Will only cover stocks bought in the present month the last thread was getting too big and weighted down by one argument on one company. seperate threads are set up for each company from the old thread.

Buys this Month.

Telecolm Plus Results due Friday and has made an excelent start as a new buy. Now through the important 350p resistance barrier.

Sci Entertainment Another company which has an update coming and is up on the buy price. Latest trading update mentioned sales well above budget.

Bema Gold A little gem of a gold miner and has surged on the back of the increasing POG, star of the Month.

Thistle Mining A speculative punt and one which leapt 41% in one day on back of new drilling results. I lopped the top of this one when increase from buy was circa 34%. Rest left in as a gamble on POG.

Caldwell Investments Nothing Spectacular here but still up on buy price. If its good enough for Jim Slater and Evil Knievil, its good enough for me.

CardPoint Latest buy and just ahead of buy price. Been tipped by the Red Hot Penny Shares and also Citywire.

Stocks On The Watch List

Wolfeson Micro, Radstone Technology, Proteome Sciences, Fulcrum Pharma, Severfield Rowen, Deltex medical, M L Labs, NAP - Porvair.

Any comments on the portfolio welcome.

cheers GF.

Opened new postion in NCHIPER NCH. IT tech security play. A momentum investment punt for me which is rather unusual but the stock at around its present price is only just over its net current assets of 38 million at 30/09/2003. US customers have defered orders but with the growth figures coming from across the pond this week and business acivity picking up in general I thought at this price the stock was too cheap to overlook. Market cap circa 42 million.

Broker Durlacher has a 225p price target.

Please DYOR, you are responsible for your own buying and selling actions.

cheers GF.

Gold

what do you think of lupus capital share magazine tipped in yesterday I knew
about lupus from the old days and took a punt downside limited as talk of returning money to shareholders at around 9p if Greg huntchins doesn't take it over

Gordon, havent seen the article yet, I always get my shares mag on the friday, that way I dont get tempted into buying when MMs are going to rob you.

Will let you know my thoughts later on. Please give me a reminder.

cheers Gf.

Scottie : I agree - I get Sharecrazy every morning into my e.mails regds aj

A new week a new challenge.

gf.

Cardpoint looks like it may have a good week and I also think telecolm plus will see further advances.

Im hoping the gold stocks I have mentioned Bema and Yamana will have a good week. There is speculation that Soros is shorting the Dollar, and other US analyst have also been saying they see it falling lower.

cheers GF.

ps, GA sorry mate I cant e-mail you back, something wrong with my NTL service yet again. Personnaly I never bother with those issues. I much prefer to keep my cash for any opportunity that may arise. The extra shares in issue will lead to dilution of divis when they are paid. Also increased supply on the market can lead to a drop in the current price when the shares are admitted for trading. Good luck whatever you decide.

goldgfinger
thanks for the reply. much apprciated.
graeme.

Nice choice with NCH Mr. Goldfinger, Sir.

gf.Your mention of Bema/Yamana.I just added posts to those threads rgds aj

Many thanks arjen, what a tireless worker you are and a credit to this board. Keep the good work up as it is much apreciated.

Cheers cat it certainly looks undervalued to me at this level, but it is a momentum play for me.

Nice start to the week all up again bar the gold stocks but they should hopefuly move north when the North American markets open this afternoon. POG pushing on towards $400.

cheers Gf.

MMs playing silly devils with a lot of stocks this afternoon. Cardpoint number bought well up on number sold but down 4p???. Do these people not realise it is their actions that are keeping private investors out of the market.

You watch with 10 days to go before the shut down they will tank everything up, why??, Bonuses.

cheers GF.

Any updates on Wolfeson GF? I see they have to defend a patent suit but I like the 20 years of profit growth and think they deserve their rating. Seem to have made a promising start to life on the markets. What share price potential say you?

Thank for the analyse. I don't post much but appreciate to read your view on things. Been in CASH, and PCI (tipped by the other good half of SLATER)and am being in profit in both. Not for the first time, observing what is said on SC and here and ADVFN (FAR2).

Could you pls explain what mean by "You watch with 10 days to go before the shut down they will tank everything up, why" in post 64

Last, could you please share your view on PHS, and AEA technology (AAT) and AXON group (AXO). I kind of liking the prospect of PHS, but wonder AAT could be a strong, long termer enjoyment. PHS risen already 8%, later two were retracing, and start to bounce so would it be good time to join?

Thanks in advance

Wish I had got in at around the late 240s drat, the last update from the company shows growth going like the clappers. Please stop putting thoughts into my head Hawick. Your a devil, mind a likeable one from what I have seen so far.

Sold ScI Entertainment today for a nice profit. Ok yes updates out soon will show its well ahead of budget but the price just cant seem to get through the 120p resistance barrier. Hope Im proved wrong here but I need the dosh for future investments.

cheers GF.

still got yer NAE Mr. GF?
They are breaking out - next level 2.80

Alba looks to be breaking out ( ABA ). Any thoughts on this GF ?

Yup still have NAE and it is looking strong. Alba was given a good leg up on working lunch about three months back and the only thing that puts me of buying it is that I already own amstrad shares and I look upon this as a duplication.

cheers GF.

Don't seem so awful yourself GF! Added Caldwell to my watchlist, good prospects i think, so will someone please sell and knock the price back a bit to let me in! Cheers!

Opened two speculative new positions today and both are momentum plays, so I wont be doing any research in depth.

Firstly I bought into Bioprogress BPRG as I think the price today on news of the placing has gone south too far and I hope to see them moving north again soon.

Secondly I opened a new position in Gaming Corporation GMC online casino operation as I have been told that Evil K has gone long today and thinks the management are top class and sees the price moving much higher. Evil K has been getting some excelent returns from his longs this year.

please dyor.

cheers GF.

nb, sold a large part of my holding in SEG for a nice profit, they dont seem to be able to get over the 120p resistance line.

I think Thistle Mining is a disaster area - anyone holding these should exit quick.jmop