Only this Friday there were 14 risers on PLUS, the most for a long time, I suspect the bombed out companies on PLUS are at last following the main market and we could see many of the better stocks doubling or trebling.


Here are my picks for double or treble Please add to the thread if you have anything interesting.


FIRST co2p.


This is on PLUS markets ticker CO2P http://www.thecarbondesk.com/


It ticks an awful lot of boxes.


Is the market cap low?

YES just 1.2m


Are the board experienced?

YES I'd say heavyweight for a PLUS company

Profiles below:


Brett Stacey (CEO)

Brett Stacey

Bretts extensive experience in futures and options trading extends across his entire career. He started the first options house in Johannesburg and was one of the founders of the South African futures exchange, of which he was deputy chairman. Since selling his business and leaving the South African Markets he has spent the last three years in the U.K.

David Bates (Head of Research & Origination)

David Bates

David has over twenty five years experience of international financial markets, both as a broker and as an investment manager. He was a founder director of Asia Equity which became Paribas Asia Equity. David subsequently became more involved in environmental markets launching The Carbon Trading Fund, a derivative based hedge fund, in early 2005. David has given lectures on Carbon all over the world including Hong Kong, Dubai, and the LSE in London.


Daniel Edelman (Head of Dealing)

Daniel Edelman

Dan started trading with Cazenove & Co. on the floor of the LSE, after which he was the first trader on their market making desk. After thirteen years he left to set up a new equity market making desk with Durlacher. Since then he has been involved in capital raising and IPOs.

David Pearce

David has 25 years' experience in commodities, trading and investment banking. He is a senior advisor who has been a Board member of the World Bank Prototype Carbon Fund and consultant to foreign governments and authorities on commodities and emission trading activities. He has built an emerging commodities business in the trading of carbon, power, gas, coal, oil, freight and weather and set up the worlds first carbon trading desk at Deutsche Bank. As an expert in derivatives and structured products David also pioneered the securitisation of sequestrated carbon. David was instrumental in building markets for greenhouse emission trading schemes developed under the Kyoto Protocol.


Jason Ward

Jason has over 4 years' experience in international search and selection, much of which was focused in the carbon and renewable energy space. Jay is extremely well connected in the global emissions trading community and has had a remarkably successful career so far thanks to his insight and understanding of the markets in which he operates.

Michał Prętkowski

Michał holds a Masters degree in International Finance from UniversitAix-Marseille II and a Master's degree in European Business from ESCP Europe. Before joining CarbonDesk he was an analyst at Compass Advisers, an M&A generalist boutique. Fluent in English, French and Italian, Michałs native language is Polish.



Do they have a niche?

YES....As I understand the only independant Carbon credit broker, other than 2 others who are not doing much. Other operations are with big insitutions like Barclays.



But they are loss making aren't they?

Looks like they are, but they are profitable now.

"Over the last few months the Group has traded profitably and is significantly
ahead of the forecasts made at the time of listing."


So what are the forecasts?


Well, many of the people involved are working for next to nothing as I understand it, but they are highly incentivised if they reach these forecasts they get a big issue of shares

End Dec 09, 282,347 GBP
End Dec 10, 901,818 GBP
End Dec 11, 1,803,636 GBP


However the share trigger will be only if these targets are reached:

09 141,173 GBP
10 450,909 GBP
11 1,000,800 GBP



But that will dilute won't it?

if they reach their target it still equates to something like 8p eps after dilution I nderstand, now on that growth even on PLUS should be a p/e of 20 which is a share price of 1.60 or 10 fold increase from today



Is the current price cheap?

The Chairman seems to think so, he bought 200,000 at 15p.

"CarbonDesk Group Plc announces that on 11 August 2009, Brad Allan, Chairman and
a non-executive director of the Company, acquired 200,000 ordinary shares of 5p
each of the Company at a price of 15.125 pence per share."


Is this market growing fast?

it's got exponential growth, if America joins as inicated by current president, it will multipy exponentialy again!




and forgot to mention too it's liquid.


I bought 15000 & 10000 inside the tiny (for PLUS) spread....not bad for a 1m mkt cap, and it's fairly well traded too.

DYOR The above needs veryifying if you decide to buy or sell.

2nd one Good Energy

Had to pay 2p above mkt offer for 5000, but 39p for this is cheap.


I remember in 2007 they had an offer to raise money at 100p to 110p well above market price at the time & raised over 1 million GBP.


The directors subscribed too


Also Companies like using their energy not to mention is great publicity.


Just started with gas, which is growing rapidly.


The spread is wide,suggesting it will move in 5p or 10p lumps when it suits the market maker.

Possibly two buys before me at 32p & 37p, looking at recent trades all hovering around 40p (except for a couple of distressed sells) I'd hope this is the bottom.


2.5 mkt cap a bit of a joke, with it being profitable for several year now and 17m turnover with Gas only just starting to contribute.

3rd one NJD Investments on PLUS

So is it Liquid?

Not to sure, but it has a policy of paying out 50% of cumalitive profits in dividends so while liquidity useful, providing it's successful it will be paying quite possibly very high dividends.



What are the directors paid, how much a year does is cost to run?

Well the two main directors are paid 12,000 GBP each, and it costs circa 5% of assets to run as a listed company ....meaning at circa 1m, mkt cap costs will be 50000 GBP. This has already been validated as costs to June 2009 were 16,195 GBP. (interest earnt offsetting most costs)


What do they do?

They invest....but with a difference.....the difference is they buy companies from administration or MBO or recievers and get often a great deal.....high stakes for little cash outlay.


That's fine, but what if they fail?

They inject management, and offer secured loans, often with MBO's the others buying and running it are obviously putting their own money and security on the line, for what often is an established business of a bigger company that possibly no longer has an interest


Can you give me an example?

Sure.

For 300 yes that's 300GBP no typo...they bought 30% yes that's 30% no typo of Rigby Speciality wires & Firesheild who describle themselves thus:

http://www.rigby-wire.co.uk/main.htm
RIGBY WIRE has probably the largest capacity in the world for the production of taped wires and conductors in the size range 0.5mm - 23.0mm O/D, with 20 horizontal and vertical taping machines. With over 70% of output exported we regularly deal with Europe's leading cable makers and power transmission companies. Our manufacturing capacity specialises in meeting short lead times through flexible manning arrangements making us a valuable asset to your business in today's markets. Whether we are supplying all your requirements or supplements in-house capacity at time of high demand.


Ok, now they lent Rigby 130,000 GBP at 10% pa
secured by a debenture on the assets.

Furthermore they get the following:

NJD will be entitled to a preferred dividend equal to the highest of an amount pro-rate to any ordinary dividend or a percentage of profit after tax as follows:


Year 1
0%
Year 2 - 3
30%
Year 4
35%
Year 5 and thereafter
45%


Ok they have only been on the market a year how many investments do they have?

Four. About 1 every quarter.

They bought 33% of Travel Offers for 3333 GBP
giving two loans 20k @ 10% and 26k @6% also when the management put in 30k at a later date they matched it, to protect their stake and one would assume they have confidence hnce the extra injection of money.


They have bought 20% of Powerlite which I think has some patented products. MBO from admin again. they paid less than 10k for the equity. It hasturnover of 3.8m GBP.

A secured loan of 65k was made at 8%.



They annouced yesterday the purchase of 6.3% of Thermopak, a leading packaging company to supermarkets with a turnover of 8 million GBP. a 29k secured loan at 8%


So how do they get their investments they seem terific value?


They are associated with a company called Stirling, these introduce the investments but DO NOT take a fee until 100p has been paid out to shaeholders, after that, they will take 20%. So in effect the original shareholders who had to subscribe for a minimum of 50,000 GBP should get their monies back n full, before Stirling even take a penny.....how refreshing!


Has the model been done before?

Yes. In the prospectus, it mentions how these investments had been carried out and they had noticed thesignificant returns.



So why have you invested P J H?

Well It's like getting almost a direct pro rata deal on investments that are bought from the administrator by MBO who put thier own money in, you can get huge stakes for very little cash....maybe 10 or 20 times better than an investment company investing in ordinary shares at ordinary prices. The directors are not milking the company. And the feeder of the investments, doesn't want a return until all investors have had their money back in full. The potential for the investments really is sky high in % terms because of the prices they have been secured at and it is somewhat proven as the investment vehicle kind of came about after they realised the potential.

Furthermore the shares seem tightly held. You had to buy 50k worth at 1GBP to invest and I counted circa 95% held by holers o=ver 3%.....hence I bought whilst I'm able to at a good price.

Good Energy up today....another one I have bought announced a recent placing for half a million pounds, with 4 directors buying at 3p.

You can buy at 1.24p, not only that they are moving to AIM.....Dominion Energy.

Dominion 250k buy price still unchanged.

Dominion 75k buy still unchanged.

Good Energy up again.

Good Energy Group PLC
ISIN GB0033600353

25 September 2009

DIRECTOR BUYS SHARES

The Board of Good Energy Group PLC ("the Company") announces that John Sellers,
Chairman of Good Energy Group PLC, purchased 10,000 shares of the Company on 24
September 2009, on the open market at a price of 40.25 pence per share.

The total number of shares in issue is 7,816,767 and this purchase increases
his shareholding to 801,297 shares, being 10.25 per cent of the total shares in
issue.

The Directors' shareholding in aggregate is now 1,762,826 representing 22.55
per cent of the total shares in issue.

The Directors of the Company accept responsibility for the content of this
announcement.


About Good Energy:

* Good Energy is unique in the supplier industry by buying and selling only
100% renewable electricity * a major point of differentiation versus other
players in the market. To compare the fuel mix of other suppliers please visit:
www.electricityinfo.org/suppliers.php

* More than 25,000 homes and businesses across the UK have switched to Good
Energy. Good Energy supports the pioneering community of more than 650
independent renewable generators that use wind, small scale hydro, solar power
and sustainable biomass to generate electricity.

* In an official report entitled "Reality or Rhetoric? Green Tariffs for
Domestic Customers" from the National Consumer Council, Good Energy was rated
the greenest energy supplier in the UK. The report states: "For those consumers
who want a green electricity supply, pure and simple, this is probably the
closest they will get to it." Good Energy has also been namedBest Buy for green
electricity by Ethical Consumer magazine.

* Good Energy is owned by the Good Energy Group, an independent PLC. Quoted on
PLUS, it specialises in investing in renewable energy. Good Energy Group has
around 1700 shareholders, of which more than 90% are customers of Good Energy.

* Good Energy campaigns for more renewable generation in the UK and is one of
the original signatories to new Ofgem guidelines which aim to clear up
confusion over 'green' energy tariffs.

* In 2008 alone Good Energy won a series of awards including: the Micropower
Award for Innovation; the Wiltshire Wildlife Trust Award for Outstanding
Contribution to the Environment; and the British Renewable Energy Company Award
So far in 2009, Good Energy has won PLUS markets CEO of the Year; The Observer
Awards' Best Online Retail Initiative; West of England Business of the Year;
and was named a Sunday Times Best Green Company.

* The award*winning Good Energy Shop helps customers reduce their energy use
and costs as well as providing the means for individuals, businesses and
communities to generate their own green energy. www.goodenergyshop.co.uk

* Join Good Energy today and start getting 100% renewable electricity. Call
0845 456 1640 or sign up online at www.goodenergy.co.uk

* Delabole was the first commercial wind farm in the UK. Good Energy purchased
it in 2002.

Media Enquiries

David Hopkins

Carbon International

david.hopkins@carboninternational.com

+44 (0)20 7483 3343

Company CarbonDesk Group plc

Symbol CO2P

Headline Board Change

Released 28 September 2009

RNS Number

CARBONDESK GROUP PLC

("CarbonDesk" or "the Company")

28 September 2009

Board Change

CarbonDesk Group plc is pleased to announce a new Board appointment, that of
Lord Anthony St John to the role of Non-Executive Director.

Lord St John is a qualified solicitor with a Masters in Maritime Law from the
London School of

Economics and is on the Advisory Board of the Global Carbon Exchange.

He is a former Managing Director of Globix UK, a NASDAQ-listed Internet
Infrastructure Provider, and President of Global Sales and Marketing of Globix
Corp and has acted as a consultant to Merrill Lynch, specializing in
parliamentary liaison and emerging markets, since 1991.

He has been a crossbench member of the House of Lords since 1979 and was appointed
an Extra Lord-in-Waiting to HM The Queen in 1999.

Lord St John currently holds a number of other positions including Chairman of
the Governing Board of Certification International, providers of ISO 9000 Quality
Management Systems; Non-Executive Chairman of Estate and General; Non-Executive Director
of Regal Petroleum plc; Strategic Adviser to 2e2 plc; and Non-Executive Chairman of
Spiritel plc and is a Non-Executive Director of Albion Enterprise VCT PLC.

Lord St John is President of Friends of Television Trust for the Environment
and has a strong parliamentary interest in environmental protection and the
promotion of clean technology businesses.

Brett Stacey, Chief Executive of CarbonDesk, said,

"I am delighted that Lord St John has agreed to join the board of the Company
as a Non-Executive Director. This appointment further strengthens the Board,
and reinforces our continued quest for a greater share of this rapidly
expanding market."

Enquiries:

Brett Stacey/Daniel Edelman/Peter Holmes, CarbonDesk Group Plc 020 3384 3650

Hugh Fleming, Company Secretary, Aldermary Secretaries Ltd 020 7332 2200

Nick Martin/Jerry Zheng, Alexander David Securities 020 7448 9836/7

Good Energy continues to get rerated now 57p offer worth 150p in my book, stock hard to get hold of in quantity.

Came across this interesting audio interview with Ian Bowles, Chief Executive Officer of Allocate Software.

Its well worth a click:

http://www.brrmedia.co.uk/event/100132/ian-bowles-chief-executive-officer