PAUL MAMPILLY’S 100X – SEASON 3Hello Everyone I saw the text from Lazutinku , Hopefully everyone will see this thread and we get goin
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Hi Group! In Paul’s website Banyon Hill, on August 5th – Paul talks of the best Medical Mushroom stock to buy… but then refers me to another pay offer with “Secret Portfolio”. Does anyone know what this mushroom stock/what this company is? Thank you again for sharing!
Revive Therapeutics – RVVTF recommended in March. Champignon Brands – BRAXF recommended last year.
just recd. a sell alert for RVVTF
Couple of weekend comments:
1) everyone watching crypto? Seems it is on the move. If it gets back to its March-April highs, hopefully we will see similar action in the PM crypto plays — MARA, CLSK, Bigg Digital, etc. I remember posting on buying more Mara during the pull back in the high 20’s, hoping for a quick bounce. I may hold it longer now seeing the crypto action.
2) keep an eye on our for the ID crypto recs. I’ll try to post them here timely, although these won’t immediately jump like 100x. So far all 4 are up. I think we’ll see some great results from this, due to the timing of the start of this service. Should be fun to watch.
3) COVID news! In my opining all fear mongering, intended by some to manipulate the economy. Any bad news that impacts the market negatively, I believe, is a buying opportunity. Trying to keep some powder dry for those opportunities. These billionaires all piled up more wealth during COVID — and they didn’t do it selling.
4) Lithium. Big moves recently. These are long term plays, I believe. Not until EVs are widely driven will we see a growing demand abate. Until then, I’d expect to see steady growth. I want a big piece of that.
5) PM new 100x WATT seems very interesting. Remember when microwaves were dangerous (they still are), but that tech evolved until we all have it in the kitchen and is it everyday. Imagine the day we’re driving by a recharging station and getting a charge as we pass by? Pretty amazing tech stuff happening.
6) What’s up with NNDM? You’d think this chip shortage would make their stuff in high demand. Went to get a new truck. No new F-150s on the whole lot. Took a month for JUST ONE to come in, all because of this chip shortage issue. Seems like some chip maker would have stepped up and taken advantage of this. Must be hard to set up new production lines. Still…
7) AAVE, LINK, MATIC, and UNI are current crypto recs from ID. No sells yet. They are all in the green.
8), MOSY and WATT most recent 100x recs.
Thank you, DD132! I always appreciate your perspective on things!
Me too , DD!
Devildog132 we’ve missed you! Can I ask from your lens or even PM did he give any indication on NNDM surely this should be popping due to the chip shortage was there any commentary on this one? This one I am heavily indexed in (just purely because of my conviction in this). Thank you
I don’t think PM has said anything recently on NNDN.
I am a bit heavy on this too.y second biggest position after MARA. And I posted similarly with a “what the cuss?” this chip shortage should be boosting NNDM. What I think is that setting up production facilities must take significant time. I know NOTHING about doing this, but I imagine it takes research into a geographical spot that can support it with an educated labor force, negotiating tax incentives with a local government, very particular building or refitting for the necessarily clean environment they must be produced in, and the the manufacturing is the machines that manufacture. I’m sure I’m missing a lot here.
Remember, 100x are long-term holds.
If you had DDD, you’ll remember it going backwards for months then BOOM. Hang tough on this one. I am.
Is NNDM a chip stock, or a 3D printer stock? Price on the spreadsheet looks out of wack with the current market price.
It’s a 3D digital manufacturing circuit system that actually produces multi-later circuit board/chips – given we need so many chips from EVs to PCs and so forth this stock should be flying
I think a big issue there is that NNDM technology isn’t used in large-scale chip manufacturing. From what I understand, at the moment, its used by companies wanting to do in-house chip design, prototyping and manufacturing for complex/specialist chip structures (think defense related etc).
Whilst it may help some companies get away from their reliance on chip manufactures and supply chain pressures, I don’t think it’s a technology that converts to the scales of say the automotive industry. And I think a lot of their potential customers at the moment probably don’t have the same sort of time pressures on their manufacturing.
@doctor_bb: I would think a tool for designing multi-layer circuit boards would have wide application in all industries (e.g. automotive, aerospace, Defence, robotics, etc.), would it not?
Yeah multi-layer circuit boards of course used across all industries, but from my understanding NNDM’s products are (at the moment) targeted at those that want to do all of 1.design, 2. protytyping AND 3. manufacture in house. The manufacture part is where I’m trying to work out the cost/scaling involved. I’m not sure they’re designed (yet) to handle high volume manufacturing as required for some of the industries, particularly those that make consumer products (or parts of consumer products). But i’m sure thats the end goal for a lot of the tech. The original comments were around chip shortages, and I still don’t think chip shortages are going to see technology relating to circuit board manufacturing jump up. I’m sure the last 12 months has people wanting to do a lot more in house though. IP Protection, Sovereignty, and speed of innovation are the big selling points that I see with NNDM at the moment. My question just remains as to how well this scales for cost sensitive manufacturing if that makes sense?
Thanks – just read that they went into a JV with a chip manufacturer.
One thing that would worry me is that they had around 11 or 12 share issues over the past 1 1/2 years.
The Hensoldt JV? Didnt excite me too much. They’re a specialty aerospace manufacturing company (radar, sensors etc). Not a single focussed chip manufacturer, and their market cap isn’t any bigger than NNDM. The joint venture was only a combined $6m investment, but it was basically to builf out a user community for sharing 3d circuit board design etc. Its probably an important step in making the tech adoption easier, but it isnt a big commercial win yet. I think this one is going to be a hold for a while. Hope it at least recovers in the next 12 months.
With any growth company you will see this happening. How else can they acquire or build a new plant? You have to expect this with small caps if they are growth oriented.
I joined this board only a few months ago and am wondering about some of PM’s earlier picks. I have subscribed to PM’s Profits Unlimited. I find Paul’s philosophy refreshing and have really enjoyed it along with reading about him in these discussions on this discussion group. Concerning NNDM, it seems it was recommended on 4/7/20 with a current gain of around 424% , which seems like a very health return. Based on that I suppose the recommended price to be of about $1.47 per share, so Paul got in close the bottom. At a current price of $6.24 do you believe this still has great potential? I have found with some posts, where the author owns the stock, he/she ends up pumping it, even if their entry point has given them a healthy return already. So, someone a little late to the party (per say), invests at a much higher entry point and when Paul recommends a sell for profits, their late entry point leaves them at a loss. I have also seen where a small cap company like this one still has plenty of runway ahead of it. In your opinion which is it for NNDM? Thanks for your thoughts on this.
The 100x portfolio recs, which NNDM is one, are 3-5 year holds. There have been NO sell recs at all from 100x.
I don’t think any pump and dump is going on amongst the people on these threads. It’s not that big of a readership and certainly not anyone with that type of influence.
NNDM was one of the first recs when 100x started. I got in early, on day one. It shot right up. I took profits, kicked myself. Then as I learned more about the company, and became more of a believer in 100x, I bought back in bigly. Look for and watch the vids of this CEO and their game plan, and how quickly they can take the chip from design to production. Pretty amazing stuff.
Does it have more potential? I think there is a possibility this changes the production of chips in the whole industry.
Thanks, DevilDog. I also don’t think there is much if any pump and dump going on on these threads. I should have been more specific…I was referring to message boards in general. This is one of the reason’s I like Gumshoe so much. It seems to be more of a small community of posters that have been around for a while. Thanks for your input. Your thoughts have always been useful and I appreciate you sharing your knowledge.
Go DD! Lay it down. Ty again . I can feel my losses coming back!! ( no sarcasm intended)
Wasn’t criticising the stock at all. Just didn’t see the recent announcement nor chip shortages as reasons for this stock to run. But still see potential for the tech
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WATT has had a pretty steady decline over the past 6 months, when other similar growth stocks bounced back after the initial tumble. I’m curious why he thinks it would suddenly turn around?
This company went public in 2014. As with many, there is a lot of initial excitement and hype. And as I’ve seen with others, PM’s recs come out after they settle. This happened with NNDM too, which comes to mind.
His recs in 100x are based on the tech value, largely, and a belief that the tech is somehow game-changing.
I went in large on WATT. I am reminded of when I was on a Navy ship (I was a Marine) and there were microwave antennae, very dangerous, very rigid rules regarding anything to do with them. I’m sure they still are that way, due to the way they are used. But the tech itself was fine tuned to eventually be used safely in all our kitchens. As I read of WATT, made me like the tech.
Yeah I’m somewhat familiar with the past 5 years of history with WATT, seeing hype/promise along the way continue to dissolve. I was just curious if he had mentioned any sort of catalyst that indicated this time it would be different. Their competition has already set the standard with Qi and Powercast charging, so it seems like an uphill battle, but like you I love the premise.
Hey guys and gals!
I am actually really familiar with WATT too. I posted back on the day DD132 originally said it was a recommendation, but for some reason my comment did not get ‘approved’ and never showed up.
My dad was involved with taking WATT public – he used to do this for a living years back, working with shells and private companies. He personally spent hours on the phone with these guys. The technology is phenomenally interesting but the history of that company is hype, fake news, shady management, science that in no way yet works, etc. We didn’t get burned by losing money in this stock because it was apparent how they were conducting business and my dad sold his shares that he was awarded over time.
Of course, as DD132 said, there are times in the past where humans have figured things out to make incredible steps forward. So I wouldn’t tell people not to get in this. The idea is very interesting and it is exactly the type of thing Paul looks for. My personal opinion on this is to just be a bit careful because the history of this company is not the most ethical and they really have nothing yet besides a concept that doesn’t work and many broken promises.
I hope me saying this doesn’t cause people to trim a position that in the future ends up being worth fortunes, but I feel like I should mention all this on here because I’ve been a pretty active part of this thread and have the history I do with this company.
@calculaterisk, Thank you! I really appreciate and value the additional insight you provided!
As with any stock, due diligence is important, and one should base their decision to enter or exit a position based on their best knowledge, personal risk tolerance, investment/trading objectives and plan…even if the subject is a recommendation from a respected source. Ultimately, one must decide for themselves whether WATT (or other) fits into their personal plan?
Definitely some more poking around to do. Thanks for the background info.
Thanks for sharing @calculatedrisk. I too believe that transferring charging voltage past a couple inches via some version of magnetic induction is smoke and mirrors. I don’t believe Transmitting/receiving RF could ever be a voltage transfer conduit either. One can measure amplitude but correct me if I’m wrong, there’s no method for transmitting an appreciable charging current?
Calculatedrisk, thanks so much for your insights into WATT. I was just about to purchase before I read your comments. Thanks again!
I’m glad it ‘helped’. Just in case I am wrong, it might not be a bad idea for people to take a small position. Paul is much more experienced than I am, though I might be more familiar with the history of this company.
He always recommends an equal weight, but sometimes I end up with a large position. My only suggestion would be “don’t let this one be a large cost position” 🙂
I believe that the other RF-based wireless power companies are still privately held.
Thanks DD those are all extremely valid points and agree whilst AI and automation speed things up we often forget the feasibility and manual process of finding places for the automation process take time!
I used to get e-mails on Paul Mampilly’s 100x reader’s comments but for unknown reasons they just stopped coming, I’m trying to find out how to get this re-started again. If anyone can help me out I’d appreciate it. Thanks
You need to click on the «Subscribe to this comment thread » link below the comments
Yup. You then get a confirmation email you need to click. Mine went to spam
subscribe to this comment thread
It seems these threads have a certain capacity, hence each time one gets full someone has started the next 100x “season.” When that occurs, click link at the bottom of the thread to get the alerts, and don’t forget the confirmation email (sometime in your spam folder).
This happened to me until someone tracked me down and got me back on the thread.
Pauls secret p.folio :recommends selling our positions in Talga Group Ltd. (OTC: TLGRF) and NanoXplore (TSX: GRA)
pauls e.fortne : TRADE ALERT: SELL CVNA FOR 1,103% PROFITS!
Sell MARA REBOUND OPTIONS not the 100x. For gains
MRNA is on an absolute tear. The one that got away!
Yep. I was asking a doctor friend when the stock was $45. He was very skeptical of the company, it’s founder, and of it’s technology at the time, when the pandemic was just starting. I listened, overlooked the company, and went with AZN instead. That was a mistake….
Life and it’s twist and turns..
Unfortunately, I was in early and sold my entire position, took profits. I got back in around $170/share not where I could’ve been, but I am quite happy with it to date.
Well I wish I had more than 22shares. We move on, right? We are never happy even if it only lasts a second. ✌️
Tell me about it. I was too impatient with it and sold my 100 shares @ $20 cost basis in Feb 2020, along with 500 shares of NVAX at $6. $200K down the drain… At least I was lucky enough to get back into MRNA around $150 the second time around, holding forever now.
7:30a ET 8/10/2021 – BusinessWire
Summit Wireless Technologies Grew Revenue 354% in Q2 2021 and Guides for 180+% Full Year 2021 Revenue Increase Year-over-Year
Mentioned: WISA
Summit Wireless Technologies, Inc. (NASDAQ: WISA), a leading provider of immersive, wireless sound technology for intelligent devices and next-generation home entertainment systems, provided an update for the second quarter ended June 30, 2021.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20210810005289/en/
pm’s ipo spec :Action to Take to Follow Our Model Portfolio: Sell Vroom Inc. (Nasdaq: VRM) at the market
Mr. Kings New Era Frtne :Action to take: Buy Byrna Technologies (Nasdaq: BYRN) up to $30.
Thanks
Mr. Mapmilys extreme fortune :Action to Take to Follow Our Model Portfolio: Sell AudioEye Inc. (Nasdaq: AEYE) and Zuora Inc. (NYSE: ZUO) at the market.
Thanks
AEYE in any other pm pubs? I’ll look myself.
Crypto Flash Trade Alert: Sell Link for 26% profit
Is it from PM (& ID) or IK? both have LINK in their crypto list
IK
Thanks.
Great question. IK runs Next Wave Crypto Fortunes whereas PM and ID run Crypto Flash Trader. Can be difficult to keep them straight, especially when they may frequently have recommendations for the same coin(s).
Great question, wrong answer. This sell alert came from ID, who is doing a trading service for quick under 60 day trades.
IK’s service is long term holds, and LINK still in portfolio.
ID crypto rec. 8/10/21; sell LINK fir 26% profit. Just sold mine. Only 23%, but not bad for a 17 day hold.
Thanks DD
Thanks. Just sold as well, 27.8% return for me. A great start, as this was my first complete crypto trade—took me a second to figure out how to execute the sale. Looking forward to more crypto trades.
I thought he’d be holding longer and was shooting for 50-100%, so a little disappointed — but I’ll take a quick win any day. If he does 4 or 5 of these, in a row, I’ll bet bigger.
It’s Ian Dyer’s Crypto Flash Trader
Seems like a lot of repositioning going on in the market the last few days. Especially today, I have a lot of positions up 5%+ and a lot down 5%+. The genomics companies EXAS, NTRA, NVTA, GH, etc. seem to be selling off a bit. I still really like these long term but it makes me wonder why it is happening. (Big sellers taking profits?)
Anyone know what happen to CLXPF (Cybin) one of Teeka’s Psychedelic Medicine picks? I went to Boston for a couple of days to visit my son, now the symbol has disappeared from my Fidelity portfolio. I had a few thousand shares. No notification from Fidelity, however, when I enter in the ticket symbol now it ‘s invalid ???
Don’t know anything else about the company, but Cybin uplisted to the NYSE yesterday so the ticker is now CYBN.
Travis, thanks so much, I have been out of touch for the past 24 hours after having two flights cancel yesterday. As alwasys appreciate you so much!
I paid for AG Oxford Microcap Trader…..Here’s today’s suggestion
Buy Wheels Up (NYSE: UP) at $8.25 or better.
Speculators may want to take a look at the November $10 calls. Try not to pay more than $0.85.
This will “fly” with newer strains of Covid ..Kappa and Lambda pose serious concerns and have yet to reach the U.S.
People will be scrambling to get out of their 2020 chairs.
I’d take it at close to double.
CF Trader
Buy GRT
.78 to .92
.85 middle price on GRT. Not used to the alerts so early in the day. I’ll have to pay attention earlier.
my broker doesn’t that this pair…
On another note, wonder if PM will come out with an update on HYRE
I wonder that also. I figure since it’s a 100xer that he will hold. I had a limit in to sell at 13 and it hit on open. I’ll take 50% .
I sold 80% of Hyre when it hit $21 for profit , and started buying back when it dropped to $15.00 , will buy more if it drops below $10 , this time I will hold long term
PM’S ipo spec :Sell ON24 Inc. (NYSE: ONTF) at the market.
reply to: @project4play on HYRE
taken partial profit quite some time ago, but held on to 1/2. still slightly above my cost basis, fortunately. I’m trying to be BOP, and see these through after a few years. In the game while watching it get a 50% haircut, these microcaps are more volatile than cryptos.
HYRE down 42% at time of posting. Revenue increased but only slightly, margins shrank and obviously bigger EPS loss than expected. Curious to see what PM says as to viability of the business model. Will hold longer term unless PM says otherwise.
PM put out an alert on HYRE to keep holding.
“ The stock is being quoted 45% lower than yesterday, and while this is something I would prefer to never experience, the truth is that this kind of downward price fluctuation is something we are going to see from time to time in 100X stocks.”
thanks DD for the update.
What was the price of HYRE where he initially recommended it ?
I’ve been trying to decide whether to follow PM again or not. I subscribed to his service around 8-10 years ago, and got burnt on over half the recommendations (some recovered a few years later, but i already got out at a loss, while others like under armour are kit even worth 25% of the value they were at back when he recommend it.
Based on the date PM recommended HYRE $6.4 a share
thank you DD
thank you
Yup. West coast for me so these alerts are early! On a different note I’m buying them as the alert comes out but I also set up a trading bot using this app called Bitsgap that you can use as a profit generator. In addition to the buy/hold/sell recommendations from this service, I also simultaneously set up this bot to trade on the recommended pairs (aave, matic, uni & now grt). Logic being that if they are going to go up in the short term the bot will generate profit along the way. Pretty easy to set up if anyone wants to try it
pms’s ipo spec : Buy PubMatic Inc. (Nasdaq: PUBM) at the market. Middle price $36.00
Thanks Sam – I really like this one! He did a good flip on it before and I bought in a second time a little while ago around $33. Really happy to see he’s back in it!
Bought this back when Motley Fool recommended in Rising Stars 2021 and it’s down 27%. Still believe in the company and hoping for a good turn-around.