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.
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.
G D Potts
- 11 Jan 2008 16:05
- 40 of 52
IGC, KSK, DOO and ECG
hawick
- 11 Jan 2008 16:09
- 41 of 52
Trader6 if it were all about p/e I'd agree. But a few other considerations methinks. Management, competition, debt etc etc.
If I recall AMU has a bit of a cashflow issue, for example. But I agree AMU is one of the better stocks overall. Its Christmas trading will be revealing. Good luck with it. I don't hold TTS but it has legit claims to be one of the cheapest, purely on overall balance sheet anyway; don't reckon a predator would get near it for under 35p.
PS: Another I quite like is Litcomp (LIN) which is dirty cheap even after dilution, another I don't hold but on the monitor.
BAYLIS
- 11 Jan 2008 16:15
- 42 of 52
azm 49.75 to buy.
trader6
- 12 Jan 2008 12:07
- 43 of 52
hawick.
The last thing Amu have problems with is cashflow, they've been generating
some 2-4 million a year for a while now, it would have been the same had there
not been changes in the credit insurance market but that should all come back
in H2.
I used to hold shares in Lin too, just checked on them again and they do look
cheap given the positive trading update, i'll add them back to my monitor thanks.
trader6
- 12 Jan 2008 12:23
- 44 of 52
Hawick.
Just looked again at Lin, it does look a nice growth company and what is
good for those not in is there's the usual stock available with the unloved
aim penny stock, the price seems to drop on any sale so some cheap stock
might be available at any point in the next few months ahead of results.
Confidant
- 19 Jan 2008 09:19
- 45 of 52
Late but ...
TIME
ZEN
SYNC
VTI
IFNC
ValueMax
- 07 Nov 2008 18:22
- 46 of 52
Oh dear - we didn't do too well!
|
|
Nov
|
Jan
|
|
Epic
|
Name
|
Mid
|
Mid
|
Change
|
VTI
|
Virotec
Intl Or
|
12.8
|
4.9
|
161.2%
|
NPE
|
Nautical
Pet Or
|
27.5
|
12
|
129.2%
|
STP
|
Spiritel Ord
1p
|
1.15
|
0.6
|
91.7%
|
RIFT
|
Rift Oil Ord
1p
|
3.88
|
3.4
|
14.1%
|
TTS
|
Total
Systems O
|
25.5
|
23.5
|
8.5%
|
MLR
|
Maelor Ord
70p
|
97.5
|
98
|
-0.5%
|
AMU
|
Air Music&media
|
52.5
|
56
|
-6.3%
|
LOQ
|
Lo-q Ord
1p
|
22.5
|
24.5
|
-8.2%
|
ECG
|
Econergy
Intl O
|
45
|
54
|
-16.7%
|
JHD
|
James
Halstead
|
455
|
552
|
-17.6%
|
HAWK
|
Nighthawk Ord
0
|
39.5
|
48
|
-17.7%
|
PROV
|
Proventec Ord
1
|
125
|
153
|
-18.3%
|
AFS
|
Amiad Fil.
Ord
|
161.5
|
201
|
-19.7%
|
EDD
|
Education
Dev O
|
30
|
38.3
|
-21.7%
|
LIN
|
Litcomp Ord
10p
|
33
|
45
|
-26.7%
|
PRE
|
Pan Andean
Res.
|
9.75
|
14.5
|
-32.8%
|
NWT
|
Newmark
Sec Ord
|
1.1
|
1.77
|
-37.9%
|
IVE
|
Irvine Energy O
|
1.38
|
2.25
|
-38.7%
|
MDC
|
Media Corp
Ord
|
2.25
|
3.82
|
-41.1%
|
CRA
|
Corac Grp Ord
1
|
32
|
55
|
-41.8%
|
SER
|
Sefton
Res. Com
|
2.88
|
5
|
-42.4%
|
KSK
|
Ksk Power Ord
0
|
198.5
|
364
|
-45.5%
|
MVH
|
Medic
Vision Or
|
3.5
|
6.5
|
-46.2%
|
SYNC
|
Synchronica
Ord
|
2.75
|
5.25
|
-47.6%
|
TAIH
|
Taihua Ord
1p
|
8.5
|
16.25
|
-47.7%
|
GOAL
|
Goals
Soccer Or
|
179.5
|
350
|
-48.7%
|
GWP
|
Gw Pharm. Ord
0
|
33.25
|
68
|
-51.1%
|
PHSC
|
Phsc Ord
10p
|
24.5
|
52.5
|
-53.3%
|
PVR
|
Providence Res.
|
2.88
|
6.2
|
-53.5%
|
ANR
|
Altona Ord
0.1p
|
1.32
|
3
|
-56.0%
|
DEMG
|
Deltex
Medical
|
9.88
|
23.25
|
-57.5%
|
RVD
|
River
Diamonds
|
1.85
|
4.4
|
-58.0%
|
PCI
|
Petroceltic
Ord
|
3.65
|
8.9
|
-59.0%
|
GOO
|
Gold Oil Ord
0.
|
4.38
|
12
|
-63.5%
|
URA
|
Uranium Ord
0.1
|
1.38
|
4.15
|
-66.7%
|
ZEN
|
Zenergy Pwr
Ord
|
104
|
317
|
-67.2%
|
UVEL
|
Univision Ord
H
|
0.7
|
2.14
|
-67.3%
|
PWR
|
Powerleague
Ord
|
27.5
|
86
|
-68.0%
|
MVW
|
Mavinwood Ord
0
|
4.62
|
16.8
|
-72.5%
|
PST
|
Portrait Ord
2.
|
3.75
|
14
|
-73.2%
|
VYKE
|
Vyke Com Ord
1p
|
23
|
91
|
-74.7%
|
PYF
|
Polyfuel Regs
C
|
6
|
23.9
|
-74.9%
|
AZM
|
Alizyme Ord
2p
|
15
|
60
|
-75.0%
|
PXS
|
Provexis Ord
0.
|
0.62
|
2.62
|
-76.3%
|
ELP
|
Elixir
Pet. Ord
|
2.5
|
11.5
|
-78.3%
|
VML
|
Vane
Minerals O
|
3.75
|
17.5
|
-78.6%
|
TIME
|
Timestrip Ord
0
|
1.12
|
5.8
|
-80.7%
|
CGNY
|
Cagney Ord
1p
|
0.38
|
2.13
|
-82.2%
|
VIM
|
Vimio Ord
Eur0.
|
1.5
|
9.75
|
-84.6%
|
BRR
|
Braemore Res
Or
|
2.73
|
20.8
|
-86.9%
|
HMB
|
Hambledon Mng
O
|
2.5
|
20.8
|
-88.0%
|
AGU
|
Angus&ross
Ord
|
1.38
|
17.2
|
-92.0%
|
DOO
|
D1 Oils Ord
1p
|
9.5
|
135
|
-93.0%
|
LNR
|
Libra
Natural O
|
0
|
?
|
delisted
|
spitfire43
- 07 Nov 2008 19:03
- 47 of 52
No we didn't do very well, but I have a feeling that most investors here are mostly holding cash, and are still waiting to re enter the markets. Which given the table above would have been a very wise decision.