My thoughts on stocks which i consider reasonably safe investments into and to the end of 2010,may see some fluctuation with markat conditions,so timing importent but with a lttle patience i believe all will come good?

AFR 86.75p Already a producer + Ebok to come and a whole lot more
to come,also Isable.
CEY 118.5p Production due early next year with resource update expected
next week,abther isable.
CHL 106.5p Resource update promised next week also AGM (18th)
where we can expect a progress report on the 3on going bids.
JLP 30.75p Platinum miner and producer,the demand for platinum
should rocket with improving world economy.Isable
KAH 173p Owns over 40% of EXT who are proving up one of the largest
uranium fiscoveries.
GFM 36.25p Miner in China - Zinx,Gold,Silver and Lead,a cash cow for sure
and a load of money in the bank. Todays drop imo makes them
cheap?


All are take over candidates,which is why i consider them worth
holding.
AIMHO
cyril
PS I own stock in all rhe above.

maybe, for at least that is international and should have bottomed out, but not sure who is truly worth looking at in that sector

Not sure about the liquidity argument in smallcaps, most of them usually have
a seller so you can always pick up size if you are patient and wait for the dips
to shake out the traders.

i'm happy to leave them to you ..... and what do you think happens in a weak market when you and others want to sell?

cynic-- 'i don't much care about multiples - i'm interested in making some money'. Strange turn of phrase, contradictory.
You also imply that you have selected a housebuilder this year, which one? Apologies if I missed it, don't see the ticker for one that's all.
How about nailing colours to the mast (not just you cynic) and put current sp's of recommended co's.
2517

housebuilder = PAG

multiples and making money are not contradictory at all - see my comment re GKP

and to comply with your request, sp at time of writing with today's movement .....
POG (1092 +66) - PMO (1137 +31) - TLW (1317 +12) - PAG (or similar) (136 +5) - CEY (130 +8) - WPP (614 +5) (or maybe YELL - 39.7 +0.4 ) - LAM (196 +11)

and more speculatively, DES (97 +5) - NEX (192 n/c) and perhaps PXS (8.8 -0.2)

Are you going to teach us how to suck eggs cynic !

We all do this game full time, we all know how it works, we all know
the risks of buying size in small caps.

Cynic always thinks he can teach you how to suck eggs ,he knows it all...

PAG comes up as Paragon, in the 'other financial' sector.
2517

GEORGE - i'm a dope! you're right - was under the impression that PAG was actually a builder rather than a mortgage provider ... in that case BKG or BDEV or RDW
as choice builder

as for you other guys, i merely write as i think ..... similarly i invest as i think ..... you of course are perfectly at liberty to invest in whatever you choose, but that does not mean i have to concur with you, any more than you with me

TW. for me as a builder ,,i was at a loss averaged down and and now just in profit . Also AFR i have as a long hold ,have sold too many oil shares over the years just to watch them go up and up .Hoping some patience may reward with Afren.

No worries, thanks for sp's although you can't take credit for all the rise ha!ha! (most started strongly this morning), however I do know you've been a long term fan of POG, PMO and TLW. I was first alerted to TLW by the FSL @ 77p a few years back.
2517

i only quoted current sp as it was probably impossible to buy at the so-called opening price

JIMMY - i like AFR a lot too and have great expectations for them ..... not sure why i did not include that one in my choices, but would be happy to add

Nobody has mentioned the gaming stocks (SBT; PRTY; LNG; 888) As the US situation sorts itself out, consolidation will be the name of the game.

MPE did well for me last year (225p--310p) and I like businesses which make money, generate cash and pay decent dividends. Never going to top the winners lists, but sure as hell won't be bottom. This year I will go for DVO at 132p - a bit higher geared than I normally like, but in today's low interest rate environment may have more scope for profit improvement than those with lots of cash. Anyone for sausages? (And second choice would be GRG at 436p, which has no debt and makes a good value sausage roll!)

DD .... confess i have never liked gaming stocks, partly because i can never understand the apparent great draw for same .... could make a similar comment re tobacco stocks which always amaze me by performing so well

DD - I think you mean IF the U.S. situation sorts itself out. I suspect the americans have other things on their minds at the moment.
The one positive note on the gamblers is if BWIN are on the acquisition trail, but far too many IF'S imo.

A few tips which imo could make some dramtic gains are ,
PCI AT-3 well testing results imminent both a prime buy now and sell on news(1st thing)and onced settled down long yerm hold?
GCM awaiting a licence to mine in Bangladesh,they seem to be getting over the issue of re allocating the locals and it happens it will explode.Much of
it SP is in asset value(they own over 20m CZA).
MATD a drilling program started but halted due extreme weather but
come April this will fly?
aimo
cyril

cynic ,,,, from what i read Afren could be another Tullow ,here's hoping ..

don't disagree - am actually slightly o'weight with these

My picks are PIC, FTO, JRVS, INTC, CW.
Building related are good for six to eight months, then flat.