Participaciones del usuario Elcano

Elcano 27/05/25 21:52

Ha respondido al tema AzValor Internacional: seguimiento y opiniones

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Elcano 27/05/25 21:51

Ha respondido al tema AzValor Internacional: seguimiento y opiniones

Demoledor video!

Elcano 24/05/25 15:13

Ha respondido al tema Carteras de fondos de inversión Rankianos para el 2025: análisis, opiniones y consultas

Muy de acuerdo, aunque tampoco tengo la bola de cristal pero sí veo al USD caer hasta un EUR/USD de 1,25-1,30. Esa al menos parece la intención de esa Administracion , otra cosa es que eso sea compatible con mantener el atractivo del Bono norteamericano al tiempo que seguir siendo principal moneda de reserva. Malos tiempos, no me gusta nada lo que estoy viendo y me he puesto defensivo en un porcentaje importante de la cartera, La ultima entrada fue en defensa europea, cargadita de industria alemana. Lo demás lo veo en globo.Saludos

Elcano 21/05/25 19:03

Ha respondido al tema AzValor Internacional: seguimiento y opiniones

En qué gestoras están esos analistas que se fueron ?

Elcano 19/05/25 13:03

Ha respondido al tema AzValor Internacional: seguimiento y opiniones

Magallanes European no lo ha hecho mal pero sobre todo si es la Clase E que tiene muchas limitaciones de entrada, las otras clases quedan muy por debajo porque en mi opinión financian los costes de gestión de la Clase E. Un disparate, en mi opinión. Y por qué le das a Az. Intl. hasta mitad de año? crees que hay expectativas de que este fondo despierte algún día próximo ?

Elcano 09/05/25 18:36

Ha respondido al tema Carteras de fondos de inversión Rankianos para el 2025: análisis, opiniones y consultas

A lo ya comentado por @docetrece que suscribo integramente, sólo sugerir que sería muy positivo mantener una actitud de "pescador" para ir entrado en el fondo de inversión cada vez que el rio esté revuelto. Las cositas buenas que se compran para toda la vida nos dan mayor satisfacción cuando se compran en rebajas.

Elcano 07/05/25 17:52

Ha respondido al tema AzValor Internacional: seguimiento y opiniones

No es el O&G, son las empresas en las que invierten, y lo mismo se puede decir del oro: TLW TLW PFC PFCEl Oro ha batido precios históricos y ha doblado su valor en un par de años, y el fondo ni se ha enterado porque son las empresas en las que invierten. GOLD VS KGC GOLD VS KGCEl fondo se está convirtiendo en una cartera de chicharros, ni es value, ni macro, ni sectorial, lo que no cambian son las altas comisiones a pagar por esto.Esto es lo que dice la AI sobre algunos chicharros (penny stocks) en cartera: Certainly! Here's a concise overview of Tullow Oil PLC and Petrofac Ltd, including their current status and why they might be considered penny stocks:Tullow Oil PLC (TLW)Stock Price: As of the latest data, Tullow Oil's stock price has been trading at a relatively low level, often below 20 pence per share.Volatility: The stock has shown significant volatility, with notable gains and losses. For example, it has experienced a significant increase on certain days, such as a 13.54% gain on March 26, 2025.Financial Performance: Tullow Oil has reported a swing back to profit due to lower impairments and asset revaluation gains. The company also announced the sale of its Gabon assets for $300 million and was exempt from a $320 million tax after an ICC ruling on its Ghana operations.Market Capitalization: As of March 26, 2025, the market capitalization of Tullow Oil Plc is £249.673 million.Next Earnings Date: May 16, 2025.Petrofac Ltd (PFC.L)Stock Price: Petrofac has also been trading at a relatively low price, often below 100 pence per share.Financial Challenges: The company has been facing financial difficulties, with half-yearly losses surging and annual losses swelling due to challenges in its largest division.Restructuring: Petrofac secured over 70% creditor support for its restructuring plans as of April 6, 2025. This is a significant step in addressing its financial issues.Market Capitalization: The exact market capitalization is not provided, but given the low stock price and the number of shares outstanding, it is likely to be in the range of a small-cap or mid-cap company.Next Earnings Date: Not specified in the latest data.Why They Might Be Considered Penny StocksLow Price: Both Tullow Oil and Petrofac have been trading at relatively low prices, often below 100 pence per share, which is a common characteristic of penny stocks.High Volatility: The stocks have shown significant price movements, which is typical of penny stocks.Financial Challenges: Both companies have faced significant financial challenges, including losses and restructuring, which are common issues among penny stocks.Market Capitalization: The market capitalization of these companies is relatively low, further classifying them as small-cap or penny stocks.Investor CautionHigh Risk: Penny stocks are generally considered high-risk investments due to their volatility and the financial instability of the companies involved.Due Diligence: Investors should conduct thorough research and consider the risks before investing in these stocks.Diversification: It is advisable to diversify investments to mitigate the risks associated with high-volatility stocks.This information should help you understand the current status of Tullow Oil PLC and Petrofac Ltd and why they might be considered penny stocks. If you have any more specific questions or need further details, feel free to ask!y más chicharros Certainly! Here's an overview of Mobico Plc and Leslie's Plc, including their current status and why they might be considered penny stocks:Mobico Plc (MCG)Stock Price: Mobico Plc has been trading at a relatively low price, often below £1 per share, which is a common characteristic of penny stocks.Recent Performance: The stock has shown significant volatility. As of the latest data, the stock price is around £31.10, with a recent increase of £0.32, representing a change of 104.42 percentage points. However, it's important to note that this is a significant increase from a much lower base, and the stock has faced a 52% decline over the past six months.Financial Challenges: Mobico has faced audit issues that delayed the publication of its full-year results, leading to the departure of the former finance chief, James Stamp. The company reported a significant widening of annual pretax losses from £43.2 million to £519.9 million.Leadership Changes: The company's CEO, Ignacio Garat, is stepping down after nearly five years in the role. The interim CEO, Phil White, has emphasized the need to focus on building a business fit for the future.Market Capitalization: The market capitalization of Mobico Plc is relatively low, reflecting its status as a small-cap or penny stock.Next Earnings Date: Not specified in the latest data.Leslie's Plc (LSH)Stock Price: Leslie's Plc is also trading at a relatively low price, which is typical of penny stocks. The exact price can vary, but it often trades below £1 per share.Company Overview: Leslie's Plc is a company that operates in the leisure and entertainment sector, specifically in the bowling and leisure center business.Recent Performance: Leslie's has faced challenges due to the impact of the COVID-19 pandemic and economic uncertainties. The stock has shown significant volatility, with periods of both gains and losses.Financial Challenges: The company has reported financial difficulties, including reduced revenue and increased costs due to the pandemic and other economic factors.Market Capitalization: The market capitalization of Leslie's Plc is relatively low, which is another characteristic of a penny stock.Next Earnings Date: Not specified in the latest data.Why They Might Be Considered Penny StocksLow Price: Both Mobico Plc and Leslie's Plc have been trading at relatively low prices, often below £1 per share, which is a common characteristic of penny stocks.High Volatility: The stocks have shown significant price movements, which is typical of penny stocks.Financial Challenges: Both companies have faced significant financial challenges, including losses and operational difficulties, which are common issues among penny stocks.Market Capitalization: The market capitalization of these companies is relatively low, further classifying them as small-cap or penny stocks.Investor CautionHigh Risk: Penny stocks are generally considered high-risk investments due to their volatility and the financial instability of the companies involved.Due Diligence: Investors should conduct thorough research and consider the risks before investing in these stocks.Diversification: It is advisable to diversify investments to mitigate the risks associated with high-volatility stocks.This information should help you understand the current status of Mobico Plc and Leslie's Plc and why they might be considered penny stocks. If you have any more specific questions or need further details, feel free to ask!Texto generado con IA, verifica los datos más importantes.

Elcano 01/05/25 10:00

Ha respondido al tema AzValor Internacional: seguimiento y opiniones

Creo que esto ya lo hemos vivido, qué cruz!! "Acciones de Petrofac suspendidas de cotización en la Bolsa de Londres"https://es.investing.com/news/company-news/acciones-de-petrofac-suspendidas-de-cotizacion-en-la-bolsa-de-londres-93CH-3122642

Elcano 30/04/25 13:56

Ha respondido al tema AzValor Internacional: seguimiento y opiniones

PFC PFC Empiezo a mosquearme Empiezo a mosquearme

Elcano 29/04/25 18:33

Ha respondido al tema Carteras de fondos de inversión Rankianos para el 2025: análisis, opiniones y consultas

Hola Grome, tengo Bs para cobros y pagos pero nunca lo he tenido para ahorro/inversión porque no me gusta. No tengo Bankinter pero siempre me han hablado bien del banco como plataforma de inversión, yo uso BMarch y muy contento, pero lo que te preocupa creo que lo tienen resuelto los bancos cuando pides cambiar las domiciliaciones de uno a otro, solo estaría atento un mes para comprobar que todo va bien y ya, a paseo el otro que no te gusta. Con el tiempo uno se alegra de tomar las decisiones acertadas.