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.

Following on from GFs GMC tip, it has also featured in today's Shares
mag!...

Evil Knievil buys into Gaming Corporation

Legendary short-seller Simon 'Evil Knievil' Cawkwell is understood to have
taken a stake in online gaming firm Gaming Corporation (AIM:GMC) as part of
its latest placing.

Cawkwell, perhaps best known for spread betting against stocks rather than
investing in them, has taken a sub-3% stake in Gaming as part of the
company's recent 520,000 placing, which increased the equity by 19.5%.

Other new investors include the Marlborough Special Situations fund, managed
by Giles Hargreave, and all the company's executive directors increased
their holdings.

Hargreave's Special Situation fund is the second fund with a link to the
Marlborough name to invest in Gaming, as M D Barnard, which manages
Marlborough's UK Equity Growth Fund, had a 9.37% stake before the placing.

The money was raised in order to build a small war chest to look at UK-based
companies in the sector to acquire, as well as to meet a certain level of
institutional demand.

Taking the net proceeds of the placing, and the company's cash balance as at
the end of September, it gives the company an acquisition fund of around
700,000.

The company - which owns the casino.co.uk domain name among others -
recently reported reduced pre-tax losses of 733,534 against 2.51 million
last year.

House broker Evolution Beeson Gregory has no numbers in the market place at
the moment, although it is understood that the company's operating division
is now profitable on a month-by- month basis.

One to watch.

_______________

Gaming Corporation already 15% up. Well worth a bite at the cherry.

cheers GF.

Long Wolfson, one of your watchlist. (WLF). Decided today's markdown too good an opportunity to miss. Twenty successive years of rising profits as a private company. Quality business worth this rating and more.

Yup, seems a wise move Hawick. I was set for going into these into these in the high 140s and then just missed it. The last RNS on growth looks very promising indeed. Humm lets see if they fall any further.

cheers gf.

Bad day for the Gold stocks but overall prices moving north. Glad to see I D Data a tad up.

cheers GF.

Bad day for gold stocks?

Have you seen Oxus Gold?

Have you seen Marakand?

You must be joking!

No Im not aimtrader. Take a look at World Gold Stocks today.

cheers GF.

Nice to see SVR finish the week strong on what has been a poor week for me and I would guess a lot of investors. Lets hope for better next week. Have a good weekend.

cheers GF.

Evening mate,

If you're still in MEF (I know you were a few months back...) then you'll love this thread!...

http://www.sharecrazy.com/cgi-bin/ultimatebb.cgi?ubb=get_topic&f=3&t=010198

Regs,

SB

Goldfinger,

I see gold stocks had a beter day!

$406 US close.

Goldfinger,

I think gold stocks may do better on Monday!

Oxus / Marakand situation starting to look quite interesting!

Andy, yup no problem on the short term front and yes If you can make the money take it. I have no problems with that and I hope you have done well out of your investments and I am sure you have already.

Just one thing though andy and as a pal Im just going to give you a bit of an experienced warning. ( ive been in mining shares for over 20 years)

Every " tom dick and Harry are on OXUS" a lot dont have a clue about the ins and outs of mining. Yup there just there because its the next big thing. Sounds a bit like the dot com boom, yup you must know.

Now if the price of POG does tank beleiveve me there are so many shorters lined up for it and thats a fact and guess who is the target, yup you guessed right Oxus and shortely followed by Avocet which I own and I have to say feel uneasy about.

OK and I hope like a lot of Gold Bugs we go on to $600 but I dont see it that way. Already the european idiots are talking about devaluing the the EURO to suit the French and the Germans.

Lets stay good pals and see what happens.

Many thanks and cheers GF.

Andy, yup no problem on the short term front and yes If you can make the money take it. I have no problems with that and I hope you have done well out of your investments and I am sure you have already.

Just one thing though andy and as a pal Im just going to give you a bit of an experienced warning. ( ive been in mining shares for over 20 years)

Every " tom dick and Harry are on OXUS" a lot dont have a clue about the ins and outs of mining. Yup there just there because its the next big thing. Sounds a bit like the dot com boom, yup you must know.

Now if the price of POG does tank beleiveve me there are so many shorters lined up for it and thats a fact and guess who is the target, yup you guessed right Oxus and shortely followed by Avocet which I own and I have to say feel uneasy about.

OK and I hope like a lot of Gold Bugs we go on to $600 but I dont see it that way. Already the european idiots are talking about devaluing the the EURO to suit the French and the Germans.

Lets stay good pals and see what happens.

Many thanks and cheers GF.

Any thoughts on Minmet [MNT] at 5p which appears to be in recovery mode. ?

Goldfinger,

Well I really don't think "every Tom, Dick, and Harry" are in Oxus to be honest.

Oxus hardly merit much of a mention outside mining circles, and certainly aren't being pushed in the investment magazines, and looking around the BB's, there are few posts on the Oxus threads, and probably no more than on the Avocet threads. I would say that there are few "next big thing" investors in Oxus at all, most are the usual names that invest in mining stocks.

In fact I think most of the people invested in Oxus have a balance between them and Avocet, as indeed I have.

Oxus have a seriou s amount of assets, that are growing every day the gold price rises, so it would be a brave or foolish man that shorted these, IMHO.

Gold is clearly in an uptrend, for the moment at least, as is silver, and other base metals.

Avocet, are perhaps the cheapest mining stock on the LSE, so with gold in an uptrend, it's hard to see these two falling by much, at the moment at least.

I've been an Oxus shareholder since the beginning of February, and I certainly didn't have a clue about "the ins and outs of mining" when I bought it! One of the great things that has struck me about holding these shares is that it seems to attract very few 'Toms, Dicks, and Harrys'! There's a lot of solid support out there from shareholders who have a lot of faith in Bill Trew and Co., and it's only in the last few weeks that 'Joe Public' have latched on to Oxus - perhaps the fact that it was tipped in Shares Magazine recently had something to do with that. Anyone who shorts this share right now must have a few screws loose and will get his ass seriously burnt imop!

Scottie,

I have to agree, Bill Trew is establishing himself in the city, and he has delivered the goods so far.

It would appear Goldfinger is trying to gently deramp Oxus, and frighten people in a very subtle way here!

Don't worry, I have every confidence in both Oxus and Marakand, and I seriously doubt anyone will be shorting them!

AVM at position 61 & OXS at position 41 in the table above. Can anyone give any constructive comments? The last column is the most interesting one and from this you have to say OXS looks about average and AVM looks very undervalued!

SB

Personally I'm not really interested in columns, but facts. Facts are that Oxus has out-performed Avocet over the last few months. Facts are that Oxus is far less volatile than Avocet. Facts are that with the gold pour imminent and the 'dividend' announcement from Oxus due in the next few weeks all the columns you want to produce are about to go ass over tit! Get my drift? This aint a ramp - just facts!