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.

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...

Happy new year to everyone.

regards goldfinger.

ps, remember, it can never be as bad as the last one............ or can it??????.

Only kidding.

goldfinger,

Happy New Year to you too!

cybit holdings(cyh) and atlantic global(atl).Both look set to roar in 2004.

Quite start to the day. TT Electronics now gliding in a gap up and Centurion slightly up. Hoping cardpoint stays above 100p.

One to have a look at, Vanco the telecolm specialist. Now broken above 300p and looks strong. Will be doing further research on this one.

cheers GF

Sold Bond today and it was a hard decision, probably will be proved wrong, but Ive made a nice return on this one and Im looking for more solid plays at the moment.

The terror threat in the US and indeed all over the World means I will be going out of the few momentum plays I had and high beta stocks, into more solid and some defensive situations.

cheers GF.

Vanco seem to be a popular choice at the moment, as well as Telecom Plus, and i may pick a bombed out tech for a pure punt.

The one that may come good i feel is Motion Media, and a couple of orders would convince me, so keeping a beedy eye on this one.

Another one to watch in my opinion, is Wolfson Microelectronics, again a pure punt, as not too much is known about their long term prosects yet.

Hope you all had a good new year!!!

I aimtrader, yes Vanco does look like an excelent growth stock.

Motion Media, sorry not for me too many ifs and buts.

Wolfson, on my watch list above and damd I missed it at 148p, thought it would go lower after a analyst said he thought it was overpriced. Never mind you cant win them all.

cheers GF.

How about EXR for the short term??. I know they posted poor FY results, BUT few directors have purchased some shares, PLUS the trend and some decent buy volumes suggest there is an upward movement coming soon and quite steep too. I will purchase some in case. Thanks

Motion Media is on the cusp I think.

Either they secure orders, and go on to become a sucessful company, or they will run out of funds around June 2004.

Any large orders would see a significant hike in price, although withour follow up orders it would more than likely fall back afterwards.

Not one for the feint hearted, IMHO!.

THREAD CLOSED PLEASE USE THE NEW 2004 THREAD. LAST TWO POST CARRIED FORWARD ONTO THERE.