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.

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?

BPG , Business Post Group - could be one of the big winners from this years Christmas shopping boom via the internet.

The Royal Mail have delivered almost 40% more parcels this Christmas compared to last and it is likely that BPG will show a similar surge in deliveries.

Back to top.

PDX - Pursuit Dynamics.

Full marketing of their PDX processing unit has commenced, and Coca Cola have installed a unit on their production line.

The PDX steam powered processing unit can be utilised in a number of different functions, and early adoption seems likely in fire suppression (firemist) , Brewing, food processing, and the paper and pulp industries.

I suggest viewing the company website, or the MAM thread, both links are pasted below.


http://www.pursuitdynamics.com/

http://www.moneyam.com/InvestorsRoom/ShowPostList?fID=1&tID=1097

Hey Andy only one go permitted. LOL.

happy xmas cheers GF.

GF,

PDX for me then please.

I have edited above post.

Thanks, and a Merry Xmas to you too!

It might be interesting to create a dummy portfolio to track all these through the course of next year.

Good idea I thought I'd keep an eye on them but can't afford to buy them all !

TAD

must have traded them at least 100 times in the last 10 years and believe it or not im in profit.

their shares are like lottery tickets.........full of promise but never a return......MAYBE next year........SIGH ( or 2006 or 2007 or.............)

happy new year to all

I'm with Andy on PDX, groundbreaking technology.