Novavax Azione Forum

Earnings next week (11.11 - 15.11)

$SHOP (+2,94%)

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Hello folks.

I would like to know your opinion.

But first, about me:

36 years old, married from summer, father, investment horizon 20-25 years, Austria

Unfortunately, I only started investing late, right at the time of the corona crash in March 2020. Before that, I'd only had bad bank products pushed on me. Unfortunately, investing in shares has never been an issue in my family, there was and still is only the "good" old savings book and maybe gold.

Be that as it may, the shares I bought back then all did really well, it wasn't difficult. Unfortunately, they were only very small amounts because I didn't dare to invest more. But I sold a lot of them with 100% gains at good times. Then came 2021 and I let myself be influenced by finfluencers and the like, and still clueless as I was, increased the stake and made a few really really shitty purchases. Many are no longer in the portfolio now, but I still have a few pipe-dreamers.

And that's exactly what I'd like to know your opinion on:

$BABA (-5,18%) , $PYPL (+3%) , $COIN (+8,63%) , $TKA (-3,23%) , $NEL (-4,59%) , $PCELL (-0,35%) ,

In addition to the others, I actually want to get Nel and Powercell out of my portfolio, but the sums are now so small that I almost don't care if they also run to 0. My thought was to wait until next January to sell them in order to fill my loss offset pot.

This year I already have enough in my loss offset pot through the sale of $NVAX (-1,88%) and $B8F so that I don't pay any tax on my dividends (except withholding tax).

Thanks to everyone who takes the trouble to answer.

Have a nice weekend.

Now it's time to let your "pants" down.

Which are your 3 current "grey pellets" in the portfolio and/or which ones did you part with last?

My hit list:

$JMIA (-3,88%) with -89%

$NVAX (-1,88%) with -94%

$JK with -95%

Jumia and Just kitchen had to leave the group last week and just now unfortunately😜

How do you currently estimate $NVAX (-1,88%) and $VLA (-4,81%) rate?

I am currently down about 76% on Novavax and about 71% on Valneva.

From $BAVA (+0,56%) this week with a little plus. Now I have the question, wait for a turnaround in the other two or rather sell now to avoid going even further into the red?

I know, no one has a crystal ball but the exchange is always interesting. ☺️

getquin Daily Summary 22.09.2022

Hello getquin,

Happy Thursday to all of you. The week is almost done and it's time to make plans for the weekend. But don't plan too much, the weekend should also serve as a rest.

Europe🌍:

1st indictment against Wirecard management is admitted

The Munich I Regional Court has admitted the charges against ex-Wirecard CEO Markus Braun and two other managers. They will thus be put on trial for commercial gang fraud. The white-collar criminal proceedings are likely to be one of the biggest in German history. According to the court, a date for the start of the trial has not yet been set.

Read more: https://bit.ly/3BAYdJI

🟩 $WDI 0,035€ (🔼 +0,57%)

2. Goldman Sachs joins Allianz

Goldman Sachs, a major U.S. bank, acquires a 0.48 percent stake in Allianz. In addition, financial instruments such as futures, swaps and call and put options account for a total of 4.88 percent of the 408.5 million Allianz shares. The new shares were published today, but the deal was already closed last week.

Read more: https://bit.ly/3SlH25u

🟩 $ALV (-0,71%) 172,27€ (🔼 +0,78%)

America🌏:

3rd Powell makes the stock market shake

The Federal Reserve raised key interest rates by another 75 basis points and indicated that it will continue to keep rates well above current levels. Inflation has reached its highest level since the early 1980s.

Read more: https://cnb.cx/3xIUhWe

🟥 S&P500 3,752.94 (🔽 -0.98%)

Stocks of the day:

🟩 TOP $UN01 3,32€ (🔼 +9,14%)

👍 Uniper must not be missing from our "Daily Summary", therefore investors were kind enough to push the price so that Uniper becomes the Top Stock of the Day.

🟥 FLOP $NVAX (-1,88%) 23,95€ (🔽 -12,05%)

👎 Analysts cut their price target to $27 from $132 after Novavax issued a revenue warning. However, analysts estimate the sales slump to be even worse.

🟥 Most searched $DPW (+0,1%) , 31,43€ (🔽 -2,29%)

🟩 Most traded $UN01 , 3,32€ (🔼 +9,14%)

🟥 S&P500, 3,752.94 (🔽 -0.98%)

🟥 DAX, 12,544.61 (🔽 -1.74%)

🟩 Bitcoin ₿, 19,283.26€ (🔼 +2.66%)

Time: 17:45 CEST

Fun Fact:

September 22 is officially the first day of fall according to the calendar!

#MarketNews
#MarketNewsUpdate

𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟭𝟮.𝟬𝟱.𝟮𝟬𝟮𝟮

Hello getquin,

Siemens exits Russia, SoftBank cuts investments and GM hits weekly low 📉. How was your day like? What does your portfolio say?

𝗘𝘂𝗿𝗼𝗽𝗮🌍:

1. Siemens leaves Russia

Siemens $SIE (-2,51%) will withdraw from the Russian market due to the war in Ukraine after operating there for 170 years. This will cost the company 600 million euros in damages in the second quarter, and it won't stop there.

🟥 $SIE (-2,51%) Siemens AG (🔽-2.00%)

https://reut.rs/3svl8lE

𝗔𝘀𝗶𝗲𝗻🌏:

2. SoftBank could cut investments in startups

According to Masayoshi Son, CEO of SoftBank. $9984 (-2,3%) , it could cut investments in startups by more than half this fiscal year. SoftBank $9984 (-2,3%) is very cautious about opportunities in private markets given the global economic slowdown and the weak performance of the Japanese conglomerate.

🟥 $9984 (-2,3%) SoftBank Group Corp. (🔽-5.44%)

https://tcrn.ch/3FEKHX8

𝗔𝗺𝗲𝗿𝗶𝗸𝗮🌎:

3rd GM stock hits new 52-week low

Following a ratings downgrade by Wells Fargo. $WFC (+1,06%) , shares of General Motors opened $GM (+1,05%) at a 52-week low and the lowest level since November 2020. With this downgrade, the price target also dropped from $74 per share to $33 per share.

🟥 $GM (+1,05%) General Motors Corp. (🔽-3.88%)

https://reut.rs/3L4mhax

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻🗣:

1. Walt Disney Co $DIS (+0,84%)

🟥 EPS: $1.08 vs $1.19 expected (-9.09%)

🟥 Revenue: $19.25bn vs $20.04bn expected (-3.94%)

2. BT Group $BT.A (+3,64%)

🟦 EPS: £0.0454 vs £0.0454 expected (0% - match)

🟥 Revenue: £5.37bn vs £5.44bn expected (-1.31%)

𝗦𝘁𝗼𝗰𝗸𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆🔔:

🟩 TOP, $NVAX (-1,88%) Novavax Inc (🔼+9.55%).

🟥 FLOP, $BMW (-3,91%) BMW Group (🔽-7.88%)

🟥 Most searched, $ALV (-0,71%) Allianz SE (🔽-3.32%)

🟥 Most traded, $TSLA (+9,97%) Tesla Inc (🔽-1.13%)

🟥 S&P500 (🔽-0.90%)

🟥 DAX (🔽-0.64%)

🟩 $BTC (+3,08%) Bitcoin ₿, $29,074.10 (🔼+0.29%)

Time: 17:45 CEST

Did you know that the United Staaten🇺🇸 accounts for 54.5% of the world's stock market capitalization?

𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟭𝟬.𝟬𝟱.𝟮𝟬𝟮𝟮

Hello getquin,

I saw a funny post about inflation, and let me tell you: It stays relevant! It is a very good post - I think you should always rewarden good posts. Also, don't forget, @ccf to mark in good posts 👍

𝗔𝘀𝗶𝗲𝗻🌏:

1. china's internet users are watching the crypto crash closely

Although cryptocurrency trading is banned in China, many internet users continue to take an interest in the ups and downs of the crypto market. Many have also found workarounds and continue to trade a number of tokens. Yesterday, the hashtag #luna made it into the top 10 search terms on Weibo $9898 (-6,14%) , China's equivalent of Twitter $TWTR

🟥 $LUNA Terra, $30.98 (🔽-45.88%)

Link: https://tcrn.ch/3PbllUR

𝗔𝗳𝗿𝗶𝗸𝗮🌍:

2nd Angola's first IPO - more to come folgen🇦🇴

Next month, BAI, Angola's largest private bank, will become the first company ever to go public on the Angolan stock exchange, BODIVA. According to the stock exchange's head, this is expected to trigger a wave of new IPOs as Angola pushes ahead with its privatization efforts. The OPEC member country has an ambitious reform program to modernize the economy and attract private investment.

Link: https://reut.rs/38juVEz

3rd national average for gasoline hits record $4.37 per gallon

Gasoline prices in the U.S. have reached record levels as the price of oil continues to exceed $100 per barrel, causing inflation throughout the economy. Nationwide, gasoline prices are averaging $4.37 per gallon, and as high as $6 in some states. Although West Texas Intermediate crude oil futures (U.S. oil benchmark) are trading at around $100 per barrel, well below March highs of $130, labor constraints and supply chain issues have contributed to these record prices.

🟥 Oil (WTI Futures), $99.78/barrel (🔽-3.21%)

Link: https://cnb.cx/397wp4O

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 🗣️:

1. AMC

🟩 Loss per share: -$0.65 vs -$0.67 expected (+2.85%)

🟩 Revenue: $785.70m vs $743.43m expected (+5.69%)

Despite exceeding expectations, not even the releases of Spider-Man and Batman were able to $AMC Make profitable in Q1'22. Shares rose more than 4% in after-hours trading following the release of Q1 results.

https://cnb.cx/392eU65

2. peloton

🟥 EPS: -$1.22 vs -$0.92 expected (-33.03%)

🟥 Revenue: $1.13bn vs $1.15bn expected (-1.51%)

The losses were expected, but Peloton $PTON (+11,28%) still missed expectations. The company's own outlook for the current quarter is weak, as it expects planned subscription price hikes to further reduce demand.

https://cnb.cx/3yso0Uv

3. novavax

🟥 EPS: $2.56 vs $2.74 expected (-6.43%)

🟥 Revenue: $703.97m vs $873.04m expected (-19.37%)

Although Novavax $NVAX (-1,88%) posted its first profitable quarter, the company fell short of analysts' expectations. The vaccine maker reiterated its 2022 revenue guidance of $4 billion to $5 billion, but has yet to receive an order from Covax, the international partnership that procures vaccines for low-income countries.

https://cnb.cx/3N5E4PS

𝗦𝘁𝗼𝗰𝗸𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆🔔:

🟩 TOP, $BPOST (-3,14%) Bpost SA (🔼+5.69%).

🟥 FLOP, $PTON (+11,28%) Peloton Interactive (🔽-14.65%)

🟩 Most traded, $TSLA (+9,97%) Tesla Inc (🔼+0.48%)

🟥 S&P500 (🔽-0.49%)

🟩 DAX (🔼+1.15%)

🟩 $BTC (+3,08%) Bitcoin ₿, $31,131.30 (🔼+3.50%)

Naa... Remember what a flash crash is? Well, the biggest Flash Crash of all time took place on May 6, 2010, when major U.S. indexes plunged 9% in a matter of minutes and quickly recovered.

Should you still buy do you see future ?