But please give me yours!

Thought I would get in early for 2006 - as I'm sure there will be a few similar posts. Sorry to have missed the London lunch (and for being so quiet this year). Did anyone get in the vintage Krug. If they did, I want their tip for 2006 (since they obviously know a thing or two).

IMHO the mining and oil stocks will continue to dominate the equity markets in 2006. For miners I like the look of BHP at the top end and Griffin, Tanzanite one, Golden Prospect and Galahad at the smaller end. For oils I am sticking with Burren and Dana (med caps) and Victoria, Emerald and Oilexco at the smaller end.

Internationally I go South America and India.

But I think 2006 may not be great for equities and I think the real action will be in commodities. Gold, silver, lead, zinc, palladium and the agriculturals are looking interesting too - sugar, oats - maybe even wheat, and soyabean (been reading Jim Rogers lately)! Never a finer time to open a spreadbetting account and get in on the action IMHO.

If the US hits recession I am ready to short everything that moves.

Have a great 2006 everybody - i'll be at the London lunch next year - thats a threat!

Gf - what do you reckon to a bounce-back in DGM!!

Cheers
gk

Gallick,

Well I certainly agree that commodities and oil related stocks will be winners in 2006.

My picks are;

Sterling Energy - SEY

Oxus Gold - OXS

Firestone Diamonds - FDI

Good calls Andy.

Am a bit surpised that SEY hasn't broken out. Perhaps it's the Gulf coast/ hurricane thing that put's off investors. Mind you it's a long time till the hurricane season again.
Have Oxus recovered from that political scene regarding ownership of the Russian mine. FDI looks good re diamond situation (lack of).

regards
gk

Harrier (HRR)

Harrier (HRR) and Harrier (HRR)

Short Harrier (HRR)

:-)

COST - Don't expect immediate fireworks but could do well over a 12-month period

GME, SER, SCO...

Over the long term (6-12 months) Corus (cs.) 59p, national grid (ng.)544p and morrisons (mrw) 182p. Reasonably safe, growth, good divis at NG and hopefully improving divis at mrw and return to divis at CS. It's a winner team. Dont say i didnt tell ya but as always DYOR. I will be back to say i told you so.

A riskier play Alizyme (azm) 136p.

My present list of Winners for 2006 are the following :-


































Oh dammit I have just dropped my portfolio. Back in a few minutes.














{8-)

DMR at 0.28 pence......3-4 pence minimum target price over 2006.

See DMR thread.

Any prizes on offer ???

PRM,
MDW
AMS
Looking to double from here.
:-)

PCI have the rig booked for april 2006. KMR mine to open in 2006

Try GGG - Central China Goldfields

>>kivver

Agree with you about Corus after the write-up in Shares mag last week. Infact today they have them as one of their 15 "hotstoxs". Alizyme and Victoria O&G are in there too.

rgrds
gk

Cheers Gallick - suprised today, they signed a big contract and the price went down!

Suprise article in tomorrows IC.

Buy recomendation....may entice some in Friday and early next week.

Not sure when this was written as it has the share price at 1.5p


16 December 2005

NEWMARK SECURITY (NWT)



Newmark reported "healthy" orders a year ago, and they, plus the acquisition of CMP - a supplier of time and attendance hardware - boosted 2004-05 sales. But the latest results were disappointing due to losses from two businesses set up to sell electromagnetic locking systems and architectural ironmongery. Their discontinued losses shaved 734,000 off profits. However, 2005-06 figures should be better, particularly in the second half. Note that year-end cash balances are earmarked for CMP's deferred consideration of 1.2m, and a maximum payout of 3.5m for Grosvenor software in October 2007.

Ord price: 1.5p Market value: 5.43m
Touch: 1.4-1.6p 12-month High: 2.7p Low: 1.3p
Dividend yield: nil PE ratio: na
Net asset value: 1p Net cash: 1.51m


Year to Turnover Pre-tax Earnings Dividend
30 Apr (m) profit (000) per share (p) per share (p)
2004 10.58 -1,871 -1.00 nil
2005 13.63 39 -0.02 nil
Market makers: 5
Traded on Aim
Last IC view: 14 Jan 2005, page 66



The shares don't expect much of a profit recovery, but might be surprised. Buy.

My recommendations are;

IDN
RGM
TPA

Mine are

GFM
SER
SEO
RNSM
AMU - 2005 beating but should recover
PTS
ROC - 2005 60% rise, no debt, great prospects
MWA - Watchlist

For some fun I would say, based on obtaining a good rise over the year, and not wanting a long list, just 5 for fun ;

ACHL - Price is just too low based on earnings and planned div.
LEAD - Price is too low based on fantastic profit and earnings growth.
EKA - When they start producing and selling Molybdenum in Q1 06, watch for a rerating.
UNG - Return to full year profits at prelims, then watch for strong growth in H1 06.
TAG - For an oil play, one drill one hit, over 10 new drills for 06, commerical oil production coming soon from 3X and Belize Block 19 as the blue sky fun.

Will be fun to come back and see the changes from now to Dec 2006 in everyones picks.

GFM, EEL, KMR,CEY, KYS, ZOX and JKX.

Primary - MIO, GLA, DES, VOG and TGN
Secondary - CASH, AZM, ULT and PTI

P-P-P-pick up a miner!
:>)

Forgot to add BLR as well. :-)

Wales for another Grand Slam ....

Posted 11th of Dec - some are already moving nicely in the right direction.

''Over the long term (6-12 months) Corus (cs.) 59p, national grid (ng.)544p and morrisons (mrw) 182p. Reasonably safe, growth, good divis at NG and hopefully improving divis at mrw and return to divis at CS. It's a winner team. Dont say i didnt tell ya but as always DYOR. I will be back to say i told you so.''

ng. 544 - 570, mrw 182 - 190, cs 59 - 58 *risky play azm 129.

Would be nice if posters kept up us all up to date with their tips, good and bad. Experience tells me there could be some big winners on this thread in 2006. Good luck everybody.

COH, BPRG & SEO are ones to keep an eye on too, COH especially they have money to invest and ready to expand.

WRN for some action in January/early Feb.
CHP ditto and possibly through to the autumn
GFM for the first half of 2006

,,,,,,,2006 -Will be remembered not dissimilar to last year - OIL !!! OIL ,!! ..Oil , !!! OIL !! !! or GAS !! GAS !!! GAS !! .lt will plague the Bush /Cheyne administration until the bitter end . And sadder still its price could endanger jobs everywhere and destabalize many fledgeling democracies.The ultra conservative mag, Forbes, of course saw this as a real money maker and told all its members so .. . .Matt Simmons whose investment house has billions under funds has no illusions about oil @ $100 p/bl and futher more margins may reach 50%. Analyists at Goldman Sachs discreetly agreed. Whispers at planned secret meetings at JP Morgan reg the concept of "Peak Oil " started to be taken seriously . Now it is a trueism ! . The Federal reserves fiscal policy under Mr G is identical to Mr B ; and thier answer is juste print the money and protect all highly yielding acreage with the millitary .And in doing so keep alive the rest of the economy .What else can they do ? .With an absurd $700 trillion trading debit upon whose annual interest alone they have renaged on more than one occassion there is little left to do . Remeber oil is a finite variable . Now while China and lndia are content buying T Bonds all is fine in the house of cards called the USA. But as we can all see things bode badly geopolitically . And now lran, and Syria with a number of other Oil Nats within Opec want want paying for their oil in a basket of currencies with the $ constututing a mere percentage .The mighty petrodollars is on a heart machine . . But that is a totally different story . ....2006 will be a year of aquisitions on behalf of "Big Oil " with bulging coffers out for any impressive producing tiddlers who have done all the hard work but for which they are handsomely rewarded -does wonders to beef up thier production figures to tell many of their "nice but dim " shareholders . and access to new acreage . 2006 - year for the commissioning of a new class of refineries capable of dealing with heavy sulphur bitumin like oxy hydrocarbon deposits- like those found in Alberta and the Latin Americas .A year for companies actively involved in the manufacture new platforms especially designed as mooring / production vessels for deepwater exploration (as West African platforms illustrate )... Basically the entire OIL services industry will prosper ... ... 2006 will be a year for both junior expos/prods merging and consolidating to avoid outright aquistion and synergies in the bidding war that will ultimately break out for RIGS ! during "the driving season " when use is high in the USA ,,,,,,,,The rotary count was 86% in 2004/5 . Now it is so tight that ANY disruption would be felt everywhere. Bottlenecks exist as a result of divestment over 30 years -both up and downstream .2006 shall be a year for those who build rigs what with the last rotary count running at almost 97.2 % % capacity ; but really 100% after the gulf hurricanes whose damage was played right down at the time . l think we shall see absolutely enormous mind boggling j/vs between countries and consortiums alike. All with massive millitary protection and private armies . Perhaps a year of more resource wars ? Azeris and Armenians are reckoned to have as much oil as perhaps lran . Much of which is in the Pankisi gorge - a hotbed of turbulence ,hostility and ethnic unrest . Armed groups roam this hinterland of savagery,,, Anarchy prevails . America has made its move in buiding new bases in Rumania, Bulgaria and Georgia to ensure smooth running of Caspian oil Even Kuwait has invited Western Expos to investigate leads in other parts of the country away from their two main producing fields not disimilar in size to the biggest in the world at Gwawar in S/Arabia .They are OLD and TIRED and been subject to water injection and bottle brush drilling ",,,,, Cheap oil is GONE forever ! .Half of the IPOS joining OFEX or Aim in the past 12 months are either oil juniors or mining concerns; and for good reason as we are entering the second stage of a secular bull market in commodoties for a catalogue of reasons you all know .This is something we have never seen since the rebuilding of Europe after World War 11 . But a barrel of black gold then was no more than a mere couple of dollars in 1945/6 ,,,. Texas , Louisianna, and those States on the Mexican gulf coast USA was utterly awash with it ? For millions of years hydrocarbon sat in abundancet under anoxic/ euxinic conditions in formation ---and a mere 50 years for those barbarians to squander it. ........OIL !!! OIL , oil !!! Thats were all the clever money will be . What with with hydrogen powered cellular still not cost effective ( but rapidly coming down ) but not anticipated on market until 2015 and a distinct lack of "REAL" interest among the boys at " Big Oil " for hydro or biomass we are left to think that officail policy of most govts is to find that oil and gas that remains, use it prudentally, and coupled ,with the alternative energy forms it should see us into the ushering of the Hydrogen age ......But as for 2006 ? Why tinker about with the window wipers when the engine is the problem ,? . Oil ! l defy any chartist to tell you otherwise ... lts a nap !!.,,,,,,,,,,,,,No sector offers the returns as does the Oil and mining sector . And about time !! ,,,,,,,,,,,,The busiess of LNG is looking bright ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,Also i see a bright future in the mining for a vast host of hard commodoties esp zinc , gold, silver,molys ,and chromites and to an almost similar degree,- copper, cobalt and nickel .....South Africa De Beers reports a lack of true quality gems ...........................Anyway my choice ? Gazpom, *** EEL**** , GFM ***, , JKX ,*** M&P 6% ( Maurel and Prom ) ** CNM***, CEY ****,CSP **, ,BUR *** ,KMR **** ,FDI ***,, DGO, HDYS ,**** CSP ***,AFE **** ,HGM ***TLW ***, ,,,,,,,,,,,,,,,,,,,,PDL ,HIF,LUP,MANA are tiddlers i expect to do well.. ...Commodoties without a doubt for 2006 . Soft commodoties especially.-Sugar ,Coffe, Soya , ,,,,,,A prosperous new year to you all ,,,@+ J

TFC, I generally find your inputs to the board interesting while not always agreeing with you.

But will you do an old man a favour for the coming year, format your prose.

Just leaving a empty line between your ideas would be a help.

Bonne ann.

And you can read the last line as you wish.

Agree with you Fred--very hard to concentrate especially after a glass or two!
FC-slow down!

I would go with the commodities theme, for my oil tiddler its TAG, for miners its EKA and TMC to come good on their production. At the Q2 stage of 2006 I am sure I will be adding a few more commodities stocks to my lists.

I also think that 2006 could be a good year for the AIM market, in general esp if you take out oil/gas plays, it had a very mixed year in 2005, and is due a good year, whereas last year was good on the 250, so probably the FTSE250 will have a bad year. Is 2006 going to be a great year for AIM stocks ? I think it might be.

So some of you really can be bothered to read TFC's humungus sized posts. it probably is very informative but how come the rest us can say what we to say in a much shorter post. dont mean to be rude but personally i cant be bothered to read them.

Kivver,

" personally i cant be bothered to read them " Thats your lost.

" how come the rest us can say what we to say in a much shorter post "
No imagination.

TFC

totally a ROTFFLMFAO.

TFC

No VOG on your list ?

Bets for coming year

RTD, PDC, CSN, AMT (Last two good Yields ++ and potential growth)

VED, CHG, KGN, AHT, VLK, WLF, HHR,VAN. Strong results, growth rates and trends

Riskier Bets with larger than sensible stakes: SEO, AZM, BPRG, MDW

Risky but small stakes only EOP, NMT, CRX, VER, DGP (the last must come good sometime)

Thats brilliant fred going to put all those on my watch list, and you manged to do it all in 4 sentences. But i suppose some of us have got other things to do like use our imaginations with our partners, families and friends other than sit there writing out massive posts.

Easy money over the next 3 months - BBC
Big potential with fairly low risk, comparitively - SEO
Silly gambles - PCM and YOO

Alan too, cheers, you could use your imagination a write a page full on these according oldwick.

mine for 06 ,gwp, ser,seo,teg,Vog,dgo,sbe,sym,hnr,sey,gtl,txo at this low,gme liVe in hope,com, good security systems play.pxs could take off if product sell well,lloy is always a nice safe bet,nop,could push oVer 100p .also holding,msq,een,pre,fto,gmc,alk,rom,pmc,eme,mil,hyr,teo,epo,neb,these last set are keeping me waiting but they should all go up some time.

croma group is who i ment for security systems play, com ,is wrong .

Sold WLF yesterday although to-day there isa buy out from City Group with target price of 416p, Where they derive that figure from with its forecasts I don't know.

I agree the trend is your friend until IT ENDS. I still feel a little to jumpy about this share and think there will be a slight correction after its recent soaring price.

In the meanwhile replaced it with Amlin.

Did I mention CSB?
Watch this space for their next deals to make them shoot.
Alan

Oil Oil Oil
Politics politics politics
If it all comes together in North Korea then the star of the year has to be

AMINEX (AEX)

Big fat yield with the potential of being taken over then it has to be

LLOYDSTSB (LLOY)

World Cup 2006 so gambling will continue to boom therefore it has to be

SPORTINGBET (SBT)

Have a happy New Year (and a bloody prosperous one too !!)

OSMETECH (OMH) Have now got everything in place, new products on sale Q1 this year. I hope to see +50% by June 06 +100% by Dec 06

OIP just on the basis of its 40% Vialogy holding

Nobody mentions the star of 2005--Neteller! IMO this one has only just started it's run up for 2006 as the city boys I chat to think it has stengthened its prospects a lot with the acquisition of Nettbanx and holders only have to wait for the figures to light the blue touch paper! I'm holding and wish I could afford a few more!!

Hi MP
Good to see a few of us are still aboard Neteller NLR 7.69
been a bit dull for the last couple of months but seems
to be building for the next run, i
still believe it will be among the
stars again this year
all the best
HUSTLER
ps
for a pure punt take a look at Desire Pet, DES 33.25p
if they get hold of a rig upside could be massive.

cheers Hustler will check it over.

Anyone follow my tip of COH, not bad for January so far...

ng. 544 - 571.5 +5%, mrw 182 - 194.5 +7%, cs. 59 - 63.25 +7% *risky play azm 129-134.25 +4% a slow but steady start any other updates??????????

Sropped out of VED for 20% gain over 4/52

Think it was probably wrong to sell think there is more in this share. May go back.

NLR approaching it's high--trading update next week I think.

VED dropped on Friday and again to-day early on about 6% down, Partially due to market drop and partially due to statement of financing future development. I think over done re-bought early this am about 994p. Expect it to wander a little before returning to Trend up.

I have a better tip

TFC, watch the TV tonight, Trafficmaster all over it with trevor mcdonald on avoiding congestion ;-)

May be. But check the news and accounts for the last ten years and see how many times it has promised or just look at its graphs.

Just had a look at the charts. Better than I thought. I did make a fair bit on TFC before selling at about 500p. But has only showed a profit about 3 years in in 14. When it shows a profit it will be interesting again.

BGF and GFM are both miners on my portfolio. Anyone else hold these or maybe have sold now?

starting price when tipped - price now - percentage rise or fall
ng.......................... 544 - 584 +7.2%,
mrw........................ 182 - 190 +5%,
cs.......................... 59 - 73.75 +23%

*risky play
azm........................ 129-146.25 +13.2%
looking good so far. any other updates???????????

WRN 20.5p then, now 22.5p (sales of properties imminent making good cash shell.)

CHP 6.9p then, now 12.1p (action has only just started here, awaiting news Feb.)

GFM 67.5p then, now 62.25p (zinc price has strengthened considerably so no reason for the weakening other than boredom/better opportunities elsewhere; this will recover well when the company feels like giving more info.)

Not much movement on any of my tips except the one I put as a sily gamble.
PCM up 100% since I put it on here.
Was 0.07p now 0.14p.
The rest will come.
Alan

Date of first price = 31/12/2005
Date of second price = 21/2/2006

This has been good for discipline.

Sold out Vedanta and re-bought gaining 50 shares.
Sold out WLF far too early and bought AML.
Sold VAN at about 580 and bought more rtd at about 150p
RTD, 134 150.75 +13%
PDC, 68.5 68 -0.7%
CSN, 155 168 +7.3%
AMT 154 200 +32%

VED, 871 1040.5 +20%
CHG, 736 1066.5 +44%
KGN, 9240 1120 +17%
AHT, 182 205 +13.5
VLK, 41.5 49.75 +21%
WLF, 339 383 +15%
HHR, 344 381.25 +10%
VAN. 502 572 +15%

Riskier Bets with larger than sensible stakes:
SEO, 14.5 14.75 +0%
AZM, 125 156 +23%
BPRG, 58 49.25 -14.5%
MDW 12.8 10.5 -19%

Risky but small stakes only
EOP, 42.3 42.75 +1%
NMT, 56 58 +3.5%
CRX, 8 8 0
VER, 61.2 77.5 27%
DGP 14.25 13.75 -2% (the last must come good sometime)


Expectation is that the majority will continue growth for next month or two and that RTD and SEO and probably BPRG will spurt ahead.

Hope is a wonderful emotion!

one of my tips morrison (mrw) has started to move quite well today, i expect much better after the next set of results which include the last of the safeway takeover.

starting price when tipped - price now - percentage rise or fall
ng.......................... 544 - 616P...........+13%
mrw........................ 182 - 211.5P.........+16%
cs.......................... 59 - 71P..............+20%

*risky play
azm........................ 129- 162..............+25%

Only 2 months in and not doing bad, a lot more to go imoh

Sold Vedanta for 1032 on 19/1/2006 rebought at 995p sold at 1116 3/3/06 at 1116p overall about 12% since 16/12/2006. Still think there is more in Vedanta. Perhaps later again.

Stopped out of AZM yesterday. Out with a 20% profit, there may be more in AZM yet but I am glad to get out with a profit, which for a while I didn't think I was going to get.

Bought more AHT and Chemring on the slight drop.

I think VLK is going to move again on the following.

"Vislink says current sales and orders significantly ahead of last year
AFX


LONDON (AFX) - Vislink PLC said it has made a strong start to the current year with sales and orders significantly ahead of last year.

The company, which supplies microwave radio and satellite transmission products, said it has won significant contracts including contracts worth 11.2 mln stg at MRC, its US business, while its UK satellite communications business has won a 1 mln stg order in Asia.

Vislink said it will announce 2005 preliminary results on March 29, 2006.

newsdesk@afxnews.com

ks

Also bought some Autologic (ALG) this I think is risky but although the charts and the stars are doubtful I think there is a glimmer of light based on projected future earnings etc. and also the following may give SP a boost. It is a gamble at the moment.

Autologic to offload French subsidiary
Date: Monday 06 Mar 2006
LONDON (ShareCast) - Transport firm Autologic travelled higher today after agreeing the sale of its subsidiary Walon France to existing members of the businesses management team for an in initial 8.2m.

The group will receive 6.8m in cash on completion and 1.4m in cash by 31 December 2006. A further 5.5m cash is payable no later than the sixth anniversary of completion, with additional payment dependent on future performance.

Autologic, which acquired Walon France as part of the acquisition of the Axial Group in May 2001, said the sale was prompted by particularly challenging trading conditions in the French finished vehicle logistics market.

Chairman John Merry said, By selling the business to some of the management team, and continuing to keep a strong relationship with them, our view is that the business, its customers and employees will be better served.

Sold about half my holdings in RTD. (some bought at about 5p) Very Good Profit but annoyed at myself being to greedy. Should have sold much higher and moved on. (Big Head)

Bought More Verdanta (VED) and another tranche of Amlin.

Living in hope.


PS

I still don't know better than the market.

.

Bought these yesterday and to-day.

Good Fundamentals and TA. Expect a positive return.

starting price when tipped - price now - percentage rise or fall
ng.......................... 544 - 601.5P...........+11.5%
mrw........................ 182 - 213.25P.........+17.5%
cs.......................... 59 - 78.5P..............+20%

*risky play
azm........................ 129- 172.25..............+34%

average 20.45% rise. Corus (one of my favs for the long term) bring out their results tomorrow. Ill be looking out that restructuring is working and prospects for further deals particulary in China.

Corus offered great results today the price continues to rise. Sorry to bore you with all these money making rising tips, along with this mrw, ng. wlf, asc, azm, kmr, we wont mention cybit (cyh).

Right you lot back to where the interest is, tag, mrp, sey, yoo, dmr.etc etc ill back and find me some more winners. im not bitter.

Sold my Helphire (HHR) for 17% profit since 7/11/2005 bough some more AHT.

Bought a few more EPO yesterday notice institutional interest over the last few months.

Earthport swings into H1 profit helped by debt restructuring
AFX


LONDON (AFX) - Earthport PLC, which provides a secure internet payment infrastructure for banks, telecommunications companies and trade exchanges, swung into profit at the interim stage thanks mainly to a debt restructuring.

For the six months to Dec 31 2005, the company posted a pretax profit of 468,000 stg compared to a loss of 2.8 mln a year earlier. Sales fell to 395,000 stg from 511,000 stg last time.

The company reorganised its debt reducing its obligations by 2.6 mln stg and extending the maturity of the debt.

Its net liabilities have been reduced by 60 pct to 3.9 mln, from 9.7 mln at June 30 2005.

Chairman Mike Harrison said he is optimistic that the second half will show an improvement over the first both in terms of revenue and operating profit.

'We are now beginning to see the benefits of the strategic review and the refocusing and reorgoanisation of the company,' he said.

newsdesk@afxnews.com

congrats kivver with corus. great buy

congrats kivver with corus. great buy

Cheers saintserf, very suprised to see national grid (ng) going down, brought out a very positve statement yesterday another one to watch from these prices. mrw looks a bit of a wash out until at least 2007.