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.

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.

LEGINS,

Cut out the personal stuff!

Please read the Mail on Sunday article, nothing to do wih me, I'm just quoting it to warn anyone that may not know that Parker Rowe are not authorised to offer shares via cold calling telephone calls, and are in fact on the FSA banned list.

To suggest that my posts have "spooked" holders out of these shares is ridiculous, and you know it. The fact of the matter is that shares offered by 'boiler room' type operations have a very poor performance record, as PSH have just shown, please check the chart.

You seem to follow the Parker Rowe recommendations, do you have a connection to them by any chance?

Top Tip 2005: Hampson(HAMP). Clicking on its name gives one of many good reasons why this may be a star choice this year (that was a year ago) and why the chart is showing a breakout already under way following test flights this week. And if it gets pulled back I shall grab me some more.

Predateur

I think Centurian ( CUC ) will do well this year. There has been a huge share overhang of holding by the estate of the former Chairman killed in a road accident in January 2004. This was cleared in December by sale to Unicorn Asset Management at 88p, now around 115p.
The company is the UK market leader for in-car audio visual entertainment with contracts with Toyota and KIA and a widespread retail customer base.
The year to 30/09/04 showed turnover up 152%, profit up 81%.
Declare small holding. One to watch, but DYOR.

Very long on PPR.sp can continue sideways as long as it likes but eventually go north.Record order book,good products and profits will see to that.Company upbeat,Brokers note,update following visit to factory,re-rating all on the cards and safe bet for 2005.Resistance @ 8p & breakout when it comes close & hold above @ 8.5p.Holding from 4.4p.imho.DYOR.

lex1000 - 10 Jan'05 - 15:24 - 2358 of 2374 edit advfn


Added a few more.IC confirms consensus and RHPS buy limit of 8p.Worth investment at share price.For the moment trading sideways until news mms making a market.Keeping quiet waiting news or further debate.R=8p Br=8.5p.shush!

edit:end of day "T" trade 100K buy @ 7.5p.
11/01/2005 "M" 100K buy @ 7.5p and would say another large buy before close 250K "T" @ 7.5p.Late trade showing up after close 100K @ 7.75p

ttt & post number 64.

barnetpeter - 13 Jan'05 - 20:14 - 2369 of 2375 advfn


Here we go ...

Friday's FT - dont be caught light of PPR.

"Pentagon Protection firmed 1.7 per cent to 7.6p amid rumours that the provider of security film to for overlaying glass windows was is set to win a large contact with a multinational".
lex1000 - 13 Jan'05 - 21:53 - 2374 of 2374 edit advfn

Barnetpeter, thanks a million.Pleased added to holdings.Explains recent large buys.See below.Shush!!
R=8p
Br=8.5p
Charts looking good.

Andy , ignore Legins.

He carries on and I'll start posting the names of their salesmen at Parker Rowe and start a thread dedicated to how useless they are.

Regards

Dil,

Cheers!

MDW,Mediwatch-been following them for about a year and they appear to have good products and very good potential for this year-dyor as always.

Both MDW and PPR up today.PPR total turnover last year 3.3m.Quoted projects near to 3m and order book of 1.3m.Analyst meetings and news of contracts presumably confirmation from quoted projects and order book increasing.Probably on course for 5m this year and margins.Prospects of year on year organic growth is why PPR in long term portfolio.

Caplay (CLY) in addition to my favourite of all time Mid-States (MST) - enough of which you can read on that thread.

As far as CLY is concerned it has been a bombed out company used as a target for some big names to build positions at or around the 9p mark. It is currently 3.25 mid after a bit of a surge at the end of last week. The reason is that CLY is a vehicle being used to support a revolutionary new trading mechanism - PETS. On Friday they announced that a US OTC (Over The Counter) traded company has built a stake in the PETS privately owned company such that it now has to bid for the company outright.

As CLY have provided 1m worth of loans for the PETS system to be developed they have more than just a loan agreement to be repaid - they have options on any equity to be issued for its further development.

On Monday CLY have scheduled an AGM and ............