As the end of the year approaches it's time to pick where our rewards will be in 2007. My hot picks are already starting to perform but have much further to go IMO. SOLA, EPY and CCH.

Andy

I see I have got you hooked, with out going into Ethanol, corn, and present oil prices, future profits or company debt there is a simple comparison with over Ethanol produces RVA for one, either RVA is extremely over priced or GTL is under valued

Compare
GTL verses RVA

RVA Market Cap 70.00m SP 218P Producing 4.2MMgal/y increasing TO 20MMgal/y

GTL Market Cap 48.00M SP 210P Producing 50MMgal/y increasing to 100MMgal/y


If you would like some numbers this from another board.

Crush margin 2.33usd/gal prod 50mil gals=116mil operating cash flow -taxes etc at 30% =76milusd x a forward rating of 10 (i think this is reasonable)=760milusd - discount factor of 10%about 228mil =532 mil - 40 start up cost around 490 mil / 24 mil shares =sp $19 or about 9 all imo

My other tip for 2007 is SER SEFTON RESOUCRES see link below. Possible ten bagger.

http://www.oilbarrel.com/news/article.html?body=1&key=oilbarrel_en:1166407248&feed=oilbarrel_en

Encore Oil (EO.)

EnCores chief executive is the former MD of EnCana UK, Alan Booth, who headed the Canadian firm when it entered the North Sea in 1996 with a US$55 million exploration budget.

Eight years later the company was a significant North Sea player, with successes that included the discovery of the exciting Buzzard field, and was sold to Nexen for US$2.1 billion.

Eugene Whyms, the former finance director at EnCana, is EnCores chief financial officer while exploration director Graham Dore was a senior geologist with EnCana and worked on the discovery of the Buzzard field in 2001.

A diversified portfolio including a 15% stake in the Golden Eagle prospect.

Drilling to start soon on GE with partners Apache and Samson (these two firms will carry Encores costs). The large structure (with an areal extent of 80 sq km) shares many features with Buzzard and lies immediately to the west of that field in the Inner Moray Firth.

MYH My Homes to have a corker of a year.

Also think INS International Nuclear Solutions will do well.

cheers GF.

CCH-is out of the starting gate and rising nicely. results in feb.

LNG gaming stock..market cap 7m and in profit

For what it's worth, my key AIM holdings for 2007 are:

COH
RCG
MYH (Aim listed from 29 Dec 06 AIM)
CFU
LEAD

Plus GTL

ARG and DOO or GTL should be considered as they are all great recovery plays - IMO looking at 60%+ returns in one year.

mdw for me.........140000 at an average of 7.25......hopefully will deliver this year,that would be nice since my full cgt will kick in after may 2007.......roll on psa.

Rift oil for me should be a 5 bagger will know soon.

Recent pull back in VTS on very old news. Strong recurring accountancy business, buy at 243p. STT cleaning up our waste at 258p, HDG 168p property company.

But my number one is BXP. Making cheap out of patent drugs in bangladesh for Glaxo and Novartis, weak recently on political uncertainty. once elections are complete in january and the new plant (now operational) raises production by 100%, a very strong buy at 63p.

All, naturally, imvho!

little oil stock with 7m market cap and producing : TXO ....show me a better one and i'll be very surprised

SER appears to me maestro to have better figures, balance sheet and potential and its market cap is only 5.4 Million.

My AIM picks are SER and GTL Resources

griff..surprised its 5.4m but will check it out

I'm in TXO also but need it to get back to 15p just to break even ! However, it's looking better !

Here's mine again for 2007 for what it's worth ! (these are the best of what i hold at the moment)....
ARC Risk Mgmt
GTL
FFA
HMB
IGH
IQE
MLR
TNG
SYG (Speymill)

HMB gone up 3p already..looking good and on it's way to 30p+ (imo)
IQE looking good too...
need to add SMRT also... should do better this yr (imho)

g

Speculative new energy resource is CFU, might be good this year if not definately the year after.

of course the great advantage of this sort of "fun portfolio" is that you don't have to put your money where your mouth is ...... this means that a total crap share (company) like SEO could multiply 10-fold, though it is probably far more likely to go to zero ...... in priciple, it is the mini-minnows with an sp <10p that are likely to provide the rockets, though there are almost none on which i would care to put any real money at all ...... roulette probably has better odds and that also has the benefit of no spread (typically 15/25% on mini-minnows) and very very small "house" charges.

Of the shares mentioned in previous posts, i am happy to be holding CCT, GTL, DOO and SOLA, though I cannot imagine any of these increasing even say a further 2-fold in the coming 12 months.

I also hold CHP and GOO, the latter being more likely imo to produce significant returns in the next year.

LEAD is tempting me, though at 55 already, an increase of more than 2.5x is probably too ambitious.

VOG may yet bring home the bacon ..... i am currently out of these (about 62p), but would be strongly tempted to buy at 50p and certainly at 40p assuming there was nothing fundamental to drive them that low ...... if they get the hoped-for drilling results, then it would not be too fanciful to see them challenging 250+ once again.

don't forget GWP,the cannabis drug manufacturer...most other synthetic drup companies will probably fold by 2008 due to volunteers being scared off after Paraxcel disaster...they can't get drugs to market unless they have been thoroughly tested on humans...GWP is set to reap the benefits due to having hardly any side effects with their drug...could easily hit 1000p by 2008 from 86p now

Errrr.

Normal shares - LEAD (Leadcom) should have a big year, its had its consolidation year this year, so 07 should be the bacon year.

Penny share high risk bet - I would go PLW (Playwize), priced to fail, but it could do well.

Normal oiler - have to be PELE (Petrolatina) for steady progress in 07

High risk/reward oiler - IPL (Indago Petroleum) with success already at WB-2, and a billion boe drill in H1 07 (no other oilers drilling a billion barrel equivalent target I think) as well as one ongoing drill now, and another big one after the billion boe one.

Normal mining stock - TMC (Toledo) for steady progress in 07.

High risk/reward miner - AUR (Aurum) ridiculous low value on their gold, and a takeover could be coming soon due to that. Up 50% in a couple of months, could well do 100% and more in 2007.

From the Mail today,
MANAGED service provider Nexus
Management softened 0.04p to 1.5p but
could be worth watching. Valued at a pal-
try 11m, its 24pc stake in Peach Direct is
worth about 10m. PD is a thriving US
direct-to-customer retail company which
offers brand-name consumer products.
All mailed customers of PD are pre-
approved for credit by US giant GE Capital.
Nexus has a foot in both camps and could
easily double next year.

To all who have made hot picks i say good luck to you and offer my new year greetings to all,
may it be a profitable year.
best regards