dreamcatcher
- 06 Jan 2013 15:18
- 26 of 38
2013 Share Tips from MoneyWeek
The 4th January 2013 issue of MoneyWeek magazine leads with "The ques for riches - What to buy in 2013"
In the article, MoneyWeek experts list the investments they would buy into now.
They panel consists of James Ferguson, Jim Mellon, Max King, Steve Rissell and Tim Price.
Here's are some of their 2013 share tips:
Webis (AIM:WEB)
Secure Trust (STB)
Travis Perkins (TPK)
Cranswick (CWK)
Reed Elsevier (REL)
Prudential (PRU)
Baillie Gifford Trust (BGFD)
While Max King says that he would short Vodafone (VOD)
dreamcatcher
- 07 Jan 2013 20:17
- 27 of 38
Midas Share Tips – Our top tips for 2013 offer investors chance of superior returns
Posted by Joanne Hart on Monday, January 7th, 2013 at 2:18 pm.
While there is a more optimistic feeling in the City than a year ago, concerns remain. With that in mind, Midas has selected three top tips for 2013 that should generate superior returns for investors, even if economic growth remains sluggish.
Midas – The investment column that makes the most of your money
>> You can also sign up for Financial Mail’s Midas Extra share tips, which includes more than 150 exclusive share tips a year for just £10 a month.
Stock markets tend to look on the bright side at the beginning of a new year and so it has proved in 2013.
Brokers are hoping that the British economy will grow faster this year than last, that the eurozone will finally begin to recover and that the rest of the world will move at a livelier pace than in recent months.
While there is a more optimistic feeling in the City than in January 2012, concerns remain.
With that in mind, Midas has selected three top tips for 2013 that should generate superior returns for investors, even if economic growth remains sluggish.
Oil and gas group aims to deliver rapid threefold share price rise
OUR first tip is Fastnet Oil and Gas, a junior exploration company whose explicit intention is to deliver rapid results for shareholders.
The shares are 221/4p and the board believes the price could triple over the coming year. In most cases, such assertions would be met with scepticism, but the Fastnet team inspires confidence.
The company’s founders include three of the leading directors at Cove Energy – John Craven, Michael Nolan and Stephen Staley. Cove was another junior oil play, set up in 2009 and sold for £1.2billion last year to PTT of Thailand.
Now the trio aim to repeat the experience at Fastnet, aided by chairman Cathal Friel, a highly successful banker with 25 years’ experience advising companies, and Carol Law, who has spent her career in oil exploration, most recently at American oil giant Anardarko Petroleum Corporation.
Fastnet is focusing initially on Morocco and the Celtic Sea and it already has substantial assets in both areas. Unlike many junior oil companies, Fastnet intends to concentrate on exploration, seeking out early signs of promise rather than covering everything from discovery to production.
In Morocco, for example, it has already formed a joint venture with US oil group Kosmos Energy, which will be responsible for financing a large proportion of the development costs.
Fastnet will participate but it will not take on the entire burden itself. In this way, the group hopes to generate value for shareholders without constantly returning to the market for cash.
The same policy is being pursued in Ireland, where the company has licences over a substantial area in the Celtic Sea and is actively seeking a larger partner to further assess these assets. In the meantime, the company is fully funded for 2013 and expects to deliver a series of encouraging news updates over the next few months.
Midas verdict: Small oil and gas companies always carry an element of risk but the Fastnet board seems sensible, focused and determined to succeed. At 221/4p, the shares should go far. Even the ticker symbol bodes well. Buy.
Traded on: Aim Ticker: FAST Contact: 0203 411 5730 or fastnetoilandgas.com
Property developer has tempting yield
Established property developer Segro is our second recommendation. It owns the Slough Trading Estate, home to Ricky Gervais’s television hit, The Office.
Segro offers investors a six per cent dividend yield and the possibility of some real share price appreciation, too. The company is in the throes of change and the stock should respond as chief executive David Sleath delivers on his strategy.
Sleath took the helm in the summer of 2011 and has spent the past 18 months giving Segro a much sharper focus, concentrating on industrial property in or near key transport hubs, such as the Thames Valley, Heathrow Airport, Ile-de-France – the region surrounding Paris – and the Rhine-Ruhr region in Germany.
Sleath is also disposing of non-core property in Britain and on the Continent and reinvesting the proceeds in his chosen areas.
The company sold £505million worth of property last year and expects to complete further sales in 2013.
Brokers forecast a dividend of 15p for the year just ended, rising to 15.3p for 2013 and 15.5p the year after. Profits are expected to grow steadily as well.
Midas verdict: Sleath is determined to create one of Britain’s leading income-focused property companies and City supporters believe he is well-equipped to do so. The shares are trading at 251p and should reward yield-seeking investors. Buy.
Traded on: Main market Ticker: SGRO Contact: 01753 537171 or segro.com
Biotech minnow set to reap rewards from animal blood test kits
Avactar Group is a biotech business whose shares are trading at just over 1p each. The lowly valuation may worry some investors, but this firm, based near Wetherby, West Yorkshire, has real potential.
The group has three divisions. First, it makes a device – the Optim 1000 – which helps drugs companies work out at an early stage whether the products they are working on will ultimately be successful.
As 93 per cent of drugs that enter clinical development never make it to market and developing just one can cost more than £500million, the Optim 1000 can be extremely beneficial and is already used by pharmaceutical companies around the world.
Avacta’s second product, the AX-1, has a rather different target market. It is a desktop machine that performs rapid blood tests.
The company initially developed the device for the veterinary market, simply because new equipment can be launched more quickly and at a lower cost for animals than for humans.
The AX-1 is being tested by vets and should be launched commercially this year. Each machine will cost about £2,000 but they should prove costeffective, provided a number of diseases can be tested using them. Vets will be able to charge for tests but pet owners will receive results within a few minutes and so start to treat their animals faster.
With both the Optim 1000 and the AX-1, Avacta developed the devices and the tests that go inside them, so there are two sources of turnover, one initial and one recurring.
Over time, Avacta chief executive Alastair Smith hopes to introduce the AX-1 to the mainstream medical market, enabling doctors to diagnose a range of diseases more rapidly than at present.
The company’s third arm is extremely exciting. It has pioneered a way of making replacements for antibodies.
Antibodies are used extensively in medical diagnosis and biological and drugs research. However, they are extremely expensive, costing about £1million a gram.
Avacta’s replacements are made synthetically in laboratories so they are hundreds of times cheaper than antibodies. The company moved into this area just a year ago, following the acquisition of a small biotech firm, Aptuscan.
Aptuscan was behind the original creation of these replacement antibodies but Avacta has developed them materially over the past year so they now have far more potential in the commercial world. Smith hopes to use them to expand the number of tests available for the Optim 1000 and the AX-1 and ultimately they could also help to analyse diseases, such as cancer, far more accurately than is currently possible.
Midas verdict: Avacta’s turnover for the year to last July was £3.13million and there was a pre-tax loss of £1.6million, as the business invested in its future.
However, this company should expand substantially over the next five years. It has several strings to its bow, Smith is exceptionally bright and if he can capture even a fraction of the animal health or diagnostics markets, Avacta’s fortunes will be transformed.
Adventurous investors should buy the shares now, at a penny apiece.
Balerboy
- 07 Jan 2013 20:28
- 28 of 38
edit. oh dear getting like herman now
dandu71
- 15 Jan 2013 10:38
- 31 of 38
Looks like the share price is pretty steady, possibly a good time to get in and buys are going for just slightly more than the bid price.
Uponthelowdown
- 16 Jan 2013 01:03
- 32 of 38
RRL and BMZ..uhmm?
BMZ for the spring but prefer LGO to RRL.
uponthelowdown - 01 Jan 2013 12:42 - 14 of 31
AMER 46.75p 52p
FAST 22p 26p
CAZA 16p 15.5p
IRON 2.2p 4.6p
HER 0.6p 0.7p
BMZ 13.5p
ORE 0.5p 0.6p
RRL 3.6p
SCPA 62p 62p
GKP 180p 210p
add KIBO 0.62p
Caza today!!
And Condor CNR over next 6 months 166p to £8!!??
Uponthelowdown
- 16 Jan 2013 17:04
- 34 of 38
RRL ?? very uneasy about them..BMZ share a director.
Happy with KIBO. IRON looking good, also HER. ORE, I like a lot.
RRL?..disinfected bargepole with rubber gloves now.
leedslad
- 24 Jan 2013 08:23
- 35 of 38
Check out my tip HGM going up nicely feel free to climb aboard.
Uponthelowdown
- 28 Jan 2013 19:46
- 36 of 38
Herencia HER on the up.
Amerisur AMER is about right for another run; up to 70p acc to RBC, their broker.
Ironveld IRON lots of large trades. Something bubbling
Caza on the turn. back to 20p plus
Fastnet doing presentations this week. Partner for Celtic sea in offing. Morocco farm-in.
BAYLIS
- 08 Apr 2013 21:21
- 37 of 38
BAYLIS [View BAYLIS's profile] - 30 Dec 2012 23:22 - 5 of 36 edit this post
CENKOS CNKS 74p
OCEAN WILSON OCN 960p
Taylor Wimpey TW. 68p
CNKS 85 . OCN 1035 TW. 85