments?
« Reply #114 on: April 30, 2021, 04:19:12 AM »
NOK and XERS are getting Jiggy

ChpBstrd

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Re: What are your moonshot investments?
« Reply #115 on: April 30, 2021, 06:53:05 AM »
Iíve lost 16% on 400 shares of Lynas Rare Earths (LYSDY).

markbike528CBX

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Re: What are your moonshot investments?
« Reply #116 on: April 30, 2021, 07:54:58 AM »
Succumbed to peer pressure
Entered limit order 100 RECAF  at 6.50 (in both Roth and taxable accounts).

Pizzabrewer

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Re: What are your moonshot investments?
« Reply #117 on: May 03, 2021, 06:22:30 AM »
RECAF is the top story on CNN right now:  cnn.com

Yes it's a typical negative spin (environmental risk, big bad oil company running roughshod over locals) but it's also millions of people hearing about it for the first time.

ice_beard

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Re: What are your moonshot investments?
« Reply #118 on: May 03, 2021, 10:02:25 AM »
Not sure if I posted this or not...

TELL   Tellurian, an LNG company.  I'm convinced we will be using natural gas more and more and LNG is the best way to transport it.  If we are going to really electrify everything, we are going to need a lot of electricity.  Natural gas is almost everywhere and is the cleanest fossil fuel we have.  Once we realize the storage issues related to using renewables on a large scale (already happening) there is going to be a greater acceptance of either natural gas and/or nuclear.  For nuclear, I hold some uranium miners as well.  But I don't really consider them "moonshot" status.  TELL isn't all that moonshot-y either.  They are profitable as the currently stand but their ambitions are definitely moonshot-eque and the have the management to pull it off. 

https://www.retailbull.co.uk/blog/tellurian-a-potential-100-bagger-stock
« Last Edit: May 03, 2021, 11:04:02 AM by ice_beard »

Telecaster

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Re: What are your moonshot investments?
« Reply #119 on: May 07, 2021, 01:43:28 PM »
Back in May I bought some PK, which is a REIT that owns Hilton-branded hotels and resorts.  Mostly higher end properties.  It was beat down about 2/3 off its normal trading range.  I assumed that travel will return eventually and the losses are temporary.  It was a good deal then, I'm not sure it is as good of a deal now.

I decided to cash out today.   I had a 161.63% gain, and the stock is starting to approach its old trading range, so I don't think it has a ton of upside left.  Proceeds are going back into the index. 

v8rx7guy

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Re: What are your moonshot investments?
« Reply #120 on: June 03, 2021, 09:08:07 AM »
Another nice little bump for RECAF today.  The real jump at this point will probably be after seismic results... the news yesterday was basically just confirming again what investors already knew.

Rockies

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Re: What are your moonshot investments?
« Reply #121 on: June 03, 2021, 12:23:10 PM »
Obligatory disclaimer: the majority of my investments are in index funds and these speculative investments are a very small portion of my portfolio.

Now that that's out of the way... here are a few investments I hope to see 2-6x returns on:

MIND
CVM
ORRCF
IPOB
BTWNU

Happy to breakdown my thesis on these picks if there's interest.

How are these doing? You still excited about all of them?

ice_beard

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Re: What are your moonshot investments?
« Reply #122 on: June 03, 2021, 08:57:46 PM »
Not sure if I posted this or not...

TELL   Tellurian, an LNG company.  I'm convinced we will be using natural gas more and more and LNG is the best way to transport it.  If we are going to really electrify everything, we are going to need a lot of electricity.  Natural gas is almost everywhere and is the cleanest fossil fuel we have.  Once we realize the storage issues related to using renewables on a large scale (already happening) there is going to be a greater acceptance of either natural gas and/or nuclear.  For nuclear, I hold some uranium miners as well.  But I don't really consider them "moonshot" status.  TELL isn't all that moonshot-y either.  They are profitable as the currently stand but their ambitions are definitely moonshot-eque and the have the management to pull it off. 

https://www.retailbull.co.uk/blog/tellurian-a-potential-100-bagger-stock

TELL has recently announced two long term supply deals with major commodity traders, Gunvor and Vitol.  The stock price was about $2 a month ago, closed at $5.16 today.  I would not want to be short this one.  All aboard!  This train is picking up speed! 

soccerluvof4

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Re: What are your moonshot investments?
« Reply #123 on: June 04, 2021, 02:49:16 AM »
INVU a coin I like there project
MKGI is getting close to being relisted and will then run
DFLYF- Canadian Drone company, small drones has good upside
ASTS- This one was over 20 I bought around 7.72 yesterday and started to run.

Long shots but I like these

GNOG
CLVS

to others I own and CLVS i have a full position and GNOG i add to on pull backs

XERS and NOK two I have owned are breaking out. I sold POAHY at 12$ and hope i get a chance to buy back.

Duke03

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Re: What are your moonshot investments?
« Reply #124 on: June 04, 2021, 11:15:49 PM »
AMC was a nice hit for me!!!

I bought in at $9 on Feb. 1st and sold for $68.  My kids where really excited when I told them that some nice hedge fund manger decided to send them to Disney for Christmas this year!!!

J Boogie

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Re: What are your moonshot investments?
« Reply #125 on: June 09, 2021, 01:07:56 PM »
Obligatory disclaimer: the majority of my investments are in index funds and these speculative investments are a very small portion of my portfolio.

Now that that's out of the way... here are a few investments I hope to see 2-6x returns on:

MIND
CVM
ORRCF
IPOB
BTWNU

Happy to breakdown my thesis on these picks if there's interest.

How are these doing? You still excited about all of them?

Some better than others.

Oroco has performed the best, it is more than a double for me now. Up about $1,200.

CVM has had some ups and downs, traded in and out so it's hard to tell, but I'm up about $8,500 overall. Results aren't in yet, have about 10 grand I'm hoping to see turn into about 50.

BTWN like most SPACs has been lackluster but is starting to come back. I have about 10 grand in BTWN and 25 in BTNB, both have found acquisition/merger targets that I am bullish on so I believe once the financials and quarterly earnings roll in I will be doing really well on these picks. Down about 1 grand on them overall.

MIND has been up and down. I'm up about $1,800 as I've trimmed the rallies and bought the dips. Holding about 5 grand currently.

IPOB, I think this is now OPEN? I'm up just over $2,000 as I have, again trimmed rallies and bought dips. I thought I'd be down big on this but apparently not.

RECAF and CONXF have been winners for me as well.


I mostly trade using a portion of my 401k as well as my HSA, which allows me to avoid worrying about short term capital gains tax, and over 1 yr I have a 47% return and over 2 yrs I'm at 100%. I started just over 2 yrs ago.






Pizzabrewer

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Re: What are your moonshot investments?
« Reply #126 on: June 09, 2021, 02:16:05 PM »

RECAF and CONXF have been winners for me as well.


Every bit of news so far from RECAF has been positive.  What you can read "between the lines" is even more encouraging.  I continue to accumulate shares at these current prices.   

BigLumox

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Re: What are your moonshot investments?
« Reply #127 on: June 17, 2021, 07:58:14 AM »
RECAF pushing $10.

v8rx7guy

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Re: What are your moonshot investments?
« Reply #128 on: June 17, 2021, 08:16:55 AM »
RECAF pushing $10.

Indeed.  The movement is a little strange though, what is this most recent 30% increase from?  The news about NAMCOR (seems somewhat insignificant?), or is there some even better news coming that has been leaked and the market is beginning to react?

J Boogie

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Re: What are your moonshot investments?
« Reply #129 on: June 17, 2021, 12:56:31 PM »
RECAF pushing $10.

Indeed.  The movement is a little strange though, what is this most recent 30% increase from?  The news about NAMCOR (seems somewhat insignificant?), or is there some even better news coming that has been leaked and the market is beginning to react?

Momentum is my guess. Once people see that other investors aren't cashing out, they figure other investors are going long. High risk, high reward - and the lack of investors running for the exits fills makes for a bullish outlook.

I don't follow this same thesis for companies with limited upside, but for something like RECAF where they have rights to the entire Kavango basin, which they say could be good for 30 billion barrels of crude. 1 barrel is what, $70 right now? Seems like there is far more reason to buy than to sell given a 1.5b valuation. And there hasn't been any bad news on the discovery front, maybe a little pushback from NatGeo. But given how much positive economic impact this would have on African nations that could certainly use a GDP boost, I don't see any opposition being able to hold back the flood of demand here.

I think I just talked myself into more shares.

Pizzabrewer

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Re: What are your moonshot investments?
« Reply #130 on: June 17, 2021, 04:43:34 PM »
This week certainly has been fun. The only obvious criticism of this jump is it has been the very low volume. Iím looking for days with 10 or 60 million shares traded.

My other comment is that there may not be a ďreasonĒ for the jump other than it getting to where it should be. After the positive results from the first two wells we *should* be at US$12-15. IMO.