Forum Topics 2025 Stock Picks
Rocket6
Added a month ago

Did we have a similar discussion at the start of 2024? Can't for the life of me find it -- would be interesting to revisit and see how we went. Love Strawman but scrolling/searching the forum is painful at best.

25

Bear77
Added a month ago

I don't think so @Rocket6 - however I did start a forum here back in August 2022 called FY23 Stock (Company) Picks (that's the link to it) and that was supposed to be for the 12 months that ended on June 30th 2023.

@Jimmy kept score and much of that can be found here: WEEKLY UPDATE STRAWMAN COMMUNITY 2022 STOCK PICKS and here: WEEKLY UPDATE STRAWMAN COMMUNITY 2022/23 STOCK PICKS which goes up until the end of July 2023, possibly because we had started this a little late - in August 2022 instead of end of June 2022. Here are the week 50 results, the last results recorded here for that forum:

Week 50 - 28/07/2023


Stocks held:

AMX - DDH - DEL - ENA - FMG - KME - LRK - MAH - MAM - MWY - PRL - RCW - SGI - SOM - SWP - TYR - VHT - WBT

5 Top Performers:

  1. WBT ---- +112.37%
  2. TYR ---- +48.39%
  3. VHT ---- +23.94%
  4. FMG ---- +14.49%
  5. DDH ---- +12.59%


5 Worst Performers:

  1. DEL: **** - 72.17%
  2. PRL: **** - 71.72%
  3. RCW: **** - 56.06%
  4. LRK: **** - 49.66%
  5. KME: **** - 47.9%


Invested: $100,000.01

P/F value: $86,709.00

$ Variance: - $13,291.00

% Variance: - 13.31%

--- --- ---

So we didn't do well with those - a combined loss of -13.31%.

I chose three companies, SWP, MAH & FMG, and FMG (+14.49%) was among the winners, however SWP (Swoop Holdings) lost plenty of ground, down -27.3% to 32 cps from when I picked them on 12-Aug-2022 (@ 44 cps) through to the end of July 2023, and they were even worse if you used their June 30th 2023 share price as the end point: down -47.7% to 23 cps. They closed today at 17 cps, so even lower. I don't hold them now - sold out in June and July 2024 - thesis busted - and a terrible stock pick on my behalf.

MAH (Macmahon Holdings) was better, but still not a good pick for that timeframe. If you use my 12-Aug-2022 stock pick date, when they closed at 16.5cps, they closed down -6% @ 15.5 cps on June 30th 2023 or down -12% @ 14.5 cps (cents per share) on July 31st 2023. Interestingly, they had closed at June 30th 2022 at 13.5 cps, so their actual FY23 return (from June 30, 2022 to June 30, 2023) was +14.8% (up 2 cps), but I picked them when they were 16.5 cps (on 12-Aug-2022), so they lost ground from there to end of both June and July 2023.

MAH closed today @ 35 cps, so well up from FY23 levels, so they would have been a good longer term pick, but that's not the game we were playing at the time.

So, I basically got 1 out of 3 right - FMG - as a 12-month winner - back in August 2022.

We also have a three year high conviction portfolio that we put together at the end of November 2024 - see here: Highest conviction stock with great management you trust

My pick there was LYL - which hasn't done anything yet, but we're only one month and 3 days in, and the timeframe there is 36 months (3 years), which is a much more sensible timeframe I think.

22
wonkeydonkey
Added a month ago

My 12 Month Stocks


 FBR Ltd(FBR) - Robotic wall building as a service, can they make it big in the US, we will know soon.

Botanix (BOT) - Will I be sweating on the outcome of the commercialisation of the addressable market?

Tivan (TVN) - feels like it has moved away from a long shot with momentum starting to build

Polynovo (PNV) - waiting for the share price to align with my optimism 

Paradigm Biopharmaceutical Company (PAR) - a bit like@Summer12 this is probably more like wishful thinking


IRL hold all

29
Magneto
Added a month ago

2025 Stock Picks/ Predictions

In Alphabetic Order

AD8 Audinate become Market Darling again when report Full Year Results

CAT –Catapult continues upwards run

DRO - Droneshield becomes hot stock again

EOL – Energy One continues it run upwards

RUL – RPM Global gets takeover at ~$3.80

SDR – Continues it run upwards

 

Hold IRL AD8, EOL, RUL, SDR

30
Summer12
Added a month ago

My 12 Month Stocks


DroneShield (DRO) - Hot money has gone, consolidating share Price and orders should come in.

SCIDEV - (SDV) - I feel they will get real traction regarding PFAS.

Stealth Global Industries (SGI) - Good CE, Maintaining growth Options through acquisitions.

Vection Technology (VR1) - Building really good partnerships and small financial deals.

Paradigm Biopharmaceutical Company (PAR) - In all honesty this feels like hope, Chasing Phase 3 FDA Approval for OA drug.


DIsc: Hold them all.




29