As the end of the year approaches it's time to pick where our rewards will be in 2007. My hot picks are already starting to perform but have much further to go IMO. SOLA, EPY and CCH.

Thanks ST-will check it out. Are you in EPY ? a T/U should be due soon. Very hard to buy many when they spark interest.

KMR. The best is yet to come!, a banker IMO.

MP - another one for you: Taihua (TAIH) has doubled since its IPO yesterday. PE 9 for this year. I'm in.

GAL - Production startup due.

KMR - Production startup due.

FDI - Exploration results expected Q1 2006 for Groen River and Tsabong, production increasing at Buffels River.

Im looking to TAN, and CFU and a long shot IDD

GTL
New plant to open by the end of DEC 2006 beginning of Jan 07 starting with 50 million gallons per annum of ethanol produce by the surrounding corn fields increasing production to 100mga GTL is well under valued to it's peers, will see an easy 3 bagger in 2007

driver,

Any figures to back up the "three bagger" staTement please?

Andy, compare Renova (RVA), currently producing around 10 or 20 million gallons and worth around 70 mil mkt cap (on a pretty high PE, due to planned increases in production, but still not as big as GTL). GTL due to produce 50 mil gall from January and currently mkt cap around 45 mil.

Shares Mag thinks GTL could make 15 mil profit, but not sure how they arrive at this. It's possible; a deeper analysis of RVA might help work this out.

Hope this helps.

bvm, steadily growing, aquisitions settling in well and a good trading statement today.

trading statement.

RCG

WNG , Worthington Nicholls has doubled since it's floatation June ,but could go much higher in 07 ,

Here's mine for 2007 for what it's worth !
ARC Risk Mgmt
GTL
FFA
HMB
IGH
IQE
MLR
TNG
SYG (Speymill)

Interesting selections - many will be multi baggers and equally many will be disasters. Trouble is, you have to be lucky to pick at least some of the right ones in whichever selections you go for. If like me you are unlucky and persue a steadier investment strategy, then go for the likes of JHD,LTHM and RSG. All have done very well for me last few years and IMO will continue to prosper.Good management, strong cash generation, rising dividends (check special divis on JHD and LTHM) and businesses a layman can readily understand.

Sector Guard SGD. Company has plenty of contracts and I'm expecting more.

Not bad, Explo. They are profitable, pay a divi and expect 2007 to be a year of record growth.

PDYOR as I got all that from a 30-second scan of the recent financials.

Can "explosive" help me obtain more info about SGD. Security is a subject near to my heart. All info will be gratefully received. rdotdj

KMR up up and away within 6 weeks

SectorGuards website below, was thinking about starting a thread but as of yet haven't had the time.
http://www.sectorguard.co.uk/

Andy

I see I have got you hooked, with out going into Ethanol, corn, and present oil prices, future profits or company debt there is a simple comparison with over Ethanol produces RVA for one, either RVA is extremely over priced or GTL is under valued

Compare
GTL verses RVA

RVA Market Cap 70.00m SP 218P Producing 4.2MMgal/y increasing TO 20MMgal/y

GTL Market Cap 48.00M SP 210P Producing 50MMgal/y increasing to 100MMgal/y


If you would like some numbers this from another board.

Crush margin 2.33usd/gal prod 50mil gals=116mil operating cash flow -taxes etc at 30% =76milusd x a forward rating of 10 (i think this is reasonable)=760milusd - discount factor of 10%about 228mil =532 mil - 40 start up cost around 490 mil / 24 mil shares =sp $19 or about 9 all imo

My other tip for 2007 is SER SEFTON RESOUCRES see link below. Possible ten bagger.

http://www.oilbarrel.com/news/article.html?body=1&key=oilbarrel_en:1166407248&feed=oilbarrel_en

Encore Oil (EO.)

EnCores chief executive is the former MD of EnCana UK, Alan Booth, who headed the Canadian firm when it entered the North Sea in 1996 with a US$55 million exploration budget.

Eight years later the company was a significant North Sea player, with successes that included the discovery of the exciting Buzzard field, and was sold to Nexen for US$2.1 billion.

Eugene Whyms, the former finance director at EnCana, is EnCores chief financial officer while exploration director Graham Dore was a senior geologist with EnCana and worked on the discovery of the Buzzard field in 2001.

A diversified portfolio including a 15% stake in the Golden Eagle prospect.

Drilling to start soon on GE with partners Apache and Samson (these two firms will carry Encores costs). The large structure (with an areal extent of 80 sq km) shares many features with Buzzard and lies immediately to the west of that field in the Inner Moray Firth.