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.

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.

OMH the potential of this one is hugh especially with the massive increase in sexually trans infections, more and more faster diagnosis are needed why wait 10days for results when OMH can give you them in minutes

EZJ... like the management's ability to take tough decisions - less emotional than RYA - and think the fall in the share price back in May was overdone. MA chart is looking interesting.Reckon this one could bounce back in 2005.

Two posts on this thread have made mention of companies in the VoIP markets which I have been taking due diligence in researching into and following the rapid growth developments.

One that maybe of interest to fellow investors is Pipex as they have recently announced the introduction of VoIP services to their large and small businesses and is also to be made available to their private retail customers early in 2005 of which now total to 400,000 and rising.

Another company that maybe of interest is TWR Tower Plc. Although there has recently been a thisismoney.com article and multi BB poster Andy deramping this stock regarding an FSA warning of the high pressure 'Boiler room' salesmen tactics of Parker Rowe this ought to be viewed as tripe as this has actually got very little to do with the company itself apart from the fact it has caused some inexperienced investors to be spooked to sell and the SP to fall. However, the board of TWR is taking the company's growth in the direction of VoIP and is worth some DYOR as TWR is now heavily involved in the company Maskina who in turn has acquired Transcom Communications. Both Maskina & Transcom are VoIP service providers. Transcom have been experiencing consistent 50% pa growth in turnover since 1998 and with this company being acquired by Maskina their end of year accounts is expected to show a turnover of approx $38million. TWR has an 'option' to acquire 100% of Maskina that will constitute a reverse takeover under AIM rules if excersized by July 2005 when the option expires.

Interestingly, moneyplus has picked Envesta Telecom Plc as his choice and this is a company that has past links with Stephen Dean who has previously headed EVS and other companies and reverse merger/takeovers such as CRB - Cater Barnard, New Opportuninties Investment Trust, ART - Artisan, LUP - Lupus Capital, TCH - Techcreation and is currently head of GFF - Griffin Plc who manages TWR.

For 2005, have a look at SIG (Epic SHI) maker of roof insulation. With new "green" enviromental legislation coming in next year (2005) SIG is fully up to speed in providing approved products for the building trade across Europe. Been in since September and have seen rise of 10% a month every month. Nothing dramatic, but steady rise. 10% every month compounded gives much more than doubling in a year. A cold winter, high fuel costs, and new regs, with European distribution in place - got to be a winner.

Despite aim to keep it at one share it does make some sense to differentiate those which have a cap of #100m or more and those which are in the penny share category with cap of probably less than #10m. Much easier for the latter to have a multiple increase, as ASC this year; there is still a lot to go for in the former category this year.

In first category, I go for AZM. Quiet year this year having touched 220p on the Japanese deal for licensing their obesity drug in 2003. I feel that a worldwide deal is likely this year and the price will at least double.

In the second, I go for CFP. At rock bottom with a profit warning because several AIM deals have not seen the light of day. If deals go their way, the profit potential is very significant. 10 times multiple is not out of the question.

Eric

Legins , do you follow all the Parker Rowe pushed crap ?

Is your tip Tower PLC their next offering ?

You have also failed to list the many disasters of Stephen Dean.

Regards

PS Good luck to anyone who deals with that lot , you'll need it.

I like ACE and NLR which have already been mentioned, but if you prefer boring have a look at NRG. Results end of January should show eps of at least 17p, cash pile growing, good dividend and trading buoyant.

Still at a discount to the sector despite recent rise. An overlooked gem imo.

capa

I agree with Pete Adams AUGEAN looks good they also have a top class management team experienced in this field

Tips/Hopes for 2005,

SEO, technology wanted and needed by packaging market. Potential market worth 1 per share, even low strike rate should push sp along and Asda are closest with trials, if successful, Tesco/Sainsburys etc. Also other strings to the bow.
IDS, had good strong run recently but more to come, products aimed at general public on Sky/Telewest/and Freeview, costs uner control and buying power improving all lead by decent man at the top.
MMG, speculative but have very good potential with a variety of cancer/HIV treatments that are patented. As they move into clinical trials any early signs of success will hopefully see this move, especially as some of the big guns, Glaxo/Astrazeneca could do with some new products right now and might start showing an interest.

This was my first year, plenty of mistakes to learn from but also some success.
Good luck to everyone in 2005.

With internet purchases growing and the facts that credit card purchasing is outstripping cash then RTD has to be the stock of 2005.