As the end of the year approaches it's time to pick where our rewards will be in 2007. My hot picks are already starting to perform but have much further to go IMO. SOLA, EPY and CCH.

I think you can safely add ERX, SUN and of course, good ol' SEO: the latter will produce returns never seen before and will turn every shareholder into a multi millionaire........aw go on, let me dream! I DO believe that SEO will recover and may be a surprise big winner.
kim

Worthington (WNG) ,up about 70% since June float ,but could be a solid performer next year .I'm continuing to hold .

Yes, WNG: a good set of results in December could see a further 50/75% increase over the following months.
kim

RC group AGU and LOQ

Teo, a good bet 150% Advfn board for the info.

TRP

Screaming buys: Indago (IPL), Forum Energy (FEP), Intercede Group (IGP) and Petroneft (PTR).

Longer shots: LoQ (LOQ), Petards Group (PEG), Screen Technology (SCT), KSK Power (KSK)

Character Group (CCT), Cash Generative, Low PE, Good Divi, Takeover potential.
Cozart (CZT), Growth , Director Buys good signal, New Development with Phillips.
Plant Healthcare (PHC), results on Patented Myconate due soon, deals to follow?
Cenes Pharmaceuticals (CEN), Data due from Europe on pain kiier M6G should lead to licencing deals plus trials in USA.

I think SYM should perform well next year.

Kim, I''ve had a punt at SYM as well - updates on thread suggest good prospects, in addition to the announcement of a likely profits break-through in Q4.

MP, I've decided today to have a punt on OSG and GNG - both apparently in a burst of profitability, results due out next week. GNG is in China, which might whet your appetite! Sold my trading holding in SOLA to pay for it all.

thanks ST

Hi MP,

Just want to let you know I have been persuaded to join the GTL club. This is the ethanol producer - they have big plans for growth and will soon be producing far more than RVA, which currently has a bigger market cap.

Here are my punts: thr, sea, coh. THR is my get rich buy property punt and COH will just gently double or treble in a boring steady way! Others include EDD.

THR has definatly produced some excitement Fonty, I'll reserve judgement as believe it could easily crash but yes I would have loved to have been in on it a few months back, good call!

I think TMC GGG BPRG and CHP will do well next year

SOLA running away with itself today on news of yet another increase in planned production for 2007.

next set of figures sometime in January??

probably! trading update at least.

and a nice upward trajectory in the meantime.

I love the stock market :o)

Am a big fan of afren AFR been buying all year expecting good returns in 2007.

So thats my hot pick for 2007

keith

MP check out CBOX, enjoying a strong run right now on the back of contract wins; expecting to at least break even in 2007 and looking ever more certain to do so.

EDIT takeover potential also exists.

I have bought some just now. Will also try and get a thread up and running.

PDYOR.

CBOX Bid: 22p Offer: 23p Change: 1.75

Thanks ST-will check it out. Are you in EPY ? a T/U should be due soon. Very hard to buy many when they spark interest.

KMR. The best is yet to come!, a banker IMO.

MP - another one for you: Taihua (TAIH) has doubled since its IPO yesterday. PE 9 for this year. I'm in.

GAL - Production startup due.

KMR - Production startup due.

FDI - Exploration results expected Q1 2006 for Groen River and Tsabong, production increasing at Buffels River.

Im looking to TAN, and CFU and a long shot IDD

GTL
New plant to open by the end of DEC 2006 beginning of Jan 07 starting with 50 million gallons per annum of ethanol produce by the surrounding corn fields increasing production to 100mga GTL is well under valued to it's peers, will see an easy 3 bagger in 2007

driver,

Any figures to back up the "three bagger" staTement please?

Andy, compare Renova (RVA), currently producing around 10 or 20 million gallons and worth around 70 mil mkt cap (on a pretty high PE, due to planned increases in production, but still not as big as GTL). GTL due to produce 50 mil gall from January and currently mkt cap around 45 mil.

Shares Mag thinks GTL could make 15 mil profit, but not sure how they arrive at this. It's possible; a deeper analysis of RVA might help work this out.

Hope this helps.

bvm, steadily growing, aquisitions settling in well and a good trading statement today.

trading statement.

RCG

WNG , Worthington Nicholls has doubled since it's floatation June ,but could go much higher in 07 ,

Here's mine for 2007 for what it's worth !
ARC Risk Mgmt
GTL
FFA
HMB
IGH
IQE
MLR
TNG
SYG (Speymill)

Interesting selections - many will be multi baggers and equally many will be disasters. Trouble is, you have to be lucky to pick at least some of the right ones in whichever selections you go for. If like me you are unlucky and persue a steadier investment strategy, then go for the likes of JHD,LTHM and RSG. All have done very well for me last few years and IMO will continue to prosper.Good management, strong cash generation, rising dividends (check special divis on JHD and LTHM) and businesses a layman can readily understand.

Sector Guard SGD. Company has plenty of contracts and I'm expecting more.

Not bad, Explo. They are profitable, pay a divi and expect 2007 to be a year of record growth.

PDYOR as I got all that from a 30-second scan of the recent financials.

Can "explosive" help me obtain more info about SGD. Security is a subject near to my heart. All info will be gratefully received. rdotdj

KMR up up and away within 6 weeks

SectorGuards website below, was thinking about starting a thread but as of yet haven't had the time.
http://www.sectorguard.co.uk/

Andy

I see I have got you hooked, with out going into Ethanol, corn, and present oil prices, future profits or company debt there is a simple comparison with over Ethanol produces RVA for one, either RVA is extremely over priced or GTL is under valued

Compare
GTL verses RVA

RVA Market Cap 70.00m SP 218P Producing 4.2MMgal/y increasing TO 20MMgal/y

GTL Market Cap 48.00M SP 210P Producing 50MMgal/y increasing to 100MMgal/y


If you would like some numbers this from another board.

Crush margin 2.33usd/gal prod 50mil gals=116mil operating cash flow -taxes etc at 30% =76milusd x a forward rating of 10 (i think this is reasonable)=760milusd - discount factor of 10%about 228mil =532 mil - 40 start up cost around 490 mil / 24 mil shares =sp $19 or about 9 all imo

My other tip for 2007 is SER SEFTON RESOUCRES see link below. Possible ten bagger.

http://www.oilbarrel.com/news/article.html?body=1&key=oilbarrel_en:1166407248&feed=oilbarrel_en

Encore Oil (EO.)

EnCores chief executive is the former MD of EnCana UK, Alan Booth, who headed the Canadian firm when it entered the North Sea in 1996 with a US$55 million exploration budget.

Eight years later the company was a significant North Sea player, with successes that included the discovery of the exciting Buzzard field, and was sold to Nexen for US$2.1 billion.

Eugene Whyms, the former finance director at EnCana, is EnCores chief financial officer while exploration director Graham Dore was a senior geologist with EnCana and worked on the discovery of the Buzzard field in 2001.

A diversified portfolio including a 15% stake in the Golden Eagle prospect.

Drilling to start soon on GE with partners Apache and Samson (these two firms will carry Encores costs). The large structure (with an areal extent of 80 sq km) shares many features with Buzzard and lies immediately to the west of that field in the Inner Moray Firth.

MYH My Homes to have a corker of a year.

Also think INS International Nuclear Solutions will do well.

cheers GF.

CCH-is out of the starting gate and rising nicely. results in feb.

LNG gaming stock..market cap 7m and in profit

For what it's worth, my key AIM holdings for 2007 are:

COH
RCG
MYH (Aim listed from 29 Dec 06 AIM)
CFU
LEAD

Plus GTL

ARG and DOO or GTL should be considered as they are all great recovery plays - IMO looking at 60%+ returns in one year.

mdw for me.........140000 at an average of 7.25......hopefully will deliver this year,that would be nice since my full cgt will kick in after may 2007.......roll on psa.

Rift oil for me should be a 5 bagger will know soon.

Recent pull back in VTS on very old news. Strong recurring accountancy business, buy at 243p. STT cleaning up our waste at 258p, HDG 168p property company.

But my number one is BXP. Making cheap out of patent drugs in bangladesh for Glaxo and Novartis, weak recently on political uncertainty. once elections are complete in january and the new plant (now operational) raises production by 100%, a very strong buy at 63p.

All, naturally, imvho!

little oil stock with 7m market cap and producing : TXO ....show me a better one and i'll be very surprised

SER appears to me maestro to have better figures, balance sheet and potential and its market cap is only 5.4 Million.

My AIM picks are SER and GTL Resources

griff..surprised its 5.4m but will check it out

I'm in TXO also but need it to get back to 15p just to break even ! However, it's looking better !

Here's mine again for 2007 for what it's worth ! (these are the best of what i hold at the moment)....
ARC Risk Mgmt
GTL
FFA
HMB
IGH
IQE
MLR
TNG
SYG (Speymill)

HMB gone up 3p already..looking good and on it's way to 30p+ (imo)
IQE looking good too...
need to add SMRT also... should do better this yr (imho)

g

Speculative new energy resource is CFU, might be good this year if not definately the year after.

of course the great advantage of this sort of "fun portfolio" is that you don't have to put your money where your mouth is ...... this means that a total crap share (company) like SEO could multiply 10-fold, though it is probably far more likely to go to zero ...... in priciple, it is the mini-minnows with an sp <10p that are likely to provide the rockets, though there are almost none on which i would care to put any real money at all ...... roulette probably has better odds and that also has the benefit of no spread (typically 15/25% on mini-minnows) and very very small "house" charges.

Of the shares mentioned in previous posts, i am happy to be holding CCT, GTL, DOO and SOLA, though I cannot imagine any of these increasing even say a further 2-fold in the coming 12 months.

I also hold CHP and GOO, the latter being more likely imo to produce significant returns in the next year.

LEAD is tempting me, though at 55 already, an increase of more than 2.5x is probably too ambitious.

VOG may yet bring home the bacon ..... i am currently out of these (about 62p), but would be strongly tempted to buy at 50p and certainly at 40p assuming there was nothing fundamental to drive them that low ...... if they get the hoped-for drilling results, then it would not be too fanciful to see them challenging 250+ once again.

don't forget GWP,the cannabis drug manufacturer...most other synthetic drup companies will probably fold by 2008 due to volunteers being scared off after Paraxcel disaster...they can't get drugs to market unless they have been thoroughly tested on humans...GWP is set to reap the benefits due to having hardly any side effects with their drug...could easily hit 1000p by 2008 from 86p now

Errrr.

Normal shares - LEAD (Leadcom) should have a big year, its had its consolidation year this year, so 07 should be the bacon year.

Penny share high risk bet - I would go PLW (Playwize), priced to fail, but it could do well.

Normal oiler - have to be PELE (Petrolatina) for steady progress in 07

High risk/reward oiler - IPL (Indago Petroleum) with success already at WB-2, and a billion boe drill in H1 07 (no other oilers drilling a billion barrel equivalent target I think) as well as one ongoing drill now, and another big one after the billion boe one.

Normal mining stock - TMC (Toledo) for steady progress in 07.

High risk/reward miner - AUR (Aurum) ridiculous low value on their gold, and a takeover could be coming soon due to that. Up 50% in a couple of months, could well do 100% and more in 2007.

From the Mail today,
MANAGED service provider Nexus
Management softened 0.04p to 1.5p but
could be worth watching. Valued at a pal-
try 11m, its 24pc stake in Peach Direct is
worth about 10m. PD is a thriving US
direct-to-customer retail company which
offers brand-name consumer products.
All mailed customers of PD are pre-
approved for credit by US giant GE Capital.
Nexus has a foot in both camps and could
easily double next year.

To all who have made hot picks i say good luck to you and offer my new year greetings to all,
may it be a profitable year.
best regards

HMY,TAN,YOU,WNG are four AIM stocks I am happy to stick with into the new year. All have grown strongly already but none look tired. I have spreadbets on them all.

HMY (Hamworthy) is a solid bet I reckon. It has such a pipeline of existing and likely orders for this year and beyond, with the rapidly expanding number of gas tankers to fit and service.

TAN (Tanfield) - still needs to confirm actual fleet orders for its all-electrick trucks (rather than just road trials) but that seems quite likely to happen very soon. And meanwhile some other divisions are coming good.

YOU (YouGov) has doubled in the past 4 months, so i guess some profittakers might knock it back a bit if there's any sign of a dip. But I reckon it will still look good at the end of the year. Their ability to take survey soundings among consumers one evening and deliver results next morning is proving popular.

WNG (Worthington Nicholls) - an unsexy business (and website to match) but several analysts are coming around to agreeing it has good prospects. Legislative changes are driving demand and will do so for the next few years.

ITF (Interlink Foods)

See SHARES 26th Oct 06, p23. Fall last May overdone IMO and Interims expected by end of Jan. Recent trades continue to firm SP and a good mince pie consumption should help establish a re-rating.

Re post 61, RNS today announced ITF Interims to be reported in one week on 9th Jan, SP continues to firm!

Would also add FDI to my expectations for 2007 for reasons given in post 25. AGM on 29th Jan

I hold 4 aim stocks and (largest holding first) they are:
GTL Resources - Ethanol - green play
Pipex Communication - WiMax and standard broadband
Interlink Foods - Recovery/takeover play
Caledon resources - Was a gold explorer, now bought a coal mine at brilliant price and will be cash positive within weeks

I only invest in AIM shares because of the IHT advantages. So far since November 05 my 50K AIM portfolio has advanced to 65K Latest to come under the microscope is ROMAG (ROM) a specialist glass maker doing well on solar panels and bomb/bullet proof glass for corporate building projects .

My positions in AIM companies are almost all via spreadbets. It isn't always possible to get a sbet quote on companies smaller than 50m cap, which for me rules out one I quite like the look of - Silverdell (SID) - specialist in asbestos removal/disposal. Website www.silverdell.co.uk

(to pass 50m capitalisation, share price needs to exceed 155.5p)

The biggest 9 shareholders hold nearly 80% of the shares.. so competition to get hold of or get rid of the available 20% of stock probably means the price can get driven up and down a bit too easily for some peoples liking.

really??? ..... IG certainly allow cfd on anything with cap over 10m and can't believe same rule would not also apply to spread

cynic - IG and some other sbet firms will indeed quote for smaller firms - but only if daily volumes are sufficient to make the stock look easily tradable. On stocks that don't appear liquid enough, they will either decline to quote or will demand greater percentage upfront - and that can tie up a bigger chunk of someone's account than they might wish.

MY SELECTIONS FOR 2007, ARE; COIL, Look out in September when MEO.AX start to drill off Darwin 42% owned by coil. Also Elko energy 29% owned by coil coming to AIM soon. COIL at 3.75p now, the estimate on MEO's future value could take COIL's price to 55p. TMC is one of my favourites, I think that ultimately someone like BHP will buy them out, hopefully after some real value has been added. With 80 billion resource value in the ground, an offer of only 1 billion would be worth 36.20 per share. Another hopeful for 2007 is GGG, one of the most undervalued companies on AIM. I also have a list of oilers like CHP, EME, GOO, MRP, OEX and PELE. Finally I would plump for THR. After they have their dilution through a placement about March time, they will press on into production recovering 300,000 tonnes of tungsten over a 4 year period. They say that it will only take 7 weeks production to cover their overheads. Obviously, the proof is in the pudding, but I think a late run towards the end of 2007 is on the cards.

Fonty COH looks good for this year... you in?

CCH doing well and now I'm into DCD-would welcome comments. Soul T are you in this one?

My 2007 top stock pick is IIR (Independent International Investment Research plc)

[Is there a competition for longest stock name?]

Website: www.iirgroup.com
Share price: 20p
Capitalisation: 5.2 m
Year end: 28 Feb 2007

Overview

Independent International Investment Research (IIR) provides research on
global companies and currencies, for broker-dealers, investment banks, money managers and private clients.
The equity research business comprises wholly owned subsidiary Independent Financial Markets Research Ltd. (IFMR). The India-based (Chennai and Mumbai) equity research team now covers 300 companies, of primarily non-US with American Depositary Receipt programs.IFMR, established in 2002, has benefited from the 2003 Global ResearchAnalyst Settlement (GRAS) in the US, which required broker-dealers to provide independent research to retail clients.

Supplementing the equity research business, Pronet Analytics.com Limited
(Regulated and Authorised by the FSA in the UK and registered as an
Investment Advisor with the SEC in the US) offers investment advice and trading strategies to clients such as Standard Chartered and Citigroup. The ability to combine currency forecasts with the Group's fundamental equity research also offers an attractive product differentiator and has helped improve the performance of recommendations for US$-based investors in overseas stocks.


Insinger initiated coverage in September 2006 after the company finally turned a corner and became profitable with the new business model starting to bear fruit. The report provides a detailed background of the company & the new business model [far better than I could hope to write myself].

http://www.iirgroup.com/iir/docs/Insinger_research_note_Sep_2006.pdf

The forecasts were very conservative as you would expect at such an early stage of the companies turn around in fortunes, these forecasts have since been easily surpassed & a trading update was issued on the 20th Dec ;

http://www.iirgroup.com/iir/docs/Trading_update_11_December_2006_v1.7.pdf

Followed closely by an upgrade in forecast from Insinger showing a substantial increase of 261% in EPS forecasts ;

http://www.iirgroup.com/iir/docs/06-12-2-IIR.pdf

At the time this meant the company was trading on an 83% discount to research-oriented peers and as such has risen to today's price of 20p per share [was 13.5p when picked]. This is still very cheap and only puts IIR on a PE of 8 despite their exceptional growth - versus an industry average of 20 25.

Whilst the company does not have a history of earnings performance it is worth bearing in mind that the Insinger forecast only includes CONTRACTED business and does not take into account conversion of the strong existing pipeline or any new pipeline as the year progresses [see comments in trading statement + confirmed by CEO] Additionally any potential revenues from new product developments & other medium term growth drivers [see Insinger initial coverage & last finals] are excluded.

Furthermore the company is looking to break into new areas where independent research is beginning to take hold, in particular SE Asia & the UK. Market commentary is very positive for growth of the indies into these areas. A very useful source of industry specific information is;

http://integrresearch.blogdrive.com

To assist their major expansion plans they are currently strengthening the management team and looking to increase the research analyst heads in their Indian subsidiary from the current 60 to 200 staff during the .

As well as organic growth, earnings accretive acquisitions in the research space will be considered - Any acquisition would be paper based,

The current CFO for example is PT and cannot give any more time so a replacement is being sought, [any of you looking for an interesting role?] Details of which I attach as it gives an insight into where the company is heading in 2007;

http://jobs.efinancialcareers.co.uk/job-4000000000223293.htm

To conclude

+ Current PE is 8 versus industry average of 20 25.

+ Current EPS forecast is ultra conservative as based on contracted business alone, excluding the pipeline and likely additional business wins + growth into new areas.

+ Management & research team being strengthened to take advantage of the pipeline of deals.

+ Mr Smith CEO is planning a number of investor relations exercises [Insinger coverage was the start of this] early this year which is hoped will see the company more appropriately valued by the market.

+ Has very little debt, the company has been supported financially by Mr Smith & his trust over the last 2 years.

+ Significant taxable losses to utilise

+ Potentially a bonus of a multi million settlement from Google for Gmail trademark claim - talks are discussing after previous offer by Google was rejected.

- Liquidity is poor but will hopefully be addressed in some way as part of the investor relations drive and paper being issued for earnings accretive acquisitions.

i bought Tadpole at 1p via spread bet...safest way of trading by far

Mediwatch (MDW)
results to show 1st profit and approvals for PSA watch first 10 min test for prostrate cancer in the WORLD.
results end of jan
Private research note out in feb paid for by company.

not too late to climb onboard
:-)

GVC

Bombed out gambling co due to perceptions re american situation and worry about the recent decision by 15 of the 16 premiers of the German federal states to postpone signing the new treaty on gambling.

However:-

Way undervalued
P/E of under 3; yield of 33%
Break up price roughly same if not more than m/cap
Makes money for fun (roughly 12mill on 33 mill turnover)

Value will out when the mugs wake up, or it will be snapped up.

Nice appointment today.

I pick GVC too

News from germany too

Tipp24 AG (TIM GY), an Internet gaming company, added 17 cents, or 1.4 percent, to 12.55 euros. The German state of Schleswig-Holstein plans legislation that may allow sporting bets and other forms of gambling, Euro am Sonntag reported.

Fluxx AG (FXXN GY), an online gambling company, gained 19 cents, or 6.4 percent, to 3.17 euros.

http://www.bloomberg.com/apps/news?pid=20601100&sid=auV3GLtPSjwg&refer=germany

One to look at ( DCD Media ) long tem

take a look at Brainspark BSP...volcano waiting to explode ...big trades will signal it this week ;-)

GVC doing nicely now

GNG performing well-don't ignore the next possible multi bagger. Set up to be the chinese microsoft also CCH and EIIB are in hot areas and making good announcements. I expect them to really perform up to and after their results in March DYOR.

LOL, just posted GNG on Driver's Tips.

I'm going to let the phrase "the chinese microsoft" sink in and see if I agree. Might up my holding at some point. Do we know exactly when the results are likely to be published?

Results out on Leadcom (LEAD) today.

No brainer imo for 07 and 08.

i like UCG up 33% so far this year can see 25p by end of year which would be 100% gain also check out cyan/ctu/ien very positive about these too all going in the right direction

I'm heavily into Morocco 53% gain last 18 months ......

7 hotspots for 2007!

19 February 2007

We take a brief look at seven international property hot spots that are being tipped for great things this year...

Like it or loathe it, the international property investment market is heavily influenced by what the media is hyping up at any given moment. Whilst the smart investor takes all this drama with a pinch of salt and uses careful research into longer term indicators to inform her investment choices (such as domestic property market and tourism trends), it nonetheless pays to keep abreast of what's being talked about.

Homes Worldwide and A Place in the Sun magazine have recently released their list of international hotspots for 2007. Here, we pick out seven destinations that appear in both lists and consider what all the fuss is about...

1. South Africa

Over the last ten years, South African residential real estate has performed very well, growing by as much as 40% per year in key areas. Stretching from St Helena Bay in the west to Durban in the east, the Western Cape is one of the most popular areas for Brits to buy property; prices on "the Garden Route" are now comparable to Spain.

In response to such spiralling prices, ANC Lands Minister Angela Thoko Didza recently proposed a ban on foreign ownership of freehold property. According to Cape lawyer Michael Judin, however, this announcement created a perverse effect. He told A Place in the Sun magazine, "Ironically, after an initial lull, the comments prompted a property-buying rush - many foreign buyers hoped to 'get in' before any action was taken. Even though that now looks unlikely, the buying remains frantic."

South Africa's most popular markets are now relatively pricey and growth has decelerated. However, yields remain healthy averaging 12-15% according to Homes Worldwide magazine, and with the country set to host the football World Cup in 2010, the government is improving transport infrastructure.

The domestic market is looking good too. South Africa's economy is doing well and SA's expanding middle class are now spending heavily on property. The country has strong property rights and of course world-beating, landscapes, wildlife, wine and climate.

2. Montenegro

Montenegro has been dubbed the "jewel of the Adriatic". 19th century romantic poet and wild child, Lord Byron was also a fan, writing, "At the birth of our planet, the most beautiful encounter between the land and the sea must have happened on the coast of Montenegro."

Although tiny (the country is half the size of Wales), Montenegro has a beautifully rugged landscape with the largest fjord in southern Europe (the bay of Kotor), the largest lake on the Balkan peninsular (Lake Skadar) and the largest canyon in the world after the Grand Canyon (Tara Canyon). In the 1960s, the Montenegrin fishing village of Sveti Stefan was converted into a single hotel, attracting movie stars and royalty. Forming part of the Dalmatian coast ruled by the Venetians in the 1400s, Montenegro has an impressive stock of beautiful buildings and UNESCO heritage site Kotor has been likened to a smaller version of Dubrovnik.

Having gained independence from Serbia last year, Montenegro is now looking to capitalise on its rich endowment of cultural and natural attractions, investing to boost tourist visitor numbers. The main property markets are around the tourist hotspots of the Bay of Kotor and the Budva Riviera where property prices have risen by up to 50% in the last two years.

3. Dubai

Faced with depleting oil reserves, Dubai has reinvented itself over the last 20 years. Now, the emirate is a major financial and business centre as well as boasting a rapidly expanding tourist industry. Accompanying this impressive image change has been a building boom on a colossal scale. Dubai is a now a land of superlatives with the biggest shopping mall, the tallest hotel, the richest horse race and the highest tennis match. Never short on ambition, Dubai has not even accepted its natural limitations, constructing gigantic artificial island resorts, such as the Palm and the World, as well as the world's largest indoor ski slope...in the desert...now that really is climate change...

Despite much concern over impending oversupply in Dubai, one salient fact remains: the country has no capital gains or income tax, which is still pulling in foreign investors in their droves. The UAE government also relaxed property laws last year allowing foreign investors to own freehold in Dubai.

4. The Caribbean

Given its proximity to the United States, beautiful beaches and idyllic islands, it's not hard to understand why the Caribbean is such a tourist hotspot. The latest report of the World Travel and Tourism Council (WTTC) reported that whilst tourism currently accounts for around 15% of the region's GDP, this figure is set to increase to around 17% by 2014.

With property prices sky high in Florida, America's retiring baby boomers are now looking to the Caribbean in search of their dream holiday home. And the poorer islands are taking advantage of the region's popularity with property investors and holiday makers alike to develop their own tourist economies.

Ambitious resorts are currently being constructed on islands such as Isla Margarita, St Lucia, St Vincent & the Grenadines, and Turks & Caicos. Islands such as Turks & Caicos are also using tax incentives to draw in the foreign investor; its residents enjoy no income tax, no inheritance tax and no real estate tax.

5. Morocco

Morocco has long been popular with travellers in search of adventure and the exotic. But despite its close proximity and economic ties to Europe, it has so far failed to establish a more lucrative mass tourist market.

Things are changing, however, and the Moroccan government has set itself the ambitious target of doubling current tourist numbers by 2010, attracting 10 million visitors a year at that time. New resorts are being constructed along Morocco's 3,000 mile coast and 25 new low-cost air routes have been created to the UK, France and Spain.

Property prices, although rising quickly, are still typically significantly lower than their West European equivalents. The tax regime is also very attractive: Income tax is zero for the first five years and inheritance tax is also zero if the property is left to children.

6. Turkey

With its Mediterranean location, sumptuous cuisine and rich blend of eastern and western culture, Turkey enjoys a thriving tourist market. Turkish property is currently undervalued in relation to comparable Mediterranean holiday markets and easing access to finance has provoked a buying boom.

At the start of 2006, the Turkish government also clarified its position in relation to foreign ownership of Turkish property stating that foreign nationals could buy property for personal use up to 2.5 hectares in size. After owning a property in Turkey for five years, there is no capital gains tax to pay.

The majority of Brits buy on Turkey's gorgeous coastline and property prices in popular coastal areas have risen by 30 per cent in the last years. However, canny investors are also looking to the expanding city of Istanbul which is currently enjoying a strong economy and a building boom.

A key issue which will affect Turkey's property market is the progress of its bid to join the EU. With the Turkish occupation of northern Cyprus proving an intractable stumbling block and hostile attitudes from key member states such as France, it seems unlikely that Turkey will join the EU in the next 10 years, however.

7. Bulgaria

And how could we forget Bulgaria... Whilst this market is suffering from over-hype and over-supply in many areas, there have been good reasons to invest here to date. Key reasons have been Bulgaria's accession to the EU at the start of this year in tandem with its cheap property prices. Bulgaria's tourist industry has also grown rapidly, with the country taking advantage of its natural assets to promote both affordable skiing and beach holidays.

Now some investors are looking beyond the tourist markets to the city locations of Burgas and Sofia to seek out further capital gains.

CRA, is worth a look especially between now and end of May. Possibly double in price during this period.

GVC 40% increase from 4 weeks ago - which is nice...

Make that 50% -which is nicer....
And much more to come I'd say.

GVC now 141. Was 82 a few weeks ago. Assume you all give gambling stocks a wide berth post American ruling. Which of course, is why it is time to be interested. :-)

5 or t/o target in mid-term.

GVC almost doubled in a couple of months. Nice.

well done-I missed that one.

If it gets back to 4 you're laughing all the way!! Why the rise do you think? I'm sitting in sbt and prty so no spare at the moment.

New CEO.
German situation become clearer.
USA not the main focus for GVC.

gvc still doing nicely. 3 short term.

Anyone else into Endace? "significantly ahead of expectations" plus strong orders for new products.

http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2007/04/21/cxquest21b.xml


GVC currently on p/e of 4 (The times)

Divi soon - it's rather large.

6% rise today.

* Recommended final dividend of 13p per share (gross) to be paid on 29 May 2007 (2005: 21p per share).
The total dividend for the year of 26p per share (2005: 42p per share) represents a yield of 17.7%
on last night's closing price
* Turnover of 40.6 million (2005: 40.4 million)
* Gross margin 72% (2005: 76%)

As you say, zscrooge, a good divi, but it's interesting to see that neither turnover or gross margin has improved over the last year. Presumably with the foray in to the Italian market, these should improve?

Indeed Harry. Also, Germans will have to play ball soon imho.

NDH looks promising but the vertical cliff might look a little scary.

Missed the boat or still some mileage in that one (NDH)? No history to go on.

Chart looks like it needs a breather?

No stock around.
Forward pe of about 5.5
Should capture 10-20% of the HIPS market.

IC tip recently (I know -kiss of death LOL)
http://networkdataholdings.co.uk/pdf/investors-chronicle-article-ripped.pdf

Researcher Edison forecasts profits of 2.4m in 2007 and 6.4m in 2008

Shares mag:-
""Chief Executive Richard Griffiths is confident HIPS will turn out to be a massive money-spinner for the firm. He says that over 1.8 million HIPS will need to be produced each year and coming in at a retail price of around 500 per pack, the overall market should add up to around 900 million a year"

Here's one for the future - Red24 (redt) was ARC... not everyone's cup of tea but might, just might, be about to finally come good.. (IMHO,DYOR)

Zscrooge, interesting comments about NDH. Thanks for posting. I thought it looked a bit too risky yesterday and am glad I didn't buy, as I was sorely tempted at one point.

However, it's good to see those earnings projections and I would certainly consider this as one for the longer term.

I was a bit worried about their cash position, too, as they didn't seem to have very much of it, and the net value of the firm wasn't much, either - about 1.2 mil or something, which doesn't look good when the mkt cap is over 20 mil.

Watch and wait, I guess.

My tip for 2007 must be KYS. the ~istan republics of the former USSR are known to have large deposits of minerals and the countries that are stable enough and allow foreign investment should now be able to reap the rewards. I also feel that the uranium band wagon may well be this years theme[ after oil + gas explorers last year]. WTFDIK DYOR etc. and good luck

Alex

CDN rising nicely-I bought today after a recommend from a friend who has them as his future mortgage pay off! Also EBP is undiscovered yet and is paying a very good div.-ex d May 11th. and finally I'm late in but I have high hopes for TMC the potential looks massive.

This is potentially a long term hold, but also a solid one with the acquisition of Agil, plus the added spice of the massive 'Aquatice' market, not only in China, but worldwide.

KIO

pth

TMC, TMC, TMC, TMC, TMC, TMC, TMC, One of my picks in Jan.

THR,THR,THR,THR,THR,THR,THR, Another of my picks in Jan.

COIL,COIL,COIL,COIL,COIL,COIL, The last of my picks in Jan.

TMC up from 130p to 277.5p
THR up from 8p to 18.5p
COIL 10 shares to 9 XTR up 30% on merger.

congrats oily--keep it up!!

AMBR - up 35% in a couple of months. There could be more to come as profits were up 35% last year but PE is still only 9. PDYOR. etc.

Oily -which are your losers?

Hi zscrooge, My post was entry 68 on this thread on page 4 if you would like to read it yourself. GGG Central China Goldfeilds was my only other recommendation and this has made a comeback today, almost at year begining level. I did also mention a list of e&p companies that I hold, but as I didn't elaborate on them they were not recomendations but where I'm was in, at that time. Thanks for the tip of GVC it helped me to second place this month in the Hemscott stock challenge behind my mate Malcolm. Good luck and keep the tips coming.

Nice one oily. It was your associations with SEO that made me wonder ;-)

TMC was certainly on my radar just before xmas -maybe peaking?

My time seems to be spent watching shares rise thinking "i've missed the boat there" (TAN, RCG, CCT, COH all at around 3-4 times less than they are now.)

Really like the look of GNG now.

See JT Cod blog on the darkside for quality postings.

Good luck.

zscrooge, sorry to to say I've had this before. Mistaken identity, oilywag is associated with SEO. I'm oilyrag and have not posted on that thread or owned SEO shares.

GVC got an "Avoid" rating in Shares Mag this week. Heavy losses (due to a goodwill writeoff) plus the threat of a german ban on internet gambling plus flat revenues have made this a watch & wait share. New CEO is to upgrade their software & advertising strategy, but GVC only in early stages of recovery.
Of course, that is only their opinion amongst many.

Ah -apologies Oily - obviously smart enough to avoid SEO.

Harry -we will see.

Morning MP.

Seen Southampton Leisure (i.e. the football club)? (EPIC: SOO) Up 34% on Friday, news of a bid approach.

Potential bid value, 50 mil; current mkt cap 18 mil. Could well be worth a punt.

As a life long Saints fan, for my sins, I am really excited about the potential of the proposed bid, but surely it all depends on winning promotion through the play offs.

Reasons to buy GGG.

1. Nimu from the information to date indicates a very large find of copper.
GGG have outlined they are to inform the market with Drilling results every 3 weeks, from May through till December.

2. Snow Mountain is to have outlined over 1 million ozs in gold.

3. Over 4.5m in cash in the bank

4. Great Management team.

5. Strong demand for stock.

6. A number of institutions are watching GGG to review drill results from NIMU before committing.

7. Chart is trending nicely - upwards.

If i have missed anything feel free to add - My price Target 50p by December!

RGM powering up.

Johnma, thanks for the summary on GGG. Have bought this morning. I would, suggest being wary of the long lead times and scope for disappointment that can go with the mining industry, however I think that GGG has good prospects.

Well IPL was one of my stocks to double in 2007, and its presently up around 65% and rising, so hopefully the 100% is not far away now.

Why is it up 11p today, PP?

PS AMBR is racing away, up 7% today.

My tip for 2007 is GEX. Results due from the very exciting prospect Komana West due soon, whil drilling of the Solana prospect has been initiated. Komana, imo could be anywhere in the region of 3mil - 5mil ounces when the resource estimate is complete in June. The chances of an approach for these assets are great imo, and with POG continuing to rise and transactions of a similar nature going through at circa $110 per ounce in the ground, at a market cap of 25million, Komana alone could justify a massive re-rating.

Good Luck

Take a look @ PMK

STI look a good long term prospect IMO.

RRR could be a good bet

RED ROCK RESOURCES PLC

Trading Update


Dated: 16 April 2007


Red Rock Resources plc ("Red Rock" or the "Company") the mineral exploration and
development company focused on advancing iron ore, uranium and manganese
projects in Australia and East Africa, has entered into an agreement for toll
processing of manganese in Zambia to produce ferromanganese.

The agreement is with Chiman Manufacturing Ltd ("Chiman"), a corporation
registered in Zambia to provide for the crushing, preparation, and processing of
ore supplied by the Company's Zambian subsidiary from stockpiles and surface
material at its Chiwefwe mining license. The agreement is effective from the
date of first delivery of ore to Chiman's ferromanganese plant at Kabwe.

Under the agreement, the Company will have exclusive use of a furnace and will
pay $150 per tonne of ferromanganese delivered, plus the cost of coke, plus 25%
of sale profit (being at least $100 per tonne) net of Government royalty.

Chiman is currently producing and selling ferromanganese from the Kabwe plant
and the Company will be working in conjunction with Chiman to sell the product
into local and overseas markets.

The Company expects to make first deliveries shortly.

Sorry if it's been mentioned before, but you really should have a look at VIY.

I am looking at Maelor MLR!

The new deal, the revesrse take over agreed at yesterday's EGM now makes this a powerful player in small cap pharmacuticals and I figure that its cheap at the current prices.

Its go a long way to run and should prove to be an exciting punt.

I have just backtracked through this whole thread and checked out everyone that has posted about TMC. There are only 3, Thaimalc, Papalpower and myself.

TMC is one of the hottest shares on the market at the moment. Miss it, miss out. Start of year 130p, now 359p. Last week it rose 45p. It was up 27.5p on Wed and another 47.5p on Thur, mm's played games on Fri to reduce it down 2p. Every time someone sells the institutions are lining up to take the stock. Estimate short term is 10 per share, medium term 20 per share, long term the skys the limit.

This is in my book, the one share in a generation thats not to be missed. Check it out, 80 billion resources market cap 100 million.

bid coming for advfn AFN...trust me

maestro,

From whom?

Someone told me yesterday that a bid was coming, 100,000 max buy on Friday, 1,000,000 maximum sell was perhaps a clue!

Maestro

' Trust me' was the favourite quote re Robert Maxwell, nuff said.

andy...just got a feeling with all the buying and media company bids going crazy at the moment..talk on advfn of 15p-20p a share for advfn

been in MLR for a while now at 11pish so looking fwd to good times

I think it will live up to your name Sir----and a bit more.

There seems to be something brewing with OptiFlo catheter irrigation solutions.
distributed via Bard Ltd.

Also keep an eye on PLE with its Mealor nanotech licence.

Plus of course with this latest takeover who knows where this will lead as MAELOR IS NOW PROFIT MAKING!

To me it really is a skyhigh opportunity with the shares now looking very cheap which ever way you value them.

Full details, and the accounts up to March 31st 2007, should be out around June 1st 2007

Good luck if you hold and good luck if you dont---but you should.

Buy Panmure Gordon and EcoEnergy International (ECG, PMR - AIM).
See threads for detail.

Although they have come from around 6p to 10p over the last 12-15 months Tepnel Life (TED) seem to be a good bet, managed a miniscule profit last year. Did have a favourable write up in this weeks shares mag, but I have held these for a few years now and things appear much more positive.
2517

Take a look @ PMK