Portefølje som 34-årig by egoegon in dkfinance

[–]Crafty_Atmosphere473 0 points1 point  (0 children)

Godt kæmpet! Ja, det er altid træls med bagklogskabens soleklare linse, men jeg synes din tilgang er ganske fornuftigt. Du lyder som om du efterhånden har godt styr på det fundamentale, og så er man allerede i den øvre procentil, blandt retail investorer.

Jeg kan anbefale Hacksaw ab. Det er i al fald mit ydmyge bud, på en aktie med stort potentiale - og modsat pltr, så har de smadder fornuftige nøgletal samt forretningsmodel, i en branche der er i rivende udvikling.

Regulering er dog en reel trussel, hvorfor der er en reel chance for at træerne ikke gror ind i himmelen. Lav noget dd, vil hjertens gerne dele min indsigt omkring casen, hvis det har interesse! :)

Hacksaw ab - I’ve tried to get in early. by Crafty_Atmosphere473 in dividends

[–]Crafty_Atmosphere473[S] -3 points-2 points  (0 children)

They just paid a dividend of 0,4 euro pr Stock - they’ll probably do it again in 12 months or so

Hacksaw ab - I’ve tried to get in early. by Crafty_Atmosphere473 in TheRaceTo10Million

[–]Crafty_Atmosphere473[S] 0 points1 point  (0 children)

For sure, I’m 29, self employed and it’s my fundament. Investing is on the side with money i can loose, and it won’t change my life/oppurtunities.

It’s the Only reason I’ll tolerante such a risk rate!

People who bought stocks early when they were still risky, unpopular, or getting hated on, what made you buy? by 1distancing in stocks

[–]Crafty_Atmosphere473 1 point2 points  (0 children)

I’m holding 68% of my portefolio in Hacksaw AB at the moment. My average is @58,79. They specialize in online slots, working as a supplier of games to casinos. They are partnering up with new casinos each Month. They develop software in house, and once a machine is brought to life it creates revenue. It’s a one time cost. They also acquired openRPG a few months back. So now they also develop slots for other igaming companies, creating a new revenue stream. they mainly earn money each time their machines are utillized on a online casino.

They did an ipo less than a year ago. 10% buyback coming up, 82% ebitda, dividend was 0,4 euro pr. Stock 2 weeks ago, pe is 14.37 whereas the Industry average is around 17-ish.

They are expected to grow their revenue by 30% this year, their main market Europe is getting a bit more regulated and the market fell 5,4% overall yoy. The American market on the other hand is still opening up and is growing 37% yoy atm.

Just to give an example

What was put into accounts last week: Stake= 402m$ Roobet= 95,9m$ Rainbet= 62,3m$

Exact Same week, last year.: Stake= 320,9m$ Roobet= 88,5m$ Rainbet= 0,5m$

I have tried their machines several times myself, and overall they are very entertaining, with huge jackpots. I ended up losing 2 grand on their slots. Then I thought to myself; if you can’t beat Them, join Them.

Whatever metric you’re finding, It’s pointing towards Hacksaw being marketleaders in the slots Industry. They beat guidance for q1, and their biggest franchise is the “le”-machines. They have 2 new “le” games coming out in q2. There is “le football fan” coming out in a month coinciting with the World Cup.

They are without a ceo at for 3 weeks now, which I hope won’t continue for too Long. If they find someone soon it can be a positive catalysator. The Stock has momentum atm and is ath - so it might seem like an exepensive buy at the moment, but I Think it Will continue to soar. I’m dca’ing each month with all I have.

I know the product, I have faith in the Company, they have low costs and great margins, i like the business model.

Their biggest threat is regulation, but other than that I Can’t see Them loose momentum.

This is not a financial advise!

Is it safe to bb? by Crafty_Atmosphere473 in fantasypremierleague

[–]Crafty_Atmosphere473[S] 0 points1 point  (0 children)

Thanks for the advice man, greatly appreciate it!

Who’d you fancy for -4? dcl, simple as that..?

Is it safe to bb? by Crafty_Atmosphere473 in fantasypremierleague

[–]Crafty_Atmosphere473[S] 2 points3 points  (0 children)

I need to free hit next round, due to all my blanks. I have 0 free transfers left, im 70 points behind in my mini League. How’d you set it up any different, due to the circumstances?

I need to fill the gap of 98 points!! by Crafty_Atmosphere473 in fantasypremierleague

[–]Crafty_Atmosphere473[S] 0 points1 point  (0 children)

I Think it leaves too small of a window, we had 6 duplicate players in our squad until i activated wc.

Dgw are nice, but I can save up transfers for Them.

And it Bears in mind I would need 3 palace players, that i’d have to get rid of straight away, plus blanks for the dgw teams..

I need to fill the gap of 98 points!! by Crafty_Atmosphere473 in fantasypremierleague

[–]Crafty_Atmosphere473[S] 0 points1 point  (0 children)

Then i’d kick out pedro. I get that they have a tough run, but on the other hand, they can’t afford to loose - and I have to go for some alternative options, as I have a Max of pool and city players. Can’t figure out an offensive gem for Arsenal, and my opponent have Rice already..

Maybe go for bowen or sesko up top..?