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.

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!

Evil Knievil is already lining up his targets for shorting gold miners if POG were to tank. Dont worry he didnt mention the two named above. It was in this weeks EvilCast. Its only about two months ago aswell that he had a short position on Griffin mining for exactly the reasons I outlined in my earlier post.

cheers GF.

Centurion to report early this week. Fingers crossed for a good result.

cheers GF.

A great start to the week all my recent momentum plays are up this morning including bioprogress which looks like the bounce is back on, nchipher up 4p, and a value play Service Power going north again.

Both Gold plays are up and I would expect more this afternoon. Just wish Bond would stay above 50p and move further up.

Im now off to watch the victory parade for our great rugger team. Well done lads.

Sees you later.

cheers GF.

GF regarding your post on 7/12, I thought you might like to pass this article I found on ADVFN on to anyone you know who is planning to short OXS in particular, and the price of gold in general. Makes interesting reading.

Sunday, December 07, 2003, 2:36:00 PM EST

Notice to the Gold Community

Author: Jim Sinclair





In terms of positive internal numbers, this gold move still has the mind-blowing, bullish potential it exhibited at $342 - both in the long and the short term.



This particular condition is a rare event which I saw only a few times in the bull market of the 70s. In fact, we could be heading for $529 right here and now.

Kenny Adams and I have strong feelings about the potential for a major move in gold and we firmly believe this is the "Big One."

When a reaction occurs, as it always does within a major move - be it in the 420s, 430s or even 450s - the gold bears will think they have finally succeeded.

Such a reaction will just be another "bear trap" as they've been since gold traded at $342. The reaction will be swift before it reverses again and moves upward to make even higher highs.

So if you reduce your positions into strength along the upper ranges of the Power Up Trend channels or by any other TA signal such as a French Curve completion and then internal indicators, be prepared to re-enter swiftly at lower levels.

As we informed you at $342, this is a major move that remains fully in place now at $407.50 versus February Comex gold.

To those gold bears, including producer hedgers, carry trade wise guys and simple gold shorts who are still entertaining enormous short positions, we wish you no harm. However, if you don't cover, you are going to be royally flattened and possibly bankrupted.

You are standing directly in front of a runaway freight train which from both a technical and fundamental perspective looks more like a raging bull than anything we've seen in recent history.

In this case, the light at the end of the tunnel is a freight train and it's heading directly towards you.

Cheers scottie I have seen it. If you go to the site,.................

http://www.gold-eagle.com/

You will see many Gold Bugs both Bull and Bear giving out these 'hyped predictions'. Both of course favouring their own positions.

Please dont get me wrong, I hope POG does go through the ceiling and In fact I am long of Bema, Avocet, Golden Prospect, and Yamana and will be going into my first explorer in the morning, one which I feel has massive potential.

I just think that one has to take stock of the situation when markets boom like this. I for one feel, well know that a lot of non - mine orientated investors have jumped on the band waggon on Oxus and avocet and if POG was to tank I would be out of these two companies as quickly as possible.

It only takes a rolling stone to create an avalance.

good luck and cheers GF.

A nasty little drop for Telecolm Plus today, I suppose it was going to happen after the CEO had sold stock and one paper said it was time for taking some profits. I still beleive the price will in the medium term move northwards.

Bioprogress had a good day on heavy volumes and I am now waiting for more contact news to push this one very much higher.

cheers GF.

ps, nchipher still looking very cheap indeed.

2 new BUYS this morning.

African Eagle AFE a momentum play on a GOLD and minerals explorer, with news due around xmas on one of its mine sites. Could be very interesting. (more to follow)

T T Electronics TTG another momentum play on electronic components for motor vehicles and mobile phones. (more to follow)

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

cheers GF.

Hi GF, have you any thoughts on another recently listed explorer, TSG - Trans-Siberian gold???

Thanks,

SB ;-)

TSG, its come out with some much upgraded deposits this morning hasnt it?.

Have given it the once over but not sure its in the same class as African Eagle which could move on to be MASSIVE. Its all a matter of speculation with most explorers in the early days.

cheers GF.

Thank you my friend! Will have to go check out this Eagle then!...

gold

what was your conclusions for LUPUS my analysis goes like this worth
12p upwards if get taken over by the ex tomkins chap and used to set up deals and bigger group or they are broken up with major asset worth more than 10p
so where is the downside ???

I agree gordon, I especially like the oil coupling business the gem in any break up value. Your estimates of 12p seem very conservative to me, although this talk of action before xmas maybe premature. Usualy is in any corporate action that usually tends to pan out.

cheers GF.

Sold service power, deffered contacts but will take another look in the new year. Small profit made.

cheers GF.

Nice to see Telecolm Plus rebound today and not so pleasing to see Bema Gold take a tonking, but having said that Bema was following POG when it dropped.

Fingers crossed it will be back up agai Wed afternoon.

cheers Gf.

An excelent set of results from Centurion this morning showing fantastic growth in the last year and going forward when the majority of companies in this field have been hit by industry worries and slow down. The future looks very bright.

Looking around the other shares I hold I think selling Service Power was the correct thing to do at the time yesterday, I will be keeping them on the radar though as some of the statement was very pleasing indeed.

The Gold shares are down reflecting the sector trend in the US where miners have been down for two straight days now.

T T Electronics is up again and seems to have been a good buy so far fingers crossed.

cheers GF.

GF

I hope you don't mind me asking but what do you think is causing
Bioprogress' share price to fall? Trades show way more buys than sells.

Thanks in advance
Sooze