oilyrag
- 14 Dec 2007 08:51
I QUITE ENJOYED READING OTHERS THOUGHTS ON POTENTIAL WINNERS LAST YEAR AND THOUGHT IT WAS ABOUT TIME TO RESTART THE THREAD.
MY SELECTIONS ARE BRR, HAWK, CRA, RVD currently suspended, TAIH, AND UVEL.
I will give my reasons later as I have a more pressing appointment at the moment, Good luck to all investors and may I be the first to wish everyone a prosporous new year.
PapalPower
- 16 Dec 2007 23:58
- 20 of 52
halifax, very true, and a lot depends on any \"Christmas Rally\".
If the Christmas rally is weak, or does not happen at all, then things could get nasty, especially given that many people are presently sat of losses, and with the end of the tax year not many months away, a failure for the AIM market to rebound might end up with some nasty falls come March as people take their losses for tax reasons.
trader6
- 17 Dec 2007 22:06
- 21 of 52
Here we go, even in a bear market some stocks will still 5/10 fold.
Nobody is forcing anybody to invest in any tips.
With so many stocks at per of 5 or less i would think now is the time
to start buying small amounts in them and then maybe more if they
actually get cheaper.
Another stock to catch my eye today was NWT, market cap of 8 million
and recent H1 profits of over 1 mil so a per of just 4 but whopping director
buys today which is a big hint of betting things to come.
partridge
- 20 Dec 2007 10:21
- 22 of 52
Nearly all recommendations are for companies which do not yet make money, generate cash or pay dividends.35 years of investing tells me that most of these are doomed to long term underperformance or failure, albeit one or two will be multibaggers.You need to be much cleverer than me (admittedly not difficult) to pick these.There are in fact now plenty of very decent companies on AIM - imo you could do worse than flooring company JHD, which has performed splendidly in recent years. It is highly profitable, very cash generative and paid special dividends of 25p and 30p per share in 2005/6.No debt, so not likely to be affected by credit crunch.Recent trading statement suggests there may be more of the same in 2008 - much easier to sleep with this sort of share than the crap tiddlers, and likely to be much more remunerative in the medium term.Always DYOR
Greyhound
- 20 Dec 2007 10:59
- 23 of 52
HMB, Hambledon Mining, which has just got both its operations producing. Due to pour it's first gold bar on TV on Boxing Day. Revenue stream about to come to fruition and upgrades of gold reserves underground. Could be a very good year for them.
trader6
- 20 Dec 2007 11:38
- 24 of 52
Partridge.
Show me any penny stock that has the same director buying in the past week
as Nwt, they are buying up all the selling by pi's.
Nothing wrong with their fundamentals either.
partridge
- 20 Dec 2007 11:57
- 25 of 52
Hi trader6.IMO Director buys generally positive, but by no means always and have no doubt dirs of NWT currently bullish following recent good interim figs.Director sells however influence me more! NWT is such a tiny company that difficult to deal in decent amounts, but it does make profits and generate cash from its operations, so does not come into the "crap" tiddler category.With revenues only about £15m p.a., its fortunes could quickly turn either way - balance sheet is not strong with net assets £6m including over £7m of intangible goodwill.Don't particularly like the comment that they have started invoice discounting to help finance settlement of loan notes - if they do start to grow quickly cash could be come an issue. FWIW I like the sector and made a lot of money out of takeover of Reliance Security earlier this year, so good luck with it.
trader6
- 20 Dec 2007 12:50
- 26 of 52
Partridge.
Online limits suggest differently....2.5 mil v 375k...large amounts both ways.
Thanks for the feedback on fundamentals.
oilyrag
- 24 Dec 2007 07:35
- 27 of 52
Merry xmas and happy new year everyone.
mitzy
- 29 Dec 2007 10:29
- 28 of 52
My tips for 2008 are::
Rift oil 3.5p oil and gas explorer in PNG begins drilling in puk puk field in 3 months time could be up to 2 trillion cuft of gas worth billions according to Ian Gowrie Smith the Chairman have their own rig and 11m cash for drilling work..
Also I like Altona resources 2.75p epic ANR which has nearly 8 billion ton of wet coal in South Australia waiting to be be developed has customers waiting to convert coal to petrloeum/gas company valued at 8mills..could be the largest coal field in the world.
Rift oil could be 100p a share in 2008/9 if the gas is worth commercialising and Altona could easily be worth 1000p a share in 2/3 years time
So there you have it two penny share sitting on massive potential I prefer Rift oil since I have held for 18 months now and Altona is very early stage no JORC as yet..
Not for grannies or orphans but a pure gamble on penny shares.
notlob
- 29 Dec 2007 10:51
- 29 of 52
Corac (CRA)
massive market opportunity, patented tech, three major oil/gas companies on board, well funded, currently very modestly funded.
spitfire43
- 07 Jan 2008 14:16
- 30 of 52
Time for a challenge, take a look at the following company Education Development International (EDD) and try and find a better GARP company (growth at reasonable price) I have tried but haven't found any, I'm sure there are some out there.
Good Luck
sp increased from August 2008 price 25p to todays price of 38.5p. = +54%
even after this 54% rise have a look at some of the fundarmentals.
cash = 3.1m / no debt
current PE = 9.46
2008 PE forecast = 8.12 - with PEG at 0.49
2009 PE forecast = 6.88 - with PEG at 0.38
ROCE + 120%
Operates in Education sector, which Government has pledged to keep increasing spending.
Wouldn't even be surprised to see takeover action at some point in the future, and thats in the price for nothing. (Seems to be an agressive sector re takeovers)
Sorry if this looks like I'm ramping these, but this is just my opinion and would be interested if anyone can come up with a better Aim stock.
trader6
- 11 Jan 2008 11:16
- 31 of 52
Not saying it's a better stock but the cheapest Aim stock at the moment
still remains Amu but also it remains one of the most unloved stocks.
Share price is 56p.
It made 7.4p eps in H1 which is traditionally it's quiet period, waiting for it's
xmas trading update which is hit and miss although the forcasts last year were
way too high (they were looking for 5.3 mil profits when the company had a market cap of 12 million).
Basically a reasonable second half should result in full year earnings of 15-20p.
Worth watching for update.
spitfire43
- 11 Jan 2008 12:45
- 32 of 52
They certainly are cheap and unloved, I'm surprised there hasn't been a broker update after interims, which looked like steady progress. The thing thats holding them back seems to be the decline on profit margins and some finance issues which was referred to in the interim report.
The update due in a few weeks should make interesting reading.
skyhigh
- 11 Jan 2008 13:09
- 33 of 52
EDD mentioned in today's IC mag again. Basically says shares are cheap even if you take away their 3.1m net cash position. Whilst not an quick multibagger this should double/triple over next year or two.... I've held for past 6months and am already 37% up.
trader6
- 11 Jan 2008 13:57
- 34 of 52
spitfire.
Indeed Amu has suffered from the sector and margin talk for many years now
but the key is not the profits although they help but the cash generation, if
they can keep making anything from 2 mil to 4 mil or even just 1 mil but keep
generating at least 2 mil a year cash which they do, they actually have been
generating some 3-4 mil a year to almost eliminate a big debt then they will
be attractive as a cash cow.
spitfire43
- 11 Jan 2008 14:50
- 35 of 52
trader 6
I agree that the sp today could be looked back on as a bargain level, and I have added them to my watch list. Will wait for confirmation on Chrismas trading in next update, before taking a definate view.
trader6
- 11 Jan 2008 14:54
- 36 of 52
Yep that is the advice i recommend, just watch it for a rns, because of the
very low multiple you could still pay a little more if the news was good and
make a good profit so that is the safest bet imho.
lizard
- 11 Jan 2008 15:02
- 37 of 52
http://www.goldoilplc.com
Gold Oil (goo).
12 wells to be drilled in the nr term (Colombia/Peru). all funded with 10m+ cash in bank remaining.
big plus if they can secure much in demand exploration acreage position in Cuba having secured Operator Status in 07.
hawick
- 11 Jan 2008 15:43
- 38 of 52
If you want value then TTS would be hard to beat. It has over 20p a share in cash, no debt and the small loss is about 2p a share (much reduced and with a positive outlook for break even). It also has a London property not revalued since 1987.
The share price of 22-25p is surely due a rerating given it also has a mature product suite and blue chip clientelle. Tasty bite for a predator too.
My preference though is PHSC, in process of completing biggest ever acquisition with no dilution. Should make eps of 5p this year and forecast 7p next as acquisition contributes a full year. Boring Health and Safety, but boring just might be ideal right now. Shares 50p.
trader6
- 11 Jan 2008 15:59
- 39 of 52
hawick.
That just shows you how Amu are unloved, your tip hopes to make 7p eps
next year and is 50p, Amu made 7.4p eps in 6 months and is only 57p :-))
Probably a kiss of death now.