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Merrill's world (MLW)     

ellio - 10 Feb 2006 11:15

Just thought I'd bring mlw and on similar thread mne to your attention

mlw, is basically an IT that invests in the big world mining stocks, it is one of the top performers in its sector and like other mining and mineral followers can see this trend continuing for some years to come. Whilst things look to have rocketed and the dot com boom springs to mind mineral prices are not affecting underlying growth and costs are being absorbed and passed on. Whilst mlw looks a bit heavy, price wise if you look at their performance and the announcement of bonus warrants, now could not be a better time to invest imo.
http://www.trustnet.com/it/funds/?click=top10&fund=18910
http://www.trustnet.com/it/funds/?click=top10&fund=18910

hangon - 23 May 2007 12:23 - 14 of 15

Ellio, you have stopped postin - not that I hold this stock...it seems to have risen along with the World madness for metals, probably as a result of the China-effect as they suck-in materials to build their country.
However, I reaqd yr listed Investee-companies and these are the big-boys who will profit from a shortage since they control most of the raw materials. However, if China slows down it is these same co's that will find they have a "new" overcapacity and that should lead to falls in profits as they strugle to maintain production.

I'm invested in minerals, mostly gold and uranium (as I think Nuclear power is this planet's only hope in energy/carbon terms) - but these are tiddlers at present - with the hope they will grow....and it's growth that sp should rise.
Therefore I'm somewhat relaxed about MLW ..((such a shame LSE permits a "W" at the end of an EPIC, since this usually means "Warant"))
.. although I have to admit there is NO sign of China faltering....but I wonder if an investment in MLW (ie Now), isn't taking an excessive risk with the sp having risen so much, even in the last year...which is curious in itself.....er, IMHO.
Any "Buyers" of this stock like to comment...?

{{Please note my comment on "China" refers to the building of the country, roads, property, infrastructure which needs vast amounts of materials}}

-There is a separate issue regarding Chinese Stocks (ie Shares), which appear to have undergone unwaranted growth, rather like our Dot-Com and Bio-tech bubble before. Many Chinese stocks on our AIM market are at hefty prices IMHO, for companies with little trading/reporting (under UK scrutiny) and I hope investors are fully aware of the potential for disaster.

ellio - 12 Jul 2007 09:32 - 15 of 15

Hi hangon,

Thanks for the post, yes I did stop postin for a while, got a little disenchanted with the market and postin.

Anyway, If you've noticed I've started again and like some have had great sucess with my beloved SVE, TMC, and Stream(Now NPT).

I personally only see the aim and low cap stocks for short term growth and tend as you'll probably note to invest my long-term monies into IT's, making gains and buying more aim with some of my profits and more it's with the rest.

In particular check out MLCO as alternative play to MLW. mlco I think is broader based, smaller and could be a spectacular earner, others that are steady continues to be MNE(New energy/renewables) and MGE their european growth. I've also added utilities trust (PUT) and bios, UK value and smaller 250/350 caps.
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