My thoughts on stocks which i consider reasonably safe investments into and to the end of 2010,may see some fluctuation with markat conditions,so timing importent but with a lttle patience i believe all will come good?

AFR 86.75p Already a producer + Ebok to come and a whole lot more
to come,also Isable.
CEY 118.5p Production due early next year with resource update expected
next week,abther isable.
CHL 106.5p Resource update promised next week also AGM (18th)
where we can expect a progress report on the 3on going bids.
JLP 30.75p Platinum miner and producer,the demand for platinum
should rocket with improving world economy.Isable
KAH 173p Owns over 40% of EXT who are proving up one of the largest
uranium fiscoveries.
GFM 36.25p Miner in China - Zinx,Gold,Silver and Lead,a cash cow for sure
and a load of money in the bank. Todays drop imo makes them
cheap?


All are take over candidates,which is why i consider them worth
holding.
AIMHO
cyril
PS I own stock in all rhe above.

I've been building stakes in two small cap media plays Cellcast (Cltv) and Dcd Media (DCD).

Both have come out with several bits of great news recently yet both their shares
prices are now lower again after the news.

Think if both sets of management deliver then these two will easily multi-bag, Cellcast have a 37.5% stake in Cellcast Asia and that business seems to be growing
at a tremendoue pace, not often you see management use the word exponentially
but they did, with a 2.2 mil market cap for the whole company if the other part
of the company comes good then this shareprice will rocket, early days yet and jury still out with management.

"Cellcast's 37.5% associated company in India, Cellcast Asia Holdings ("CAH"), is
experiencing a strong and profitable second half performance in 2009. The scope
of its interactive format development expertise combined with its billing
network means that CAH is becoming the partner of choice for many Indian
broadcasters (for example it handled all the games and competitions for the IPL
20-20 Cricket, which is the largest sporting TV event in the Indian
subcontinent).
Total mobile penetration in India exceeds 530 million subscribers making it the
second largest market in the world after China (and 8 times the size of the UK
subscriber market). India is still adding over 10 million new mobile phone
subscribers every month which means that the market for Cellcast's applications
and services is growing exponentially as demonstrated by the fourfold increase
in revenues that CAH achieved in the period from January to September 2009.
CAH is now a clear leader in the participation TV sector in India both by
traffic volume and revenue, and the company is well positioned for significant
growth as sector leader in a market that is continuing to grow very rapidly"

Dcd have moved into the lucrative higher margin USA and have won several contracts worth almost $14 million announce with their latest results, nice
deal with their bondoholder recently to reduce debt and convert some at 10p
a share, profitable and a fantastic turnaround play.

Not the most popular sector but i'm punting on these two coming good for me.

Anyone interested in an ooffica; comp. should try
http://www.stockchallenge.co.uk

Entries in by 6 am monday.
Best of luck and a Happy New Year, as well as Properious, to all.
cyril

most of you guys like to play with amoeba stocks .... the prob with that is that they are nearly always highly illiquid and it is also next to impossible to buy a (monetary) worthwhile amount.

for myself, i'll stick to stocks that are actually worth dealing in! .... so for the time being, i'll highlight the following, though on reflection over the next few days, i may add or edit

POG - PMO - TLW - PAG (or similar) - CEY - WPP (or maybe YELL) - LAM

and more speculatively, DES - NEX and perhaps PXS

Aren't they the same stocks as you had last year??? No new sectors on the horizon for you then? :o)

Possible growth potential for GKN if the car market picks up (If Johnson Matthey performance is anything to go by)

I agree to a large extent that the serious money should be invested in larger cap co's, which would prove easier to exit in hard times, but there is a place for amoeba stocks, as by definition they are constantly changing, and if you happen to hit on one that is changing to the upside (GKP for instance) then your initial investment is multiplied several times over, not quite so easy to do for a large cap.
2517

i don't much care about multiples - i'm interested in making some money.

with regard to GKP, i was and am more than happy to have bought in a long way higher than the basement when it became apparent that there really was a sensible chance that they would or had found something

i don't think i mentioned either housebuilders or advertising this time last year.

on a domestic front, i don't care for financials much, and i do not see that retail or pubs or restaurants have the brightest of prospects for 2010

i confess i do have some fear that my portfolio is too commodity focussed, but find it difficult to find other areas to inspire

How about shipping Cynic? Looks like rates are blipping up for dry cargos & even though many ships are mothballed, sentiment seems to be that the bottom has come & gone, thus growth in orders & commissions.

maybe, for at least that is international and should have bottomed out, but not sure who is truly worth looking at in that sector

Not sure about the liquidity argument in smallcaps, most of them usually have
a seller so you can always pick up size if you are patient and wait for the dips
to shake out the traders.

i'm happy to leave them to you ..... and what do you think happens in a weak market when you and others want to sell?

cynic-- 'i don't much care about multiples - i'm interested in making some money'. Strange turn of phrase, contradictory.
You also imply that you have selected a housebuilder this year, which one? Apologies if I missed it, don't see the ticker for one that's all.
How about nailing colours to the mast (not just you cynic) and put current sp's of recommended co's.
2517

housebuilder = PAG

multiples and making money are not contradictory at all - see my comment re GKP

and to comply with your request, sp at time of writing with today's movement .....
POG (1092 +66) - PMO (1137 +31) - TLW (1317 +12) - PAG (or similar) (136 +5) - CEY (130 +8) - WPP (614 +5) (or maybe YELL - 39.7 +0.4 ) - LAM (196 +11)

and more speculatively, DES (97 +5) - NEX (192 n/c) and perhaps PXS (8.8 -0.2)

Are you going to teach us how to suck eggs cynic !

We all do this game full time, we all know how it works, we all know
the risks of buying size in small caps.

Cynic always thinks he can teach you how to suck eggs ,he knows it all...

PAG comes up as Paragon, in the 'other financial' sector.
2517

GEORGE - i'm a dope! you're right - was under the impression that PAG was actually a builder rather than a mortgage provider ... in that case BKG or BDEV or RDW
as choice builder

as for you other guys, i merely write as i think ..... similarly i invest as i think ..... you of course are perfectly at liberty to invest in whatever you choose, but that does not mean i have to concur with you, any more than you with me

TW. for me as a builder ,,i was at a loss averaged down and and now just in profit . Also AFR i have as a long hold ,have sold too many oil shares over the years just to watch them go up and up .Hoping some patience may reward with Afren.

No worries, thanks for sp's although you can't take credit for all the rise ha!ha! (most started strongly this morning), however I do know you've been a long term fan of POG, PMO and TLW. I was first alerted to TLW by the FSL @ 77p a few years back.
2517

i only quoted current sp as it was probably impossible to buy at the so-called opening price

JIMMY - i like AFR a lot too and have great expectations for them ..... not sure why i did not include that one in my choices, but would be happy to add