jonnytren

jonnytren

Long term trend line - Buy price at $10 DCF model is harder with a less predictable business, growth company so have tacked on a large MOS Was a shareholder in March 2020 and sold in August. In hindsight, I should have held.

jonnytren

DCA into BABA whilst the china feud brews. Intrinsic value is roughly around $240 Stock price has been beaten down with china clamping down on some tech companies. Shanghai Index is only 34% higher than its March 2020 Lows.

jonnytren

Still awaiting a pullback. Have taken a small Parcel 15% of allocated capital at current prices to dip the toe in.

jonnytren

Exit of the Dollar and into the metals re. the inflation story?

jonnytren

David Hunter's projection and forecast.

jonnytren

not a current holder. But an inverse head and shoulders pattern. Headwinds? -Current China situation. -purely a technical short/mid term trade.

jonnytren

A drop in bonds here may spike rates, which is bullish for gold ?

jonnytren Updated 

Accumulation of A2m between the 0.61 and 0.786 retracement from the 2016 low of $1.33 and the 2020 high of $20. 01 . This will align with the long term trend line from its early years. I calculated an intrinsic value between $8-$16 using various ROIC figures, ROE, Future PE ratio, expected MARR of 15% ROE- 22% (has actually been between 30-46% I devalued the...

jonnytren Updated 

Uranium play. Betting on management, very small marketcap.

jonnytren Updated 

VET with a nice breakout and retest, Bullish divergence on the 4Hr but with the stochastic still hgeading down I'd like to see a push back to the 50% retracement at $0.216

jonnytren

Pullback and Push-up

jonnytren

See analysis posted on chart.

jonnytren

Canadian Uranium. -Breakout of resistance turned long term support -Broken downtrend.

jonnytren

Awaiting pullback on Aussie Iron ore Miner.

jonnytren

Pullback to 1.95%

jonnytren Updated 

Adore beauty is a newly listed beauty company on the asx, They were started in Founder and partners garage back in 2000 and have performed really well since then. Their debt/equity is low, and being an online darling their outlay is low, although they're pumping everything back into marketing and getting the brand out there, they also have lower margins from...

jonnytren

Long, Bounced off 61 retracement 200ma coming up its ass. Bull flag. Should run when profit taking comes out of hot coins and rolls into some un-pumped coins.

jonnytren

australian wine producer, hit hard at the pandemic, and a 2nd whack with chinese wine tarriffs placed on some of our aussie exporter goods. I am a shareholder, waiting to see the pivot by management into other asian and european markets.