Reinvigorate Stock Chat during Extreme Financial Crisis

[Dona Ferentes]

Gentle folk,

the call has gone out; Joe, moderator par excellence of ASF, recently said, in the thread https://www.aussiestockforums.com/threads/abolish-stock-chat-during-extreme-societal-crisis.35653/

...I must make the following very clear.
1. Stock chat is not going anywhere.
2. If anything, General Chat will be abolished because it is a constant thorn in my side...

and shortly afterwards

...lack of stock chat at ASF is the only threat to its continued existence.

So here is some (general) stock chat:
1. Investors who participated in the flurry of equity raisings by ASX-listed companies in May and June have enjoyed an average return of 59 per cent since, with small-cap stocks offering the most lucrative gains.
2. the 50 top-performing capital raisings over the period, a full 49 were by companies with a market below $150 million. Mostly, these were with the greatest discounts.
3. the biggest winners were gold and silver exploration companies, with average returns of 103 per cent across the $1.2 billion in equity raising activity by 39 companies. The broader mining sector offered average returns of 83 per cent and technology companies saw returns to investors of 51 per cent.
https://www.afr.com/wealth/investing/capital-raising-investors-pocket-60pc-gains-20200731-p55hbz

(Did you get your share? I put $48K into 5 raises, haven't sold, and pricing shows they're now carried at $121K.)

4. Commsec is capturing growth during this period of extreme volatility in global sharemarkets, with 400,000 new accounts established on the platform over the last year. I'm sure the other platforms are seeing new accounts.
5. Millenials are having a punt. Some are buying "boomer stocks" but many are into tech, IoT, disruptives as well as gold and green-extractive miners. Also playing in the ETF space, as witnessed in chats.

So, lets make stock chat go somewhere (and remain where it currently is, in this aptly named Forum of Aussie Stocks ). Don't be shy, now.

 

[SirRumpole]

Nice thread.

I'd suggest that it doesn't belong in General Chat though, as it's a genuine Stock Market related thread and should therefore appear on the Recent Post list.

 

[Dona Ferentes]

Nice thread.

I'd suggest that it doesn't belong in General Chat though, as it's a genuine Stock Market related thread and should therefore appear on the Recent Post list.

Thanks , oh denizen of the GC deep

 

[Garpal Gumnut]

gg

 

[frugal.rock]

 

[Joe Blow]

It's worth noting that all of the old stock market forums that were around when ASF started out are now gone (except HC of course). Sharesguru, shares.com.au, Sharescene, Topstocks, all gone. Topstocks is still online but it is filled with spam and is no longer an active community. These stock market forums all disappeared for the same reason: because people stopped posting.

To those who continue to post: Thank you. To those who come here to read what others have written and do not post: please consider helping ASF out by posting. Discussion and debate is what ASF is all about, and it will only survive if those who come here continue to post their opinions, analysis and ideas in the various discussions. So if you can help, thank you.

 

[divs4ever]

if the crash is that extreme , like it was in 2020 , i am busy watching hundreds of stocks hoping for some bargains , and also i am the last person that should be confused with a trader , so my silence at such times may be a blessing

 

[farmerge]

if the crash is that extreme , like it was in 2020 , i am busy watching hundreds of stocks hoping for some bargains , and also i am the last person that should be confused with a trader , so my silence at such times may be a blessing

@divs4ever Silence is Golden, BUT not on the ASF site.

 

[tech/a]

I’m one of those.
From my total number of posts I have been a prolific poster in the past .

I’ve noticed that technical analysis is hardly ever mentioned.
People ( all ) tend to complicate the simplicity of trading for a profit and in that I include investing. If you’re not profitable what the hell are you doing!

Discussing stocks is at best discussing personal interpretation of announcements and balance sheets and like most things in life are subject to interpretation and often preferenced by personal bias.

I see a lack of planning by most.
If you take a look at Pete 1 posts and take the time and effort to understand them you’ll realise you’re reading some of the best threads you’ll ever read.

Practical application of placing your hard earned into a company to gain a profit is simple in theory and 10x as hard when you go ahead and do it.

Specific business structure is all you need to know in stock trading (Specific to Stock Trading)
Endless theoretical threads which profess all sorts of “ Trueisms” which confuse the bejezzus out of people who need and crave simplicity are in my view only serving the Original Poster and their ego. Lots of head nodding and no practical application!!!!

So to the Business called ASF
You need to give the market what they ( think they want ) to prosper even though it’s not what they need! Those of us who understand that don’t post what we know is basically a lead line ( stock threads) in this business of trading and investing—-not what makes the money!!

So Joe you need to look at ASF from a different perspective than those who have the most to offer on this platform.

My personal observation and opinion
Nick Radge also shut down his forum
If nothing else Joe you are persistent.


Tech

 

[tech/a]

So here is some (general) stock chat:
1. Investors who participated in the flurry of equity raisings by ASX-listed companies in May and June have enjoyed an average return of 59 per cent since, with small-cap stocks offering the most lucrative gains.
2. the 50 top-performing capital raisings over the period, a full 49 were by companies with a market below $150 million. Mostly, these were with the greatest discounts.
3. the biggest winners were gold and silver exploration companies, with average returns of 103 per cent across the $1.2 billion in equity raising activity by 39 companies. The broader mining sector offered average returns of 83 per cent and technology companies saw returns to investors of 51 per cent.
https://www.afr.com/wealth/investing/capital-raising-investors-pocket-60pc-gains-20200731-p55hbz

(Did you get your share? I put $48K into 5 raises, haven't sold, and pricing shows they're now carried at

This is information
Better information would have been how you determined which of the raises you’d participate in.
was it only 5 or did you have more and still hold or have culled if so why?

Percentages quoted after the fact are of little value to the trader/investor who is in the decision making process.How many outliers skewd the percentage results.

Remember there are buildings full of Economics grads / quants and experienced experts who generally UNDER PERFORM the market.

As retail traders we have a distinct advantage being quick and nimble.

Where do Managed funds make their money? From investments
Fees from capital under management.
There are a few who are performance based I’ll admit but generally.

 

[UMike]

I think Agreeing to disagree will help in the Stocks threads.

Leave point scoring for the GC.

 

[divs4ever]

I’m one of those.
From my total number of posts I have been a prolific poster in the past .

I’ve noticed that technical analysis is hardly ever mentioned.
People ( all ) tend to complicate the simplicity of trading for a profit and in that I include investing. If you’re not profitable what the hell are you doing!

Discussing stocks is at best discussing personal interpretation of announcements and balance sheets and like most things in life are subject to interpretation and often preferenced by personal bias.

I see a lack of planning by most.
If you take a look at Pete 1 posts and take the time and effort to understand them you’ll realise you’re reading some of the best threads you’ll ever read.

Practical application of placing your hard earned into a company to gain a profit is simple in theory and 10x as hard when you go ahead and do it.

Specific business structure is all you need to know in stock trading (Specific to Stock Trading)
Endless theoretical threads which profess all sorts of “ Trueisms” which confuse the bejezzus out of people who need and crave simplicity are in my view only serving the Original Poster and their ego. Lots of head nodding and no practical application!!!!

So to the Business called ASF
You need to give the market what they ( think they want ) to prosper even though it’s not what they need! Those of us who understand that don’t post what we know is basically a lead line ( stock threads) in this business of trading and investing—-not what makes the money!!

So Joe you need to look at ASF from a different perspective than those who have the most to offer on this platform.

My personal observation and opinion
Nick Radge also shut down his forum
If nothing else Joe you are persistent.


Tech

'planning'i threw under the bus in March 2020 which has worked for me , please bear in mind i do not trade , i invest but stay open-minded to sensible opportunities i notice on the way

now maybe the full-time guys shell out the extra bucks for a good data feed , but i have found inaccuracies in the information supply i read ( not just the glitches on Commsec ) so take all info/data with a pinch of salt , but DO watch market moves and consider if they are attractive to me .

going to be interesting times in the next 'crash' given the events in the GFC and the 2020 panic where it was clear winners were picked

let's see if the majority of investors are comfortable with businesses that survive via discrete bail-outs or prefer businesses that survive using their own skills and experience

 

[divs4ever]

I think Agreeing to disagree will help in the Stocks threads.

Leave point scoring for the GC.

yes alternative viewpoints can be useful and illuminating ( even if they are uncomfortable to some )

also bear in mind , that entry time/price can be very important to outcomes , stocks i entered in 2011 to 2014 look impressive now ( or a disaster if a dud ) even allowing for the last decade of low inflation , the next decade might be very different ,

higher inflation means investors/traders must seek higher reward margins

 

[DrBourse]

Endless theoretical threads which profess all sorts of “ Trueisms” which confuse the bejezzus out of people who need and crave simplicity are in my view only serving the Original Poster and their ego. Lots of head nodding and no practical application!!!!