New bonus stock and some exciting new changes
25th June 2020 |
Sam here – first thing to let you know today is that we’ve prepared a brand-new bonus stock for you that you can now access and read all about here.
As you know, we’ve been big on the opportunity that 5G technologies are going to bring to the world. And we think that for investors, it presents a perfect opportunity to stake your claim in some of the companies (and crypto) that we see driving the 5G boom forward.
But like all huge leaps forward in cutting-edge tech, there are risks that come with that. And unless these risks are acknowledged, assessed and dealt with, these sorts of rollouts never fully get off the ground as they should.
Now, we’re not talking about 5G towers spreading Covid-19. I think by now you’ll appreciate that’s just nonsense. But there are some real technology risks that will arrive with 5G.
The good news is that there are companies already dealing with these potential risks and helping organisations all over the world fight them. It’s these digital warriors that are rarely talked about and rarely considered by the mainstream that we see being massive upside potential in.
That’s why we’ve put together this bonus report to bring you another, new opportunity to ride the 5G boom, but perhaps in a way you might not have initially considered. Again, you can access the full report, detail of the company, ticker, risks and action to take, here.
A better service for you
Also, you’ll note a few changes around the place here at Frontier Tech Investor. For a start, as has been the case over the last few weeks, I’m now here as co-editor with Eoin Tracey.
We think that combining our knowledge and expertise will deliver a more comprehensive and nimble service to you.
Furthermore, those with a keen eye, or really just those with eyes, will see a couple of new additions to your user login. Along with the usual categories, issues, updates, alerts, reports, media, portfolio, FAQs and Coin Confidential, there are two new categories, Growth Stock Network and Cycles, Trends and Forecasts.
In coming on board, we’ve realigned a few of our services so that now within Frontier Tech Investor, you get access to them all!
That means all the back issues, reports and media as well as the Growth Stock Network portfolio.
That’s exciting because along with the Frontier Tech Investor portfolio, there’s now the Growth Stock Network stocks that we will cover.
It also means that for new people to Frontier Tech Investor, you also get access to both portfolios – in short: more stocks, more opportunities, a better service for everyone.
With that said, we just want to cover off on a few of the open positions so that you’re familiar with everything and the changes that have taken place.
First, we want to cover some of the open positions in Growth Stock Network’s portfolio…
Aston Martin Lagonda (LSE:AML) – our view is that Aston Martin is in the midst of a radical overhaul of the business and the strategy. The current Covid-19 crisis added to a crushing period for the company, but with new direction from new stakeholders and an ever increasingly close relationship with Daimler (Mercedes) we see this as a long-term “bounce-back” stock. You can read the full analysis here.
Hyve Group (LSE:HYVE) – this company is a major events and conference company. Eeek! Not ideal when the world is in lockdown and not allowed to go to mass gatherings. This is a high-risk play. And it’s volatile. But the world will move through and out of this crisis. And our view is it will return to regular programming within the next year. This is another what we’d consider a bounce-back play – a long-term position as well, but still one to consider. You can read the full report and analysis here.
Immotion Group (LSE:IMMO) – edutainment with virtual reality (VR) is Immotion’s speciality. In particular instalments of VR headsets and experiences at places like aquariums. Obviously taken a hit during the lockdown, but its tech is top notch, it was on a great growth trajectory before the crisis, and we believe it will return to that after it. Again, you can find the full analysis and recommendation here and our update to the recommendation here.
MelodyVR (LSE:MVR) – speaking of VR, this is what I call the “Spotify of VR”. Melody VR delivers virtual concerts and music events to its user base in VR. We think it’s one of the most exciting yet unknown companies on the UK markets. What we’d suggest here, is trying it out for yourself. Even if you don’t have a VR headset you can still get a feel for what the company is doing by using its app. Once you see it, you’ll know what we mean. You can read the full report and analysis here.
Note: MelodyVR used to be EVR Holdings. It recently changed its name to MelodyVR to better reflect the company’s offering.
Ocean Outdoor (LSE:OOUT) – digital out-of-home (DOOH) advertising is big business. Of course when everyone’s locked inside it’s not such a big business. But already people are starting to be allowed to re-enter society and public spaces, which means a return to “eyes on the boards” for these advertising companies.
Ocean is a leader in its field and another bounce-back” stock that we think will hit its stride as the world soon enough returns to life like we used to know. You can read the recommendation and analysis here.
You’ll also see we’ve got a few other stocks in there, Warpaint London (LSE:W7L), Marston’s (LSE:MARS) and Kape Technology (LSE:KAPE) that are all trading over their recommended buy-up-to prices so at this stage are all HOLD recommendations. You can also find their reports in the Growth Stock Network section.
Also, some of the ones mentioned above have traded at and above their recommended buy-up-to prices. If that happens and a stock trades over its buy-up-to price, just a reminder that it automatically moves to a HOLD recommendation, and if it trades below will move to a BUY unless otherwise directed by us.
If you’re new to all of these stocks I’ve just mentioned, that’s great because along with the new stock I’m releasing to everyone today, you’ve also got these as open recommendations that are now part of our broader Frontier Tech Investor portfolio.
We’ve also still got a few open positions in Frontier Tech Investor which are worth taking a quick look at again for those who might be new to these stocks as well…
Activision Blizzard (NASDAQ:ATVI) and Frontier Developments (LSE:FDEV) – the rise of the professional gamer and the rise of esports has been simmering away for a number of years now. But what we’ve really seen in the last few months is an incredible spike in the number of gamers, the number of people consuming gaming content and the sales in video games. What else you going to do in lockdown?
This comes at a time when the world’s biggest game console makers, Microsoft and Sony, are imminently releasing all-new consoles. It’s a great time to be in the gaming industry and there are two companies in the portfolio right now we believe stand to benefit from the rise of gaming to the mainstream. That’s Activision Blizzard, where you can read the full report here, and Frontier Developments, where you can read the full report here.
IOTA cryptocurrency (IOTA) – this is a little sidestep from the usual stock recommendations we bring. But we recognise that real potential can come in any market. And the crypto markets are no different.
IOTA is a cryptocurrency platform that leverages the growth of the Internet of Things (IoT) to deliver a vision of a hyper-connected world where machine-to-machine (M2M) communication and transactions is the norm. Think about your car having its own crypto wallet connecting seamlessly to an electric charger when you’re “topping up” the EV. The payment and transactions are done instantly from the car to the charger – you just plug in then drive away when you’re done.
This is how future networks will work and IOTA has the potential to be at the centre of it all. You can read the full report and analysis here.
Meggitt (LSE:MGGT) – aerospace industries have taken an almighty whack from this crisis. Aircraft are grounded, airlines are either going bust, cutting staff, reducing plane fleets or seeing additional capital just to survive. That means airlines, aircraft manufacturers and the company that makes the components for aircraft have all seen a big turn down in stock prices.
But it’s a turndown that we don’t believe will last forever – with a smart, long-term view, we will return again to thriving global travel and aircraft littering the skies again. We see Meggitt as a stock that has taken a big hit, but which has that bounce-back potential with a long investment horizon. You can read the full report on it here.
Oxford BioMedica (LSE:OXB) – development of new treatments and vaccines using gene and cell therapy is going through a resurgence. The whole biotech industry is seeing rapid change, because very quickly (not surprisingly) it’s now at the forefront of everyone’s mind.
Oxford BioMedica is a leading gene and cell therapy company that continues to break new ground and work on developing critical therapies for the world. Most recently signing a five-year collaboration agreement with the Vaccines Manufacturing and Innovation Centre, “to provide the UK’s first strategic vaccine development and advanced manufacturing capability.”
We believe there is exciting things ahead for this company. You can read the full analysis and recommendation here.
Rolls-Royce Holdings (LSE:RR) – when one of your primary business arms is the manufacturing of aircraft engines and aircraft around the world is grounded and airlines are going bust left right and centre, things might look dire. But that’s just superficial to a company like Rolls-Royce.
It’s got a hand in new, greener, more efficient engines for everything from private jets and defence aircraft to luxury yachts and even hypersonic aircraft development. It’s taken a big hit recently, but the long view on Rolls-Royce is that it will bounce back from this. You can read the full analysis and recommendation here.
Slack Technologies (NASDAQ:WORK) – while the world will once again gather in public, go to events, go to the pub and travel, there are some things that are likely to change going forward. One of those is the realisation that perhaps not everyone needs to be in the office all the time. But in order to facilitate that, you still need to efficiently and effectively connect, communicate and run a business.
Slack and its workflow, collaboration and communications platform help in that world. You can review the full analysis and recommendation here.
Like our Growth Stock Network portfolio there are a few stocks in the Frontier Tech Investor portfolio that are also on HOLD right now. These include Akoustis Technologies (NASADQ:AKTS), Ceres Power (LSE:CWR), Livent (NYSE:LTHM), Ormat Technologies (NYSE:ORA), Sunrun (NASDAQ:RUN), Wandisco (LSE:WAND) and Canopy Growth (TSX:WEED).
These are all still on HOLD for various reasons nd will remain that way until further notice. Should we decide to change any of those stocks on HOLD we will let you know.
Also, just one final note – you’ll see that we’re sending you this on a Thursday. This is going to be the regular day that you’ll get Frontier Tech Investor going forward. And you’ll also be receiving ongoing weekly updates along with your regular monthly recommendations.
Of course if we feel like the time is right to get a bonus report out to you, like today with the huge 5G opportunity in front of us, then we’ll also send you out bonus material and media every now and then.
So there’s a lot of change that we’ve been working on, all to deliver you a better, more engaging and exciting service going forward.
If you’ve got any questions about all this, please send us a note to sam@southbankresearch.com and we’ll take on board your question and look to get back to you as soon as practicably possible.
Thanks and regards,
Sam Volkering and Eoin Treacy
Frontier Tech Investor
