2025 Full Year Stock Tipping Competiton

[barney]

@barney Another sad story!!!

Nah its all good Farmer ..... I have stuff going on like everyone else, and just missed the deadline ...... Realistically, given my last 12 months performance, I am fortunate I didn't subject myself to another 12 months of potential humiliation .. .., lol.

Good luck to all competitors.

 

[brerwallabi]

Will sit the comp out and watch with interest, good luck all.

 

[Dona Ferentes]

@brerwallabi Perhaps sweet talk Mick and offer a brown paper bag to sweeten the deal!!

maybe run with @brerwallabi and @barney 's tips, just no prize money

 

[barney]

maybe run with @brerwallabi and @barney 's tips, just no prize money

Appreciate the thought DF. To be honest I'll probably have more input from the sidelines giving "advice" (using that word loosely! )

Curiously if I had picked Stocks, 2 of them would have been the same as last year given they surely cant do any worse, lol. Good luck to all punters and thanks also @Sean K .

 

[farmerge]

Will sit the comp out and watch with interest, good luck all.

It's a shame that you have missed the cut.

 

[Captain_Chaza]

I had already set up something similar as watchlist that I save as CSV and import.
But I am sure that the contestants will be keen to look at it on an hourly basis.
Thanks,
Mick

Crikey! I'm Holding 3 of the top 4 today

Bon Voyage

 

[Garpal Gumnut]

Nah its all good Farmer ..... I have stuff going on like everyone else, and just missed the deadline ...... Realistically, given my last 12 months performance, I am fortunate I didn't subject myself to another 12 months of potential humiliation .. .., lol.

Good luck to all competitors.

It is a shame that you and @brerwallabi missed the cut and your splendid attitude towards the Comp is to be applauded. I would not be averse to not complaining were you both allowed to be late entrants. It is not my decision and equally I would not complain were you not allowed to enter.

gg

 

[mullokintyre]

No Comment.
Mick

 

[Captain_Chaza]

No Comment.
Mick

No Comment is a Comment

 

[barney]

It is a shame that you and @brerwallabi missed the cut and your splendid attitude towards the Comp is to be applauded. I would not be averse to not complaining were you both allowed to be late entrants. It is not my decision and equally I would not complain were you not allowed to enter. gg

Garps, yours and many others support is of course appreciated.

Appreciation aside, both @brerwallabi and I are of similar conclusion, that being allowed a late entry kind of undermines the rest of you guys who were obviously paying more attention, lol.

We will no doubt be here telling everyone how our picks would have smashed everyone late in the competition, and how lucky everyone is we did not enter (please enter a "delusional" emoji of your choice!!)

Good luck and good punting all.

 

[barney]

Crikey! I'm Holding 3 of the top 4 today

Don't peak too early El Capitaan.

 

[rcw1]

@barney are you going to have some sleepless nights now knowing that you inadvertently missed the cut??? If you do, if rcw1 maybe so bold as to suggest, get a rum into ya

Have a very nice week.

Kind regards
rcw1

 

[farmerge]

It is a shame that you and @brerwallabi missed the cut and your splendid attitude towards the Comp is to be applauded. I would not be averse to not complaining were you both allowed to be late entrants. It is not my decision and equally I would not complain were you not allowed to enter.

gg

@Garpal Gumnut I did suggest that perhaps contacting the esteemed organiser of the Comp , and approach on bended knee, plead their case and with an outstretched hand and brown paper bag in said hand, hope for an entry to be granted.

 

[mullokintyre]

Just so everyone stops prodding me, Sean K and a few others PM'd me about how I felt about letting in some late entries.
I have no problem with that, the more the merrier.
So I PM'd some of those who admitted being late, but each of them declined for various reasons, all of which I perfectly understand.
If there is any one else out there who did not get an entry in, I would be happy to put late entries to a vote of participants.
Mick

 

[farmerge]

Just so everyone stops prodding me, Sean K and a few others PM'd me about how I felt about letting in some late entries.
I have no problem with that, the more the merrier.
So I PM'd some of those who admitted being late, but each of them declined for various reasons, all of which I perfectly understand.
If there is any one else out there who did not get an entry in, I would be happy to put late entries to a vote of participants.
Mick

@mullokintyre It's a pity that your generous offer wasn't taken up.

 

[Logique2]

At great cost to the management, I present the final list of the 28 participants in the 2025 Full year Tipping Competition.
If you see any errors, let me know and I will attempt fix them (attention @Garpal Gumnut ).
Good luck and send any complaints to Whingers@Idontcare.org
Mick

View attachment 191023

Nice job @mullokintyre, like the inclusion of the start prices

 

[Sdajii]

I actually commend the people for not taking up the offer of late inclusion. By all means have an unofficial latecomers category or something, but it cheapens the competition and result if the rules are broken in this way. Since the yearly competitions started I've missed more than I've successfully entered (and done badly in the ones I've entered and will probably do badly this year too, haha!) but have never wanted to cheapen the competition by being included against people who got in on time, with me having an advantage over them, it just wouldn't have felt right.

Or, hey, allow everyone to repick and start the competition in February (though I guess that would be unfair to the people currently doing well... I'm in the red so that's not me!). It's not a big deal, I don't much care, but if you're going to do something, do it properly, or as properly as possible. If others can enter now, anyone already entered should be able to repick their choices too. I'd definitely make some changes at this point if I could, but it's better to let the people who are stomping me continue to stomp me according to their good choices which were made on time.

 

[farmerge]

I actually commend the people for not taking up the offer of late inclusion. By all means have an unofficial latecomers category or something, but it cheapens the competition and result if the rules are broken in this way. Since the yearly competitions started I've missed more than I've successfully entered (and done badly in the ones I've entered and will probably do badly this year too, haha!) but have never wanted to cheapen the competition by being included against people who got in on time, with me having an advantage over them, it just wouldn't have felt right.

Or, hey, allow everyone to repick and start the competition in February (though I guess that would be unfair to the people currently doing well... I'm in the red so that's not me!). It's not a big deal, I don't much care, but if you're going to do something, do it properly, or as properly as possible. If others can enter now, anyone already entered should be able to repick their choices too. I'd definitely make some changes at this point if I could, but it's better to let the people who are stomping me continue to stomp me according to their good choices which were made on time.

@Sdajii Good points and I rescind my earlier posts to perhaps allow latecomers in.
Perhaps have them in as also rans not being able to claim dignified glory.

 

[Garpal Gumnut]

BOE BOSS ENERGY LTD FPO
Boss Energy's Honeymoon project recommenced production in April-24, with 1Q25 production and sales of 89klbs and 57klbs respectively. The Alta Mesa project with JV partner enCore energy in South Texas also recommenced production, with a target of reaching 1.5Mlbs pa by CY26 (BOE share 450klbs pa). Continue to see significant value in BOE, with optionality around expansion at Honeymoon via low-risk and cost regional resources at Jasons and Goulds Dam.


PPT PERPETUAL LIMITED FPO
The demerger may not happen, CT & WM are good businesses which are growing, have relatively stable earnings, and are cash generative. Secondly, the new CEO Bernard Reilly has made it a priority to address the cost base. Clarity about costs should start to see forecasts rising. Thirdly, the shares are unloved and undervalued, with the asset management business having an implied valuation of 4.5-5.5x EBITDA.


BWK BRICKWORKS LIMITED FPO
BKW as a high delta exposure to interest rate cuts and by extension a stock to own as we edge closer to the cycle pivot point


LNW LIGHT & WONDER INC. CDI
Anticipates 8-11% annual EBITDA growth rates over CY24-26, driven by further R&D investment that enhances game performance and results in market share gains across the North American premium leased market, global outright game sales markets, and online gaming markets.

I believe you need to post the reasons and progress of your picks in their respective threads @bigdog this month and every month until the end of the year. I’ve also suggested you mention @mullokintyre tag so’s he is alerted that you’ve done it to make it easier for him.

gg

 

[Sdajii]

@Sdajii Good points and I rescind my earlier posts to perhaps allow latecomers in.
Perhaps have them in as also rans not being able to claim dignified glory.

Absolutely, a latecomers division or something would be fun as a separate category, maybe even more so if they win and are encouraged to enter properly next year, but if they can enter on an equal level (as was done in a previous year) it hardly encourages people to get in promptly next year. There was one year I entered and latecomers were allowed in and it definitely contributed to me not bothering in future years - I just don't much feel like taking part when even the people running it aren't doing it properly.

I think your idea of having a latecomers division is a good one, maybe they can enter by the start of February.