Hi Guys back of Holiday but not yet really settled down. Needed the break as I havent had a holiday in 5 years. Just been resting up at home.

Back to the stocks. Well lets face it last week was a stinker, simple as that. Interest rates hike hanging over the market and the tiddlers getting hurt most as all of the extra cost will fall to the bottom line. Lets hope for a better week.

Update on stocks.

I D DATA- hoping for this one to carry on from Friday and start to rise again. About 4 weeks to results so we may get a good run plus a contract win is get to be confirmed.

INCITE HOLDINGS - strange happenings at this company last week but apparantley big orders were being filled for institutional players, in fact a pal of mine on another site who is a big holder was contacted to see if he wanted to sell any of his holding and he gave them a quick no chance answer.

BEMA GOLD - fell back by about 10 points last week on averageish results. Fact of the matter is that a Miner should be judged on NAV and not earnings, due to physical nature of the business.

JUST CAR CLINICS - TA uptrend in place and company released two very interesting pieces of news on its web site that should see further support.

CENTURION ELECTRONICS - gave back a bit of ground last week but uptrend trully in place.

HCEG - another that gave ground back last week but there was some good news later in the week refering to warrants. Seems holders on a certain date will be awarded a warrant for every XXX share held . Ask me in the morning.

PIPEX - changed name last week had an up and down week but I added yet again. Great growth potential here.

NEW RECOMMENDATION

Going to go in for SCI ENTERTAINMENT SEG in the morning. Saturday paper confirmed that trading was well in front of budget and this backed up what Evil Knievil had been saying last week. EK feels that this is one of the cheapest stocks on the Whole Market, and we should get a good run up to Xmas with the new Desert Storm offering (sorry not an expert on games).
DYOR and if you buy watch the spread in the first hour or so, the MMS read the newspapers just like us, dont get sucked in. Remember you are responsible for your own buy and sell actions, we dont want any whimps complaining if they lose money. Only use money that you camn afford to lose and remember this is investing. If you want a quick fix, I suggest you go down to your local bookies , casino or boozer and play on the one armed bandit. We are all adults.

gf.

ps, sorry forgot Service Power Tech - special update on that sometime monday.

Well - I'm not getting into interest rates, after all, I was being entirely selfish, but I've never been so hard up! So let's concentrate on the shares for now. (wink)

GF

the news about hceg's warrants was in the RNS of 20th October. I read the whole bloody thing.

The record date to qualify is 12 November.
1 warrant for every 10 shares held on that date giving you the option to purchase 1 share for each warrant at 1.5 p on the 30th june 2004, 2005, 2006, 2007, 2008 ( all off the top of my head)

looking at the track record for the directors all looks very promising for long term. 2 - 5 years

suprised that the interest has wained a little though. I expected this to stay steady or rise up until the record date before drifting down a bit as people who have qualified for the warrants sell their shares.
imho dyor

R

ps pipex look to be a steal at mo, even more if they get back to 6.50
and the wet weather should help JCR.

GF, I been to see the "rocket man"... you haven't done a bad job...LOL

I sold my CYH, good profit, work most of the day with Milan ..bad day (lost a big bit...) still majority was profit money, nevetheless is always

Ciao

Good stuff Ricardo, keep it coming mate. Ciao, thanks for that, will pay RM a visit myself later. Glad hes not on this board or he would have had 3 yellow cards in quick time.

Now to the stocks. Well its a late start for me and I have to say they havent done badly at all. Pity to see superscape going neutral, but great to see I D DATA back in the blue. Caldwell Investments CDW which I rate very highly is also up and Ive seen over the last week or so that someone is building a big position, could it be Jim Slater, I know hes in and enthusiastic about the stock.

Great to see SCI Entertainment aswell moving up slowly but surely since I rscod it on monday.

Telecolm plus seems to be the only one spoiling the party , buy feel this is a very long term hold, so day to day activity not so much a problem. Just wait while the results are released.

cheers gf.

Hi GF

The price has been slipping a lot for PXC in the last week or so. I Do have the intention of holiding this long term. Do you think the slight decline is a temporary blip?

SH

Your source on CUC seems to have had his own agenda too, GF.

new to this board spend most of my time on a d v etc but I like what I have seen here. Have a look at KMR kenmare resources. They have been waiting for news of a contract agreement,there was a big investors meeting ending today and the price has started moving DYOR start with the attached which is now a couple of months old. I have some of these by the wayhttp://archives.tcm.ie/businesspost/2003/08/03/story562816818.asp

Hi GUYs, Pxc and cuc do not get shut. High Betas so will look worse on bad days. Lets get rid of the base rate decision at lunch tomorrow and then look ar=t the markets again early next week. Please remember this the story from these two companies hasnt changed one jot, its just the working of the market that has lowered them. Stay patient and reap big rewards.


Kenmare yes a fine company and tipped by Winnie on t1ps. Well worth having a stake.

cheers GF.

Caldwell Investments, another 30,000 purchase gone through just now. Someones building a big position in this company and I know both Jim Slater and Evil K are in, one to follow. Past few days weve had a 50,000, a 35,000 and a 70, 000 purchase and that being more or less the only trades.

Sci Entertainment again up, hope you got in on my reco monday.

cheers gf.

brought some CDW .. took me ages at TD Waterhouse, they had to go the market to get me some ...anyway got in at 19.5 ...

CDW trades only showing two trades for me both sells and only 3 buys since 30/10 yet price ticking up gradually. Something afoot?

GF. I can't see ZOO on your list. Have U sold?

here's the trades as shown on td waterhouse, for CWD

Trade time Price (p) Volume Assumed purchase/sale* (p) Bid (p) Ask (p)
14:25 18.62 10978 sale 18.5 19.5
11:33 18.25 30000 sale 18 19.5
16:08 (05/11) 18 75000 sale 18 19.5
14:32 (05/11) 18.25 4853 sale 18 19.5
10:34 (04/11) 18.5 25000 ? 18 19
13:58 (03/11) 18 15000 purchase 17 18
13:30 (31/10) 17.25 3493 sale 17 18
10:36 (31/10) 17.8 25000 purchase 17 18
10:23 (31/10) 17.15 1450 sale 17 18
09:11 (31/10) 17.12 1894 sale 17 18
17:01 (30/10) 17.25 5000 sale 17 18.5
11:03 (30/10) 17.9 40000 purchase 17 18
15:10 (29/10) 17.8 200 purchase 17 18
13:02 (29/10) 17.8 1876 purchase 17 18
11:01 (29/10) 17.75 50000 purchase 17 18
10:42 (28/10) 17.75 30000 purchase 17 18

Azhar, nope no chance. Still have 2.5% of the company. This short term down trend doesnt bother me. Just wait while they sign up with an International Partner or are taken out. The price could go well norhwards.

regards GF.

PS, Centurion Electronics going like a train this afternoon. Director has bought.

what do you think of CMS web view CWV tipped in shares mag up 50% today
and directors had to stump up shares to get MM out of jail shortage of stock will only puch it up tommorrow ??

Lets hope so, I have a small holding from about 6 weeks back.

cheers gf

Hi GF

Sorry to change the subject a little. Can I ask if you stil think TCP are any good. Tenby is now describing them as a bummer. I was wondering whether you still held and if you think this is one that needs a little patience. I would be gratrful to hear your views.

SH

p.s Don't worry I'm not selling PXC am expecting fab things in the future.
pp.s Won't you come back to SC I think some people are missing your input!

Linzi - Look at ITL go this morning!

SH, I didn't buy TCP when Tenby & Slater went in (not to say I'm right & they're wrong, simply because I thought they may drop further).

As the saying goes, nothing has changed fundamentally & these are still on my watchlist. I would say if you need the cash for something else then sell. I always try to avoid that situation, but it happens to me sometimes too! If you don't need the cash, why not hold for a bit & see what the next piece of news from the company is. If it's bad, then sell. If it's good, then your patience will be rewarded & I will be buying in too!

SB

Thanks for that SB

I was thinking that I was not going to sell, given my luck. I've only been trading for a few months but I have had about 4 or 5 shares that I have sold early at a loss that have become multiple baggers :-(

I'm not saying that I expect the same from TCP, but I think I'll give it a little longer to shine.

I see you've joined the party on ITL!

Sh, yes still in on TCP but not added. Can understand deckers getting fed up as it had all the hallmarks on the chart of breaking out. SBs right if you need the money to work for you sell.

Coming back to SC, sorry havent left, but wont post there any recos from now on or take debate on a big issues. Joe and Malc to my mind are not policing the site correctly, on here you have two yellow card followed by a third yellow card and you are off the B/Board. Too many snipers on there wanting to take digs and lets face it where are they now???????. But if I came back I would be a Sitting Duck. Cant be arsed after all the hardwork I have put in not being backed up by management. Joe and Malc are fine Guys, lets get that clear, but I can tell you one other top poster has made representation to me this week about the sites problems and is thinking seriously of moving out.

good luck and cheers
GF.

ps, sell TCP and buy CDW Caldwell Investments for its revolutionary Sun Canopy.

Both Jim Slater and Evil Knievil are in, with big stakes.