Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.
  • Page:
  • 1
  • 2
  • 3

TOP AIM PICKS FOR 2008. (2008)     

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.

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.

2517GEORGE - 08 Nov 2008 16:20 - 48 of 52

ValueMax thanks for the league table, I would say there's room for improvement over the next few weeks to the end of year. Well done to those who found the winners. Be good to have another crack at it next year. Good luck all
2517

mitzy - 08 Nov 2008 17:49 - 49 of 52

Well I did well with Rift in 4th place thanks Max.

share trader - 09 Nov 2008 12:26 - 50 of 52

well a sobering read back to the comments at the begining of this year!

Bad year all round, although a few have done well most have fallen, some substantially.

mitzy - 09 Nov 2008 13:01 - 51 of 52

Maestro was vry keen that Gwp would go 300p plus and when actually they are down 50% well done to him.
  • Page:
  • 1
  • 2
  • 3
Register now or login to post to this thread.