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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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.

Morning all,

Just a quick mention of one that might be worth a look (SEO punters, pay close attention!):

Symphony Plastics (SYM) has just announced via a trading update that it anticipates becoming profitable in Q4 this year. The shares added 48% in two days on the news. The company produces additives for plastics that enable the material to bio-degrade down to water. Contracts for supply already exist; there has been a sharp upturn in business in the last few weeks going forward to year end, hence the profitability announcement. SYM is also in negotiations with major retailers in France which could provide access to a huge plastics market in which there is great pressure for materials to conform to environmentally freindly standards.

SYM has also founded a new division developing technology that will turn waste plastic into oil and is working on two forms of technology that appear to have good prospects.

Currently at a market cap of just less than 10 million (including the shares to be admitted later this week as a result of a placing), the company looks cheap if one assumes that it could make a lowly 0.5 million profit in 2007 with reasonable growth in subsequent years.

I jumped in yesterday for a reasonable stake as I fancy this to enjoy a strong run if the company continues to announce the writing of new business and back this up with encouraging trading updates.

All IMO, PDYOR, etc.

Bought back into Antisoma ASM the other day after being out for a couple of years looking good for 2007 if any one likes Bio Stocks.

Was tipped in today's Telegraph see below.

Antisoma
Stock: 25.25p -1p
Questor says Buy

Given that it was founded in 1988, it is not obvious to the outsider that Antisoma is one of the UK's longest established biotechnology companies.

To the external eye, given that the company has no drugs in late-stage phase 3 trials and it has just enough cash in the bank to last for another year or so, its place in the biotech firmament might appear even more surprising.

Earlier this year, Antisoma's shares slumped after Swiss pharmaceutical giant Roche handed back its earlier purchase rights to Antisoma's leading drug for lung cancer, known as AS1404, and another drug for breast cancer.

The stock market quickly took fright, prompting fears Antisoma would have to tap investors for more cash to continue with development.

But that was then, and this is most certainly now, and Antisoma is looking a lot less sickly. Its shares have picked up strongly in the past few months as investors have realised the data so far on AS1404 and its other drugs is promising.

Glyn Edwards, Antisoma's chief executive, has said he is talking to other companies about striking a partnering agreement to fund expensive phase 3 trials for AS1404.

Biotech chief executives often say such things, but Mr Edwards is well regarded in his industry and his indication that he is not doing the ground work for a new fund raising has been taken to mean he really is close to an important agreement to replace Roche.

Would-be investors must remember Antisoma is operating in the field of cancer, where there is huge demand for new drugs. If it cracks the market for lung cancer alone, Antisoma's future will certainly look a lot healthier than it does today.

Indeed analysts believe AS1404 could bring in sales of more than $1bn (537m), making it officially a "blockbuster" in modern pharmaceutical parlance.

Roche's withdrawal from its deal with Antisoma heaps all the risk on the British company striking a new deal, but this could be on better terms than the one it would have had with Roche in any case. A slow burner.

http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2006/10/17/cxquest17.xml

anyone here hold ive -irvine energy?. no thread as yet. recently floated as cash shell to exploit energy opportunities. shares now back following admin work complete for new asset in USA. need to start a thread if anyone has time?.

this is headed by michael frayne- left asia energy (board director) to start irvine.

lizard
There is a thread but not much of one.

http://www.moneyam.com/InvestorsRoom/posts.php?tid=10047

cheers driver. not much of one an understatement. but we can develop it.