Only this Friday there were 14 risers on PLUS, the most for a long time, I suspect the bombed out companies on PLUS are at last following the main market and we could see many of the better stocks doubling or trebling.


Here are my picks for double or treble Please add to the thread if you have anything interesting.


FIRST co2p.


This is on PLUS markets ticker CO2P http://www.thecarbondesk.com/


It ticks an awful lot of boxes.


Is the market cap low?

YES just 1.2m


Are the board experienced?

YES I'd say heavyweight for a PLUS company

Profiles below:


Brett Stacey (CEO)

Brett Stacey

Bretts extensive experience in futures and options trading extends across his entire career. He started the first options house in Johannesburg and was one of the founders of the South African futures exchange, of which he was deputy chairman. Since selling his business and leaving the South African Markets he has spent the last three years in the U.K.

David Bates (Head of Research & Origination)

David Bates

David has over twenty five years experience of international financial markets, both as a broker and as an investment manager. He was a founder director of Asia Equity which became Paribas Asia Equity. David subsequently became more involved in environmental markets launching The Carbon Trading Fund, a derivative based hedge fund, in early 2005. David has given lectures on Carbon all over the world including Hong Kong, Dubai, and the LSE in London.


Daniel Edelman (Head of Dealing)

Daniel Edelman

Dan started trading with Cazenove & Co. on the floor of the LSE, after which he was the first trader on their market making desk. After thirteen years he left to set up a new equity market making desk with Durlacher. Since then he has been involved in capital raising and IPOs.

David Pearce

David has 25 years' experience in commodities, trading and investment banking. He is a senior advisor who has been a Board member of the World Bank Prototype Carbon Fund and consultant to foreign governments and authorities on commodities and emission trading activities. He has built an emerging commodities business in the trading of carbon, power, gas, coal, oil, freight and weather and set up the worlds first carbon trading desk at Deutsche Bank. As an expert in derivatives and structured products David also pioneered the securitisation of sequestrated carbon. David was instrumental in building markets for greenhouse emission trading schemes developed under the Kyoto Protocol.


Jason Ward

Jason has over 4 years' experience in international search and selection, much of which was focused in the carbon and renewable energy space. Jay is extremely well connected in the global emissions trading community and has had a remarkably successful career so far thanks to his insight and understanding of the markets in which he operates.

Michał Prętkowski

Michał holds a Masters degree in International Finance from UniversitAix-Marseille II and a Master's degree in European Business from ESCP Europe. Before joining CarbonDesk he was an analyst at Compass Advisers, an M&A generalist boutique. Fluent in English, French and Italian, Michałs native language is Polish.



Do they have a niche?

YES....As I understand the only independant Carbon credit broker, other than 2 others who are not doing much. Other operations are with big insitutions like Barclays.



But they are loss making aren't they?

Looks like they are, but they are profitable now.

"Over the last few months the Group has traded profitably and is significantly
ahead of the forecasts made at the time of listing."


So what are the forecasts?


Well, many of the people involved are working for next to nothing as I understand it, but they are highly incentivised if they reach these forecasts they get a big issue of shares

End Dec 09, 282,347 GBP
End Dec 10, 901,818 GBP
End Dec 11, 1,803,636 GBP


However the share trigger will be only if these targets are reached:

09 141,173 GBP
10 450,909 GBP
11 1,000,800 GBP



But that will dilute won't it?

if they reach their target it still equates to something like 8p eps after dilution I nderstand, now on that growth even on PLUS should be a p/e of 20 which is a share price of 1.60 or 10 fold increase from today



Is the current price cheap?

The Chairman seems to think so, he bought 200,000 at 15p.

"CarbonDesk Group Plc announces that on 11 August 2009, Brad Allan, Chairman and
a non-executive director of the Company, acquired 200,000 ordinary shares of 5p
each of the Company at a price of 15.125 pence per share."


Is this market growing fast?

it's got exponential growth, if America joins as inicated by current president, it will multipy exponentialy again!




and forgot to mention too it's liquid.


I bought 15000 & 10000 inside the tiny (for PLUS) spread....not bad for a 1m mkt cap, and it's fairly well traded too.

DYOR The above needs veryifying if you decide to buy or sell.

Good Energy continues to get rerated now 57p offer worth 150p in my book, stock hard to get hold of in quantity.

Came across this interesting audio interview with Ian Bowles, Chief Executive Officer of Allocate Software.

Its well worth a click:

http://www.brrmedia.co.uk/event/100132/ian-bowles-chief-executive-officer