Will only cover stocks bought in the present month the last thread was getting too big and weighted down by one argument on one company. seperate threads are set up for each company from the old thread.

Buys this Month.

Telecolm Plus Results due Friday and has made an excelent start as a new buy. Now through the important 350p resistance barrier.

Sci Entertainment Another company which has an update coming and is up on the buy price. Latest trading update mentioned sales well above budget.

Bema Gold A little gem of a gold miner and has surged on the back of the increasing POG, star of the Month.

Thistle Mining A speculative punt and one which leapt 41% in one day on back of new drilling results. I lopped the top of this one when increase from buy was circa 34%. Rest left in as a gamble on POG.

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.

CardPoint Latest buy and just ahead of buy price. Been tipped by the Red Hot Penny Shares and also Citywire.

Stocks On The Watch List

Wolfeson Micro, Radstone Technology, Proteome Sciences, Fulcrum Pharma, Severfield Rowen, Deltex medical, M L Labs, NAP - Porvair.

Any comments on the portfolio welcome.

cheers GF.

Well have to say this is the worst December I can remember in the last 5 years, even during the bear years we got a market bounce. It seems to be mirroring the retail market at the moment. Perhaps people dont have money to spend on Investing?, it is a theory as volumes look way down on normal xmas low volumes.

Lets hope consumers are holding back for a booming January. Fingers crossed.

Taken the time to do a bit of research on the Ofex market where hopefully from April onwards I will be spending a lot of time on that market. Just sent off for my Jarvis account pack, although from what I hear a big competitor of this site is going into Ofex in a big way, and that could include a new site they have bought if things are concluded.

cheers GF.

Well thats it for me until the market opens again on the monday after xmas.

Please all have a good one and take care. Dont drink and drive, get a taxi.

regards Goldfinger.

Happy Christmas and good health to all for New Year,
rgds aj

First time I have posted on this site,
just thought I would pass some info on:

Tipped again:

Growth Company Invester
Cardpoint - BUY

Cardpoint, the ATM and mobile phone top-up terminal operator, has granted another slug of options to chief executive Mark Mills and finance man Chris Hanson, exercisable at the current market price. Already holders of 883,333 and 200,000 options respectiv.......
23/12/2003

http://www.growthcompany.co.uk/



Also tipped in this weeks SHARES MAG.(24.12.2003).

Top Tips for 2004:

Cardpoint,as well as other pick's.

http://uk.biz.yahoo.com/031224/237/ehs1h.html

affc21, thats fantastic news. Many thanks.

cheers GF.

affc21/GF,

I think Cardpoint is going to be a stock to follow in 2004, and articles like the one in Shares Mag certainly help to get the message out.


GF,

In your post 165, are you referring to ADVFN?

Are they trying to buy unquoted.com?

No both SC and T1ps are rumoured to be very interested in the new Ofex offering.

Details sketchy at the moment.

cheers Gf.

affc21,

I put my shareclub into Cardpoint a while back, and I think we'll probably top up again this month.

Personally I can't imagine why people are so willing to pay 1.50 to draw their money out of a cash machine, when others are free, (I certainly don't), but obviously I'm not complaining!


goldfinger,

"SC"? Who are they please?

Andy

I think it's laziness or convenience.

I would normally refuse to pay to take money out, but I normally find myself doing so when there is nothing else around. For example when I go bowling or to an arcade, to get to a free machine normally means me going outside and walking. I think alot of thought is put into where they are placed!

sharehappy,

Yes I think you're right there!

For example, one of my local pubs now has a cash machine in the bar!

Personally I think that's going too far, and it looks awful, but I guess people use it or it wouldn't be there!

And yes, clearly they think out very well exactly where the machine may attract customers, and my local supermarket now has one inside, saving you the trouble of visiting a cashpoint before going shoping, and some people don't seem to mind paying for the convenience.

I have only ever paid a fee to withdraw money a couple of times, and would not do so unless I had to, but clearly a considerable amount of people don't have the same resistance to fees as myself, and for that reason, Cardpoint does look like a decent growth stock.

IMHO Cardpoint is a buy and hold.

Andy, sharecrazy.com. Sorry cant go into them in detail on this site.(not allowed)

cheers gf.

ps,Andy on the point of Cardpoint I find it very handy to just pop in my local newsagent. Ok I get charged 1.50p but it means I save my bus fare or petrol money. And a lot of stress driving in to town. Same with top up cards.

cheers GF.

GF,

Ok fair enough.

Re Cardpoint, your's is the perfect example of a Cardpoint customer, and that's why they are prospering.

The location is clearly key, and whilst I do wonder if they can continue to find decent new ones, I guess most bank cashpoints are in the town centres, in the high streets, and there are opportunities in busy areas away from there to install machines that will enjoy heavy useage.

have another look at lupus capital all spelt out in sunday paper : Re: Sunday Times - FULL TEXT View parent message
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The Sunday Times - Business

December 28, 2003

Ousted Tomkins chief prepares for a comeback
John Waples

THE entrepreneur Greg Hutchings, who was ousted as chief executive of Tomkins, the industrial conglomerate, nearly three years ago, is preparing to make a stock-market comeback.
Some bankers believe Hutchings is in talks to inject capital into a stock-market minnow called Lupus Capital, which is capitalised at 14m.

In October Hutchings considered a bid for Bodycote International, the heat-treatment and coatings company that issued a profit warning earlier this month. He teamed up with John Chesworth, Bodycote’s former chief executive, but the plan was aborted.

Hutchings left Tomkins after revelations about his use of corporate jets and household expenses, but an investigation by Ernst & Young said he had not breached corporate-governance standards or the law. Hutchings has remained bitter about his treatment. Friends said it paled into insignificance against corporate scandals that have been uncovered since. It is thought Hutchings is keen to repeat the success he enjoyed at Tomkins. Over 17 years he turned the company from a shell into a FTSE 100 business. In the process he made a lot of money for himself and investors, and he retains a City fan base.

If the talks with Lupus are successful, it is expected Hutchings will take an executive position on the board. Since the beginning of the year Konrad Legg, chairman of Lupus, has been tidying up the group’s balance sheet. Its debt has fallen from 3.8m to 300,000 and it is selling Gall Thomson, a specialised couplings business.

Hutchings is not the only former “conglomerate king” who is returning to the stock market. Chris Miller, David Roper and Simon Peckham, who in the 1990s turned Wassall, a mini-conglomerate, from a 2m company into one worth 627m, have returned to the quoted arena with a company called Melrose Resources.

The three entrepreneurs sold Wassall in 2000 to Kohlberg Kravis Roberts, the private- equity firm. At Melrose they intend to acquire British manufacturing and industrial companies in need of improvement.

Hutchings still holds a big personal stake in Tomkins from which he receives a large dividend cheque. When he left, Hutchings agreed an out-of-court settlement whereby he took shares worth 6m and was given 300,000 for legal costs. He also received a 500,000 supplement to his pension.

Yup and doing very well this morning Gordon. Good piece that.

In fact all the recos are doing well this morning with a much needed return to form for the gold stocks. Evil K said in his last web cast that he saw POG going on for $500 by the end of this year.

Two stocks I reco'd on another site have done well this morning, Henlys is just soaring along and Danka is another looking good for a few points up.

Not really getting back until next monday as apart from gold stocks I feel that we are seeing some false positioning and will do untill into the new year on low volumes and window dressing by instituions.

cheers GF.

Interested to see one of your watchlist WLF hitting new highs again today. I hold.

In reference to an earlier post on CASH as to where else they are going to find places to put machines I was at Haydock races today - and the queue for the one there was immense. Having mentioned this to my wife who is a library manager, she informed me that they have been having discussions about putting them in libraries. Since starting to look at this share I seem to see new machines everywhere. (FYI - I do not hold these, though am looking to purchase).

Certainly worth Buying Fundamentalist, a licence to give out money and make a profit.

In general what a fantastic day. Centurion and Bema being the pick. In fact its been a real cracker.

I would though if you need the money after a bruising xmas spending, lop the top and take some profits because you can be sure others will.

Im in for the long term unless I have placed a momentum tag on the share.

Nice to see Just Car Clinics back in the money along with Bond International and Bioprogress.

In the morning I do think we will see profit taking on the small/medium caps. But it could turn positive later in the session if the US carries on this strong rally.

Good look and cheers GF.

Well a cracking start today on the tips. Telecolm plus as gone mad and Centurion is still rising. TT Electronics just needs to get above 140 and then its into a gap. Cardpoint is up, been a little profit taking, and Id Date and Bond are on the rise.

Gold stocks Bema and AVM also doing nicely.

Thought it was going to bee a dull two and a half days. Thats the beauty of the stockmarket, it does exactly what you dont expect.

Sees you later.

cheers GF.

A happy new year to everyone.

Weve made some real serious dosh on this thread over the last 6 months and thats the way we keep hoping to do it.

Ofex is a market that may provide opportunities, and you can bet I will be there with others from this site to help.

I say go for it in the new year, whatever your destination.

Regards to everyone, have a happy new year.

goldfinger.

gf,

1st class thread hope you have a very good year to....

Mega...