Thinksmart Share Discussion Threads

[sogoesit] 20/1/2021 11:22

Personally I don't think the current market environment has any respect for market cap. Quite the reverse. Tencent was up about 4% today and it's a USD 800bn company. Frothy maybe but the leaders in tech have been the large caps. The CEO of AO said the other day that they had seen 10 years worth of growth in as many months. Given that and applying a risk-free discount factor of near to zero there can be logic to buying at least 10 years' future earnings today if not more. Whether the logic is right or wrong is another matter. Having traded/invested the dotcom "bubble" from 1995 to 2000 my view is that this "bull" phase may look similar but then as someone once said "As long as the music is playing you should keep dancing". There can be no doubt that the Wuhan disease provides a chaotic inflection point and chaos brings opportunity. AIMV

[bwm2] 20/1/2021 06:19

Motley Fool article on Dec job listings for APT at 55% of current head count

[sogoesit] 20/1/2021 06:01

APT up 5% to 141

[sphere25] 18/1/2021 12:18

You're not alone WILSONST1, made a howler here selling too early and sold many others too early too. Alot have just carried on going up! Suffice to say the entry points have been better than the exit points. Probably best to not mention any sells EVER AGAIN! :-D

[davebowler] 15/1/2021 13:38

Afterpay Oz price hTTps://finance.yahoo.com/quote/APT.AX/

[bwm2] 15/1/2021 13:21

thankyou 29palms I shall have a look and compare and contrast with an investment in armour by Desiderius Helmschmied

[29palms] 15/1/2021 10:05

bwm2 "Make your Money Make Money" Take a look at ZNWD or BCN No investment advice intended, make your own decisions...🙂;

[bwm2] 15/1/2021 08:59

Added yesterday when there was little interest but couldn't get a lookin this morning. Morgan Stanley expect APT to have active customers of 13.6m at half year 31/12/20 cf 9.9m previous year +37.4% I still don't think that TSL price is up with events and continue to add on dips. Tempting to topslice and take some profit but nothing to spend it on.... perhaps a sixteenth century suit of armour for the hall..Any suggestions as to whether to go for Augsburg or Milan?

[29palms] 15/1/2021 08:20

Patiently waiting on share price melt up.

[wilsonst1] 15/1/2021 08:18

Just bought back 20k. Sold out too early.

[sphere25] 15/1/2021 08:17

That's another big breakout in APT with the price closing up 10% at 133. TSL to follow and breakout to a new high? All imo DYOR

[sogoesit] 15/1/2021 08:15

Haha, those Aussie investors do as they’re told!! AUD 133 pops above the top of my upward trend channel.

[carcosa] 15/1/2021 07:49

AfterPay up another 10% this morning...

[shaker44] 14/1/2021 06:34

As this sector gets more visibility I expect to see Thinksmart head towards 100

[bwm2] 13/1/2021 12:40

No - I suggest that you read the results to 30/6 published on 17th Sept 20

[twirl] 13/1/2021 12:31

In the agreement with Afterpay does TSL receive 10% of Clearpay sales revenues at point of sale or sometime later. The profit seems to be influenced heavily by the revaluation of the 10% option in Clearpay. I am struggling on visibility of cash earnings.

[davebowler] 30/12/2020 14:44

Interesting article,- HtTPs://www.ft.com/content/91db3d6e-cfa1-450d-bee4-7fa09e5907c0

[29palms] 29/12/2020 12:40

And once again... How long can the share price stay at this level with a near 10-1 bias to the Buy side today. Patiently waiting on the Santa Claus rally melt up 😊

[bwm2] 29/12/2020 08:20

Apt 122.09 Aud +5.3%. New closing high

[bwm2] 24/12/2020 15:07

Strong buying all day and share price not budged at all

[29palms] 24/12/2020 10:20

Currently 150k to the Buy side with only 5k to the Sell side... How long can the share price stay at this level...patiently waiting on the Santa Claus melt up😊

[peddlers] 21/12/2020 10:24

I bought in here today on the weakness. 10% down is disgraceful. Hopefully see some strong upside in 2021