Hi Guys back of Holiday but not yet really settled down. Needed the break as I havent had a holiday in 5 years. Just been resting up at home.

Back to the stocks. Well lets face it last week was a stinker, simple as that. Interest rates hike hanging over the market and the tiddlers getting hurt most as all of the extra cost will fall to the bottom line. Lets hope for a better week.

Update on stocks.

I D DATA- hoping for this one to carry on from Friday and start to rise again. About 4 weeks to results so we may get a good run plus a contract win is get to be confirmed.

INCITE HOLDINGS - strange happenings at this company last week but apparantley big orders were being filled for institutional players, in fact a pal of mine on another site who is a big holder was contacted to see if he wanted to sell any of his holding and he gave them a quick no chance answer.

BEMA GOLD - fell back by about 10 points last week on averageish results. Fact of the matter is that a Miner should be judged on NAV and not earnings, due to physical nature of the business.

JUST CAR CLINICS - TA uptrend in place and company released two very interesting pieces of news on its web site that should see further support.

CENTURION ELECTRONICS - gave back a bit of ground last week but uptrend trully in place.

HCEG - another that gave ground back last week but there was some good news later in the week refering to warrants. Seems holders on a certain date will be awarded a warrant for every XXX share held . Ask me in the morning.

PIPEX - changed name last week had an up and down week but I added yet again. Great growth potential here.

NEW RECOMMENDATION

Going to go in for SCI ENTERTAINMENT SEG in the morning. Saturday paper confirmed that trading was well in front of budget and this backed up what Evil Knievil had been saying last week. EK feels that this is one of the cheapest stocks on the Whole Market, and we should get a good run up to Xmas with the new Desert Storm offering (sorry not an expert on games).
DYOR and if you buy watch the spread in the first hour or so, the MMS read the newspapers just like us, dont get sucked in. Remember you are responsible for your own buy and sell actions, we dont want any whimps complaining if they lose money. Only use money that you camn afford to lose and remember this is investing. If you want a quick fix, I suggest you go down to your local bookies , casino or boozer and play on the one armed bandit. We are all adults.

gf.

ps, sorry forgot Service Power Tech - special update on that sometime monday.

GF
What about BDI?

Yup, SEG marked up by the MMs at the open now settled down and at a realistic price for buying.

I D Data, looks to be all buys bar two, could have a move up here later.

HCEG, now moving northwards.

Quite start to the day.

GF.

Good to see you back and on form again Goldfinger. Still holding IDD (I see a lot of potention here); HCEG and still Incite. Stuck with SPS though - tenacious little bugger! Looking forward to a rise on SVR soon. Take care now!

goldfinger interesting breaking down, needless to say I am a big supporter of JCR, but what is your view on FIB I am in long and deep....
Ciao

Ciao, its me mate, slater. FIB Im in it with you when you tipped it. No reason to move out unless you know something. Just gone in and added to telecolm Plus in a big way this morning. Please have a look at the thread if you have time. Oh and have a look at the Britannia thread on adfvn set up by our pal rocket man. Didnt realise it existed he had hidden it away. Go on adfvn on the JCR thread and click on his name and you will see all his last posts. I thought it was time to give his tip a kicking as he has de- ramped JCR down something shocking over the last month or so. Cheers see you later.

GF

ps, now sticking to this board. Some nice people on here.

Our Linzi, nice to see you on here. SVR yes it becoming a pain in th butt. Eyecatcher gave me that one on deals and poss takeover, but things are going really slow. I could do with the dosh to further invest elsewhere or Im going to have to go bank to my Swiz bank acc. Ive got a piece for you on Superscape that might buck you up. I will post it if there is a board on here for the company. Cheers.

GF

One of your stock picks was iddata at 20p

Thats right ajren and the next resistance point on the chart is in fact 28p, check it out mate if you know how to do that.

gf.

Will you reimburse purchasers or not? 20p/28p is nonsense

gf.

Hi Ajren

Remember Goldfinger is a long-term investor. He didn't say when he considered ID Data was going to reach that sort of level. I've been following him for sometime on another site and there has been many a time where people have bought expecting to make a quick buck and have sold too soon. A lot of his shares have rocketed sometimes, a few weeks, sometimes months later.

Of course, he can't always be right but that's the chance that we all take. If you weren't in it for the long-term, surely it would have breached your stop loss and you would have sold to limit your losses?


SH

Thanks for that SH, nice to see you on my new home. Good luck for the future.

cheers GF.

Let's hope things stay cool here. Hi SH as well!

Hi sharehappy,

Nice to see a courteous letter--The problem only started when I was called
a Bollock.

Your second paragraph : I never owned shares

Goldfinger i new was you it is a while I been follow this name...this morning after your post......I said "bingo" please that you confirmed it......
Keep FIB I had a confirmation, 2 days ago, 3/6 1.50/200p longer even better....
does moneyam got an internal e-mail?

I will look into others.....

Ciao

GF. I find your postings a great help.I invest my money by my choice and at my own risk as a result of my own reserch.I only expect to gain if I am also prepared to take risks.As an investor I expect to do my own research and take responsability for my decisions.
I HOPE YOU CONTINUE TO POST REGULARLY FOR THOSE OF US THAT APPRECIATE YOUR OPINION. Graeme.

I suggest you buy at 8.50 -my projection- at closing today and sell at
goldfingers 28

Arjen ..you seem to have a problem....maybe you had a charisma bypass operation or something. I read lots of useful info on this site and obviously some useless info as well. I think we are all big grown up people who can look at this info and form our own opinions, however mine is that there is probably no one on this planet who gets it right all the time....however I do say if you go back through this site, you will find Goldfinger's has a much better success rate than just about everyone else...so lets have more constructive comments from everyone and less knocking

Golfinger,,i havent spotted Telecomplus in your stocks??

UTILITIESPLUS, its in there somewhere and I added today again twice. I havent shown it on this board as I havent previously covered it here. Think thats fair dont you?. Have now 21 open long positions and on paper I am up by well over 1.3 million since Jan, maybe more as I dont like looking at the finacial side as this can often cloud judgement.

I do know this at 28/8/2003 I was 264% up on my portfolio since Jan of this year and dont forget we had around 3 Bear months included in that. When my accountant advised me I have to say I knew I had had a good run, but didnt realise on whole I was that far up.

Anyway lets make some dosh together with the rest of the guys on here. I have now a lot more time to post and add to this superb site.

cheers GF.

Hiya Slater, you've persuaded me to come & have a look at this BB & it hasn't disappointed. I see you haven't stopped working hard, hope the rest has done you some good! I'm looking forward to reading your posts on here & contributing when & where I can.

An interesting piece on ServicePower from a tipsheet published 3/11/03. they consider it a hold, but don't take into account the rumours that I've heard from a certain colleague of ours! I got out of SVR at 33p a few weeks ago, but am now back in at 27.75p. Seems to have support at this level & is at the bottom of its trend line & seems to have good upside potential with limited downside.

ServicePower going strong

On the other hand, we would advise that investors keep holding workforce scheduling software provider ServicePower Technologies, despite the shares having tripled in value since our recommendation in March and some underwhelming interim figures covering the six months to June.

These results showed losses cut only marginally from 1.3 million to 1.1 million, on revenues totalling 996,000 again, only slightly better than the first half of 2002. For a company that is apparently in a real growth phase, these results look slightly disappointing.

That said, the portents remain good. The second half is expected to be much better, partly due to seasonal purchasing cycles that see the bulk of the group's revenue come through in the second half. Indeed, Lorne Daniel of house broker Evolution Beeson Gregory says that he is happy with his forecasts made in April, anticipating a small pre-tax profit of 100,000 for 2003 as a whole, on 5.4 million of sales.

His confidence is principally due to the progress of ServicePower's relationship with GE, through which the US behemoth is pressing its service subcontractors to adopt ServicePower solutions, threatening them with the axe if they do not. With GE's commitment proven, other US corporates are starting to sniff around too, leading the company to state that it has 'an unprecedented number of sales opportunities' on hand.

On a 16 million market capitalisation, ServicePower's niche strength and prospects don't look overvalued, especially given the potential for corporate activity in the medium-term as software providers look to consolidate. Hold on.

SB ;-)

Morning Chaps and Chapesses - hope I find you all fit and well!

Morning our Linzi, thats a good piece from Share Bear on Service Power have to say the patience my biggest asset is being tested with this one.

Anyway its been a quite start and I think this may set the pattern until after the rates announcement on thursday lunchtime. Did anyone see the ten oclock news, interest rates were the lead article. Lets just hope they keep the rise to a 1/4 percent, have to say I would be looking to off load any credit companies like Hitachi Credit now.

Back to today,

Superscapes up on the back of the good news late yesterday.

Incite is also up on very light trading.

And my new long , long term purchase Caldwell investments CDW is up a penny and thats a fine start for me in this one. Hope you got in Anne.

None down at the moment , sorry correction ZOO is slightly, but no problems there.

Have a good day everyone.

GF.

Sorry GF, being the truly selfish person I am, I would love interest rates to rocket.

But if that happened Linzi people would divert away from shares to bank accounts and you share holding would be much reduced. Not only that but the effects of increased interest rates would topple the UK economy and Inflation would probably get out of hand, surely we dont want that.

gf.

gf, would an interest rate rise not decrease consumer (borrowing &) spending & therefore inflation?

Good point Leu01mah, I suppose its getting the balance worked out correctly by the government thats the important point. An increase in any costs will lead to companys passing this on to the consumer but as you point out overall demand would drop. Its a juggling act I hope we dont have to face.

cheers gf.

SEG Sci Entertainment moved up 2p, a lot more to come I think.

GF.

Well - I'm not getting into interest rates, after all, I was being entirely selfish, but I've never been so hard up! So let's concentrate on the shares for now. (wink)

GF

the news about hceg's warrants was in the RNS of 20th October. I read the whole bloody thing.

The record date to qualify is 12 November.
1 warrant for every 10 shares held on that date giving you the option to purchase 1 share for each warrant at 1.5 p on the 30th june 2004, 2005, 2006, 2007, 2008 ( all off the top of my head)

looking at the track record for the directors all looks very promising for long term. 2 - 5 years

suprised that the interest has wained a little though. I expected this to stay steady or rise up until the record date before drifting down a bit as people who have qualified for the warrants sell their shares.
imho dyor

R

ps pipex look to be a steal at mo, even more if they get back to 6.50
and the wet weather should help JCR.

GF, I been to see the "rocket man"... you haven't done a bad job...LOL

I sold my CYH, good profit, work most of the day with Milan ..bad day (lost a big bit...) still majority was profit money, nevetheless is always

Ciao

Good stuff Ricardo, keep it coming mate. Ciao, thanks for that, will pay RM a visit myself later. Glad hes not on this board or he would have had 3 yellow cards in quick time.

Now to the stocks. Well its a late start for me and I have to say they havent done badly at all. Pity to see superscape going neutral, but great to see I D DATA back in the blue. Caldwell Investments CDW which I rate very highly is also up and Ive seen over the last week or so that someone is building a big position, could it be Jim Slater, I know hes in and enthusiastic about the stock.

Great to see SCI Entertainment aswell moving up slowly but surely since I rscod it on monday.

Telecolm plus seems to be the only one spoiling the party , buy feel this is a very long term hold, so day to day activity not so much a problem. Just wait while the results are released.

cheers gf.

Hi GF

The price has been slipping a lot for PXC in the last week or so. I Do have the intention of holiding this long term. Do you think the slight decline is a temporary blip?

SH

Your source on CUC seems to have had his own agenda too, GF.

new to this board spend most of my time on a d v etc but I like what I have seen here. Have a look at KMR kenmare resources. They have been waiting for news of a contract agreement,there was a big investors meeting ending today and the price has started moving DYOR start with the attached which is now a couple of months old. I have some of these by the wayhttp://archives.tcm.ie/businesspost/2003/08/03/story562816818.asp

Hi GUYs, Pxc and cuc do not get shut. High Betas so will look worse on bad days. Lets get rid of the base rate decision at lunch tomorrow and then look ar=t the markets again early next week. Please remember this the story from these two companies hasnt changed one jot, its just the working of the market that has lowered them. Stay patient and reap big rewards.


Kenmare yes a fine company and tipped by Winnie on t1ps. Well worth having a stake.

cheers GF.

Caldwell Investments, another 30,000 purchase gone through just now. Someones building a big position in this company and I know both Jim Slater and Evil K are in, one to follow. Past few days weve had a 50,000, a 35,000 and a 70, 000 purchase and that being more or less the only trades.

Sci Entertainment again up, hope you got in on my reco monday.

cheers gf.

brought some CDW .. took me ages at TD Waterhouse, they had to go the market to get me some ...anyway got in at 19.5 ...

CDW trades only showing two trades for me both sells and only 3 buys since 30/10 yet price ticking up gradually. Something afoot?

GF. I can't see ZOO on your list. Have U sold?

here's the trades as shown on td waterhouse, for CWD

Trade time Price (p) Volume Assumed purchase/sale* (p) Bid (p) Ask (p)
14:25 18.62 10978 sale 18.5 19.5
11:33 18.25 30000 sale 18 19.5
16:08 (05/11) 18 75000 sale 18 19.5
14:32 (05/11) 18.25 4853 sale 18 19.5
10:34 (04/11) 18.5 25000 ? 18 19
13:58 (03/11) 18 15000 purchase 17 18
13:30 (31/10) 17.25 3493 sale 17 18
10:36 (31/10) 17.8 25000 purchase 17 18
10:23 (31/10) 17.15 1450 sale 17 18
09:11 (31/10) 17.12 1894 sale 17 18
17:01 (30/10) 17.25 5000 sale 17 18.5
11:03 (30/10) 17.9 40000 purchase 17 18
15:10 (29/10) 17.8 200 purchase 17 18
13:02 (29/10) 17.8 1876 purchase 17 18
11:01 (29/10) 17.75 50000 purchase 17 18
10:42 (28/10) 17.75 30000 purchase 17 18

Azhar, nope no chance. Still have 2.5% of the company. This short term down trend doesnt bother me. Just wait while they sign up with an International Partner or are taken out. The price could go well norhwards.

regards GF.

PS, Centurion Electronics going like a train this afternoon. Director has bought.

what do you think of CMS web view CWV tipped in shares mag up 50% today
and directors had to stump up shares to get MM out of jail shortage of stock will only puch it up tommorrow ??

Lets hope so, I have a small holding from about 6 weeks back.

cheers gf

Hi GF

Sorry to change the subject a little. Can I ask if you stil think TCP are any good. Tenby is now describing them as a bummer. I was wondering whether you still held and if you think this is one that needs a little patience. I would be gratrful to hear your views.

SH

p.s Don't worry I'm not selling PXC am expecting fab things in the future.
pp.s Won't you come back to SC I think some people are missing your input!

Linzi - Look at ITL go this morning!

SH, I didn't buy TCP when Tenby & Slater went in (not to say I'm right & they're wrong, simply because I thought they may drop further).

As the saying goes, nothing has changed fundamentally & these are still on my watchlist. I would say if you need the cash for something else then sell. I always try to avoid that situation, but it happens to me sometimes too! If you don't need the cash, why not hold for a bit & see what the next piece of news from the company is. If it's bad, then sell. If it's good, then your patience will be rewarded & I will be buying in too!

SB

Thanks for that SB

I was thinking that I was not going to sell, given my luck. I've only been trading for a few months but I have had about 4 or 5 shares that I have sold early at a loss that have become multiple baggers :-(

I'm not saying that I expect the same from TCP, but I think I'll give it a little longer to shine.

I see you've joined the party on ITL!

Sh, yes still in on TCP but not added. Can understand deckers getting fed up as it had all the hallmarks on the chart of breaking out. SBs right if you need the money to work for you sell.

Coming back to SC, sorry havent left, but wont post there any recos from now on or take debate on a big issues. Joe and Malc to my mind are not policing the site correctly, on here you have two yellow card followed by a third yellow card and you are off the B/Board. Too many snipers on there wanting to take digs and lets face it where are they now???????. But if I came back I would be a Sitting Duck. Cant be arsed after all the hardwork I have put in not being backed up by management. Joe and Malc are fine Guys, lets get that clear, but I can tell you one other top poster has made representation to me this week about the sites problems and is thinking seriously of moving out.

good luck and cheers
GF.

ps, sell TCP and buy CDW Caldwell Investments for its revolutionary Sun Canopy.

Both Jim Slater and Evil Knievil are in, with big stakes.

Back to the days events. A great day so far fingers crossed, telecolm plus, and Sci entertainment my new tips are going gret guns especially Sci. Caldwell Investment are chugging along upwards and Centurion is firing on all cylinders again.

Only bummer is ID Data, but Im sure this one is going to come good in a big way.

cheers GF.

Roger,

If I may can I ask you for some advice?

I'm heavily into mining stocks, especially gold, making up over a quarter of my portfolio. I am however, interested in Golden Prospect.

Do you think that now is a good time to invest (currently 29.5p offer) or do you think this wil consolidate for a bit. I'm worried about unbalancing my portfolio too by investing in GOL, any thoughts?

Thanks in advance,

SB

P.S. Major mining holdings: AVM, CBM, CDN, OXS, (plus small holding in BAU)

Well SB dont get too top heavy in one area. I would suggest that 25% is just about on the limit and not to go any higher.

As for Golden Prospec Evil feels it is worth BUYING up to 36p per share, and thats without the 20% of the unlisted companies in its portfolio not taken into account. Gold represents roughly 60%, other metals listed roughly 20% and 20% unlisted in the portfolio free from his point of view. Dont forget aswell hes basing his figures on NAV and these could be very conservative. Just a case of swapping one share for another I feel if you like the story.

Might have more for you this weekend, thanks for the e-mails I will be in touch as I hope to get more details off Evil. Have a look at CDW, Caldwell Investments , feel its going to be a cracker, one of those that just keeps rising gently every day.

Anway heres a recent piece on the direction of POG.

Date : October 21, 2003



Gold Could Be Poised For Another Run Before Christmas.

Despite the odd attacks on gold, which for some reason seem to appear on a Friday, more and more sane and experienced voices are coming out in favour of it and against the dollar. Recently John Templeton, who has lost none of his marbles from the days when he was consistently the best performing investment manager in the US, if not in the world, said that investors should get out of US stocks and the US dollar. According to the International Herald Tribune Templeton reckons that the dollar has another 40 per cent to fall and that this will cause major overseas holders of bonds to sell them. The result will be higher interest rates and a long period of stagflation.

Now John Templeton is 92, so he has seen it all before. In 1999 when he was 88 he warned that the tech bubble would burst, and how right he was. He has been joined by Lehman Brothers a leading Wall Street bank, which is warning that a financial crisis is going to grip the US within the next 12 months. According to the Daily Telegraph in London the bank’s chief international economist, Russell Jones, tested the US against something called the Damocles report which the bank uses to forecast trouble in Third World countries. In simple terms it is based on ten economic indicators weighted on the basis of past crises in Latin America and Asia. The result was that the alarm bells rang long and exceeding loud.

The point being made by Lehman Brothers is that when these same economic indicators are applied to the US economy there seems no doubt that it is heading for a currency crisis. The budget deficit is a huge and though the authorities keep repeating that a strong dollar policy is being maintained , a growing number of influential commentators doubt that this is the case. The dollar has already fallen some way and is affecting exports. The key problem is China which sells US$6 worth of goods to the US for every US$1 worth sold to China. As a result the trade imbalance is running at around US$103 billion a year, and this simply cannot be sustained by any country, no matter how powerful.

The other benchmark on which investors should keep an eye is the price of oil. As Fleet Street Letter pointed out recently it has risen by US$3.22/barrel in the past month following an announcement by OPEC that it would cut oil production by 900,000 barrels next month. On top of this the Iranian Oil Minister Bijan Zanganeh has announced that even more cuts could materialise when OPEC ministers meet again in Vienna to set a policy for the first quarter of 2004. Those with long memories or a sense of history will remember what happened to gold back in 1974 when OPEC forced up oil prices. The price of gold rose to a dizzy US$800/oz which is a long way north of the present level of US$375/oz.

In a situation like this it is amazing to see that none of the investment gurus in the UK’s Sunday newspapers made a mention of gold or oil, or even of the US dollar. Minews will resist the temptation to name and shame, but some of them seem to see the rally in equity prices as being the harbinger of the next bull market. One of them gloried in the claim that “shares have seen the bottom and will not go back down there this year, next year, or probably ever.” Another talks about light at the end of the tunnel, though he accepts that the extent of UK consumer debt could jepoardise recovery if interest rates rise a couple of points. No mention of the possibility of China and Japan withdrawing support for US Treasury bonds. This would put upward pressure not only on bond yields, but on interest rates all round the world and the UK could not escape.

The conclusion has to be that gold provides a safe haven in these circumstances and that the price will rise as more investors come to appreciate this point of view. 2004 is going to be a very difficult year for the US as the Bush administration prints even more dollars to pay for the mayhem it has caused in Afghanistan and the Middle East Other countries are making it quite clear that their cheque books are staying in their pockets. US investors must be praying that the World Gold Council’s new gold instrument will get its listing on Wall Street before Christmas. Don’t hold your breath on that one, but Japanese investors are showing the way by gobbling up gold coins. Sales of the Austrian Mint’s Philharmonic gold coins nearly trebled between 2001 and 2002, and another record is likely this year.


--------------------------------------------------------------------------------
regards GF

Ciao's taking me to Venice on ITL!!!!

Hey Linzi, that blokes loaded hes got more dough than me so you should have a good time. Have to say Im getting a little jealous, will have to ask Peggy Smith if she fancies a week at the lights in Blackpool.

Well have a good weekend our Linzi, its been a real hum dinger for me, havent earned as much for about two months, new tips all doing very well. Loads of money.

Look after yourself, cheers GF.

It's not his money I might be after!!!! I'm not like that, it's his Italian charm, and most have got nice pinchable botties! And the style!!!! (being a Versace fan). Phew, getting hot under the collar now.

Have a great weekend GF - you deserve it!!!!

Cheers Linzi. I thought he came from Spain, never have been any good at languages and geography, or spelling.

Three stocks worth having a detailed look at this weekend. All look to have great potential.

CardPoint - growth business.
Danka Business Systems - recovery story.
TTP Communications - Recovery on back of Increase in worldwide chip business.

GF.

I like chips, but they don't like me!

gf having followed you on sharecrazy now onto this site, can you say which you think is your most potential tip for increasing?.

sinutab who are you on SC???????????. Linzi could just eat a bag of chips now. Hate the weekends, no stockmarket.

Anyway back to stocks. I have always maintained that GB group would be the best growth stock in my portfolio but I havent mentioned it on here yet. I think Caldwell Investments could also be a real growth stock, but please remember the growth we saw a few months back is no longer there. Dont forget we were buying from the bottom then, its a stock pickers market now.

cheers gf.

Apparently Centurion Electronics report profits on the 14th, I make that Friday.

gf.

GF,

Thanks for the advice (re: gold) & for the emails. You deserve every penny (& pound) that you make...

Good luck, hope you had a good weekend!

SB

Cheers SB, a new tip out sometime tomorrow.

cheers GF.

Morning GF and other mates! Have a successful week.

New recommendation today CARDPOINT (CASH).
This just about sums up this growth story.

Exclusive: Dermot Desmond's money making new stake
Dermot Desmond is best known for his involvement with football clubs Celtic and Manchester United but he is also a very successful, shrewd investor and Citywire can reveal he has a secret stake in rocketing ATM group Cardpoint.

Exclusive: Dermot Desmond's money making new stake
Published: 08:45 Sun 9 Nov 2003

By Patrick Sherwen, Deputy & Secret Buying Editor
Email to a friend |


Dermot Desmond is best known for his involvement with football clubs Celtic and Manchester United but he is also a very successful, shrewd investor and Citywire can reveal he has a secret stake in rocketing ATM group Cardpoint.

The Irishman's previous successes include an estimated profit of 56 million on dealing shares in technology company Baltimore. He is also thought to have made about 87 million from an investment in Esat Digifone.


Even Desmond's 1.9 million-share stake in Manchester United would yield a nice little profit if he sold now. Desmond has held his shares since December 2002 in which time the price has risen 130% to 232.5p. Judging by the time he bought in Desmond probably paid about 2 million for his holding. It is now worth 4.5 million.


According to Citywire's sources Desmond bought a little more than 1 million shares in Cardpoint in July this year then sold about half of them shortly afterwards. In the following month he added another 100,000 or so to his stake and that was the last move he made. As a result his holding stands at just less than 600,000 shares or 1.83% of the 25.3 million company.


He should already be in the money on this investment as the price rose almost ceaselessly between the start of the year when it was 35p and mid-October when it hit 85p. When Desmond first bought in the price was about 63p. The second time he bought the price was about 75p, not far off the current 79p.


Cardpoint supplies ATM (automatic teller machine) cash machines to be installed in areas where they are not normally found but where there is a need. Locations include hotels, motorway service stations, restaurants and cinemas.


This is a growing market about which there is a buzz of excitement. Last week shares in business and marketing services group Ambient jumped 17% on news that it plans to float Moneybox, its own ATM business by next spring.


However, although it shows promise the AIM-listed company is still at an early stage and has yet to make a profit. Losses narrowed from 1.27 million before tax in 2001 to 760,000 last year. According to house broker Evolution Beeson Gregory they will fall again to 500,000 this year and the first full year profit will be delivered in 2004. Evolution forecasts 1.9 million before tax.


One reassurance is that at the last estimate in May, Cardpoint had cash of 858,000 on its books. It has since made two significant acquisitions. It bought Securicor Cash Machine for a maximum of 9.2 million in May and in July it bought PT Distribution, the electronic mobile top-up division of Project Telecom, for 1.7 million. The latter union has already been consummated by a contract deal too. Cardpoint has been signed up to supply wine-merchant Thresher with 1,000 mobile top-up terminals for two years.ENDS.

Also come to the conclusion that TV CORP is going to room 101, a Sell, it just isnt moving and the money will be better used elsewhere.

Centurion Electronics as had a good day after being tipped this weekend in SCSW.

Elsewhere so far its a break even day and I note that trading volumes are light. I suppose yet again we are looking for direction from the US.

cheers GF.

GF,

Do you have an opinion on Finsbury Food (FIF). I know you have followed this in the past. Would you buy at this price 55.5p????

Cheers,

SB

Just sold it this morning lol SB. Great stock potential as a defensive , the Nestles contract though doesnt kick in I think while next year. Then it should be a star. Relative strength is poor. Id give it a miss for the moment but keep on the radar.

cheers GF.

gf,

You've been very very busy ! I hope your holiday was a good one. I returned recently from egypt - had a great time.

My question is this: I'm still holding ONT. For me this has become a BGY ie didnt think I'd be holding it so long. My thoughts are to get out - take a Big loss and plough back into another share like ZOO ( when a little lower) . What do you think?

Thanks,
bob

Bob, never hold a share which you find dropping day in day out. If you have a loser cut your losses quickly and move onto the next one. Why not set yourself say a 15% stop loss and if it breaches this just get shut and look at other stock.

ONT is this one of just Jims???. If it is I think he only holds for about two weeks. I wouldnt go into Zoo just yet. It may lose another point but I have heard things are progressing well on the corporate front. One or two games junky types are going to get burnt badly beleive me if they are shorting ZOO which I very much doubt after a conversation with Evil K last week. The reduction in ZOOs price is down to speculators in the hundreds jumping on when the last news was out and then bailing out with a profit for the next big thing.

good luck and stay in touch.

cheers GF.

gf,

You said don't hold onto a share if it drops day in day out. Surely this depends on whether you're in for the long term or short term? Take ZOO for example. All the speculators have bailed out so the share price has dropped, but if more good news comes along, wont the share price jump again? Or are you saying, sell the shares and then buy back in at a lower price?

nj

p.s some great threads since you've been back...

nmjnmj, yup your right if the inital investment was a long term punt but I beleive the ONT tip given on another site was a short term tip, so it would be best to cut losses quickly if the share is not going in the right direction and move on. For the record Im in ZOO and have been since I first bought it at 2.7p. I hold for the long term but take profits (lop the top) when its up and then replenish when the price is down. I now hold more ZOO shares than I have at any other time. I feel big things are coming there way.

good luck.

cheers GF.

New Recomendation but one I have held for around 4 months and it is within a few pence of bagger status on my first tranche. SPRING GROUP SRG.

Recruitment industry and training provider, specialising in tech staff. Has around 50 million free cash on the balance sheet.

Zak Mir TA specialist on t1ps today stated that the TA was very strong indeed and that he felt that the share would return to 1999 high of over 300p on a 6 to 12 month time scale. Was very strong yesterday and Im looking forward to further upside. Please DYOR, you are responsible for your own buying and selling action. More research to come on this one.

TA showing strong price movement.




cheers GF.

GF why dont you have your own website and give advice?..... looks like there will be plenty business.
joking apart, but is an idea, today I follow your CASH, yesterday when I show I thought was you put some cash into something..dont Lough.
When I am busy with Milan, I just glance on my second PC the London market, and few BBs..
So if I cant get the epic I normally leave till lateras you know many time minutes and seconds are important..
Today I keep a watch on CASH, CUC, ITL, CWV, HAMP, TDM, OST

Have a day

Ciao

Hi Ciao, loads of buys in cash yesterday and I couldnt understand why they hadnt gone upuntil a protected sell of 100,000 came in at 4.20pm, thats life. Think they have plenty of potential though.

TDM is just blazing away, but I cant help thinking its just another inditherm etc, where the herd are pushing it up, keep your eyes peeled on that one for a quick drop , but when????.

Spring SRG is looking very strong, profit taking going on now but Im going to add today.

See you later.

cheers GF.

Gf this morning got few CASH 84.63 and HAMP 16. then to Milan even there most red....still I am better because I managed to recuperate(95.62%)of my big loss... I spent too much time over here not enough researchers there so I paid the price

agree with you regarding TDM yesterday up 18.7% SRG is on my watch list..

Ciao

Ciao, SRG was subject to profit taking but dont worry the long term curve is upwards.

Good luck freind.

cheers GF.

Watch out for Centurion Electronics making a break out.

GF.

What a bummer of a day. Think Ill do my last gardening for the year until spring next year. See you tonight.

cheers GF.

GF CUC was on my "action list"...got in this morning at 124.38... I am now in the money...

When time checkout TOA....

Ciao

Will do ciao. Its a reyt bummer of a day mate. Will go in yond back garden and pulls some weeds up cock.

cheers GF.

Well didnt miss too much this afternoon, maybe we will have a good one in the morning.

Star of the day being BEMA Gold up over 12% in after hours in the US, should take it over the 200p mark.

Centurion Electronics was up again and ScI Entertainment turned around in the afternoon and gained 1p.

cheers Gf.

Hi GF see what you think of RPP, I took profit the other day... yesterday did well again ....I belive could be a good one to put away long....


PRELIMINARY RESULTS FOR THE PERIOD ENDED 30 SEPTEMBER 2003

RingProp plc, the marine propeller design and sales company, today announces its
results for the 14 month period ended 30 September 2003.

RingProp plc was formed to exploit the potential of a ground-breaking marine
propeller technology, the 'RingProp'. The company which has its head office at
the Haslar Marine Technology Park, was floated on the AIM market on 22 November
2002 and a total of 3,264,065, before flotation expenses, was raised.

Progress to date

Since flotation the group has been researching in detail the market and
technology of the RingProp concept. In July 2003, the group agreed a major
strategic manufacturing venture in collaboration with a leading international
diecasting company, JL French (UK) Ltd. This work, further to the research
conducted prior to flotation and the proposed alliance with JL French (UK) Ltd,
led to a decision to manufacture the RingProp in aluminium rather than in the
originally proposed composite material. This important change has led to a
short delay with first commercial sales now anticipated in summer 2004.
However the move to aluminium is expected to accelerate acceptance in the market
place worldwide and lead to a faster build-up of sales volumes. The alliance
with JL French (UK) Ltd secures the source and capacity for high quality product
required to service the company's target markets with the added advantage that
JL French (UK) Ltd will become a shareholder through the agreed financing of the
tooling, thus demonstrating their confidence in the product.

There have been no revenues in the period ended 30 September 2003.

Cavitation testing has been undertaken at Qinetiq's Haslar site, which is the
centre of hydrodynamic research for the Ministry of Defence.

A company research centre has been set up in Melbourne, Australia, where the
test programme has been running since July using instrumentation specially
developed to record the performance of the RingProp in action. Performance is
being measured on a selection of boats and engine sizes, which reflect the
target market of the company, namely engines from 25hp to 250hp.

The test results are being used to ensure high performance across the RingProp
range and full scale manufacture of a range viable for launch is on schedule for
the summer of 2004.

Industry litigation

Current litigation within the US has the potential to precipitate the need for
improved safety, as indicated by the following two cases:

Landmark US Supreme Court ruling

As reported at the time of the interim results, the Supreme Court of the
United States in December 2002, handed down an important judgement
concerning a public liability action against a conventional propeller
manufacturer (Sprietsma vs. Mercury Marine.). This ruling could result in a
significant number of lawsuits being brought by a backlog of injured
parties against outboard engine manufacturers.

Yamaha settles out of court in US

In a more recent case, Yamaha and other defendants settled out of court on
3 September 2003 for $6 million (original claim $63 million) to a claimant
totally paralysed when struck on the arm, head and neck by a propeller.

The directors believe that these developments, and the possible further
litigation derived from them, may contribute to the establishment of the
RingProp propeller as the viable alternative to conventional open-bladed
propellers, offering a safer alternative to the dangerous cutting tips of a
conventional propeller.

Financial

The accounts for the period to 30 September 2003 show a loss of 906,852. The
cash balance was 1,868,232 after flotation costs of 409,680.

I am interested what they do the product is good...

Have a nice day with plenty

Ciao

Well Bonds up, Bema s up Centurion is just about up and the others are stagnant.

I think a lot of investors are waiting to see if the momentum in the US can be maintained. Theres nothing worse in my mind than markets moving sideways.

cheers gf.

what about ACTIF (ACT) tippped in share mag today looks interesting

what do you think of HME now looking like 170p soon

Hi gordon, yup Ive noticed how its been going up, wish I had got in when it was just over a Quid. Id be wary though, Evils still got his sell note on it and if more of his lemmings jump aboard well!!!!!!!!!. Any idea when they next give a trading update? as a lot of retailers have been reporting bad trading october and early november. Your tempting me to go in. I will have a think about this over lunch.

Actif, ive read something in a tip sheet about this recently, will have a look in my watch pile, a cart load of pages taken from tip sheets and mags.

cheers GF.

ciao, im already in Ring Prop. Michael Walters gave me the nod.

cheers gf.

Oh forgot I D DATAS up aswell and Ive found the reason for its lack of northward mobility, in fact you could say its a victim of its own success.
Institutions exercising right to cash in loan notes when shares at 5.5p or over which ever is the greater, issued at 3.5p with 7% interest per annum.
This site ( and other sites jumped aboard) pushed the shares as we thought it was time for next leg up to around was it 11p or more and then instituitions said in effect, sod the interest we will take a 100% plus capital rise by converting notes to shares and then selling.

Cant blame them when they have to meet targets after a 3 year Bear market. Just over 4 million issued.

At some time its going to stop and they will settle for there 7% interest per annum.

This is a great way for the company to raise funds and its happening more all the time now and retail investors in some case can take on the loan notes. The company have a debenture on tangible assets of the company and the loan notes are secured on this.

The only problem is if the share goes like the clappers and gets away like this one.

One good thing is that the company dont have to service the interest on the loan notes sold, so they are happy , institutions are happy and we are as miserable as sin.

cheers GF.

An excelent week allround even IDD is starting to look positive again, only exception being HCEG, but there management is so good that I dont have any problems with them short term.

cheers GF.

Hi GF yes I agree I also had a very profitable week, specially over here, I took big gamble with covered warrants (do you trade CW?) it pay off...my lost turn into profit.......

Lets hope monday will be a good day for TMG.....CASH... CUC...

Ciao

PS I sent you a private messages... but I dont know how to get into myne to see if you answer me...

Cheers Ciao, it hasnt arrived yet. CWs no but I think EC does. I just try and stick to plain old shares, things dont get complicated then.

cheers GF.

BTG

One to put on the watch list, from monday. Has it been oversold given the following research???????.

BTG update November 16, 2003

Elric Lloyd-Langton



BTG an RNS feature on October 10, plunged to 154p from 420 a loss 59% on Friday after the FDA suspended clinical trials of its Varisolve drug.BTG said the US Food and Drug Administration (FDA) had “placed on clinical hold” a Phase II safety study of Varisolve. The news obviously came as a shock to the city, more so given that it was only two weeks ago BTG held an analysts’ briefing on Varisolve’s prospects, at which, according to one analyst present, the company “banged on and on about what a wonderful Varisolve is a non-surgical solution that injects foam into troublesome veins. The none surgical procedure ment that the world’s 150 million sufferers could have their veins treated during a lunch hour, but it also raises medical risks such as deep-vein thrombosis or air emboli.

Analysts viewed Varisolve as the company’s potential blockbuster treatment for varicose veins. Some analyists estimate Varisolve to be worth between $250 million (148 million) and $1 billion.
BTG said the company did not yet know why the FDA had halted trials of the drug, which has already passed pivotal Phase III trials in Europe with flying colours. However, she said the regulator was expected to explain its decision to Provensis, the BTG subsidiary that is developing Varisolve, within the next ten days.

Analysts said the FDA’s decision to suspend the trials was likely to delay a US launch of the drug by at least six months. Although most remained confident that the FDA’s decision related to a minor or procedural issue, some analysts pointed out that there were legitimate safety concerns with the treatment. With no explanation offered for the suspension of the trials it is difficult for investors to gauge the seriousness of the events, clearly some investor ran for the door when news broke. Given that Varisolve passed Phase III trials in Europe with flying colours it appears that investors fears are over done. It is often the case when news events such as this catch investors off guard. There is no doubt that some investors will see this news a buying opportunity for the long term, but the FDA do seem to be holding investors sentiment in their hands.


Edward Kalfayan October 10, 2003

From the BTG trading statement this morning

There are no great surprises ahead of the Interims on Dec 1. There will be a significant increase in revenues as expected, with lower operating costs reduced losses, and good progress across the portfolio.

Preliminary results from a pivotal European Phase III trial for the novel varicose vein technology VARISOLVE(R)were presented at a scientific congress in San Diego on 30 August. VARISOLVE(R) achieved an 83.4% response rate first regulatory submission in Europe as planned in 2004, with the first European launch targeted in 2005.

A Phase II trial is progressing in the US, and data from the second of three 20-patient cohorts is expected to be submitted to the US FDA by end December. Construction of a shell facility and small scale manufacturing production line continues in the UK. Discussions with potential partners have commenced


The market for providing technology commercialisation services to sources of technology and intellectual property has remained strong and 13 new technology commercialisation agreements were signed with academic and corporate sources.

Offering more developed technologies has proven to be attractive to potential licensees or venture partners, and 17 new development projects were authorised to develop technologies further prior to commercialisation.

Two compounds with the potential to treat anxiety and depression were licensed to Abiogen Pharma S.p.A. BTG will investigate BGC 9331 in a Phase I/II trial for its use as a first-line treatment for gastric cancer. BTG and Taiwan's Industrial Technology Research Institute (ITRI) will jointly develop, and BTG will commercialise, a polymer technology for information displays for use in the next generation of laptop computers, mobile phones, PDAs and television sets.

BTG seeks to leverage its core IP, technology and commercial expertise by investing in early stage technology companies with high growth potential. An investment in Cambridge-based Xention Discovery Ltd, will develop drug screening programmes in the cardiovascular and neurology areas. BTG will also be a co-sponsor of a new early stage life sciences fund based in Boston, MA.ENDS.

Has it been oversold, that is the question and its a big gamble. I will be watching very carefully early this coming week.

cheers GF.

Do you understand the dilution on HCEG Goldfinger?

How's JCR going with the interest rate rise momentum that it has to serve on it's massive debt?

Just a word to thread onlookers. The previous poster is a well known trouble maker/idiot whatever. Best to just ignore that type.

cheers gf.

BTG

One to put on the watch list, from monday. Has it been oversold given the following research???????.

BTG update November 16, 2003

Elric Lloyd-Langton



BTG an RNS feature on October 10, plunged to 154p from 420 a loss 59% on Friday after the FDA suspended clinical trials of its Varisolve drug.BTG said the US Food and Drug Administration (FDA) had “placed on clinical hold” a Phase II safety study of Varisolve. The news obviously came as a shock to the city, more so given that it was only two weeks ago BTG held an analysts’ briefing on Varisolve’s prospects, at which, according to one analyst present, the company “banged on and on about what a wonderful Varisolve is a non-surgical solution that injects foam into troublesome veins. The none surgical procedure ment that the world’s 150 million sufferers could have their veins treated during a lunch hour, but it also raises medical risks such as deep-vein thrombosis or air emboli.

Analysts viewed Varisolve as the company’s potential blockbuster treatment for varicose veins. Some analyists estimate Varisolve to be worth between $250 million (148 million) and $1 billion.
BTG said the company did not yet know why the FDA had halted trials of the drug, which has already passed pivotal Phase III trials in Europe with flying colours. However, she said the regulator was expected to explain its decision to Provensis, the BTG subsidiary that is developing Varisolve, within the next ten days.

Analysts said the FDA’s decision to suspend the trials was likely to delay a US launch of the drug by at least six months. Although most remained confident that the FDA’s decision related to a minor or procedural issue, some analysts pointed out that there were legitimate safety concerns with the treatment. With no explanation offered for the suspension of the trials it is difficult for investors to gauge the seriousness of the events, clearly some investor ran for the door when news broke. Given that Varisolve passed Phase III trials in Europe with flying colours it appears that investors fears are over done. It is often the case when news events such as this catch investors off guard. There is no doubt that some investors will see this news a buying opportunity for the long term, but the FDA do seem to be holding investors sentiment in their hands.


Edward Kalfayan October 10, 2003

From the BTG trading statement this morning

There are no great surprises ahead of the Interims on Dec 1. There will be a significant increase in revenues as expected, with lower operating costs reduced losses, and good progress across the portfolio.

Preliminary results from a pivotal European Phase III trial for the novel varicose vein technology VARISOLVE(R)were presented at a scientific congress in San Diego on 30 August. VARISOLVE(R) achieved an 83.4% response rate first regulatory submission in Europe as planned in 2004, with the first European launch targeted in 2005.

A Phase II trial is progressing in the US, and data from the second of three 20-patient cohorts is expected to be submitted to the US FDA by end December. Construction of a shell facility and small scale manufacturing production line continues in the UK. Discussions with potential partners have commenced


The market for providing technology commercialisation services to sources of technology and intellectual property has remained strong and 13 new technology commercialisation agreements were signed with academic and corporate sources.

Offering more developed technologies has proven to be attractive to potential licensees or venture partners, and 17 new development projects were authorised to develop technologies further prior to commercialisation.

Two compounds with the potential to treat anxiety and depression were licensed to Abiogen Pharma S.p.A. BTG will investigate BGC 9331 in a Phase I/II trial for its use as a first-line treatment for gastric cancer. BTG and Taiwan's Industrial Technology Research Institute (ITRI) will jointly develop, and BTG will commercialise, a polymer technology for information displays for use in the next generation of laptop computers, mobile phones, PDAs and television sets.

BTG seeks to leverage its core IP, technology and commercial expertise by investing in early stage technology companies with high growth potential. An investment in Cambridge-based Xention Discovery Ltd, will develop drug screening programmes in the cardiovascular and neurology areas. BTG will also be a co-sponsor of a new early stage life sciences fund based in Boston, MA.ENDS.

Has it been oversold, that is the question and its a big gamble. I will be watching very carefully early this coming week.

cheers GF.

You avoided the questions goldfinger ....can't you answer them?

Is this thread for positive comments only?

ThirdEye squelched, a well known ramper/re-ramper and trouble maker on all boards on the net, also reported to management. I suggest others do the same.

cheers goldfinger.

I s that your answer to a fair question?


Is your name Arthur Scargill?


How will the interest rates rising affect JCR & it's huge debt?

Do you understand the dilution in the warrants in HCEG?


I know negative comments aren't allowed in your threads, but try answering.

Negative Q are allowed but hey if you have a personal problem with goldfinger take it up with him not on the threads as you are only wasting our time in reading your comment

Well BTG have got of to a positive start, will it last?, I for one will hold off buying until things appear to settle down.

Bema has opened up positively on a good day on the Canadian market Friday.

Thistle has seen profit taking but buyers are coming back into the market, have topped up myself this morning.

cheers GF and have a good day.

Try again

Might get a civil reply:

How will the interest rates rising affect JCR & it's huge debt?

Do you understand the dilution in the warrants in HCEG?


I know negative comments aren't allowed in your threads, but try answering.

goldfinger / third eye,

do you guys have advfn id's?

Just wondered about the history here.

Third eye

You seem to be in the know. Why don't you explain the above? I'd be interested in your views!!

Otherwise stop clogging up the thread.

SH

Yes Andy,
Goldfinger is Oliverleftwingtit aka Slater aka Whitestrike aka Whitelion

Others have said he posts under several usernames on ADVFN.


I'm Outsider on ADVFN.


There is history, I have suggested Cape & Britannia will outperform JCR & they have which has caused many attacks, of course I think JCR has a serious debt issue, & interest rates will affect it. But instead of debate it's abuse or legal action or I'll report you to teacher.

So that is my civil reasonable question....It's negative but not unreasonable.

3 or 4 posts clogging the thread?

I see your in the goldfinger mold too......Isn't it a bit like "GO AWAY I DON'T LIKE NEGATIVE QUESTIONS ABOUT MY STOCKS" ?


Reasonable questions for you guys to answer, I'm sure you have done all your research so you should know.

I cant see thirdeyes attacks as I have squelched him, I suggest you do too. Lets keep this B/Board a place to swap adult like ideas in a civil atmosphere.

cheers Gf.

Had a civil response & accepted it from Bones on the JCR thread.

Will I get one about HCEG on here I wonder?

third eye,

Ok I am familiar with one or two of those logon id's.

I have to admit your questions on here that I have seen are civil, so hopefully you will receive reasonable replies, and we can maintain the standard in this BB that other BB's seem to have abandoned altogether!

I suggest baggage from other BBb's remains there, and we start afresh here.

Happy to do that Andy although you will note I haven't had the same standard from of civility from goldfinger, so you can understand why people get worked up. Perhaps to be fair & equal you should request the same of him?

Even if you don't I will ask reasonable questions & remain civil, as other than the attack I have just witnessed, this seems a civil place to be :-)

Bema staying solid and Thistle mining starting to get strength into the price.

cheers GF.

Well what a lousy day, can tuesday be so bad?. Bring back the Bear lol.

cheers GF.

Well certainly missed out on BTG, and theres been a cracking rise there on two awful days for small caps.

Perhaps now is the time to be looking selectively at stocks, positioning for Buys. People always seem to say oh well we arent going to get a pre- christmas rally, but it always seems that we do get one. Could this be the blow out before the rally starts, perhaps it is fingers crossed. Im bullish anyway as I see that one indicator that a lot of people miss, the international shipping freight figures are booming ahead, which suggests that World trade as indeed turned for the better. Good luck for the day.

Cheers GF.

Going in for a new BUY in the morning, if POG is over $400. Minmet, a gold play, its a gamble but unlike Thistle this is med - to long term. Please DYOR. you are responsible for your own buying and selling actions. Please dont hesitate to take a profit.

Cheers GF.

GF,

How far do you think it'll push MNT'ss price?

Goldfinger,

Have you any thoughts on Avocet Mining or Oxus Gold?

I hold both BTW.

Andy certainly do, AVM been in since 19p and have tranches all the way up to 31p so you can see im in the dosh on this one.

Oxus Gold is a fantastic stock and I was given this one by a lady called Crazy Women on SC at about I think it was 9p/10p, foolishly I didnt go in, drat, I could cut my feet of for this, it really is the one of the biggest mistakes I have ever made.

Good luck because I think you will be rolling in it. Keep an eye on BEMA.

good luck and cheers GF.

Still not in minmet, hovering and looking for further POG strength. Bemas is a beut, check this out.....

Minews Story



Date : October 21, 2003



Kupol Gold Project In Chukotka Is Key To The Future Of Bema Gold.


Bema Gold, a mid-tier gold producer in Canada came quietly onto AIM a couple of weeks ago. Quietly, apart from a shindig at Claridges to announce that the secondary listing had been achieved by way of introduction. No money was raised as it is well funded, but this has meant that the amount of information available to UK investors was limited. It also meant that liquidity in London was comparatively small, though the company trades huge amounts of shares daily in Toronto. The object of the listing was not money, but to raise the profile of Bema among European investors according to Clive Johnson, Bema’s chief executive.

As a first step Tim Hoare, the redoubtable boss of its London brokers Canaccord , suggested to Mr Johnson that a presentation be given at the next Minesite Mining Forum in November. An invitation had, in fact, been sent to him a couple of weeks earlier, but no answer had been received. He seemed in favour and at his suggestion another letter was sent, but with the same result. In the meantime Minews had, on advice, adopted a fall-back position in case Mr Johnson could not make it. Contact had been made with Bema’s man, or rather men, in London, so that if necessary one of them should step into the breach. Bema, after all, is establishing an office in South Kensington from which its UK/European PR/IR campaign can be operated.

Memories went back to when Henry Clive did a similar job for John Jones of Troy Resources at the 11th Minesite Mining Forum in June. Henry used to be a stockbroker and it is to his credit that Troy now has over 30 per cent of its equity in UK hands without bothering with an AIM listing. Whisper it quietly, lest it get to Australia, but he did a job as good as, if not better , than his boss. Unfortunately things did not go so smoothly with Bema. Mr Johnson, according to his London team, has to attend to family matters in November so cannot make the next Forum. He does not want either of his two representatives to take his place , so the next time it may be possible for him to appear is February.

Mr Johnson is a good promoter. No doubt about that, and a string of fundings has been completed to prove it. At Claridges he managed to give a very upbeat talk without once mentioning the Petrex acquisition in South Africa which cost his company C$67 million about a year ago. For this it purchased the Golden Reefs mines on the Witwatersrand as well as eight production shafts and a mill which produced 146,000 ounces of gold in the year to end June 2002 at a cash cost of US$194/ounce according to Canadian stockbrokers Loewen, Ondaatje, McCutcheon. Based on an independently audited 10 year mine plan, the mine is projected to produce an average of 185,000 ounces of gold per year with operating cash costs estimated at approximately US$185 per ounce. With some expansion here and there, plus mining slightly higher grade material , it is now expected to be producing at a rate of 200,000 ounces/annum by the end of this year.

Then was then and now is now and there seems little doubt that the strength of the rand in the intervening period has injected a bit of pain into the proceedings, currency put options notwithstanding.. Nevertheless the additional production means that Bema has been able to forecast 300,000 ozs for next year from South Africa and the Julietta gold mine in Russia at an average price of US$200/oz. In addition to this there is the Refugio mine in Chile which is jointly owned with Kinross. This may be restarted towards the end of 2004 and it would add a further 115,000 ounces to Bema’s annual production, but at a high cost. The same goes for the Cerro Casale deposit in Chile where Bema has a 24 per cent interest. If Placer Dome decides to go ahead with it, more high cost ounces will be added to Bema’s production portfolio.

This is the crux of the matter. Bema has to decide if it wants to be a high cost, or a low cost producer which is where the Kupol gold project comes into play. A 75 per cent interest was acquired shortly after the South African deal and it is up in Chukotka near Julietta. Kupol hosts a large epithermal gold and silver vein system that is up to 30 metres wide with significant values over a true width of up to 15 metres and Canaccord believes that it has all the earmarks of a world class deposit. The latest drilling results confirmed the continuing high grade gold mineralization over 3.1 kilometres of drilled strike length and to a depth of at least 300 metres. Grades as high as 35.56 g/t gold and 865.51 g/t silver over 9.6 metres were encountered.

Opinion is hardening that this may be a 10 million ounce deposit. More will be known in January when an initial resource estimate is published. It would then be possible to move to pre-feasibility in short order and on to a bankable feasibility study within 12 months. Obviously it will be a low cost open pit operation and Clive Johnson has said that that it could be in production by 2007 at a rate of between 700,000 and 1 million ozs of gold a year. This would mean mining around 900,000 tonnes/annum of the high grade ore in the North Zone and Big Bend regions and the capital cost of developing the mine would be around US$200 million. The amazing thing is that net of silver credits the gold would be produced at a cost of virtually zero. It is difficult to find a simpler and better story than that, so more is the pity that Mr Johnson chose not to let his London team explain it to the Minesite audience. It would have also given them a chance to introduce themselves.ENDS.

Looks like a very exciting play on Gold to me and Im going to add whenever funds become available.

cheers gf.

A good day for me, Bemas well up, cardpoint as come in with good results Pipex is heading higher. Zoos the only one letting the show down, doesnt seem to know which way to go at present. Good luck.

GF.

What about IDD? that's just as bad as ZOO at the moment

goldfinger,

Thanks for the comments, I think both are looking extremely good, and as long as the price of gold doesn't fall too much, it'll be a merry Christmes this year!

What price the two of them reach 1 by Xmas?

Bema does look strong, will keep an eye on it.

Could happen Andy if the rest of the market doesnt start to rally.

cheers GF.

No news on HCEG goldfinger?


Why do you think this one keeps falling?

It keeps on falling for the Outsider's pleasure !!!!!!

Third Eye this is a very respectful site, I wish you would stop been cantankerous towards other posters....

Let me put it another way. Why are you ONLY interested in annoying Goldfinger Threads?

I do not see YOUR name in any other threads !!!!!

Ciao

you have such a thing called a squelch button at the top of the page just press it :-) easy really then you have no problems...

Mega...

What's happening to Incite at the moment - fall of 12p the last week on very little volume. Is this just MM's trying to panic investors because they can't get hold of any stock??

IDD is another one that seems to be heading south rather quickly. Do you still think there could be a rally when the results are out Goldfinger??

Thanks

Rich

Ciao I see you on almost every single Slater/goldfinger/Oliverleftwingtit/whitelion/Whitestrike thread.....now why would that be.......Oliver has been accused several times on ADVFN of using different usernames to support himself.....why would he do that do you think?

Hi RS, I D Data is up today isnt it, thought I had seen it tick up. There has been a good reason for I D Datas weakness over the past few weeks and it involves loan notes which were offered to institutions as a form of raising capital for I D D. 4 million were offered at 5.5p and pay 7% interest per annum. The market price of the share at the time was 3p on announcement. The problem has been that the shares raced ahead on news from the government and the Banks ( big customers)to just over 11p, the institutions profit starved for over three years in effect have said forget the 7% interest we will take over 100% capital return. They have therefore exchanged their loan notes for share and have sold them, taking the profits on offer. This has been going on for a few weeks now but looks to be abating. The good news for the company is two fold in that they have raised the extra working capital thet required and they nolonger have to sevice the interest payments on the loan notes sold.

Now Incite is a very interesting company, there has been a great deal of interest from institutions for their stock, in other words they cant get their hands on enough of it. A freind of mine on another site ( someone you may have heard of on SC)who is a very prominent trader as twiced been approached by her broker asking her if she wanted to sell large units at a premium to the market price. You can imagine her answers.

cheers GF.

Thirdeye,

I read your messages ...

Are you very sure that GF is Slater (of SC.com) ... HmHmHm Can you provide any proofs or is it onlu a haunch ... I mean on chatroom anyone can say anything

Thanks

ask him?
Arent you tired yet to say the same things over and over and over again
Instead to accuse people without foundation , get the facts correct.
I follow my trades and investments, if in my path I find GoldFinger, so what haw many others are there? Why pick on him?
Why dont you go and see if he is in FIB, CWV, RPP, VOD, TFC, PILK, OXB, KCOM stocks that I hold, never seen him in those !!!
JCR and CASH are mine only two that is present, and the way you went on deramping JCR of course I defend my holding
Once again you are WRONG . accusing without proof !!!!!
So my dear Third Eye Outsider Valueinvestor or whatever you cal yourself
LEAVE ME OUT OF IT and stop attacking people if they dont agree with you, this is not ADVFN

Ciao
I wont go any further with this argument, first is not fair on others posters, secondly I am here to read some very top quality posts
from intelligent persons, and there are many on this BB if you bother to have a look.

WELL SAID

Ciao,top of the page you will see a button called squelch.Press this and then type in the box provided the name of any poster who you find annoying. Press Squelch and Hey Presto,their gone.

thanks frozen and tobyjug

If he carryon I will do it, but sometime I preferred to ignore them .. unless I get accused of something that I am .
Have a nice w/e

Ciao

Well said Ciao, everyone who does the rounds on the BBs knows outsider as a spoiler and a de-ramper/ramper. I have squelched him and also reported him to management. This is an excelent site lets all pull together and keep it that way. I for one dot give a Jot what he says on other boards, but if people are attacked here on this site thats a different matter and he should be reported immediatley to management. The worst thing you could do is to get pulled into an argument with him. Look after yourselves.

cheers GF.

Ntk98...... Yes he has said in one of his threads that he is slater...so if he isn't then goldfinger would be lying wouldn't he?


Now negative questions aren't allowed in your threads or your called all names under the sun, I know, but can you tell me more about the warrant situation re: HCEG Golfinger?

Bema Gold finished slightly down at the close this evening..................

Symbol Name Exchange Last Trade Change Volume
BGO BEMA GOLD AMEX 21:02 $4.08 -0.03 -0.73% 5,672,100

Evil knievil says that he is very much bullish on POG and expects further rises over the year to January and beyond.

cheers gf.

Some Excelent news this evening, late last night the Investment Guru, Michael Walters took up coverage of HCEG, here are the headlines from his site, unfortunately due to strict copywrite there, the full article cannot be copied......

Tipped on the Micheal Walters, site,


Healthy Start
20/11/2003

Healthcare Enterprise Group has attracted considerable interest on its market debut. How long before the action starts?

[Read more......., yes a very upbeat tip and is very Bullish on the stock. Quality in the end always outs.

cheers GF.

ntk98

Does this answer your question on post 125:


goldfinger - 03 Nov'03 - 15:24 - 5 of 134

Ciao, its me mate, slater. FIB Im in it with you when you tipped it. No reason to move out unless you know something. Just gone in and added to telecolm Plus in a big way this morning. Please have a look at the thread if you have time. Oh and have a look at the Britannia thread on adfvn set up by our pal rocket man. Didnt realise it existed he had hidden it away. Go on adfvn on the JCR thread and click on his name and you will see all his last posts. I thought it was time to give his tip a kicking as he has de- ramped JCR down something shocking over the last month or so. Cheers see you later.

GF

To quote slater he says that one man has de-ramped JCR down is that possible.?
If so then would it be possible for one man to ramp the same share causing it to rise outside of its normal bounds.?
Fair questions I assume.?
Hopping....

Some Excelent news this evening, late last night the Investment Guru, Michael Walters took up coverage of HCEG, here are the headlines from his site, unfortunately due to strict copywrite there, the full article cannot be copied......

Tipped on the Micheal Walters, site,


Healthy Start
20/11/2003

Healthcare Enterprise Group has attracted considerable interest on its market debut. How long before the action starts?

[Read more......., yes a very upbeat tip and is very Bullish on the stock. Quality in the end always outs.


cheers GF.

What's your take on Cybit holding goldfinger????

Here are some of the comments I have seen and read;

Keep holding, news will flow.
The main news will come after the results (its a biggy)
4 new contracts that are in the bag. (controlled by others) at the moment.
One of them is to be released soon, just dont know the exact date as of yet.
Turnover up, profits up, etc
Oh and by the way, they smell a rat!

This was the first sniff of the Rentokill rumour

Just a word of warning for the goldfinger followers......This guy is banned from Aimquoted I presume for lying, he posted under the name of Whitelion, do a search if your interested, all the posts are still there.

When he posts under Slater on Sharecrazy, if anyone says anything negative he calls them a de-ramper & threatens legal action for calling him such!!


He often throws his dummy out, if some one doesn't agree with what he says & then has a childish campaign, trying calling the person who doesn't fall into line by making up all sorts of lies. Furthermore trys to attack each stock that the other person owns.

Sadly for him, he thought I would go away like everyone else intimidated by his bully boy tactics from himself and a few fellow posters (or maybe some are the same person...I don't know for sure, so I can't accuse, I prefer to have facts not speculation) but you see sometimes some will stand up & warn others as I will & continue to.


Third Eye.....Not banned from any board....perhaps because I stick to the truth.

ThirdEye
Brave man and well said.
I also feel that i should warn anyone especially those that are new to this that over hyping a small cap share will result in an unfair trading price, too many small shares are being overplayed on too many Boards at one time and some blindly following, the price may rise yes but watch out when the large holder sells.
And the followers left holding....with a falling price.
Lets see some REAL tips of Larger Cap companies that wont go mad on a few thousand buys.
Hopping.

Interesting thread here Slater/goldfinger

http://www.sharecrazy.com/cgi-bin/ultimatebb.cgi?ubb=get_topic&f=3&t=009579


friend in the City "drooling"......10 bagger......all the right ramp words.

What was the price when you recommended 1.80?


Do roof tilers/Slaters from Huddersfield have lots of friends in the City?


Bet you would like to delete this thread like you can delete all your bad ones (& keep the good few) on sharecrazy?

Take no notice Slater i still love you
keep up the good work keep tipping all those overpriced overhyped overvalued ramped up stocks of yours,then i can carry on shorting them all ,you have made me a b----y fortune

Thanks alot MetooX

Third Eye

I thought about squelching you, but didn't in the end as you do make some useful comments.

I am relatively new to this game, and I think you should give some people some credit. You've continuously warned about Goldfinger and I think we've all got the message now (or anybody that is going to listen). Anybody that doesn't do thier own research perhaps deserves to get burnt.

I think you took the 10 bagger comment out of context. I think Goldfinger aka Slater did say something like, he didn't like talk like that and would have to wait and see. I've bought some Healthcare as a speculative punt, I think it was the Independent that tipped it as such. Anyway I think it may be a mid to long term investment, so have tucked away in my knickers for a rainy day.

What I am trying to say in my long winded way is, can't we get back to talking shares. I would rather hear you constructive comments on these rather than Goldfinger.

PS Metooxx, what a good idea. I think I'll try that one!

well said sharehappy. Let talk about shares, all views - equal opposite and constructive comments will be equally welcomed. I have got into some shares out of shear guts and others I have researched. At the end of day, it is your money you are messing with if you choose to buy a share becaue someone tipped it.

Let try to have fun as we listen to different views and no need for personal attacks.

DYOR as always.

This is from Goldfingers first post on HCEG which was on another site. He says he has just received an email from a mate about HCEG.-

"Hes going on about it being a ten bagger, but I diont like that kind of talk, best to just see how the market rates it. He says theres going to be a lot of news flow so that should provide for a momentum driven price. Have to say I have never known him quite so excited about a stock. Ive just gone in and bought a nice holding".

Hope you do'nt mind GF

Metooxx (i can carry on shorting stocks )

Shorting stocks is very unethnical do you not think of the damage and upset you can cause to all of us honest shareholders.Over the last six months i have bought shell at 412p and Lloyds at 447p thinking i would get a nice decent return on my investment and what has happened i have just sold lloyds at 396p and shell for 376p losing nearly 48000.All Because of pricks and gutterlife like yourself,who have the cheek to borrow stock that you dont own and then what do you do,you go on and sell it with the intent and purpose of damaging and lowering the price of what was a perfectly good stock, Do you not have a conscience you should be sent to jail for what you have done,i suggest you dont come back on this bb because you and all the other lowlife who practice short selling are not welcome on here i am sure i speak for the majority of posters on here.
Regards lobster

lobster, if you thought about it a bit more deeply you would realise that shorters must eventually close their position by buying, so providing you are a long term holder you are not likely to be affected. In fact, if you are considering investing in a share you will obtain a far better deal if the price has indeed been depressed by shorting. If you are trying to speculate on short term movements then of course shorting is merely another tool you can use to make money. Also bear in mind that most downward movements are, or begin with, profit taking rather than shorting. Learn to take profits and you won't be affected by shorting.

Generally speaking, hating shorters will get you nowhere. They are a fact of life and one which provides you with great opportunity if you accept them as that.

Lobster, best thing to do is just ignore them. You get these people on the boards having a dig at individuals because deep down they are jealous. And get a kink from abusing others. Just best to put the squelch on and if its a personal attack report it to admin ( use the contact button on the very top bar second from right).

They then monitor the activities of the person reported. A well known one on this thread where I have the squelch on is being monitored on every post. I recieved a very nice e-mail from non - other than the Managing Director of the site himself. Im sure when he as put so much into this business venture both time and money he is not going to let a minority of people spoilt it.

Very sorry to hear about your losses, im sure you will make the money back over time, it was nice to see the shorters in Regus being burnt alive in a Bear trap this week, beleive me a lot of them will never trade again.

Good luck and cheers GF.

Looking forward to the next week and hope the 'feel good factor will kick in, in the morning. The market usually goes up when we geet a sporting triumph and non come bigger than the one at the weekend. Well done Jonny and the boys.

Have a good week.

cheers GF.

You guys will get to know goldfinger for what he really is soon, not my usual style to do this, but I think it's best that newbies are forewarned.


Reporting again eh golfinger, it isn't going to work.


Some of you are very niave, multiple postings under different usernames in the USA on the same board was prosecuted in the USA. Some guy ramped one stock & invented several different usernames, so it looked like all these different people agreed with each other.

What did they say on Motley fool about you?

Ego as big as Pavoroti & A personality disorder.....Even threatened to floor someone because they disagreed with you


Read his posts the ones that haven't been removed here:

http://www.fool.co.uk/search/query.htm?mbbid=&mbbnm=&mbtick=&mbfid=&mbfnm=&mbmid=&go=1&selectpage=full&go=1&qt=Whitestrike



Ciao ....Someone has spoken in Italian to you on Sharecrazy....Can't wait to see if you reply in Italian.....After all you are from Italy!!

Thirdeye this board is for debating shares and swapping ideas.

you are using it as a place for personal attack and from gfs posts

i cannot find any thing wrong at all on here.

i have made money from his tips and think you have a bitter heart towards

him.

i have seen some of your attacks on others on other boards, remember harry

potter on the aim site.

please stay off this board if you arent going to contribute positive.

no tips from you at all why?. your constant rantings are childish.

My tip is to avoid JCR sinutab, 14p bid, Goldfinger I think was pushing this one upto 40p.

Check the debt & repayments due. All pushed on a p/e of 1 or 2 without mention of the huge gearing....how responsible.

Thirdeye i bought jcr at 14p when tipped by gf and sold at 37p.

he is slater on sharecrazy and he warned holders to sell when this

price. we are adults on this site.

where are your tips?. make tips or please go.

sinutab
Where is the post warning to sell JCR..?
Hopping.

Morning I see the boo boys are at it again. The poster named hopping is very much in the thirdeye category, please just take time out now to look at his posts on this thread in fact on this board. Yes lets get one thing clear I do go under the name of slater on SC and did tip JCR at around 10p and all the usual warnings about DYOR accompanied it.

The majority of buyers of this stock on my recommendation made a a good return and I did warn when it had gotten into the mid 30s that I thought there would be profit taking as I felt the share had gotten away. In fact I posted private messages to some on this very subject.( not sure if you were one sinutab as I dont know your SC posting user name.)

The share subsequently went on up to 40p ish. And then dropped on results due to a warning that trade in July and August had been Slightly down on the year before. I take it from hoppings actions and personal attacks that he was one of those who through their own poor performing investment stratergy were left holding the share at a much reduced profit.

The only other way I can attribit his personal attacks are again through jealousy/inadequacy, I was reading an article/research report on a US board only a few days ago, which found that a lot of the snipers on B/Boards as per obscene telephone calls, are sexually inadequate people. Food for thought for the Boo Boys.

Back to the markets, A fine start to the day, now keeping fingers crossed for a US follow on.

cheers GF.

viagra needed for all the boo boys.

gf yes you did private message me.

any new tips?

goldfinger.
Re JCR
I am not disputing that the share did go up. understandable as it was heavily hyped on so many boards by so many different names.
People will follow blindly if they see easy money hence a price rise that couldnt be maintained.
it then felll drastically when someone sold out.
But where was your post warning to get out at this level, was it after you sold or did you give time for them to get out first.
Do you see how many trades for this share today 5 yes FIVE now the hype has stopped hardly an active share.
And let us keep it Civil if possible, I am mearly stating my view as a warning of overhyped shares so that newcomers will not get sucked in wether it be from you or any other..
Hopping

Hopping, you said............ But where was your post warning to get out at this level, was it after you sold or did you give time for them to get out first.

I sold the top of my holding at around 24p well after the the warning and the rise up to 40p. In fact it was around only 15% of my holding at the time. I subsequently added more stock and have more stock now than at any other time. I am certainly in for the long term.

You have been trying to point a finger at me for this over a few weeks now. If you feel you have a case by all means report it to the FSA, otherwise as you say, lets keep things civil and dont you feel an appolgy should be given.

GF.

goldfinger.
Why on earth should I make an apology.
I asked where is the post advising the sale of before the drop.
Why were PRIVATE messages warning to sell and not given on the board as was the advice to buy.
Just seems strange to me.
And I am trying to give advice to others what I see.

Hopping

Personally, I don't care whether GF's tips are good or not (well, I do but read on and you'll see what I mean). The fact of the matter is that advice is given here on a 'take it or leave it' basis.
If you think people are ramping a stock - ignore them
If you think a persons tips are rubbish - ignore them
It's easy really

Hopping. You said "............ But where was your post warning to get out at this level, was it after you sold or did you give time for them to get out first".

My question is, WHY should GF be obliged to post such a warning? I'm sure that if he had the time and the relevant information to predict such a fall, he would. Do you pay him commision?? Do you have some kind of contract with him that says you MUST make money on his tips or you get compensated?? I doubt it.

Whether GF's tips are good or not, you have the oportunity to DYOR. I find that GF always backs up his tips with reports from various sources or provides links to articles to substantiate his claims (this isn't true of rampers).

This wasn't intended to be a 'pro GF' post but it appears that others are 'anti GF' for some reason that I haven't been able to grasp (and my point of view relates to all situations like these - not JUST GF's).

I'm getting really fed up of people posting here just to attack others when they are trying to lend a helping hand. If you don't want a helping hand, then fine. If you think someone is posting misleading information, don't just attack them. Post some information to indicate the other side of the arguement. If you CAN'T post the 'other side' then there is no arguement. An arguement by definition is a difference of opinion.

Let's hope we can start talking about shares again soon.

Rich

Re: 160

1st class post i think you have summed it up a treat:-)

Mega...

I am sure the MAJORITY feel the same as post 160.
I for one do and would love to get the board back to how it was.
Graeme.

re:160

GF - go for it as there will always be "guys who think that the sun is shining out of their a***" and reckon they have a point to prove -whereas they should be concentrating on their own trades and if they are so good etc why dont they start their own thread and see what they can come up with. This is a traders board and should have harmony not disruption.No-one is forcing them to take any trades -if they dont like it leave it.
You are doing a fine job and carry on -dont let them deter you.Its their loss.
zarif

RE : 160 Top quality post;

DYOR as always.

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Lets get back to business Guys and try and earn some money, thats why we are here.

Telecolm plus is really starting to move, up 13.5p as I speak, results out on friday.

cheers GF,

and thanks very much for the support guys, its great to see such nice people around. Many thanks.

Goldfinger what's your opinion on JCR mentioned in this thread?


It's now just 13p bid.....wasn't this 40p a couple of months ago?

Should investors average down.....if so why?


All reasonable questions, a chance for you to put the bull case forward.

Thirdeye put a sock in it your again trying to start trouble.

you were instigator this morning, i hope admin kick you off.

gf as already got squelch on you. stop stupidity.

No I want to debate JCR....Bullshare's post has been noted....Is the board allowing negative comments about shares, no use whinging because someone doesn't have a bullish view.




JCR is mentioned in this thread.


I don't think the debt hasn't been highlighted enough in the postive promotion of this stock.


How will the nice weather affect JCR's business?

What is thought of the options @ 1p, which it appears were granted when the share price was much higher?


Can they meet the debt payments?



Will interest rates affect the business?

Thirdeye,

Your posts are extremely infuriating. You obviously have a strong opinion, then please state it rather than continually phrasing it as a question. If all you are going to post is open ended questions which you obviously think you know the answer to then don't bother posting at all!!!

I'll debate in which manner I prefer thanks. free speech? Squelch if you don't want to hear it.

ThirdEye,
how is the interest rate going to affect JCR in the long term?

If it goes up payments are sheduled to 2008 I understand, so unless fixed, this means more borrowings to pay back, the gearing is already in the 100's of percent. So depends on the trend, if they go down again all well & good, but still heavy debt to repay & meet, the business has to remain strong in my view to avoid no hiccups.

Thirdeye reported to admin once again, this is obviously a personal vendetta, and Im sure he has broken the board rules as I feel I am being attacked and the board is being disrupted.

cheers GF.

No board rules are broken, since Bullshare's post. You are trying to censor free speech.

It may be irritating for you to read a post with negative views about a share, but we live in a democratic society that encourages free speech.

A post I wrote on 2nd April when JCR was being written about in a bullish manner.

First of all if you hold JCR this is a constructive post, which I hope may give you a better understanding, after recent claims of 26p Nav or Huge discount to NAV.


I am getting a little worried some investors don't fully understand the position of this company, although I am sure many do and are happy to take a punt.



I have only looked superficially so I may be corrected, but as I see it, the NAV can be broadly calculated as follows:


c ?670,000 shareholders funds (c?700,000 cash)

?3.05m assets bought by the aquisition of JCR.

Now ?2m is going to be paid premium, and ?3.05 million cash which meets tangable NAV.


So we have:

Tangible assets of circa ?3m


But then we have borrowings of ?2.3m

(?3m for the acquisition - ?700,000 cash already in the balance sheet)

So I would say NAV is currently around ?0.7m....but wait...





Now then, JCR have been clever as they are funding the other ?2m aquisition cost out of profits (hopefully) on a scheduled basis.



For people like me who like to view a balance sheet in a conservative manner, if I add the ?2m to the cost straight away, we have negative net asset value of circa ?1.3m.



This may drive home to the few that don't fully understand (not trying to be patronising here) the real picture.



This may all work out, but I have turned round a company with very high gearing, so I do have a little knowledge about what high gearing means.

We then have borrowings I suspect a little more than mentioned above, as they may need some working capital, which will attract arrangement fees & interest charges.

Also they have acknowleged that European legislation is getting tighter for bodywork.
this is likely to cost money, if they are expanding, this will cost money too.


Now many are assuming ?1m profits,(high in my opinion) well that would put them in my mind on Negative NAV of 0.3m (see above) after the financial y/e.


Only after two years of profits will they get positive NAV in my book.


So all this p/e of 1 or 2 is nonsense to me, you must look at the whole picture....the real p/e after deducting sheduled payments & interest will be nothing like what some of you think it is.


They couldn't pay for the acquisition in one go, as that would have rendered them with Negative shareholders funds as I would have thought they wouldn't be entitled to a quote on AIM, so they have simply "moved the goalposts" to enable it all to be acceptable, to the LSE, and Banks.


This company is walking a tightrope, all companies with high gearing do so...they must meet their targets & hope interest rates stay firm or go down & not rise.


I am not suggesting they won't acheive their objectives & I'm not suggesting shareholders will not make money, just trying to get a more balanced picture accross after claims of 26p NAV.



Good luck to all holders.



(All the above my opinion & may not be 100% free of error)

All; We like free speech on here. However we do provide a squelch facility if someone is getting on your nerves, or simply ignoring them tends to deflate an arguement.

There will always be pro's and con's for all shares and people will go long and short accordingly.

Not taking any sides but since some of this is getting personal should it not be done offline. I am happy to be a go between via email: mike@moneyam.com.

Mike

For some reason my pound sign is appearing as a ?, depite editing, so please substitute ? for pound sterling in the above post.

Thirdeye must have broken rules, laid down - contributors must

not, be likely to harass, upset' embarass, alarm or annoy any

other person.

also, be likely to disrupt our sevice in any way.

Thirdeye do both, look at personal arttack where he says

will roofer/ slater from huddersfield have freinds in city.

that is ignorant and offensive, and he disrupt this boars every

time he is here. please kick him off.

sinutab

I have noted Bullshares post & complied to rules. You may not like negative views but negative versus positive equals balanced.

Thats correct sinutab he has breached that rule and I did feel upset and embarassed by those remarks. Is it an offence to be a builder, perhaps I arent as well off as him but I have dignity.

cheers GF.

Third eye, Please start your own thread so that anyone who wishes to listen can go direct without the rest of us having to sift through the posts.
Regards. Graeme.

Sorry Graeme I have spoken to Mike, I am free to talk about shares & that's what I'll stick to, & only ones's mentioned in this thread, so you can get a positive or negative angle as you wish.

If you don't wish to read what I have to say, just squelch me please.


Check the last post on JCR I think that is constructive & reasoned.

I think we should have a democratic vote on thirdeye as he is into free speech -blah blah blah-----

My vote is -- he is out. if he wants start his own thread and then see how many followers he can muster!!!!

Squelch me Zarif that is your answer. I don't want followers, just the chance to express my view.....sorry you seem opposed to it.


Can you debate JCR with me, or is it now me, the subject of attacks?

Sinutab

I think if you look at both sides there is room for improvement. As well as your example above you have a look at GF's post 155 which seems to accuse Hopping of being sexually inadequate. This was exceptionally poor considering Hopping didnt seem to be spoiling for a fight. You yourself seemed to fan the flames on post 156, so it might be best if you calmed down a little too.

With regard to the topic, and getting back to the reason for this board, I am absolutely amazed that Incite dropped today considering Laurence Dallaglios association with the company. I would have thought they would be ramming him down our throats today.

Centurian was a great little buy for me in September and I made a few quid and got out in profit. Didnt get the tip from here btw.

JCR burned my fingers a little as I bought in the 30s and was saved by a stop loss. Wouldnt want it now though.

Finally & once again, stop arguing like kids, make your arguments and accept others views like adults (unless some of you are trading your pocket money). It does neither you nor the board the justice it deserves.

markp,

again on the INC front. very confused about the drop considering the rugby result.

markp
I note your remarks and thank you.
I was about to reply to that post of GF's in a similar vein but decided to count to ten.
Perhaps when he has calmed down he may apologise, who knows.
Thanks.
Hopping

Good stuff, Forgive and Forget is a good line to live by. I think third eye is calm and collected - and personally I think we should just talk about shares - different points of view always welcomed. No need to post about one stock in 2 different places simply because people have opposing views. People maybe breached rules at some stage, agreed but Forgive and forget is a good line as I mentioned earlier.

Goldfinger, Hopping and Third Eye - let's all have fun and hope the market passes 4,400 by xmas.
Best Regards.

Skids ~ lets hope they're waiting for the victory parade to do some positive marketing. Might make sense to do so when the euphoria starts again over the next few days. Fingers crossed.

Hopping ~ 'It takes a man to suffer ignorance and smile'. Stings words, not mine, but very appropriate in your case. Well done.

Soulretro ~ excellent post. Lets hope for peace and tranquility. Fingers crossed (again).

Best of luck with your trading tomorrow everyone.

Mark.

Bravo Souletro.
Thats how we should live and let live in harmony.
TRades please.......

I have to support Thirdeye - People working hard extolling the vitues of small cap companies on multiple BBs should be prepared to accept postings pointing out the negatives. If they can't they shouldn't be allowed to post themselves - especially when commenting on tiny companies who's share price can be so easily influenced by such postings, as can the investment decisions of those new to BBs and the stock market. I speak as someone who knows 5 people, novice investors, who two years ago were suckered into trading on margin on a speculative BB share - They lost 200K each (on average). Personally I wouldn't touch most of the shares mentioned in this thread - If I want to gamble I go to Betfair and pick horses and soccer teams.

Right guys let s get this stupid attack from thirdeye out of the way once and for all. I finally took the squelch off just to see what lies he was banding about, and yes they were. I gave him all the information he asked on this company on the 18 th of this month and here it is,( without a return of reply from him as he couldnt get round the fact I had proved him wrong) and by the way this must be about the fifth time, but the man his his hell bent on a character assination, one which the mangement of the site have apparently
fallen for and one he will use on some other on here if you beg to disagree.

here it is.............

18 Nov'03 - 00:25 - 52 of 80 edit


Here we are Guys this financial year 03/04 no problem, outsider way off the mark as usual...................

The consideration will be paid in cash on Completion except for the
Additional Consideration, which will be paid in quarterly instalments (with
the exception of the final payment) according to the following schedule, or
in full in the event of a takeover of BikeNet, a sale of 75 per cent or more
of the Business and/ or a sale of 75 per cent or more of the issued share
capital of Just:

2003 nil

2004 175,000

2005 375,000

2006 375,000

2007 575,000

2008 500,000 (payable in full on 1 January 2008)

From the last results..................

This
year's exceptionally dry spring and summer has further reduced repair volumes
across the sector but, notwithstanding this, turnover increased by 7.8% when
compared to the corresponding previous period (as a division of Dixon), and
gross margins increased from 42.3% to 42.6%.

In addition, operating cash flow was strong at 1.5 million for the nine month
period, and working capital was tightly controlled. Accordingly, the Group had
surplus cash and unutilised banking facilities in excess of 2.5 million at 30
June 2003, which was considerably ahead of plan.

And now an extract of the accounts re- interest payments/effect on profits, just to put his mind at rest...........


6 months to
30.06.2003

Total operating profit / (loss) 356,489
Net interest (paid) / received (140,669)
Profit / (loss) on ordinary activities before 215,820
tax.

And dont forget guys these accounts are for the quiet half of the business year so accordingly the interest to /operating profit ratio, will certainly fall as the greater revenues and increased gross profit roll in during the second far more busier half of the year. I also note that the ceo is delighted that improved efficiency/cost measures will in fact increase the net profit attainable. NB, these are unaudited accounts.ENDS I will also add that I never use the the practice of averaging down, some do but I feel its a policy were some people use it as a get out clause because they cant accept the fact that their judgement has been wrong.

Now onto the other troublemaker, hopping. I had kept this as I was hoping in fact for him to report me to the FSA and saw a nice pay day coming, but as I thought the little man doesnt have the guts to report me and indeed asks for an appology lol. Now heres the reason why we saw the big fall in shareprice for JCR and note not one big sell has assumed by hopping. The Report is from the tip sheet trendwatch and the piece can be viwed on page 12.


http://www.trend-watch.co.uk/cms/uploaded_files/pdf/sample.pdf

the piece reads, Share sales this fortnight.

It hasnt happened since the depths of the bear market - but it happened to Just Car clinics.. We got shaken out of the share in the forenight after we recommended it.

We did say it was a speculative recommendation, but what we didnt aticipate was the huge volatility. its interim results were highly satisfactory, but the shares were viciously marked down by dealers to pre- empt profit taking.
he loss of 36.5p looks rather worse than it should have been. On the day bought the share rose 12%. Without that rise , our loss would have been more like 285., bad enough.

Our record over the past few months as been outstanding.ENDS


I hope know that posters read the above in light of what has been put forward on this thread today and can see the two posters for what they really are, Trouble Makers and nothing else.

I will now completly ignore the both of them and I suggest others do the same.

cheers GF.

Thanks for the welcome by those who wish to see balance.






The operating margin reported in the AGM statement was 4.8% mimimum

The operating margin reported at the interims had fallen to 3.2% (a fall of 33% in itself)


Only GBP60,000 of goodwill was accounted for in the interims, not exactly conseravtive accounting.

Goldfinger - By all means throw your dummy out of your pram and ignore us - Hopefully though, potential investors won't - they'll do their own research and see things for what they really are ;0)

This shows the weakness of thirdeyes(outsider) attack. jcr do not

pay any premium this financial year03/04 look it says nil.

then gf shows the interest payable on the initial

consideration for the 6 months as a going concern.

it is quite clear and is everything thirdeye demand today.

he has had the proof from gf but he continues to attack.

this now shows thirdeye is a cheat and board spoiler.

i hope you see this management. what do you say now as

thirdeye as had this information since 18th of this month.

he clearly breakes the terms and conditions, why print them

if you do not use them?.

thirdeye should go from this site, he does not give any positives

and makes personal attack. i vote thirdeye keep of this thread

like others say and use his own.

hopping he also been shown evidence.

I haven't said they pay a premium this year, check the accounts GBP140,000 interest has been paid at the half year stage, now they must have loans or gearing without taking into account scheduled payments to pay an annulaised GBP280,000 interest haven't they?


Goodwill amortisation is GBP60,000 & Goodwill is a tad short of GBP2.3m.


Bank Loans listed at the interims are GBP509,000. Finance Leases & deffered consideration must make up the rest of the interest charge.


The accounts suggest GBP145,000 has been repaid in loans this year.

Brian B, havent said i was going to ignore you. Just two thread spoilers who have an history.

cheers Gf.

Now you retreat thirdeye i prove gfs findings.

not many companys with no gearing and 2nd half bigger sales

and profits, smaller % interest of whole cake.

you now been proved a cheat, you have all this information

but pretend not this morning. posters check early threads.

you see hes a cheat. i go to bed now and dont wish

to see you anymore, you cheater.

Gearing is perfectly acceptable.


It's when it's very high & interest rates are on the rise that it is more of a worry.


No retreat, check the interim results Operating margin has fallen by 33% (at the interims to 3.2%) from the amount stated at the AGM....I quote..."Operating margins have ranged from 4.5 per cent to 5.8 per cent
throughout the period of record and current trading continues to reflect this
historic trend"


Aquisition cost listed in the interims including costs is stated @ GBP3.5m.

Hi....a lot of bad feeling going on this board at present,and very little info /fact/help...just curious goldfinger are you a professional investor or just well informed?
Did I also note you are resident in Somerset,in my case sampled the wacky water in Glastonbury 1994 to 2001!!
Wansford

Btw Sinutab I have mentioned these concerns before.


I have worked in the Accident repair industry.

Legislation is getting tougher (More filtering etc required to european standards) as are insurance companies, they sometimes limited us to just a 10% margin on parts whereas normally we would get 25% to 33%.


I wonder if that is one the reasons that margins have fallen to 3.2% (besides the good weather) ?

Yup wansford was a pro trader up until 2000, when i took profits and bought a business in industrial cleaning/ property maintenance. You will often see me posting late at night as we work when everyone else is in bed. I do still tend to get about 8 hours a day in investing but no trading now, just not enough time.

Yup the thread has gone downhill, will open a new one and bring up the JCR thread so that the bears and bulls can argue to their hearts content.

Been many a time to Glastonbury, please dont ask.

Nice to have met you.

cheers Gf.

Goldfinger(ex royalmarine,airline pilot,solicitor,international pornstar,Economist/Accountant,highpowered business man,). The only professional trading you have ever done is on a saturday afternoon from your 1 for anything marketstall,i cant believe so many people are getting taken in from an arrogant pompus tit like yourself,no doubt they will eventually learn probably too late, when they have lost their shirts,and once again you will have to go and find another bb (if there are any left that havent banned you already)Wake up people are you all really that dumb.

And I thought he was a financial God!

the only person getting banned here is you metooxx.

goldfinger.
Not trading.?
Did you not say that last month you were 58,000 pounds ahead and on another thread that has been deleted did you not say that you were 1,200,000 pounds up so far this year.
I am getting confused...
Hopping.

What has any of the above got to do with anything?

Grow up and stop clogging the thread with crap!

WOW!!

What a BB

My first and last post on here. Back to ShareCrazy which I thought was getting bad.

As someone comparitively new to this bulletin board I find a post like the one by metooxx compeletely offensive.

Wat's happeining to ZOO and IDD going down like a rocket

virtually all the shares tipped on this have been terrible that were chosen. Ok, so some were top sliced or sold altogether (at a loss) but the list seems to be savagely beaten up. I've got 2 of those shares that were mentioned so will need to keep for future.

Your share tipping is awful goldfinger

When buying/selling these tiny companies beware that they can drop as quickly as they rise and if you buy at the top you risk short traders hopping on for the ride down. Some of them have good business plans, great ideas and will perhaps turn into great companies one day but if the bigger market falls, these will be hammered. If you're hoping to make a quick buck do your own research and don't complain to the messenger. It was 3 Nov 2003 when Golfinger posted, loads of other companies that were soaring at the time have now collapsed but some of them will be back. Has your research told you which ones?

Which ones scotinvestor?

That's one reason I invest in Ofex although illiquid prices hold up well, investors seem to look at Ofex shares more long term, also many move to more liquid markets which is often when Ofex investors sell hopefully for a large gain & keep some for free, when others are just buying in.

I did do research on companies that i invested in but 1 of them, i was swayed with what gf wrote - one of the gold shares

I noticed someone way back slagging off gf on his share tips and to be aware of him. And I have to agree with this guy.
Why does so many people listen to gf. Its as if he's god.

Because a lot of people live in hope and believe the world is really a nice place!!!

Please read my last post on : Is there a good Tipster
rgds aj

Scotinvestor, playing your silly games once again I see. I note that you have not brought up the last version but the one before, misleading people once again. You should have read the posts going back months were I warned that positions were being closed because of the geopolitical problems. The wise ones on this board know that you are posting under an alias, just how many have you got???????????????????.

I for one made an excelent return on the portfolio and so should the astute investor, and it is not my duty to change your nappy each day. I always remind investors that it is their duty for the timing of their own Buying and selling actions. You could have made a lot of money and if a paticular bad situation arose like the fiddling at JCR and also the profit warning at ZOO I flagged it up and told the story as it was and did not gloss over the cracks,I can accept when I have got it wrong. Pity you didnt take the 418% gain in Caldwell, pity you didnt take the 109% gain in datacash, pity you didnt take a 70% gain in Centurion, pity you didnt takea 50% plus gain in African Eagle and Bema, they were there to be taken alongside countless others. I even encouraged people to sell and take profits although holding myself when the fall took place after.

If you cant stand the heat you know what they say.

GF.

Hi goldfinger,

Why do you tip / stock pick ?

rgds aj

Hi Ajren, because its an hobby really and helps fill in the day as I run my business during the night.

I like to think that I can offer some of the younger less experienced investors a helping hand in what can be a cut throat business. Passing on this experience gives me for one great satisfaction.

I also like the freindships and exchange of ideas aswell that can develop on boards like this, sometimes they can last for years.

cheers GF.

ps, ajren this thread was closed down months ago, and superceeded by a new one.

Hi Goldfinger,

You mentioned you have started a new thread for your stock picks whats the new heading as we do like to follow your comments, imformation and stories. We hold Rab and have profited from many of your other stock picks. We also use TA to comfirm a lot of our decisions both in buying and selling. We would like to thank you very much for your help and we hope you will continue with your imput on this board. Regards Paul and Di.

Hi Paul, when I say it had been superceeded by a new thread it was the thread "goldfingers stock picks for the first half of 2004", but I have also closed that one down due to lack of time and also the fact that I was selling most of the portfolio due to the geopolitical situation we find ourself on this planet at the moment.

I have pledged to keep updating on stocks still held and also add when I find suitable stocks for this kind of market, tne last one being Corac, but I have just gone into Brown and Jackson today, a big gamble on a recovery.

I was at their new warehouse and offices here in Huddersfield last week as I was putting forward a contract to them and I can say I was very pleased with what I saw, modern state of the art warehouse facilities, I also picked up a little on how they are trading but Im not allowed to discuss that.

Anyway nice to have spoken to you I do hope to start a new thread hopefully just before or after xmas this year.

Kind regards to you and Di.

cheers Gf.

gf - sorry to hear that you have closed the thread down as always liked to read it. As for the shall we say the more negative comments the standard IMO & DYOR would apply. If people are looking for free tips and do not make there own mind up well, thats just bad luck. Will keep an eye out after Xmas

Hi goldfinger,,you wrote UTILITIESPLUS that is my buisiness name and website and i think you meant Telecomplus....Anyway nice to see you again..Ive posted T+ results which can be found on my T+ thread,,,hope you enjoy!!!

Mark

Thank you for your reply GF, and Di and I will look forward to your new thread.
Kind Regards. Paul and Di.