But please give me yours!

Thought I would get in early for 2006 - as I'm sure there will be a few similar posts. Sorry to have missed the London lunch (and for being so quiet this year). Did anyone get in the vintage Krug. If they did, I want their tip for 2006 (since they obviously know a thing or two).

IMHO the mining and oil stocks will continue to dominate the equity markets in 2006. For miners I like the look of BHP at the top end and Griffin, Tanzanite one, Golden Prospect and Galahad at the smaller end. For oils I am sticking with Burren and Dana (med caps) and Victoria, Emerald and Oilexco at the smaller end.

Internationally I go South America and India.

But I think 2006 may not be great for equities and I think the real action will be in commodities. Gold, silver, lead, zinc, palladium and the agriculturals are looking interesting too - sugar, oats - maybe even wheat, and soyabean (been reading Jim Rogers lately)! Never a finer time to open a spreadbetting account and get in on the action IMHO.

If the US hits recession I am ready to short everything that moves.

Have a great 2006 everybody - i'll be at the London lunch next year - thats a threat!

Gf - what do you reckon to a bounce-back in DGM!!

Cheers
gk

Short Harrier (HRR)

:-)

COST - Don't expect immediate fireworks but could do well over a 12-month period

GME, SER, SCO...

Over the long term (6-12 months) Corus (cs.) 59p, national grid (ng.)544p and morrisons (mrw) 182p. Reasonably safe, growth, good divis at NG and hopefully improving divis at mrw and return to divis at CS. It's a winner team. Dont say i didnt tell ya but as always DYOR. I will be back to say i told you so.

A riskier play Alizyme (azm) 136p.

My present list of Winners for 2006 are the following :-


































Oh dammit I have just dropped my portfolio. Back in a few minutes.














{8-)

DMR at 0.28 pence......3-4 pence minimum target price over 2006.

See DMR thread.

Any prizes on offer ???

PRM,
MDW
AMS
Looking to double from here.
:-)

PCI have the rig booked for april 2006. KMR mine to open in 2006

Try GGG - Central China Goldfields

>>kivver

Agree with you about Corus after the write-up in Shares mag last week. Infact today they have them as one of their 15 "hotstoxs". Alizyme and Victoria O&G are in there too.

rgrds
gk

Cheers Gallick - suprised today, they signed a big contract and the price went down!

Suprise article in tomorrows IC.

Buy recomendation....may entice some in Friday and early next week.

Not sure when this was written as it has the share price at 1.5p


16 December 2005

NEWMARK SECURITY (NWT)



Newmark reported "healthy" orders a year ago, and they, plus the acquisition of CMP - a supplier of time and attendance hardware - boosted 2004-05 sales. But the latest results were disappointing due to losses from two businesses set up to sell electromagnetic locking systems and architectural ironmongery. Their discontinued losses shaved 734,000 off profits. However, 2005-06 figures should be better, particularly in the second half. Note that year-end cash balances are earmarked for CMP's deferred consideration of 1.2m, and a maximum payout of 3.5m for Grosvenor software in October 2007.

Ord price: 1.5p Market value: 5.43m
Touch: 1.4-1.6p 12-month High: 2.7p Low: 1.3p
Dividend yield: nil PE ratio: na
Net asset value: 1p Net cash: 1.51m


Year to Turnover Pre-tax Earnings Dividend
30 Apr (m) profit (000) per share (p) per share (p)
2004 10.58 -1,871 -1.00 nil
2005 13.63 39 -0.02 nil
Market makers: 5
Traded on Aim
Last IC view: 14 Jan 2005, page 66



The shares don't expect much of a profit recovery, but might be surprised. Buy.

My recommendations are;

IDN
RGM
TPA

Mine are

GFM
SER
SEO
RNSM
AMU - 2005 beating but should recover
PTS
ROC - 2005 60% rise, no debt, great prospects
MWA - Watchlist

For some fun I would say, based on obtaining a good rise over the year, and not wanting a long list, just 5 for fun ;

ACHL - Price is just too low based on earnings and planned div.
LEAD - Price is too low based on fantastic profit and earnings growth.
EKA - When they start producing and selling Molybdenum in Q1 06, watch for a rerating.
UNG - Return to full year profits at prelims, then watch for strong growth in H1 06.
TAG - For an oil play, one drill one hit, over 10 new drills for 06, commerical oil production coming soon from 3X and Belize Block 19 as the blue sky fun.

Will be fun to come back and see the changes from now to Dec 2006 in everyones picks.

GFM, EEL, KMR,CEY, KYS, ZOX and JKX.

Primary - MIO, GLA, DES, VOG and TGN
Secondary - CASH, AZM, ULT and PTI

P-P-P-pick up a miner!
:>)

Forgot to add BLR as well. :-)