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.

gmx look interesting

Just hoping for that contract news from BPRG. People keep asking is it already in the price and my answer is always no.

Well away from BPRG its not been a very good day for small caps, hope we get a better on in the morning.

cheers GF.

From lemmins Investor

Edward Kalfayan
Elric Lloyd-Langton

February 18 2004


Most of the tabloids and broadsheets mentioned BPRG today. Dealers have been expecting the next big deal, greater than the FMC announcement. This has undoubtedly fuelled the recent heady rise what we have witness last week, which continued on Monday only to pause for breath Tuesday.

Rumours and speculation is rife that a deal with one of the large pharmaceutical for BPRG`s NRobe will be announced this week. Any rumour would not be complete without a bid for the company.
IMO there is not the slightest possibility of any hostile takeover until the technology is proven on continuous production in a few sites; and there are no persistent troubles running or sealing the film. No organisation is going to risk the 300m neccessary to make an acquisition until they have the technical confidence.

It is agreed that FMC and HH did their due diligence enough to accept long term high value commitments but it is certain that they were assisted in resolving all normal doubts by plenty of varied and thorough disclosure unavailable to unwanted predators.

That gives at least six months grace. That also gives the share price plenty of time to respond to the following short term events:

The contract cementing the letter of intent due any minute
A third contract hinted at by GH
the first year results due March 8
reaction to the first in depth analyst's report
orders/contracts emanating from FMC's clients
questioning at the AGM

By that time few who know the share well, will be surprised to see a price of 3 - particularly if the company can, at any one of these opportunities, announce satisfactory production operation on a real, substantial market product introduced by Farmasierra, or an FMC client, or at Peter Black now Perrigo.

As pointed out here yesterday the resultant of the forces of greed and fear acting on the share price seems fairly constant with the share price hugging the centre trend +/- 10p, and rising an average of 6p/day . It failed to make an advance today because IMO it outran the trend, and was overbought yesterday. If demand does not deteriorate it is not inconceivable that this trend which broke out on Feb 2 could be maintained, and the 3 level achieved during the spring. That does not mean that I am forecasting that it will - just that it is not at all inconceivable. It equates to a forecast of 10m/pa profit for 2005 - on a PE of 30. For a growth rate of the kind certain to be experienced if the technology works out, that is not too fanciful a PE, and the concomittant 10m profit is well within reach for next year.

Both authors have an interest in BPRG.

A very interesting article that. Like I said yesterday I wouldnt let the day to day price bother you if it is on the downside. I notice they opened up down 1.5pence. Well done MMS, your logic takes some understanding.

cheers GF.

GF what do you think about IEN seems to be more positive than few weeks ago as
buyers return ???

Gordon will have a look.

Just opened a new position in Imagination Technologies IMG. Killik and Co have started to follow it today on a TA breakout. They say its their choice in the chip market.

cheers GF.

Just had a good look Gordon. Does look like it is getting stronger and the last trading update was very positive. Just puts me off that theres big competition in this market. Its on the good old watch list now though.

cheers GF.

GMX, 57% today. I thank you.

GF any news on servicepower soon ????

Well done Zscrooge, your wellin the dosh.

SVR, below.

Greenbaum associates to resell SERVICEPower in Germany, Austria, and Switzerland
ServicePower increases presence in German speaking countries

Stockport, UK, February 18, 2004 -- ServicePower (LSE: SVR), a global developer and supplier of workforce optimisation software for the Customer Relationship Management (CRM) market, today announced that greenbaum associates ag will distribute and support the SERVICEPower intelligent scheduler throughout German speaking countries. greenbaum associates, a Swiss management and IT services consultancy, will resell SERVICEPower in Germany, Switzerland, and Austria. Both ServicePower and greenbaum will continue to work with Munich based strategy consultants Barkawi Associates, announced as a ServicePower partner in 2003, who will focus their efforts on providing consultancy support services for SERVICEPower implementations in Germany.

“We are delighted that an organisation with the service experience of greenbaum has agreed to help ServicePower increase its presence in German speaking countries,” said Derek Crumpton, general manager Europe for ServicePower. “The SERVICEPower product will be tailored to meet the needs of these new markets, particularly in terms of language, and we look forward to gaining the same success in these countries as we have already experienced in the UK and U.S.”

“A number of companies in both Germany and Switzerland have expressed an interest in making their field service operations more flexible, efficient, and productive,” commented Michael Mattern, director of greenbaum. “We saw how SERVICEPower improved the productivity of service organisations in other countries and are confident we can help our clients achieve the same improvements,” he added.

About greenbaum associates

greenbaum associates are a services and solutions company based in Central Switzerland and operating throughout Europe. Committed to delivering tangible benefits, greenbaum partners with its clients to help them identify quantifiable enhancements to existing processes and applications and deliver real benefits that become visible in the client’s bottom line. Unlike other strategy and IT consulting firms, greenbaum consultants often work on the basis of clearly defined objectives and success-based fees. With deep industry expertise, a broad network of associates, and proven experience in consulting, distribution, and the deployment of software, greenbaum provide full, end-to-end business solutions. For more information, visit the Web site at: http://www.greenbaum.ch/.

cheers GF.

BPRG progressing very nicely.RNS tomorrow?????

Fingers crossed. If id doesnt come in the morning we have next week any way.

cheers GF.

Excellent post about BPRG from poorold,

very interesting three weeks.

three weeks ago, FMC was a hopeful rumor and BPRG was trading for under 70p. THREE WEEKS AGO!!!

FMC is announced. Minimum $160 million in revenues and pundits expect $800+ million over the next 8 years.

FMC spent over one year performing due diligence...and had been looking elsewhere for a solution before they stumbled on BPRG.

Quite a vote of confidence in the NRobe technology. Please do not overlook the bit about FMC having a technology that dovetails nicely with NROBE.

Now, FMC already has a blue-chip pharmaceutical clientele and will likely add to that list with NRobe.

BPRG will CLEARLY ride the coattails of FMC into FMC's GLOBAL pharmaceutical customers with their other technologies.

That, I expect, is in addition to the rumored hook-up with Bristol Myers Squibb, which seems to be different than the OTC pharma letter of intent.

Don't forget that Bristol Myers Squibb was the first global pharma named in R&D with BPRG. Four or five additional global pharma's signed up on an "un-named" basis since Bristol was named almost 2 years ago.

If the deal is with Bristol Myers Squibb, then I expect that the four or five other global pharma's are not far behind Bristol Myers Squibb.

That would be in addition to the US OTC powerhouse.

And in addition to Conva-Tec.

All in all, the investment world is about to made aware of a little company that will own a tiny fraction of all the future encapsulation revenues of every major consumer prescription and OTC medication available for the next 20-30+ years.

Microsoft and other internet companies have tried for years to come up with the internet transaction for which they charge a fraction of a pence for each of the billions and billions of transactions. That is the golden goose for them.

Well, BPRG is about to do just that in a market that is even larger!

London Evening Standard page 48 - Market Report Friday 20th February...

"Bioprogress put on 4p to a record 159p. Dealers say the rise is being fuelled by talk of a tie-up with US drugs group Bristol-Myers Squibb."

Armour Group are the featured Stockwatch share in Saturday's Times."well placed to take advantage of the ban on using mobile phones while driving....the shares have been rising steadily since June of last year, when it put out a trading statement predicting takings well ahead of expectations". Good bit of coverage for a good share.

Not been a good day for the small caps guys, tuesday should be better.

cheers GF.

Well how wrong could I get it another rotten day but dont feel theres any need to panic.

Heres just a couple of Pro thoughts on the present situation, firstly from brokers Killik who didnt get this out until lunchtime............

The NASDAQ suffered another pull back last night, worth around 1.5%. The
retrenchment from the highs is now worth around 10% but follows a virtual doubling
over the past year. Arguably, many of the leading index players have got in front of
themselves on valuation grounds until further evidence can be attached to the strength
of the pick up in corporate information technology spend. Some profit taking at this
juncture seems only appropriate.
But the bigger story appears to be some rolling over of US indices which have set the
pace over the past few months – can Europe decouple and tread its own path?
Yesterday, good corporate data and takeover speculation kept the markets in positive
territory although, by the end, these were being trimmed. This morning’s results are
showing the effects of the dollar on UK profitability, disguising generally good
underlying figures.

And from The Frequenttrader Robbie Burns....

A bit of a down day for small cap stocks today though seems like markdowns rather than any real selling. Bovis Homes has now shot higher and is giving me some nice spread bet profits.

The US indicies werent at all that bad at the close and in after hours, and I really do feel that we are probably at the base of the recent down turn.

cheers GF.

Just hoping in the week to come we have seen the back of the US pull back, on friday we saw the Naz drop for the 6 th week in a row.

Anyway my shopping trip on weds and thurs is already starting to pay dividends.

The only minus are gold stocks that seem to be taking a breather, but still feel they will be a lot higher come September than what they are now.

cheers Gf.

AFE has gone backwards since I bought it---anyone got any comments to cheer me up?

Hi moneyplus , looks like all gold stocks are taking a big breather. Please remember by their nature explorers are always going to be lonfg term investments. having said that we may get a farm out deal with a big north American major before the end of the month, fingers crossed.

cheers GF.