Closed the last thread as it was getting top heavy and cluttered. Brought out the new thread showing carry over of stocks held from year 2003 and ones I will following this year with interest.

Please remember I am by norm a long term value investor ( and invest in tranches ) but now and again may pick some trading stocks which need to be purchased on the same day I invest in them, or the opportunity to profit may be lost. Notice will be given.

Always please DYOR and remember you are always responsible for your buying and selling timing, and actions. I do own other stocks but I have not covered them on this board and therefore dont feel its right to list them here unless I do a reco on them.

Heres the list.

Telecolm Plus Results recently were excelent and the company is just growing and growing. Next target FTSE 250.

Bema Gold A little gem of a gold miner and has surged on the back of the increasing POG, should be a very long term banker.

Caldwell Investments Nothing Spectacular here but still up on buy price. If its good enough for Jim Slater and Evil Knievil, its good enough for me.

African Eagle A play on the ever increasing POG, but this time an explorer, and hopefully good news out very soon.

Just Car Clinics A long term hold that has fought back in the market just recently. Trading was a tad dissapointing late summer, but there are whispers about everything is back on track.

Bioprogress Hoping this one is going to be a long term Bio hold and has some big names like Mike Walters tipping it. A new contract win is imminent.

Zoo Digital Another long term hold which is likely to make its maiden profit in the very near future. I see this as a take out or take over candidate based on its, DVD Extra Technology.

Healthcare Enterprise Group A small company with a big future. As acquires a couple of very well know companys in the Health Care Business and has some very big backers.

Datacash One of the World Leaders in its software security field for online payment processing, also now branching out into other areas of security for credit cards and store cards.

Pipex Communications Fantastic and proven management team have acquired the bit parts to put together a Telecolms network of the highest order. Another long term hold.

I D Data A play on the new security chip credit cards and store cards. Awaiting big orders from Banks from all over the Globe.

NEW BUYS

T T Electronics A recovery play on the world car manufacturing and mobile phone industries.

Armour Group, a company that again is in the in car entertainment market and sells all the leads and plugs that are needed for the electronics to work. Also has an in house, audio electronics division.

Service Powerthe recognised market leader in artificial intelligence based field service scheduling applications.

Patient Line Market-leading pioneer of bedside communication and entertainment services within the NHS healthcare sector. Offer a comprehensive solution partnering Trusts in delivering digital TV, telephone, free 24hr radio, internet, email and information services direct to bedside.

Scott Tod Straight swap with Cardpoint, basicaly in the same business, but this has further growth, much further growth left in it.

Mediwatch Exciting little Bio/health care company ready to break into the US market.

Imagination Technologies Silicoln chip maker. Rumoured to be the "New ARM"

Sanctuary Group Music company with divisions in Concerts, artists and Media.

2 Ergo Mobile communications company with cutting edge technology across all platforms.

CMS Webview Commodity software and Exchange software developer and servicer.

Zincox A play on the growing infrastructure of the newest industrial economy in the World China.

Anglo Pacific A coal miner who again I have invested in because of rising prices and incresed demand from China for coking coal and other metals.

London @ Associates Properties A fast rising NAV well above the stock price attracted me to this one, investing in large shopping centres.



SELLS

Top sliced Cardpoint 21/1/2004
also TT electronics and Datacash.

Top sliced ZOO 19/2/2004

Top sliced Zoo and JCR 29/02/2004

Top sliced JCR and ZOO plus some of my earlier stock
in BPRG at 50p and 60p. Wc March 1st

Top sliced Bema, Caldwell, JCR Zoo and Armour week ending, 12/03/2003.

Top sliced ID DATA, Telspec, Patient line, ZOO, Bema, JCR, Caldwell, Service power, on 28th and 29th of March.

Incite Holdings, sold 09/01/2004

Cardpoint, sold 30/01/2004

Centurion Electronics sold 12/2/2004

Avocett Miningsold 2/03/2004

Telspec sold after a few days of profit taking on 31/3/2004




I will be adding new recommendations to this list throughout the year, and at the moment I feel its a stock pickers market and one where value stocks with sound balance sheets will outperform. I cant really see that we will get the momentum opportunities we got in the last year from april to August and therefore as usual PATIENCE will be required.

Please feel free to make comments on the above list adding your thoughts and I wish everyone a prosperous year on the markets.

Regards Goldfinger.

They jumped the gun by a day but what a cracking deal for Bioprogress.

Had a few bob on British Energy BGY, as a trading investment. Could see a big return here but its risky DYOR. Off to catch my plane now sees youu.

cheers GF.

As per usual excellent call GF.Enjoy your well earned break!!!!

cmjham40 - 4 Feb'04 - 07:39 - 5189 of 5210


Small Caps, AIM and Ofex:
HMM

On a day when our esteemed Prime Minister appears to have had something of a damascene conversion on the existence (or otherwise ) of WMD in Iraq there was an even more dramatic volte face concerning British Energy. Bear raider Evil Knievil has been shorting the stock aggressively for almost a year (and is well ahead on that short) but Knievil now thinks that the company's fortunes have changed dramatically for the better. Knievil revealed exclusively on www.t1ps.com that he has not only closed his short but has taken a significant long position in the expectation that the shares could head well into three figures. With his followers acting quickly to follow suit the shares closed ahead by 1.41p at 7.91p. Evil promises a full explanation of his change of heart as well as the complete run down on why Jarvis (up 3p at 150p today on the back of small scale director buying on Monday) is heading towards the buffers on his regular EvilCast webcast on Wednesday at midday on t1ps.com

Hi G,

Do you subscribe to www.t1ps.com ? If you do, would you recommend ?

Blois, its one of many good tip sites but has guest apperances from the likes ogf nigel wray, Colin Blackbourne, Evil and others. Sorry have to go just going from the airport at Alicante, my mobiles looking like its going.
cheers.

Test, im on holiday in Spain at the moment back sunday evening, can you please remind me then, and we can go through it. Have opened up a new position today and closed two.

Flogged BGY and BPRG after 90 mins of the market opening both up a few percentage points but market in general was turning red, have had stonking returns from both and may revisit both very early especially BPRG.

There are some people saying the BGY one is just a two day wonder. I for one am not convinced. More on that when Im back in the UK but watch it very closely over the next few days, those two hedge funds could be lurking just under 3% to pounce again.

OH the new BUY, bought MEDIWATCH MDW as a bio play on male cancer problems. Could be very near to an announcement on a distribution contract with a US Health Giant. Keep your eyes peeled, more to come and please DYOR.

cheers GF.

Goldfinger.
Hiya.
Where abouts are you staying in Spain.
Would be nice to meet up with you. I live about 40 minutes drive from Alicante Airport.
Hoping.

BLOIS - Re your query on t1ps - I am a subscriber and a happy one too.

IMO extremely good value for money; not just because of the occasional tips which you filter to suit your own investment strategy; but you also receive a daily market assessment, usually with input from Zak Mir (one of the UK's leading chartists). You also receive excellent webcasts with Nigel Wray, Evil and others, such as Hugh Hendry of ODEY Asset Management.

Adding together all the benefits, the sub is excellent value.

GF, bought SCD today for 56p, am i in to late or is there more growth with this stock?

Should be more growth from SCD. Results on the 11th and should be good.

Watch out for corporate deals in this business.

Testex had a good look, blimey theres a lot going on there at PLX, might be tempted but I already have three gold miners. Will have another think. Cheers .

cheers GF.

Nobody into Mediwatch MDW, think this ones going to be a good investment wiil do more on this when back on sunday.

cheers GF.

SKYSHIP - Thanks very much for your input.

GF Would appreciate any thoughts on PMD and IDD.

Strongly considering MDW

GF,good call on BPRG.You were smack on about RNS.Any idea when next RNS will be announced and on which product?

Regards.

Nematode, watch out for an update please on monday morning. Have to clear things first before I can release news. Scrooge, will get back to you monday, still here in Spain, coming back sun early morning so sorry havent that much time at the moment. Just done an update on MDW.

cheers GF.

I see theres a thread already setup on MDW and I dont wish to steal anybodys thunder, so just giving a short reco here on it. will use the established thread in the future..........

MEDIWATCH MDW

Time to take note of these I think and either place on the radar screen or Buy. I bought on Thursday.

What Do They Do

Innovative UK manufacturer of high tech screening and diagnostic systems for urological disorders.

Latest Business Organisational Update

• FDA approval of the Portascan applied for and subsequently granted in
December 2003.

• Distribution agreements put in place in important markets across the
world.

• UK sales organisation rebuilt and refocused.

• New product opportunities to complement and strengthen the existing
range identified.

• Satisfactory progress with the development of the quantitative point of
care PSA diagnostic system.

Financials

Interims31/10/2003.
The operating margin in the period was 32% compared with 31% in the previous
year and the benefits of tight control of overheads resulted in expenditure of
590,000, - 115,000 less than in the comparable prior year period. In summary
therefore, the operating loss, after 174,000 amortisation of goodwill (231,000
in 2002), was 641,000 compared with 689,000 for the six months to 31st October
2002.
Cash on the books was 418,000 compared to 64,000 at the same time last year. With Sales increasing the position of the company gets stronger by the day.

Technical Products Update

• A joint venture with two US corporations to develop the next generation
of the one-stop diagnostic system. This product should be launched in the second
half of 2004.

• The development of a disposable product to assist control of
incontinence associated with prostate conditions. This will be available mid
2004.

• The development of a compact specimen collection device for prostate
biopsies. This will be available mid 2004.

• Preliminary plans to extend the portable bladder scanner range into
three other pathology areas.

Forward Outlook

A recovery in UK sales is
underway and negotiations with C R Bard for up to 9 other European countries
plus the Middle East to become party to the scanner supply agreement are
progressing. Export markets were a major focus for business development in the
period and distribution agreements were signed covering Japan, South East Asia
including Australasia. Negotiations are also in progress for sales
representation in India, Korea, China and Japan (for products not already included)

Jewel In The Crown

Most importantly however, access to the huge US market will have the
most significant impact on future sales and during the period FDA approval was
sought and recently received for the portable bladder scanner. Negotiations are
now at final stage with a large US distributor in relation to this and other
products of the Group.

CEO Philip Stimpson commented after the FDA approval for the portable bladder scanner, "the company is close to signing a distribution deal with a major International healthcare group"

Directors Buys

29 January 2004 ... The Company received notification today that
Philip Stimpson, Chief Executive Officer of the Company, bought 125,000
ordinary shares in the Company at a price of 8.03 pence each on 28 January 2004.

Kevin Middis, Finance Director,
bought 60,000 ordinary shares in the Company at a price of 8.03 pence each on 28
January 2004.

Omer Karim, Non-Executive Medical
Research Director, bought 475,000 ordinary shares in the Company at a price of
8.03 pence each on 28 January 2004.
A CLEAR SIGN THAT THE MANAGEMENT ARE VERY CONFIDENT OF THE COMPANYS FUTURE

Company Website

www.mediwatch.com

Summing up the shares are around 10.2p to buy and there are circa of 23.4 million in circulation. I rate this a speculative punt and as ever if you are tempted please DYOR and remember you are responsible for your own buying and selling timing actions.

cheers Gf.

Thanks GF, eagerly wait for an update on BPRG.MDW sounds good,will make a punt!

Nematode - with respect to Goldfinger, any news on BPRG will come from BPRG. It has been known for 3 months that the FMC deal and another with a top-ten US OTC pharma company would be finalised around now. It is a matter of days probably for the second one (but FMC was over one-month later than BPRG originally estimated). The second one was expected end-Jan but legal loose-ends often delay things. The only thing not known is the likely impact of the deals. That's why the estimates of a minimum $160m over 6 years from FMC was so positive. That's why I believe the next announcement will also go down well because the name of the top ten US OTC pharma will be revealed, hopefully!

All this paper talk of "gossip" about another deal is so much journalistic claptrap. There IS a deal coming unless it's called off, and that's unlikely!

Read the RNS's on your companies and you get a better picture than journalists who can't be bothered to read them!

BTW Goldfinger, the last post was not a dig at you. I have picked up companies to research myself from your threads (eg Datacash). I do think though that there are a lot of "investors" who treat journalists as demi-gods even though some don't bother to do much research. People have to do more of their own digging if they want to make money long-term. The journos won't tell them when to sell!

Anybody think Ramco (ROS) is worth a punt, big fall recently on news seems a massive overreaction. I bought in last Friday. Although a risk massive upside is potentially there short/medium and long term. The apparent experts were tipping this a short time ago at a price Of 4 plus with a target of 7 to 8. Current price - 1.20ish. Any views - cheers.

I also bought into Anite Group on Friday at 55p, lots of big buys for this share yesterday. Also MM's seem extremely keen to obtain these in large amounts, possibly news approaching. Again views appreciated.