Would be interesting to see what other posters think will make it big during 2005. A small explanation of why would be very helpfull aswell.

Ive given mine Deal group Media DGM, go on lets see what yours is?.

cheers Gf.

ESY....please see the thread. simple:

1. strong management
2. consistently delivered
3. announced as the sole supplier of wholesale broadband outside of BT at 2/3 of the price. first contact annnounced within days and more expected in January.
4. cashed up
5. price target 200p by end of 2005
6. was bullish of the staock prior to the wholesale announcement.

PDX, fantastic worldwide potential, probable take out in the long term if they get technology right, which is looking more and more likely, multiple markets to attack, good strong management... etc etc.

proptrade noticed the previous high of nearly 30.00 for this share, have they got rid of previous managment? What would be your target price in a years time? Are you a holder also?

Sorry just noticed your target price, I should pay more attention... Oooops

MDW for the deals that will be signed shortly in USA and China, looking for 50 to 60p next year

MIL - Benificial affects of merger will start to kick in in early 2005 following closure of some offices, loss of personnel etc. SP could return to 100p by mid year. Good report in Sunday Telegraph 19 Dec which I have since binned or would republish
PDX - To reach 4 - you all know why and its only a matter of time.

Back to top for more selections.

I'm with you john50...MDW is looking good for 2005.Preparing itself for the run today



(sorry for using the competitor's chart, but couldn't get a current one up on mAM)

like MDW as well. i know Kirby (he operated on my father). as far as i am concerned he is a leading prostate specialist and fully endorses the product.

ESY - same management but remember the 30 was in the silly-boll**ks days. the fact that they have survived with cash without raising more and are now taking on BT at their own game is what will take this stock higher. 200p is a conservative target and i think they will be at least 125p after their jan trading statement. i think this is a serious aquisition target as well and is in my top 5 for next year (probably in first place because it is not spivvy!).

Many thanks for your comments proptrade will monitor closely...

back to top for more selections, anyone like the look of ARC International by the way ARK.?

another tip is ARX - if orders are forthcoming this company could redefine cargo boxes globally.

AMEC - bid target for the last quarter and may succumg to a US takeover early next year. great price action today, maybe the rumour mill is starting again!

Have a look at CRDA. Been around a long time.Changed in last few years from cyclical commodity chemicals business to better growth areas in speciality compounds used in personal health products. Strong balance sheet. Decent yield. Strong latest trading statement. Been quietly buying in a lot of their own shares since then. Not for short term traders, but imo one to lock away (have personally held for years along with BAG,PZC,LTHM,KIE,HLMA and they share many characteristics). DYOR.

may be i am crazy but I remain faith on PIPEX. Soon or later, the shareprice will take off. For the same reasons as ESY, the company must perform and my target will be 20p at the end of 2005. Very optimistic.

I'll have pace micro techs (pic) a big fall in recent weeks due to problems, but the digital revolution is ready to snowball. Hope pic recovers in 2005 but sure it will by 2006. A good long term investment! 40p at present.

I'll have Flintstone Technology ( which I hold already)at 7.75p. Director buying at 12p last year. It owns 36% of Hardide which will float in 05. It has interests in other fledglings such as a motor for use in India, and only needs one to come to fruition to mint it

ACE - quality of management, and convincing business model.
HMY - well placed to exploit dramatic rise in liquid gas market.
APF - a clever play on selected commodities.
OCN - expectation of (Chinese?) bid for some of its South American port/shipping operations.
NLR - market leader in surging worldwide 'virtual wallet' field.
SBT - may pause awhile, but online poker will kick in big-time by Easter.

I would expect at least a 50% rise from each in 2005, and some to more than double. I hold positions in all of them. Expecting gains in the remaining days of this year with some.

There are some more exotic short-term high risk plays elsewhere, which may produce (or lose) bigger percentages. But for the year as a whole I would go with these six. If i had to name just one, I would say ACE. It is unlikely to be the biggest winner but I consider it a reliable bet.

Great response so far-keep it coming guys we'll all go up together! Sold out of PXC got tired of waiting but still holding SCD and GMC expecting a good year with these.

Back to top for more tips. Come on whats your good one for 2005???????????.

cheers Gf.

Augean (AUG).
This is a shell company which manages businesses in the uk waste sector.
It has just bought 2 companies which make money through storage of hazardous waste. New European Union legislation has dramatically increased the types of waste classed as hazardous, as well as banning land-fill owners from mixing hazardous along with non-hazardous waste. This has reduced the number of UK sites allowed to store hazardous waste from 280 to just 9, of which only 4 are licensed to take the full range. The lack of sites will make cost of hazardous waste storage explode. Augean owns 2 of the 4. They are also trying to corner the market through more acquisitions.

Chorion (COR).
Owns rights for character brands such as Agatha Christie, Noddy.Maigret,Mr Men.
Huge potential when "Make Way for Noddy" cartoons were launched and liked in china this year along with books, toys,videos & dvds.There are 95 million chinese kids under 5!. There was also a recent deal to launch Noddy for the 1st time in the U.S. Noddy is also very popular in france.Italy has taken to Maigret and japan to an animated series based on the Marple & Poirot characters.In the UK revenues are good from TV screenings of Agatha Christie and Poirot.

Slater Investments managed by Mark Slater (Jim Slaters son) announced last week that it now has a 3.38% stake.

This one is a high risk geared play - DCS Group (DCS).

Hit 20 in tech bubble but now 10.5p. Reason for price crash apart from difficult software markets was the flooding of the balance sheet with debt. In recent months, it had a market cap of 2m and net debt of 18m. It looked a basket case on paper.

Underlying this is a solid business. Two sides to it. Auto side - Software for motor dealers and in this it is the leading brand in Europe and plenty of US business too. Second leg is software in transport and logistics, mainly for road hauliers etc.

Now the question of survival. Well, they started on this at the beginning of 2004. In March, they announced they had sold 33% of the Auto business to an American company in the same business, AutoDataNetworks (they are traded OTC on Nasdaq Bulletin Board - see www.autodatanetwork.com) for 6m ($11m) and gave them an option to acquire the other 2/3 for 12m.

Autodatanetworks have already announced that they expect to complete this after November - so any time now basically. This should bring in another 12m to clear debt.

On 3rd December, DCS said they had sold the IP rights in their Auto business software to SAP AG (with Autodatanetwork's blessing) for 7.5m of which DCS get 60% thereby clearing another 2m from debt.

When all this goes through (and the punt relies on it), DCS will have a single business (Transport and Logistics) which is currently in recovery phase and should be profitable this year. Net debt will be down to a manageable 5m or so, which should be fundable as turnover is c.13m for the T&L division and of course the interest bill will be slashed. DCS renegotiated banking facilities until Sept 2005 just after the ADN deal was announced in March 04. I believe they have the full support of their bankers.

Finally, in the last few weeks, Bob Morton's company increased its stake to 9.8% from 6.8%.

Do your research because this is an illiquid tiddler with high risk. I hold a few but not enough to kill me!!!

Current price 10.5p. The MMs will give you mid-price for a shedload if you sell to them. Not easy to buy many at offer.

I must say i am very impressed by this thread, excellent research by individuals... Very happy to digest all this information ready for investment next year (maybe) many thanks to one and all, Merry Christmas...

Best performer for 2005 PET

Worst = PET

Depends how often news is leaked and thought genuine!

MDW, RTD, PPR, PXC, DGM, DATA, ECK, IDD

All to double. DYOR!!!

i am hoping that SPS also pic will at least double by the end of 2005///

I have just picked up some Envesta telecom EVS--narrowing losses and heavy investment in VOIP voice over internet phone calls which is said to be the next boom thing. cheap phonecalls via your computer sounds good to me.

zscrooge and bristlelad. "A small explanation of why would be very helpfull aswell" says Mr Goldfinger ;)

voip - coice over internet protocol. used it is jakarta in 2000 when living here and it is yet to catch on here. i agree moneyplus that it will boom. thx for the name, will check it out.

really enjoying this thread GF.

Back to top, come on guys we need more.

GF.

Hope everyone bought their ACE early (see post 18)(and see ACE thread). Roaring along it is. This period (mid-Dec to early Jan) is very often my most profitable 3 weeks of the year, and it's proving to be so again. Those who wait for the start of the year to buy into their 2005 stocks are missing a treat. (And next trading year doesn't start till Jan 4 this time)

jzl

Heres a couple from me:

RTD - good growth stock, 2 sides to the business 1 a fuel card business in Australia which is a cash cow which has been helped by high oil prices, the other, the exciting bit is anti fraud software in the card not present area (ie phone/internet transactions). This is a huge growth area with more and more retail being conducted on the internet and with chip n pin introduction, the fraudsters are having to target new areas, hence the online retailers need more protection - the list of blue chip clients is astonishing for a small company. The stock had been held back due to a patent dispute though this appears to have disappeared for now. The share price has had very good growth recently but still has a long way to go imo. The forward pe is still low for such a growth company and for the second year running they have announced that results are materially ahead of expectations. An update of these results is expected first week in jan with results out in March. In addition, they are likely to enter the TM100 in the first week of Jan when Warner Chilcott delist (having been taken over) which should lead to tracker funds buying in. in recent weeks Goldman Sachs have bought 4.1% of the company and appear to still be buying.



I hold these and have done for approx 18 mths



SKP - the perennial jam tomorrow pharma company, except that 2005 should be the year we see the jam. They are a company which both develops its own drugs but more importantly develops delivery systems for other drugs, usually to extend their life once the patent expires (ie Paxil CR) as well as owning part of Astralis. They have disappointed on news many times in the last 5 years though the pipeline is very strong. The expected newsflow currently is for several large announcements, the include; UK approval for DepoDur (already launched in US), Foradil FDA approval, Cardiovascular First Horizon FDA approval, Pulmonary deal (Worth approximately $200 million). The last of these, the pulmonary deal is the biggest, and has been delayed already by 12 months but SKP have a habit of announcing big deals prior to year end. There appears to have been some large buying recently including fidelity increasing their stake to nearly 20% in the company. The full year results for this year are likely to be disappointing if the puilmonary deal milestones are not included which looks unlikely now, but the forward prospects are very bright.

Having held both these shares I vote PDX a rise for me of 187% in 2004.Technology Man will win big in 2005!
Also DES, a rise of over 300% in 2004. Black gold. The whole world needs it!!!!!

What about a prize (say free upgrade to Level 2 or Shares Mag) for best % result in 2005 -= with a closing date of Fri 7 Jan 05 for entries. Each entry to include 3 stocks and the result based on the average rise of the 3.

Oak

MAM tend to runa stockpicker of the year comp - Bully I assume there will be another one this yr

check out Emerald Energy (EEN) now producing 2500BPD they reached 280p (2.8p) when at 1700BPD could get to 10,000 BPD by end of 2005 and oil price expected to saty above $40 when results come out they being tipped by teather and evolution to have EPS of 9p in 2005 on a multiple of less than 15 ? also plenty of cash in the bank and plenty of exploation projects on the go even move into russia with ex russian minister major sharehold and good management expect this to at least double in 2005

Kenmare Resources (KMR) will double in value to 35-40 pence by end 2005 - two reasons:-

1. Titanium prices are set to go through the roof especially in the US where aerospace and industrial applications have recovered apace of demand and prices are following in line. Similarly, scrap shortages and strengthening demand resulted in rapidly rising prices for ferrotitanium in the first half of 2004, from around $4/kg in August 2003 to over $11/kg.

2. KMR are superbly well positioned to take full advantage of the global shortage vs demand and rapidly rising prices in Titanium and KMR will become a scale industrial level supplier with the Moma project coming on line in Mozambique next year. The project is fully backed by the Mozambique Government and well on track.

Let's do a little maths lesson here 650 tonnes (Moma capacity)= 650 million kilograms at even (let's be conservative) $5 per Kilogram = $3.25 Billion annual revenue on titanium from Moma by 2006. If it hits $10 which is feasible then the number doubles...even after the Mozambique and finance sharing this equates into an absolutely HUGE revenue stream based on PROVEN reserves.

Neteller and NCC Group (recently listed on AIM - figs out in January) to double over the year. JII (Indian Investment Trust) to return a low risk 50%. Biofuels and STAR look interesting. Buy Silver (probably via a covered warrant). Oil prices will not fall as much as everyone expects, infact could be higher in 12 months time so oil (and mining)stocks still look good. DYOR.

rgrds to all
gk

Fund/Oak:We are launching something towards the end of Jan 2005 which will be very interesting, potentially lucrative for the winner(s) and fun. More another day!!

Putting my oar in. I think 2 shares still in the glare of other threads are going to do well over the next few months and year. BPRG good technology with great ponential and huge spin offs. Price collapsed from 159p February last year, although during that period there has been some large institutional buying. One of the problem leading to price drop due to shorting in on a German exchange. I cannot see any important fundamental reasons for the price drop. There is a slight upturn in buys to sells but volumes are not good enough at the moment. I think one to keep ones eye on. The recovery will be quick when it comes. (This is one of my largest holdings).
I also think that SEO will take off. I have only a small holding of these at the moment. (Can't have everthing one wants.) But the potential here is great and if cost of packaging is low as thought and they have licensed deals with the major supermarkets the earnings are going to be collossal.

Wish they could get their legal spat over completely.

The main problems with BPRG for the market will be getting a little stability in the price of the company rather that its fundamentals.

I set up a phantasy portfolio on 20/11/2004 from data mining looking at 10 fast growing with reasonable yielding shares. Total portfolio cost 10000 and so far has a yield of 2.7% without dividends but having taken the cost of dealing and stamp duty out of the original 10K. These shares were pickd because of fndamental rate of changes. Will suppply a little more information if wished and update in another month.

Happy XMAS and happy and prosperous New Year To Everybody.

PS.
Would it be of any interest to start a thread on Mistakes made in 200 and things learn't to be repeated or not repeated. (The mistakes referred to, have to be with with trading or investing not life's other little problems.)

My two to watch: OMH L/Agreement with LGC 13/12/2004, Aquisitions in 2004, Is 2005 the year to finally take off?

NWG Small northern Utility, Good H1 profits, Kelda rumours of buy, but small enough to interest some of the other companies?

BPG , Business Post Group - could be one of the big winners from this years Christmas shopping boom via the internet.

The Royal Mail have delivered almost 40% more parcels this Christmas compared to last and it is likely that BPG will show a similar surge in deliveries.

Back to top.

PDX - Pursuit Dynamics.

Full marketing of their PDX processing unit has commenced, and Coca Cola have installed a unit on their production line.

The PDX steam powered processing unit can be utilised in a number of different functions, and early adoption seems likely in fire suppression (firemist) , Brewing, food processing, and the paper and pulp industries.

I suggest viewing the company website, or the MAM thread, both links are pasted below.


http://www.pursuitdynamics.com/

http://www.moneyam.com/InvestorsRoom/ShowPostList?fID=1&tID=1097

Hey Andy only one go permitted. LOL.

happy xmas cheers GF.

GF,

PDX for me then please.

I have edited above post.

Thanks, and a Merry Xmas to you too!

It might be interesting to create a dummy portfolio to track all these through the course of next year.

Good idea I thought I'd keep an eye on them but can't afford to buy them all !

TAD

must have traded them at least 100 times in the last 10 years and believe it or not im in profit.

their shares are like lottery tickets.........full of promise but never a return......MAYBE next year........SIGH ( or 2006 or 2007 or.............)

happy new year to all

I'm with Andy on PDX, groundbreaking technology.

OMH the potential of this one is hugh especially with the massive increase in sexually trans infections, more and more faster diagnosis are needed why wait 10days for results when OMH can give you them in minutes

EZJ... like the management's ability to take tough decisions - less emotional than RYA - and think the fall in the share price back in May was overdone. MA chart is looking interesting.Reckon this one could bounce back in 2005.

Two posts on this thread have made mention of companies in the VoIP markets which I have been taking due diligence in researching into and following the rapid growth developments.

One that maybe of interest to fellow investors is Pipex as they have recently announced the introduction of VoIP services to their large and small businesses and is also to be made available to their private retail customers early in 2005 of which now total to 400,000 and rising.

Another company that maybe of interest is TWR Tower Plc. Although there has recently been a thisismoney.com article and multi BB poster Andy deramping this stock regarding an FSA warning of the high pressure 'Boiler room' salesmen tactics of Parker Rowe this ought to be viewed as tripe as this has actually got very little to do with the company itself apart from the fact it has caused some inexperienced investors to be spooked to sell and the SP to fall. However, the board of TWR is taking the company's growth in the direction of VoIP and is worth some DYOR as TWR is now heavily involved in the company Maskina who in turn has acquired Transcom Communications. Both Maskina & Transcom are VoIP service providers. Transcom have been experiencing consistent 50% pa growth in turnover since 1998 and with this company being acquired by Maskina their end of year accounts is expected to show a turnover of approx $38million. TWR has an 'option' to acquire 100% of Maskina that will constitute a reverse takeover under AIM rules if excersized by July 2005 when the option expires.

Interestingly, moneyplus has picked Envesta Telecom Plc as his choice and this is a company that has past links with Stephen Dean who has previously headed EVS and other companies and reverse merger/takeovers such as CRB - Cater Barnard, New Opportuninties Investment Trust, ART - Artisan, LUP - Lupus Capital, TCH - Techcreation and is currently head of GFF - Griffin Plc who manages TWR.

For 2005, have a look at SIG (Epic SHI) maker of roof insulation. With new "green" enviromental legislation coming in next year (2005) SIG is fully up to speed in providing approved products for the building trade across Europe. Been in since September and have seen rise of 10% a month every month. Nothing dramatic, but steady rise. 10% every month compounded gives much more than doubling in a year. A cold winter, high fuel costs, and new regs, with European distribution in place - got to be a winner.

Despite aim to keep it at one share it does make some sense to differentiate those which have a cap of #100m or more and those which are in the penny share category with cap of probably less than #10m. Much easier for the latter to have a multiple increase, as ASC this year; there is still a lot to go for in the former category this year.

In first category, I go for AZM. Quiet year this year having touched 220p on the Japanese deal for licensing their obesity drug in 2003. I feel that a worldwide deal is likely this year and the price will at least double.

In the second, I go for CFP. At rock bottom with a profit warning because several AIM deals have not seen the light of day. If deals go their way, the profit potential is very significant. 10 times multiple is not out of the question.

Eric

Legins , do you follow all the Parker Rowe pushed crap ?

Is your tip Tower PLC their next offering ?

You have also failed to list the many disasters of Stephen Dean.

Regards

PS Good luck to anyone who deals with that lot , you'll need it.

I like ACE and NLR which have already been mentioned, but if you prefer boring have a look at NRG. Results end of January should show eps of at least 17p, cash pile growing, good dividend and trading buoyant.

Still at a discount to the sector despite recent rise. An overlooked gem imo.

capa

I agree with Pete Adams AUGEAN looks good they also have a top class management team experienced in this field

Tips/Hopes for 2005,

SEO, technology wanted and needed by packaging market. Potential market worth 1 per share, even low strike rate should push sp along and Asda are closest with trials, if successful, Tesco/Sainsburys etc. Also other strings to the bow.
IDS, had good strong run recently but more to come, products aimed at general public on Sky/Telewest/and Freeview, costs uner control and buying power improving all lead by decent man at the top.
MMG, speculative but have very good potential with a variety of cancer/HIV treatments that are patented. As they move into clinical trials any early signs of success will hopefully see this move, especially as some of the big guns, Glaxo/Astrazeneca could do with some new products right now and might start showing an interest.

This was my first year, plenty of mistakes to learn from but also some success.
Good luck to everyone in 2005.

With internet purchases growing and the facts that credit card purchasing is outstripping cash then RTD has to be the stock of 2005.

LEGINS,

Cut out the personal stuff!

Please read the Mail on Sunday article, nothing to do wih me, I'm just quoting it to warn anyone that may not know that Parker Rowe are not authorised to offer shares via cold calling telephone calls, and are in fact on the FSA banned list.

To suggest that my posts have "spooked" holders out of these shares is ridiculous, and you know it. The fact of the matter is that shares offered by 'boiler room' type operations have a very poor performance record, as PSH have just shown, please check the chart.

You seem to follow the Parker Rowe recommendations, do you have a connection to them by any chance?

Top Tip 2005: Hampson(HAMP). Clicking on its name gives one of many good reasons why this may be a star choice this year (that was a year ago) and why the chart is showing a breakout already under way following test flights this week. And if it gets pulled back I shall grab me some more.

Predateur

I think Centurian ( CUC ) will do well this year. There has been a huge share overhang of holding by the estate of the former Chairman killed in a road accident in January 2004. This was cleared in December by sale to Unicorn Asset Management at 88p, now around 115p.
The company is the UK market leader for in-car audio visual entertainment with contracts with Toyota and KIA and a widespread retail customer base.
The year to 30/09/04 showed turnover up 152%, profit up 81%.
Declare small holding. One to watch, but DYOR.

Very long on PPR.sp can continue sideways as long as it likes but eventually go north.Record order book,good products and profits will see to that.Company upbeat,Brokers note,update following visit to factory,re-rating all on the cards and safe bet for 2005.Resistance @ 8p & breakout when it comes close & hold above @ 8.5p.Holding from 4.4p.imho.DYOR.

lex1000 - 10 Jan'05 - 15:24 - 2358 of 2374 edit advfn


Added a few more.IC confirms consensus and RHPS buy limit of 8p.Worth investment at share price.For the moment trading sideways until news mms making a market.Keeping quiet waiting news or further debate.R=8p Br=8.5p.shush!

edit:end of day "T" trade 100K buy @ 7.5p.
11/01/2005 "M" 100K buy @ 7.5p and would say another large buy before close 250K "T" @ 7.5p.Late trade showing up after close 100K @ 7.75p

ttt & post number 64.

barnetpeter - 13 Jan'05 - 20:14 - 2369 of 2375 advfn


Here we go ...

Friday's FT - dont be caught light of PPR.

"Pentagon Protection firmed 1.7 per cent to 7.6p amid rumours that the provider of security film to for overlaying glass windows was is set to win a large contact with a multinational".
lex1000 - 13 Jan'05 - 21:53 - 2374 of 2374 edit advfn

Barnetpeter, thanks a million.Pleased added to holdings.Explains recent large buys.See below.Shush!!
R=8p
Br=8.5p
Charts looking good.

Andy , ignore Legins.

He carries on and I'll start posting the names of their salesmen at Parker Rowe and start a thread dedicated to how useless they are.

Regards

Dil,

Cheers!

MDW,Mediwatch-been following them for about a year and they appear to have good products and very good potential for this year-dyor as always.

Both MDW and PPR up today.PPR total turnover last year 3.3m.Quoted projects near to 3m and order book of 1.3m.Analyst meetings and news of contracts presumably confirmation from quoted projects and order book increasing.Probably on course for 5m this year and margins.Prospects of year on year organic growth is why PPR in long term portfolio.

Caplay (CLY) in addition to my favourite of all time Mid-States (MST) - enough of which you can read on that thread.

As far as CLY is concerned it has been a bombed out company used as a target for some big names to build positions at or around the 9p mark. It is currently 3.25 mid after a bit of a surge at the end of last week. The reason is that CLY is a vehicle being used to support a revolutionary new trading mechanism - PETS. On Friday they announced that a US OTC (Over The Counter) traded company has built a stake in the PETS privately owned company such that it now has to bid for the company outright.

As CLY have provided 1m worth of loans for the PETS system to be developed they have more than just a loan agreement to be repaid - they have options on any equity to be issued for its further development.

On Monday CLY have scheduled an AGM and ............