My wife is pressing me for advice on stocks or commodities that might have high growth potential to go into her SIPP . Any suggestions?
She accepts high probability of loss as consequence too?
About the Author
Stephen Gage
13 comments
Rusty2
High risk and then if it goes wrong you will get the blame.
I would consider some of these: https://www.stockopedia.com/co...
mojomogoz
Well, my zero or hero trade suggestion is Berkeley Energia (LON:BKY)
High quality low cost Spanish based uranium project in area with mining history (near Salamanca). The only one of scale in Europe (there are some old mines running down in East Europe).
Most of it is permitted and funding in place (complex and delays have meant great funding has run down a bit plus there's a bit of legal wrangle with funder - OIA Omani Inv Auth). Looks like BKY have been able to bat that back but its outside my ability to assess.
Market cap of c.£60m and cash on balance sheet of approx £80m. With the settlement of liability to OIA thro issue of shares end of Nov 2021 (what caused the legal dispute as they wanted their money back) that's a net cash EV...
...however, there's a project to build so more cash will be needed in future.
The impediment to project is Spanish left and green movement who took power just before final permitting.
Uranium price and stocks going berserk today so not the day to rush in. When things cool there will likely be a sell down in the price here too, again.
Who knows what happens with politics...but that is part of the 'option pricing' beauty here as market cannot discount politics. Plus the EU is moving to including nuke in its green cheap funding framework...and this may rub off on Spanish
There could well be issues here that I have not fathomed. I hold this share as part of a basket of 20 uranium stocks so my knowledge of individual cos is weak.
Sooooo...I hope you see the above as nothing other than an insanely risky suggestion. Price from zero to hero....and if you give it a median positive return you know you are being generous...but the mean expected return could be high...
mojomogoz
Skyharbour is in my uranium basket...it counts as being in the zero to hero territory. You may be able to be more sure if you are geologist. Given it has a portfolio of Canadian exploration assets I'd say its a lower risk than Berkeley Energia (LON:BKY) in that positive uranium price moves will tend to be reflected in expectations for this sort of early stage portfolio of exploration opps. Berkeley by comparison is a stub with option value. I believe the mine in Spain will be developed...but perhaps beyond the patience of the financial shell called Berkeley Energia
Snowbum
Yes, I agree. Also in my speculative list of holdings. I’m not a full geologist by trade but I do know more about it than the average Joe. I have some specialisation in mineral exploration plays and do well enough with the approach. I like skyharbour in particular owing to its Canadian jurisdiction and it’s licenses adjacent to the world’s largest producing uranium mine and surrounding areas around the Athapasca basin, generally considered to be one of the highest grade deposit areas on the planet.
I held Berkeley Energia in the past but sold a few years back, I now have my uranium exposure across different themes…. i.e, a U3O8 holder, a fuel enrichment facility for sales, and an explorer for speculative upside.
woodcub
how about Polarean Imaging (LON:POLX) it's FDA approval was knocked back last year on what was on the face of it a technicality, and if it's resubmission is positive in 2022 it has the potential over the next 5-10 years to be enormous.
If it's resubmission fails, it would retry, and if that failed then it would probably seek alternative markets in the rest of the world (rather than the US).
gmtrader
I suggest you go tell her to find her own high risk shares. You may take a battering at first but it could work out to be a prude move.
JohnEustace
£AIGE for oil and gas companies. Relatively sensible.
£CARB in expectation of a rise as European emitters must buy credits by April or pay fines. Pure speculation.
Gilgamesh_Investor
What a way to manage your future pension, I always find such emotional strategies amusing, reminds me of my partner who was in a rush to find and investment because she watched a Youtube video about the importance of investing, I decided to support her, as you do, but people need to learn for themselves and here we are sat at -34% in Brand Architekts (LON:BAR) - Thankfully, she only invested £400 and the rest of her portfolio is doing well; I advised her to keep it in her portfolio as a reminder of what can happen if you don't know what you rush into decisions
Personally, I would be taking a deeper look into some of the following areas to diversify a SIPP. I appreciate a lot of these hold high elements of risk and I am sure there are many more companies out there; do your own due diligence but these are some areas I may wish to take a further look at...
Funds:
Global Growth
-Rathbone Global Opportunities (GB00BH0P2M97) - 5 Year = 141%
-Stewart Investors Worldwide (GB00B7W30613) - 5 Year =85.56%
UK Equity Growth:
-Slater Recovery (GB00B90KTC71) 5 Year = 140%
-Henderson Smaller Companies Investment Trust Henderson Smaller Companies Investment Trust (LON:HSL) 5 Year =149%
Developed Market Equity Growth: North America
-JP Morgan US Smaller Companies Investment Trust Jpmorgan Us Smaller Companies Investment Trust (LON:JUSC) 5 Year = 110%
Asian Equity growth:
-Stewart Investors Asia Pacific Leaders Sustainability (GB0033874768) 5 Year =72%
-Fidelity Asia Pacific Opportunities (GB00BQ1SWL90) 5 Year =102%
-Goldman Sachs India Equity Portfolio (LU0858290173) 5 Year 85%
Emerging Markets:
-Fidelity Emerging Markets (GB00B9SMK778) 5 Year =75%
-JP Morgan Emerging Markets Investment Trust Jpmorgan Emerging Markets Investment Trust (LON:JMG) 5 Year =110%
Specialist Equity Funds:
-BlackRock World Mining Trust Blackrock World Mining Trust (LON:BRWM) 5 Year = 150%
Bonds:
-Allianz Strategic Bond (GB00B06T9362) 5 Year = 40%
-Jupiter Strategic Bond (GB00BN8T5596) 5 Year = 21%
Alternative Assets:
-Oakley Capital Investments Oakley Capital Investments (LON:OCI) 5 Year = 187%
-HICL Infrastructure Hicl Infrastructure (LON:HICL) 5 Year = 25%
-Renewables Infrastructure Group Renewables Infrastructure (LON:TRIG) 5 Year = 59%
Wealth Preservation:
-Personal Asset Trust Personal Assets Trust (LON:PNL) 5 Year =32%
ETF:
-Vanguard S&P 500 UCITS ETF (VUSA)
-Vanguard FTSE 100 UCITS ETF (VUKE)
-FTSE Developed Europe ex UK UCITS ETF (VERX)
Individual Companies:
-Tharisa £THS
-Sylvania Platinum Sylvania Platinum (LON:SLP)
-Jubilee Metals Jubilee Metals (LON:JLP)
-Anglo Eastern Plantations Anglo-eastern Plantations (LON:AEP)
-Springfield Properties £SPR
-Kenmare Resources £KMR
-Atalaya Mining Atalaya Mining (LON:ATYM)
-Capital Capital (LON:CAPD)
-Vietnam Holdings £VNH
-MP Evans £MPE
-Palace Capital £PCA
-DUKE Royalty £DUKE
-Chariot Oil & Gas £CHAR
-Watches of Switzerland Watches Of Switzerland (LON:WOSG)
-MD Medical Investments Md Medical Investments (LON:MDMG)
Good luck and all the best
GI :)
