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.

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!!!!!