This thread is designed for punters to tip any share or shares they like from Blue Chips to Penny Stocks.
YOU CAN RAMP AS MUCH AS YOU LIKE or you can be a constructive market analyst, please yourself.
Drivers Tip, Buy Low Sell High

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I think you will find, Kim, in the fullness of time that the action has been taken because online gaming has flourished so hugely due to it being a natural home for the simplest money laundering ever.
The anti-money laundering laws are almost completely ineffectual in this environment and that has always been the achilles heel of the industry. Perhaps in the future, it may be back, but for now it must go.
Alan

I wouldn't bet on it coming back Alan!
kim

Well........someone had to say it!

Ouch!!!!

At the risk of getting boring (and being accused of ramping/ranting): Renesola. Again!!

SOLA Bid: 200p Offer: 202p Change: 11.5

RNS out today: "The planned expansion of the Company's production capacity has been revised from 125 MW by the end of 2007 to a target of 180 MW to address the strong market demand for solar wafers."

The company is already profitable and increasing production steadily throughout the rest of the year; the next set of quarterlies is due out in approx 6 weeks and should be very warmly received (as was a trading statement issued on 27th Sept)!

SOLA has also pre-sold a large chunk of its forthcoming production, which makes for good security and visibility of earnings.

SCSW has a near-term price target of 300p. I think 800p is possible by mid-2008 based on the new figures, but time will tell and will depend upon the current market pricees for silicon being maintained.

There are a lot of speculative plays out there, but IMO this is the real deal. Certainly I'm not about to argue with the 37% profit I'm sitting on after less than two months.

PDYOR etc.

Spotted SOLA too, soul trader and took a small holding today - the figures and growth are incredible, and even if these slow down still represent value for money - surely has to be in the right market, with sales largely guaranteed, and a good supply line.

soul traders
Renesola Market Cap is 201.00m at the moment do you think a M/Cap of 800m is possible.

Driver - If you work with the latest quarter actual profits of $5m - ie an annualised $20m what PE ratio would you assign?

You would have noted that in itself the 2nd Qtr shows sales growth in XS of 100%.

Add to that an ever increasing capacity (+50% ish by todays RNS) of which 90% is already pre-sold, at a GM of over 30%, and it all looks too good to be true.

Flackwell
So an 800m M/Cap looks a long way of then?

Depends on your definition of "long" imo.

However, equally my opinion is that this one is heading north, albeit with the usual pull backs along the way - would expect one within 2 days as some people sell, but the ascent is on.

Depends on your definition of "long" imo.

However, equally my opinion is that this one is heading north, albeit with the usual pull backs along the way - would expect one within 2 days as some people sell, but the ascent is on.

Driver,

Please see below my post 89 from the SOLA thread:

"Afternoon all. Just by way of giving the pot a stir, I've been exchanging a few thoughts about eventual earnings over on the other BB. SOLA should hit output of 125MW-worth of PV cells sometime in 2007.

A fag-packet calculation suggests the figures for a theoretical financial year sometime betweem 2007 - 2008 could add up as follows (based on figures lifted from the recent quarterlies):

full-year's EPS just over 40p,
on production of 125MW-worth of product,
for an SP of 568p a share,
at an arbitrary but hopefully reasonable PE of 14."

END QUOTE

Divide 568p by 125 and multiply by 180 to arrive at 817p

I am basing my figures on the Interim Results (see FT.com), in which it is made claer that profit for the second quarter (three months ended 30Jun2006) was US$5.0 million, on 8MW of production.

Scale this up for 180MW, ignoring any economies of scale and you arrive at US112.5 million profit (and there is no tax to be paid in, I believe, the first three years), or 59.2 million (if $: = 1.9:1).

Use PE 14 again and you come out at 828 mil market cap.


Disagreements are welcome.

IMO, PDYOR, etc.

Flackwell V, you seem not to be accounting for the capacity growth announced by SOLA in its results. (??)

soul
Cheers for your workings it's all looking good long term, I'm fully loaded at the moment but it's on my watch list.

A pleasure, Driver.

Here's another of my favourites, for a somewhat more speculative play that could bring a very decent return short- or long-term:

Ariana Resources (AAU): has just added 45 new exploration licences for gold and precious metals in Turkey, bringing its total to 106. AAU is making good progress in drilling its prime gold prospect at Sindirgi which has already been found to contain rich gold veins.

There's lots of info about, well worth a look. The drilling should report at the end of November and could precipitate a sharp re-rating of the stock. FWIW the SP seems to be at a discount to peers like STI in spite of having stronger prospects; a flow of good news could help to iron this out.

DYOR.

soul
Its already on my W/List has been for a while.

am currently out of SOLA (profitably!) as wanted funds for indices and SHP, both of which served me very nicely ..... am quite sure i shall be back into SOLA in due course, but shall wait for a bad day or two .... think the markets are due for a bit of quite heavy profit taking as have been strong for last week

should have reiterated my thanks to soul* for pointing me in the right direction several weeks ago

Hello Cynic, a pleasure re SOLA, and well done on banking some gains. Just make sure you're back in before the next quarterlies (mid Nov) ;o)

Soul T - Thanks for the forecasts re:SOLA

My posting was meant to show that the valuation was reasonable on an "as is" basis, never mind the additional capacity announced yesterday. What is good to see is the sales costs to profit ratios, the volumes pre-sold, the additional capacity being brought on line, the supply chain being tightened etc etc.

What remains a risk includes currency, customer satisfaction levels, medium term demand, overseas listing etc.

But each to their own risk-reward ratio

Understood, FV - it's good to see people being conservative, but a PE of 20 like you suggested would probably be offputting to me unless I knew that there was more growth to come. As you say, ech to their own. Good luck, etc.