Would be interesting to see what other posters think will make it big during 2005. A small explanation of why would be very helpfull aswell.

Ive given mine Deal group Media DGM, go on lets see what yours is?.

cheers Gf.

This one is a high risk geared play - DCS Group (DCS).

Hit 20 in tech bubble but now 10.5p. Reason for price crash apart from difficult software markets was the flooding of the balance sheet with debt. In recent months, it had a market cap of 2m and net debt of 18m. It looked a basket case on paper.

Underlying this is a solid business. Two sides to it. Auto side - Software for motor dealers and in this it is the leading brand in Europe and plenty of US business too. Second leg is software in transport and logistics, mainly for road hauliers etc.

Now the question of survival. Well, they started on this at the beginning of 2004. In March, they announced they had sold 33% of the Auto business to an American company in the same business, AutoDataNetworks (they are traded OTC on Nasdaq Bulletin Board - see www.autodatanetwork.com) for 6m ($11m) and gave them an option to acquire the other 2/3 for 12m.

Autodatanetworks have already announced that they expect to complete this after November - so any time now basically. This should bring in another 12m to clear debt.

On 3rd December, DCS said they had sold the IP rights in their Auto business software to SAP AG (with Autodatanetwork's blessing) for 7.5m of which DCS get 60% thereby clearing another 2m from debt.

When all this goes through (and the punt relies on it), DCS will have a single business (Transport and Logistics) which is currently in recovery phase and should be profitable this year. Net debt will be down to a manageable 5m or so, which should be fundable as turnover is c.13m for the T&L division and of course the interest bill will be slashed. DCS renegotiated banking facilities until Sept 2005 just after the ADN deal was announced in March 04. I believe they have the full support of their bankers.

Finally, in the last few weeks, Bob Morton's company increased its stake to 9.8% from 6.8%.

Do your research because this is an illiquid tiddler with high risk. I hold a few but not enough to kill me!!!

Current price 10.5p. The MMs will give you mid-price for a shedload if you sell to them. Not easy to buy many at offer.

I must say i am very impressed by this thread, excellent research by individuals... Very happy to digest all this information ready for investment next year (maybe) many thanks to one and all, Merry Christmas...

Best performer for 2005 PET

Worst = PET

Depends how often news is leaked and thought genuine!

MDW, RTD, PPR, PXC, DGM, DATA, ECK, IDD

All to double. DYOR!!!

i am hoping that SPS also pic will at least double by the end of 2005///

I have just picked up some Envesta telecom EVS--narrowing losses and heavy investment in VOIP voice over internet phone calls which is said to be the next boom thing. cheap phonecalls via your computer sounds good to me.

zscrooge and bristlelad. "A small explanation of why would be very helpfull aswell" says Mr Goldfinger ;)

voip - coice over internet protocol. used it is jakarta in 2000 when living here and it is yet to catch on here. i agree moneyplus that it will boom. thx for the name, will check it out.

really enjoying this thread GF.

Back to top, come on guys we need more.

GF.

Hope everyone bought their ACE early (see post 18)(and see ACE thread). Roaring along it is. This period (mid-Dec to early Jan) is very often my most profitable 3 weeks of the year, and it's proving to be so again. Those who wait for the start of the year to buy into their 2005 stocks are missing a treat. (And next trading year doesn't start till Jan 4 this time)

jzl

Heres a couple from me:

RTD - good growth stock, 2 sides to the business 1 a fuel card business in Australia which is a cash cow which has been helped by high oil prices, the other, the exciting bit is anti fraud software in the card not present area (ie phone/internet transactions). This is a huge growth area with more and more retail being conducted on the internet and with chip n pin introduction, the fraudsters are having to target new areas, hence the online retailers need more protection - the list of blue chip clients is astonishing for a small company. The stock had been held back due to a patent dispute though this appears to have disappeared for now. The share price has had very good growth recently but still has a long way to go imo. The forward pe is still low for such a growth company and for the second year running they have announced that results are materially ahead of expectations. An update of these results is expected first week in jan with results out in March. In addition, they are likely to enter the TM100 in the first week of Jan when Warner Chilcott delist (having been taken over) which should lead to tracker funds buying in. in recent weeks Goldman Sachs have bought 4.1% of the company and appear to still be buying.



I hold these and have done for approx 18 mths



SKP - the perennial jam tomorrow pharma company, except that 2005 should be the year we see the jam. They are a company which both develops its own drugs but more importantly develops delivery systems for other drugs, usually to extend their life once the patent expires (ie Paxil CR) as well as owning part of Astralis. They have disappointed on news many times in the last 5 years though the pipeline is very strong. The expected newsflow currently is for several large announcements, the include; UK approval for DepoDur (already launched in US), Foradil FDA approval, Cardiovascular First Horizon FDA approval, Pulmonary deal (Worth approximately $200 million). The last of these, the pulmonary deal is the biggest, and has been delayed already by 12 months but SKP have a habit of announcing big deals prior to year end. There appears to have been some large buying recently including fidelity increasing their stake to nearly 20% in the company. The full year results for this year are likely to be disappointing if the puilmonary deal milestones are not included which looks unlikely now, but the forward prospects are very bright.

Having held both these shares I vote PDX a rise for me of 187% in 2004.Technology Man will win big in 2005!
Also DES, a rise of over 300% in 2004. Black gold. The whole world needs it!!!!!

What about a prize (say free upgrade to Level 2 or Shares Mag) for best % result in 2005 -= with a closing date of Fri 7 Jan 05 for entries. Each entry to include 3 stocks and the result based on the average rise of the 3.

Oak

MAM tend to runa stockpicker of the year comp - Bully I assume there will be another one this yr

check out Emerald Energy (EEN) now producing 2500BPD they reached 280p (2.8p) when at 1700BPD could get to 10,000 BPD by end of 2005 and oil price expected to saty above $40 when results come out they being tipped by teather and evolution to have EPS of 9p in 2005 on a multiple of less than 15 ? also plenty of cash in the bank and plenty of exploation projects on the go even move into russia with ex russian minister major sharehold and good management expect this to at least double in 2005

Kenmare Resources (KMR) will double in value to 35-40 pence by end 2005 - two reasons:-

1. Titanium prices are set to go through the roof especially in the US where aerospace and industrial applications have recovered apace of demand and prices are following in line. Similarly, scrap shortages and strengthening demand resulted in rapidly rising prices for ferrotitanium in the first half of 2004, from around $4/kg in August 2003 to over $11/kg.

2. KMR are superbly well positioned to take full advantage of the global shortage vs demand and rapidly rising prices in Titanium and KMR will become a scale industrial level supplier with the Moma project coming on line in Mozambique next year. The project is fully backed by the Mozambique Government and well on track.

Let's do a little maths lesson here 650 tonnes (Moma capacity)= 650 million kilograms at even (let's be conservative) $5 per Kilogram = $3.25 Billion annual revenue on titanium from Moma by 2006. If it hits $10 which is feasible then the number doubles...even after the Mozambique and finance sharing this equates into an absolutely HUGE revenue stream based on PROVEN reserves.

Neteller and NCC Group (recently listed on AIM - figs out in January) to double over the year. JII (Indian Investment Trust) to return a low risk 50%. Biofuels and STAR look interesting. Buy Silver (probably via a covered warrant). Oil prices will not fall as much as everyone expects, infact could be higher in 12 months time so oil (and mining)stocks still look good. DYOR.

rgrds to all
gk

Fund/Oak:We are launching something towards the end of Jan 2005 which will be very interesting, potentially lucrative for the winner(s) and fun. More another day!!

Putting my oar in. I think 2 shares still in the glare of other threads are going to do well over the next few months and year. BPRG good technology with great ponential and huge spin offs. Price collapsed from 159p February last year, although during that period there has been some large institutional buying. One of the problem leading to price drop due to shorting in on a German exchange. I cannot see any important fundamental reasons for the price drop. There is a slight upturn in buys to sells but volumes are not good enough at the moment. I think one to keep ones eye on. The recovery will be quick when it comes. (This is one of my largest holdings).
I also think that SEO will take off. I have only a small holding of these at the moment. (Can't have everthing one wants.) But the potential here is great and if cost of packaging is low as thought and they have licensed deals with the major supermarkets the earnings are going to be collossal.

Wish they could get their legal spat over completely.

The main problems with BPRG for the market will be getting a little stability in the price of the company rather that its fundamentals.

I set up a phantasy portfolio on 20/11/2004 from data mining looking at 10 fast growing with reasonable yielding shares. Total portfolio cost 10000 and so far has a yield of 2.7% without dividends but having taken the cost of dealing and stamp duty out of the original 10K. These shares were pickd because of fndamental rate of changes. Will suppply a little more information if wished and update in another month.

Happy XMAS and happy and prosperous New Year To Everybody.

PS.
Would it be of any interest to start a thread on Mistakes made in 200 and things learn't to be repeated or not repeated. (The mistakes referred to, have to be with with trading or investing not life's other little problems.)

My two to watch: OMH L/Agreement with LGC 13/12/2004, Aquisitions in 2004, Is 2005 the year to finally take off?

NWG Small northern Utility, Good H1 profits, Kelda rumours of buy, but small enough to interest some of the other companies?