Trade/Chart Ideas

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5th Dec '24 by Wolf of Small Street

2951 comments 96423 reads

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Wolf Of Small Street

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2951 comments

Paul Walton

21st Dec

I'm a big fan of the 55ema and 89sma the former reacting quicker than the sma and because they are both fibonnacci numbers, I use them both in the 7 week rule but I maintain some flexibility, if the price goes below 55 ema I wouldnt necessarily sell, if the moving averages start flattening out or there's an obvious sell off (1 day loss for instance) or they converge then its probably time to sell. The flexibility has enabled me to stay in stocks like AEP Plantations (LON:AEP) Anpario (LON:ANP) Avingtrans (LON:AVG) Atalaya Mining Copper SA (LON:ATYM) Serabi Gold (LON:SRB) and Galliford Try Holdings (LON:GFRD) for instance, whereas if I was too rigid I'd have been out of them. Caledonia Mining (LON:CMCL) I got out of as the volatility (probable selling) got too much and the rules got me out of Filtronic (LON:FTC) with a healthy profit once it went below the 89sma and 55ema turned down (there was an obvious double top so I could have got out earlier). It's not an exact science though more of an art mixed with a bit of luck, but the more you persevere the luckier you get I guess.

TEIN

21st Dec

I'm already in on Ingenta (LON:ING) Revs, and frustrated given the bowl petered out.

Scores very well on my Wolf momentum screen, Stockranks momentum screen, but middle of the road on a Hoffer screen.

Very low PE, 5% divi, reasonably liquid for a micro-cap, and actually has a broker, (Cavendish) which says 2/3 of the year was done at the half way stage, and 88% of revenue is now recurring. No debt. Margins expanding. High ROCE.

Makes you wonder why Kestrel packed it in!

sevenccc

22nd Dec

Tein, I know nothing about Ingenta (LON:ING) but my quick tuppence worth is this. Margins look fantastic, cashflow very good and profits seem to be increasing with Divi following suit. But it's in the publishing sector and topline revenue has gone nowhere for 6 years. So how big is the opportunity here? Can't see where the runway is, but as I say I don't know the business. Will the changes in the sales focus discussed in the HY release get this moving? Or are there easier doors to push open? Contrast with something like Hardide (LON:HDD. Again don't hold but very tempted as new major contracts are being secured. Might just be my preferred trading style. I like growth. Though it doesn't always reward me!

Revs8

22nd Dec

It appears the 100dMA is the MA to watch for support and Ingenta (LON:ING) has bounced off it (and the volume shelf).

TEIN

22nd Dec

Thanks for the assessment sevenccc re Ingenta (LON:ING) . Small position for me. There must have been something I liked about the chart and through my screens but I did zero business analysis - I know this because yesterday I had to remind myself what the hell they do for a living....

rmillaree

22nd Dec

Zotefoams (LON:ZTF)

imho what is key here is how the mop flops with regard to 2027 expectations when they show up on stokcy - if we say they will be on track with regard to year finishing soon and the year about to start - it will be interesting to see what the first indications are are ref 2027 expected eps. IF they want to command superior share price out of teh curent range then ideally they want to be confident that eps is trending upwards again in 2027 - it looks fine and dandy 2025 and 2026 at present - with reasonably recent uptick ref 2026 expectations. More again is imho needed for 2027 if they are too get out of the range they may be stuck in for now.

Hopefully the stuff they are working on now ref new factory and new asian partner(s) should have the potential to deliver more in 2027 than it does in 2026 - so hopefully soem potential tailwindsin that regard,.

Not sure if anyone has access to any broker notes now ref 2027 - those numbers might be out in then open now and simply not being on stocky perhaps?

Revs8

22nd Dec

GB (LON:GBG) Looks like Blackrock have been increasing their holding recently. Increasingly looks like this is a period of accumulation. I hold.

greyster

22nd Dec

Both recent price action and articles by Edmund Shring and JamesAlistair on stocko suggest your interest in Tharisa (LON:THS) and Sylvania Platinum (LON:SLP) are well timed. Worth looking at the articles. I held SLP, recent purchase based on chart, and added Tharisa (thank you for flagging). I am not usually a fan of commodities but there seems so much positivity around most metals that I have overcome my bias and gone where the momentum is. Really enjoy the thread.

Greyster

Helvellyn

22nd Dec

GB (LON:GBG) I had expected them to kick on after the 25/11 interims were well received. Both Janus Henderson and Blackrock buying stock , would seem healthy. I am hoping for a move up towards 300 before the FY26 numbers surface.

Revs8

22nd Dec

Been reading that aside from car catalysts, jewelers are customers are switching to platinum now that gold is so expensive. These could be 2 to add and hold well into next year.

TEIN

Tue 8:37am

There has to be an easier way to make a living.

Wishing everyone here a peaceful chart-free Christmas, and huge success in 2026. Thanks for all you've shared, and for everything I've learned from you in 2025.

TEIN

Helvellyn

Tue 11:24am

Senior (LON:SNR) could be of interest. The SP has recovered from a drop on 20/11, after releasing a bullish sounding TU the shares lost circa 10%, I think on some worries about the proposed disposal of their aerostructure business either not happening or being classed as discontinued operations and not included in the figures ?? I bought a few in the 170's as I thought the drop was overdone, the stock has traded as high as 222p on the day it announced a binding agreement for the sale of the aerostructure part. There has been a couple of reasonable director buys in the 170-180's recently so I feel im in good company and with todays small rise there looks a distinct possibility of a break out above the 200 line which has been resistance for 5 months. There are slightly less shares in circulation than 2018/9 when the stock traded over 300p. Worth some further research maybe.

Helvellyn

Wed 9:16am

Sylvania Platinum (LON:SLP) depending on how long anyone thinks the metal bull run will last but SLP is looking set to break resistance around 115p and if so there is possibly another 20 points on offer.

Revs8

Wed 9:27am

We haven’t had the blow off top in silver yet (January) and platinum is being dragged along for the ride.

sevenccc

Wed 10:58am

Revs, if our Edmund here and Eric Sprott are right and the gold/silver ratio swings back to 50/1 before normalising at around 60/1 (I think that's right) with gold at $4,500/Oz that gives us a silver target of $90. Quite a way up from where we are now. That would be a happy New Year for holders!

Douglas1971

Wed 11:27am

Wishing a Merry Christmas to all and thanks for your time posting all your valuable insight, thoughts and experience. I have learnt a lot. Let’s look forward to a great 2026.

Helvellyn

Wed 12:16pm

It's almost vertical now but everyone thinks it has further to go !!

I was late to the party but still caught most of the 100% rise since early July in Ishares Physical Metals (LON:SSLN)

rogerh

Sat 8:02am

Anyone know how to access the original thread set up by Wolf?

LeicesterPete

Sat 9:26am

Filter all posts by most commented of all time and its number 3 in the list!

rogerh

Sat 1:00pm

Thanks!

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Wolf Of Small Street

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