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.

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

HMY,TAN,YOU,WNG are four AIM stocks I am happy to stick with into the new year. All have grown strongly already but none look tired. I have spreadbets on them all.

HMY (Hamworthy) is a solid bet I reckon. It has such a pipeline of existing and likely orders for this year and beyond, with the rapidly expanding number of gas tankers to fit and service.

TAN (Tanfield) - still needs to confirm actual fleet orders for its all-electrick trucks (rather than just road trials) but that seems quite likely to happen very soon. And meanwhile some other divisions are coming good.

YOU (YouGov) has doubled in the past 4 months, so i guess some profittakers might knock it back a bit if there's any sign of a dip. But I reckon it will still look good at the end of the year. Their ability to take survey soundings among consumers one evening and deliver results next morning is proving popular.

WNG (Worthington Nicholls) - an unsexy business (and website to match) but several analysts are coming around to agreeing it has good prospects. Legislative changes are driving demand and will do so for the next few years.

ITF (Interlink Foods)

See SHARES 26th Oct 06, p23. Fall last May overdone IMO and Interims expected by end of Jan. Recent trades continue to firm SP and a good mince pie consumption should help establish a re-rating.

Re post 61, RNS today announced ITF Interims to be reported in one week on 9th Jan, SP continues to firm!

Would also add FDI to my expectations for 2007 for reasons given in post 25. AGM on 29th Jan

I hold 4 aim stocks and (largest holding first) they are:
GTL Resources - Ethanol - green play
Pipex Communication - WiMax and standard broadband
Interlink Foods - Recovery/takeover play
Caledon resources - Was a gold explorer, now bought a coal mine at brilliant price and will be cash positive within weeks

I only invest in AIM shares because of the IHT advantages. So far since November 05 my 50K AIM portfolio has advanced to 65K Latest to come under the microscope is ROMAG (ROM) a specialist glass maker doing well on solar panels and bomb/bullet proof glass for corporate building projects .

My positions in AIM companies are almost all via spreadbets. It isn't always possible to get a sbet quote on companies smaller than 50m cap, which for me rules out one I quite like the look of - Silverdell (SID) - specialist in asbestos removal/disposal. Website www.silverdell.co.uk

(to pass 50m capitalisation, share price needs to exceed 155.5p)

The biggest 9 shareholders hold nearly 80% of the shares.. so competition to get hold of or get rid of the available 20% of stock probably means the price can get driven up and down a bit too easily for some peoples liking.