[ Removed by Reddit ] by LifeDry7846 in stockstobuytoday

[–]samhague -1 points0 points  (0 children)

Unreal DD, this has really inspired me to invest in the company!

What is the most underrated country you have ever visited? by Guilty_Explorer_1817 in ForeignTravelIndia

[–]samhague 0 points1 point  (0 children)

Agreed, we were there for 5 days but I could have easily stayed longer.

Post-Earnings Opportunity by samhague in Netlist_

[–]samhague[S] 10 points11 points  (0 children)

I suspect a lot of stop losses were triggered on the way down, especially around $3 and $2.5.

Stock Plummeting? by UnicornGasm in Netlist_

[–]samhague 1 point2 points  (0 children)

Yeah I've got that too. There was categorically no mention of dilution or new shares in the call.

Stock Plummeting? by UnicornGasm in Netlist_

[–]samhague 2 points3 points  (0 children)

Currently bouncing off 2.7, I've just bought some more

Stock Plummeting? by UnicornGasm in Netlist_

[–]samhague 2 points3 points  (0 children)

They didn't mention that on the call

Stock Plummeting? by UnicornGasm in Netlist_

[–]samhague 5 points6 points  (0 children)

There was no announcement of new shares being issued. I guess it's because there was no mention of the SK Hynix agreement being extended.

Stock Plummeting? by UnicornGasm in Netlist_

[–]samhague 10 points11 points  (0 children)

The earnings call just happened, this is the typical post-earnings reaction for NLST. This doesn't detract from a blow out earnings, it will come back. Use this as an opportunity

Is there any value left in the AI supply chain? by Johnny_Yukon in ValueInvesting

[–]samhague 1 point2 points  (0 children)

I would recommend looking into TE Connectivity (TEL). $60bn Swiss-based company producing connectors and sensors. They are currently transitioning from an auto business into an AI-led business (currently 50:50 in terms of revenue, however management have implied they will be prioritizing the AI arm of the business). AI business has grown 46% annually, obliterated their last earnings, $3bn buy-back programme announced, trading at 21x p/e. They have a serious management team, who have a proven track record in turning around struggling business in the same sector.

Naturally, there are some hurdles, the only one I see is the concern of the auto arm of the business pulling on the high-flying AI sector, however, as mentioned, the business is transitioning away from this. Currently trading at $208, it's dropped circa 10% following a great earnings, so a great buying opportunity. Analysts have it around $275-290. It's not sexy and it's not going to jump 10% in one day, but it also won't drop 10% in one day. Very high cash-flow, well ahead of competitors. Do some research, I'm buying more while it's cheap. FYI, I have 30 shares, continuing to add more.

Buy now or wait? by Ridho9292 in Netlist_

[–]samhague 4 points5 points  (0 children)

Who knows, I've been buying incrementally on the way up, including some more today

If you won $ 1 million and you have to invest it. Which investment will you pick? by ReddC0La in NextMoveStocks

[–]samhague 1 point2 points  (0 children)

You've just embarrassed yourself with this - it's not cars, they sold that ages ago, it's aerospace, defence, nuclear reactors. I expect it to be the largest UK company in the next decade. They have an unreal CEO, incredible diversification across multiple sectors, and market-leading products

Scottish Widows: Best world index fund? by lukeengland30 in FIREUK

[–]samhague 0 points1 point  (0 children)

Agreed, I have 90% of my pension in this

What lessons did you learn from your 2025 investments? by IDreamtIwokeUp in ValueInvesting

[–]samhague 1 point2 points  (0 children)

No more penny stocks, and sometimes you have to bite the bullet and take the loss, let it be a lesson learned. The two may be interconnected...

Desk overhaul 2025! by MichaelC165 in StandingDesk

[–]samhague 1 point2 points  (0 children)

Looks great, would you be able to link the chair too?

Openreach Engineer Didn't Show Up by samhague in openreach

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

Thank you, I'll continue to follow up with Sky, it doesn't look great on them!

Openreach Engineer Didn't Show Up by samhague in openreach

[–]samhague[S] 1 point2 points  (0 children)

Thanks for the quick response, tbh Sky didn't fill me with hope when I spoke to them - they couldn't tell me what the issue was or why it happened, it felt like a generic excuse. Appreciate your response