jonnytren

jonnytren

I have Several DCF analysis varying from a margin of safety price from $50-$200, with such a great performing Aussie company you can not expect a pullback to the $50 area. CSL has been operating for over 100 years and is still growing at 11% P.A ROIC is close if not over the 20% mark. There are 2 trend lines that I really for a pullback. But i won't miss the...

jonnytren

Continuation of the GOLD thesis I have posted about regarding economic future, zero interest rate environment. Large fiscal deficits. QE infinity. Debt bubble. Inflation hedge. Commodity prices are skyrocketing. Corn, Wheat, copper, zinc, uranium. When confidence in the USD dwindles. Gold and silver will become the lifeline.

jonnytren

Gold mining company Analyst forecast an 11.3% earnings growth. ROE expected to be 19% current ratio 0.6 assets to liabilities 2/1 +4% dividend which should all grow If my macro outlook plays out.

jonnytren

Flightcentre australia. Depends on Government policy going forward.

jonnytren

IPO'd OCT 2020. I see growth potential from the crowds leaving the brick and mortar for pure online plays.

jonnytren

Currently at "fair" value. I require a Margin of safety. BBN seems to be in a growth stage, attaching a MOS of 30% would have a buy price @$3.80 which aligns with the 3 Year trend channel. High Growth, ROIC high teens. broadening over seas in 2021. have attached a 30% Margin of safety.

jonnytren

Late chart for ASX listed Iron ore darling company. Long term hold dividend payer. Infrastructure boom over the next decade? Countries rebuilding through construction initiatives? Electric vehicles still along way off? Massive ROIC and FCF

jonnytren

Significantly overvalued. Great balance sheet, No debt. Profitable. Very expensive atm.

jonnytren

Growth - high ROIC

jonnytren

The Market Can Remain Irrational Longer Than You Can Remain Solvent 2 TP targets. Fibonacci Ext.

jonnytren

Inverse head and shoulders hedge trade.

jonnytren

Inverse Bear fund on the aussie market Large megaphone pattern.. With glim outlook on economies the risk/reward of this hedge looka favourable. potential profit taking @ $4, $5,$6 and $7

jonnytren

If Gold breaks down in USD terms the next support for NST is $10 and $7 If USD breaks up then this could be the support here for another nice leg up.

jonnytren

Breakout of channel or rejection and breakdown to $1700 Creating a massive buying oppurtunity prior to mass Money printing from Centralbanks globally.

jonnytren

buy NST sitting on 3 year trend bullish on gold. NST have a good balance sheet.

jonnytren

3 Month long trade.

jonnytren

potential pullback zones with fibonacci entry points.

jonnytren

buy zones highlighted