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TOP AIM PICKS FOR 2008. (2008)     

oilyrag - 14 Dec 2007 08:51

I QUITE ENJOYED READING OTHERS THOUGHTS ON POTENTIAL WINNERS LAST YEAR AND THOUGHT IT WAS ABOUT TIME TO RESTART THE THREAD.

MY SELECTIONS ARE BRR, HAWK, CRA, RVD currently suspended, TAIH, AND UVEL.

I will give my reasons later as I have a more pressing appointment at the moment, Good luck to all investors and may I be the first to wish everyone a prosporous new year.

skyhigh - 14 Dec 2007 10:06 - 2 of 52

Below are some of my holdings that I think could do well next yr. IMHO of course!
Anyone have any others ?

HMB
IVE
PST
NPE
PXS
MDC
EDD
MLR
MVW

SECRUOSER - 14 Dec 2007 11:05 - 3 of 52

SER - plans to rapidly increase production over the coming year.
Already proved the business case with 2 wells over the last month which increased levels by over 50% :)
Terribly undervalued, probably even on a current p/e basis! Which is a rare thing to say about a small o&g company.

KEAYDIAN - 14 Dec 2007 14:24 - 4 of 52

SEO ;o)

silvermede - 14 Dec 2007 16:33 - 5 of 52

HAWK ;-)

ValueMax - 14 Dec 2007 16:55 - 6 of 52

Maybe we could pick one share each and do a league?

I agree with Oilyrag, Braemore (BRR) look set for a good year. If I had to pick one other for myself, I'd plump for Libra Natural Resources (LNR) because their increased production will significantly improve revenues and demand for their produce remains very high.

BAYLIS - 14 Dec 2007 18:31 - 7 of 52

PWR AND GOAL. FOOTBALL

hermana - 14 Dec 2007 18:36 - 8 of 52

PCI,ELP and PVR to rock in 2008. You have bin warned!!

argos7 - 14 Dec 2007 23:25 - 9 of 52

muy aim tips for 08 are AGU, PRE, LOQ, VYKE

survived87 - 15 Dec 2007 10:33 - 10 of 52

Three from me. All three companies have made technological progress during 2007 which should start showing noticable rewards in share price increase during 2008:
MVH (Medic Vision)
PYF (Polyfuel)
VIM (Vimio)

katashi - 15 Dec 2007 12:03 - 11 of 52

I think, although not an expert by far, that next year many companies are really going to need top class PR.

The only share I hold is CGNY, and then only after much research.

I feel that CGNY has a lot to offer in a quality professional team who are bursting to go. They have already an impressive range of clients and to my reckoning are really quite undervalued.

I will take every opportunity to top up, as funds allow, and build a stake for my pension fund.

Good luck one and all for 2008.

trader6 - 15 Dec 2007 22:15 - 12 of 52

Spiritel (Stp)....Market Cap is just 2 million.

Contracts with Virgin Media and Regent Inns in November.

Ceo new statement from website.

As the communications market has evolved in recent years, so has SpiriTel. As businesses have been assessing the opportunities that arise from \'converged communications\', SpiriTel has been focusing on developing a robust business model that offers value to both customers and investors.
It has been an incredible two years for the Group. We have restructured our business to focus on long term relationships with business customers and brought together a board and management team focused on delivering growth in this market. We have acquired and integrated four businesses into the Group and grown our customer base and product portfolio to record levels. We now have over 1,000 SME and corporate clients, including Marriott Hotels, Whitbread and BBC Worldwide.

I am particularly pleased with the progress we have made in developing products and services based on emerging IP technologies. The VoIP hype of the last decade has left behind a number of casualties but we have built upon our strong foundations in IP based communications to deliver a new range of networking, Wi-Fi and VoIP services alongside our traditional voice and data product portfolio. We are enabling our customers to provide an improved service, reduce costs and increase business efficiencies through the adoption of these technologies.

If you are visiting our site as an investor, I hope you find a company that has developed a robust business model with increasing earnings visibility and exciting growth opportunities. If you are a business looking for either traditional or converged communications services then I hope you find the products you are looking for; all of which are backed up by a focus on excellent customer service - a constant theme behind our recent successes.

These are exciting times for the communications industry, and I am confident that SpiriTel will continue to capitalise on the opportunities for growth that we are seeing. Many thanks for visiting the website - I hope you find what you are looking for.

With kind regards

Alastair

2517GEORGE - 15 Dec 2007 22:30 - 13 of 52

DEMG 24.25p --- because 08 may be the year the NHS finally wake up. Holder
PROV 7.75p --- for decent contract wins. Don\'t hold---yet
BRR 20.25p --- for it\'s huge potential with BLT. Holder
AFS 201p --- has been a good performer of late, but much more to come. Holder

Good luck everybody.
2517

driver - 16 Dec 2007 10:38 - 14 of 52

It's got to be SER I tipped it last year so don't sell your house. all looks in order now so could be a 5 bagger +

spitfire43 - 16 Dec 2007 13:05 - 15 of 52

Have just read The Zulu Princible / Jim Slater and have ran his investment rules over companies I hold or on my watch list. Only three companies met all the criteria, two I hold and one on the watchlist.

The one that stands out is EDD Education Development International.

I'm more than happy to hold this one in what could prove a very difficult year.

driver - 16 Dec 2007 14:48 - 16 of 52

I forgot to mention VML (VANE MINERALS) 18p and URA (Uranium Resources) 4.5P both could do very well in 2008 with the price of Uranium set to double or even treble over the next few years.

maestro - 16 Dec 2007 16:33 - 17 of 52

gwp...sativex approval soon...drug sector back in favour 59p>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 300p

trader6 - 16 Dec 2007 22:13 - 18 of 52

All shareholders will probably need a few doses of sativex to calm down
when they find out you've invested in the stock maestro.

halifax - 16 Dec 2007 22:40 - 19 of 52

Just now AIM stocks are taking a beating, there is no point in buying until the market regains confidence therefore tips are pointless at this time unless they are backed by tangible positive information.

Wait and see is the order of the day. Dont be conned by rampers!!

PapalPower - 16 Dec 2007 23:58 - 20 of 52

halifax, very true, and a lot depends on any \"Christmas Rally\".

If the Christmas rally is weak, or does not happen at all, then things could get nasty, especially given that many people are presently sat of losses, and with the end of the tax year not many months away, a failure for the AIM market to rebound might end up with some nasty falls come March as people take their losses for tax reasons.

trader6 - 17 Dec 2007 22:06 - 21 of 52

Here we go, even in a bear market some stocks will still 5/10 fold.

Nobody is forcing anybody to invest in any tips.

With so many stocks at per of 5 or less i would think now is the time
to start buying small amounts in them and then maybe more if they
actually get cheaper.

Another stock to catch my eye today was NWT, market cap of 8 million
and recent H1 profits of over 1 mil so a per of just 4 but whopping director
buys today which is a big hint of betting things to come.

partridge - 20 Dec 2007 10:21 - 22 of 52

Nearly all recommendations are for companies which do not yet make money, generate cash or pay dividends.35 years of investing tells me that most of these are doomed to long term underperformance or failure, albeit one or two will be multibaggers.You need to be much cleverer than me (admittedly not difficult) to pick these.There are in fact now plenty of very decent companies on AIM - imo you could do worse than flooring company JHD, which has performed splendidly in recent years. It is highly profitable, very cash generative and paid special dividends of 25p and 30p per share in 2005/6.No debt, so not likely to be affected by credit crunch.Recent trading statement suggests there may be more of the same in 2008 - much easier to sleep with this sort of share than the crap tiddlers, and likely to be much more remunerative in the medium term.Always DYOR

Greyhound - 20 Dec 2007 10:59 - 23 of 52

HMB, Hambledon Mining, which has just got both its operations producing. Due to pour it's first gold bar on TV on Boxing Day. Revenue stream about to come to fruition and upgrades of gold reserves underground. Could be a very good year for them.

trader6 - 20 Dec 2007 11:38 - 24 of 52

Partridge.

Show me any penny stock that has the same director buying in the past week
as Nwt, they are buying up all the selling by pi's.
Nothing wrong with their fundamentals either.

partridge - 20 Dec 2007 11:57 - 25 of 52

Hi trader6.IMO Director buys generally positive, but by no means always and have no doubt dirs of NWT currently bullish following recent good interim figs.Director sells however influence me more! NWT is such a tiny company that difficult to deal in decent amounts, but it does make profits and generate cash from its operations, so does not come into the "crap" tiddler category.With revenues only about £15m p.a., its fortunes could quickly turn either way - balance sheet is not strong with net assets £6m including over £7m of intangible goodwill.Don't particularly like the comment that they have started invoice discounting to help finance settlement of loan notes - if they do start to grow quickly cash could be come an issue. FWIW I like the sector and made a lot of money out of takeover of Reliance Security earlier this year, so good luck with it.

trader6 - 20 Dec 2007 12:50 - 26 of 52

Partridge.

Online limits suggest differently....2.5 mil v 375k...large amounts both ways.

Thanks for the feedback on fundamentals.

oilyrag - 24 Dec 2007 07:35 - 27 of 52

Merry xmas and happy new year everyone.

mitzy - 29 Dec 2007 10:29 - 28 of 52

My tips for 2008 are::

Rift oil 3.5p oil and gas explorer in PNG begins drilling in puk puk field in 3 months time could be up to 2 trillion cuft of gas worth billions according to Ian Gowrie Smith the Chairman have their own rig and 11m cash for drilling work..
Also I like Altona resources 2.75p epic ANR which has nearly 8 billion ton of wet coal in South Australia waiting to be be developed has customers waiting to convert coal to petrloeum/gas company valued at 8mills..could be the largest coal field in the world.

Rift oil could be 100p a share in 2008/9 if the gas is worth commercialising and Altona could easily be worth 1000p a share in 2/3 years time
So there you have it two penny share sitting on massive potential I prefer Rift oil since I have held for 18 months now and Altona is very early stage no JORC as yet..

Not for grannies or orphans but a pure gamble on penny shares.

notlob - 29 Dec 2007 10:51 - 29 of 52

Corac (CRA)

massive market opportunity, patented tech, three major oil/gas companies on board, well funded, currently very modestly funded.

spitfire43 - 07 Jan 2008 14:16 - 30 of 52

Time for a challenge, take a look at the following company Education Development International (EDD) and try and find a better GARP company (growth at reasonable price) I have tried but haven't found any, I'm sure there are some out there.

Good Luck

sp increased from August 2008 price 25p to todays price of 38.5p. = +54%

even after this 54% rise have a look at some of the fundarmentals.

cash = 3.1m / no debt

current PE = 9.46
2008 PE forecast = 8.12 - with PEG at 0.49
2009 PE forecast = 6.88 - with PEG at 0.38

ROCE + 120%

Operates in Education sector, which Government has pledged to keep increasing spending.

Wouldn't even be surprised to see takeover action at some point in the future, and thats in the price for nothing. (Seems to be an agressive sector re takeovers)

Sorry if this looks like I'm ramping these, but this is just my opinion and would be interested if anyone can come up with a better Aim stock.

trader6 - 11 Jan 2008 11:16 - 31 of 52

Not saying it's a better stock but the cheapest Aim stock at the moment
still remains Amu but also it remains one of the most unloved stocks.

Share price is 56p.

It made 7.4p eps in H1 which is traditionally it's quiet period, waiting for it's
xmas trading update which is hit and miss although the forcasts last year were
way too high (they were looking for 5.3 mil profits when the company had a market cap of 12 million).

Basically a reasonable second half should result in full year earnings of 15-20p.

Worth watching for update.

spitfire43 - 11 Jan 2008 12:45 - 32 of 52

They certainly are cheap and unloved, I'm surprised there hasn't been a broker update after interims, which looked like steady progress. The thing thats holding them back seems to be the decline on profit margins and some finance issues which was referred to in the interim report.

The update due in a few weeks should make interesting reading.

skyhigh - 11 Jan 2008 13:09 - 33 of 52

EDD mentioned in today's IC mag again. Basically says shares are cheap even if you take away their 3.1m net cash position. Whilst not an quick multibagger this should double/triple over next year or two.... I've held for past 6months and am already 37% up.

trader6 - 11 Jan 2008 13:57 - 34 of 52

spitfire.

Indeed Amu has suffered from the sector and margin talk for many years now
but the key is not the profits although they help but the cash generation, if
they can keep making anything from 2 mil to 4 mil or even just 1 mil but keep
generating at least 2 mil a year cash which they do, they actually have been
generating some 3-4 mil a year to almost eliminate a big debt then they will
be attractive as a cash cow.

spitfire43 - 11 Jan 2008 14:50 - 35 of 52

trader 6

I agree that the sp today could be looked back on as a bargain level, and I have added them to my watch list. Will wait for confirmation on Chrismas trading in next update, before taking a definate view.

trader6 - 11 Jan 2008 14:54 - 36 of 52

Yep that is the advice i recommend, just watch it for a rns, because of the
very low multiple you could still pay a little more if the news was good and
make a good profit so that is the safest bet imho.

lizard - 11 Jan 2008 15:02 - 37 of 52

http://www.goldoilplc.com

Gold Oil (goo).

12 wells to be drilled in the nr term (Colombia/Peru). all funded with 10m+ cash in bank remaining.
big plus if they can secure much in demand exploration acreage position in Cuba having secured Operator Status in 07.

hawick - 11 Jan 2008 15:43 - 38 of 52

If you want value then TTS would be hard to beat. It has over 20p a share in cash, no debt and the small loss is about 2p a share (much reduced and with a positive outlook for break even). It also has a London property not revalued since 1987.

The share price of 22-25p is surely due a rerating given it also has a mature product suite and blue chip clientelle. Tasty bite for a predator too.

My preference though is PHSC, in process of completing biggest ever acquisition with no dilution. Should make eps of 5p this year and forecast 7p next as acquisition contributes a full year. Boring Health and Safety, but boring just might be ideal right now. Shares 50p.

trader6 - 11 Jan 2008 15:59 - 39 of 52

hawick.

That just shows you how Amu are unloved, your tip hopes to make 7p eps
next year and is 50p, Amu made 7.4p eps in 6 months and is only 57p :-))

Probably a kiss of death now.

G D Potts - 11 Jan 2008 16:05 - 40 of 52

IGC, KSK, DOO and ECG

hawick - 11 Jan 2008 16:09 - 41 of 52

Trader6 if it were all about p/e I'd agree. But a few other considerations methinks. Management, competition, debt etc etc.
If I recall AMU has a bit of a cashflow issue, for example. But I agree AMU is one of the better stocks overall. Its Christmas trading will be revealing. Good luck with it. I don't hold TTS but it has legit claims to be one of the cheapest, purely on overall balance sheet anyway; don't reckon a predator would get near it for under 35p.

PS: Another I quite like is Litcomp (LIN) which is dirty cheap even after dilution, another I don't hold but on the monitor.

BAYLIS - 11 Jan 2008 16:15 - 42 of 52

azm 49.75 to buy.

trader6 - 12 Jan 2008 12:07 - 43 of 52

hawick.

The last thing Amu have problems with is cashflow, they've been generating
some 2-4 million a year for a while now, it would have been the same had there
not been changes in the credit insurance market but that should all come back
in H2.

I used to hold shares in Lin too, just checked on them again and they do look
cheap given the positive trading update, i'll add them back to my monitor thanks.

trader6 - 12 Jan 2008 12:23 - 44 of 52

Hawick.

Just looked again at Lin, it does look a nice growth company and what is
good for those not in is there's the usual stock available with the unloved
aim penny stock, the price seems to drop on any sale so some cheap stock
might be available at any point in the next few months ahead of results.

Confidant - 19 Jan 2008 09:19 - 45 of 52

Late but ...

TIME
ZEN
SYNC
VTI
IFNC

ValueMax - 07 Nov 2008 18:22 - 46 of 52

Oh dear - we didn't do too well!

 

 

Nov

Jan

 

Epic

Name

Mid

Mid

Change

VTI

Virotec Intl Or

12.8

4.9

161.2%

NPE

Nautical Pet Or

27.5

12

129.2%

STP

Spiritel Ord 1p

1.15

0.6

91.7%

RIFT

Rift Oil Ord 1p

3.88

3.4

14.1%

TTS

Total Systems O

25.5

23.5

8.5%

MLR

Maelor Ord 70p

97.5

98

-0.5%

AMU

Air Music&media

52.5

56

-6.3%

LOQ

Lo-q Ord 1p

22.5

24.5

-8.2%

ECG

Econergy Intl O

45

54

-16.7%

JHD

James Halstead

455

552

-17.6%

HAWK

Nighthawk Ord 0

39.5

48

-17.7%

PROV

Proventec Ord 1

125

153

-18.3%

AFS

Amiad Fil. Ord

161.5

201

-19.7%

EDD

Education Dev O

30

38.3

-21.7%

LIN

Litcomp Ord 10p

33

45

-26.7%

PRE

Pan Andean Res.

9.75

14.5

-32.8%

NWT

Newmark Sec Ord

1.1

1.77

-37.9%

IVE

Irvine Energy O

1.38

2.25

-38.7%

MDC

Media Corp Ord

2.25

3.82

-41.1%

CRA

Corac Grp Ord 1

32

55

-41.8%

SER

Sefton Res. Com

2.88

5

-42.4%

KSK

Ksk Power Ord 0

198.5

364

-45.5%

MVH

Medic Vision Or

3.5

6.5

-46.2%

SYNC

Synchronica Ord

2.75

5.25

-47.6%

TAIH

Taihua Ord 1p

8.5

16.25

-47.7%

GOAL

Goals Soccer Or

179.5

350

-48.7%

GWP

Gw Pharm. Ord 0

33.25

68

-51.1%

PHSC

Phsc Ord 10p

24.5

52.5

-53.3%

PVR

Providence Res.

2.88

6.2

-53.5%

ANR

Altona Ord 0.1p

1.32

3

-56.0%

DEMG

Deltex Medical

9.88

23.25

-57.5%

RVD

River Diamonds

1.85

4.4

-58.0%

PCI

Petroceltic Ord

3.65

8.9

-59.0%

GOO

Gold Oil Ord 0.

4.38

12

-63.5%

URA

Uranium Ord 0.1

1.38

4.15

-66.7%

ZEN

Zenergy Pwr Ord

104

317

-67.2%

UVEL

Univision Ord H

0.7

2.14

-67.3%

PWR

Powerleague Ord

27.5

86

-68.0%

MVW

Mavinwood Ord 0

4.62

16.8

-72.5%

PST

Portrait Ord 2.

3.75

14

-73.2%

VYKE

Vyke Com Ord 1p

23

91

-74.7%

PYF

Polyfuel Regs C

6

23.9

-74.9%

AZM

Alizyme Ord 2p

15

60

-75.0%

PXS

Provexis Ord 0.

0.62

2.62

-76.3%

ELP

Elixir Pet. Ord

2.5

11.5

-78.3%

VML

Vane Minerals O

3.75

17.5

-78.6%

TIME

Timestrip Ord 0

1.12

5.8

-80.7%

CGNY

Cagney Ord 1p

0.38

2.13

-82.2%

VIM

Vimio Ord Eur0.

1.5

9.75

-84.6%

BRR

Braemore Res Or

2.73

20.8

-86.9%

HMB

Hambledon Mng O

2.5

20.8

-88.0%

AGU

Angus&ross Ord

1.38

17.2

-92.0%

DOO

D1 Oils Ord 1p

9.5

135

-93.0%

LNR

Libra Natural O

0

?

delisted

spitfire43 - 07 Nov 2008 19:03 - 47 of 52

No we didn't do very well, but I have a feeling that most investors here are mostly holding cash, and are still waiting to re enter the markets. Which given the table above would have been a very wise decision.

2517GEORGE - 08 Nov 2008 16:20 - 48 of 52

ValueMax thanks for the league table, I would say there's room for improvement over the next few weeks to the end of year. Well done to those who found the winners. Be good to have another crack at it next year. Good luck all
2517

mitzy - 08 Nov 2008 17:49 - 49 of 52

Well I did well with Rift in 4th place thanks Max.

share trader - 09 Nov 2008 12:26 - 50 of 52

well a sobering read back to the comments at the begining of this year!

Bad year all round, although a few have done well most have fallen, some substantially.

mitzy - 09 Nov 2008 13:01 - 51 of 52

Maestro was vry keen that Gwp would go 300p plus and when actually they are down 50% well done to him.

ValueMax - 09 Nov 2008 15:38 - 52 of 52

If would be nice if MoneyAM could add a feature to track performance of shares during each year. Maybe a new column on stockwatch?
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