niceonecyril
- 27 Dec 2010 11:15
Worth considering Isable companies so my selection are.
AFR. 143.1p
Near to uncreasing output via E-Bok and a good exploration program.
Risks are of terrorists attacks?
AGQ 44p
Silver mine about to update resources,will probably be taken out?
CEY 170.7p
Expected to increase outputgOLD to 300kozs,which will bring down production costs.
MML 404p
Low cost Gold miner money machine and expected to get better?
JLP, 29.5P
Slow to mature,but getting thier
Of the AIM Listed companies.,their are many with merit,but some worth checking out are.
AAZ ,
BLVN,
CHL,
GFM
GKP,
KAH,
PTR,
SKR,
WTI,
Best wishes for the New Year everyone and a successful one too.
cyril
required field
- 27 Dec 2010 11:42
- 2 of 16
Good ones Cyril....GFM looks like a doubler.....so I'll repeat my others :...RKH, NOP, GPX, AFR, RRL, AFC and COV.....also PAL....
smallcaptrader
- 27 Dec 2010 11:54
- 3 of 16
OK cyril what about a few no resource stocks. All have good earnings growth imo:
BGO,
BLNX,
ASTO,
AVIA (turnaround situation),
AND,
PAL,
SEGR
EKT.
Two higher risk resource stocks I like that you don't mention are BZM (fully funded into production & infastructure assured but political risk), BPC (Blackrock and Morgan Stanley buying, shallow waters, good management history but no proven resouce).
skyhigh
- 27 Dec 2010 12:14
- 4 of 16
fwiw.... here's my selection (that I currently hold and some not doing too bad on)
ABH, OTC, RRR, RGM, SOLO, NOST, LMT, TQC, BAO, TLW, SXX, VRP
(all highly spec. but BAO, RRR & RGM dead certs I reckon, imho,dyor)
niceonecyril
- 27 Dec 2010 12:21
- 5 of 16
SCT cheers,not up to sctrach on such shares,i think BZM are worthy tip,of BPC? but wll
check out,although i try to keep my portfolio to no more than 12 cimpanies.
RF,missed AFC which has tremendious upside,if they can deliver 50kw unit and prove up,WHOOSH. By the way,it seems that Peter Bond of LINC is close to making a staement on AFC's tech.
cyril
required field
- 27 Dec 2010 12:26
- 6 of 16
Yes...AFC looks good...does nothing for months and then suddenly the sp takes off....could be the same thing again soon....timing is difficult so I'm being patient....
required field
- 27 Dec 2010 12:28
- 7 of 16
Better keep an eye on the oilies on opening as the price of crude just keeps on rising.....no increase in production from OPEC will help the spot price...
cynic
- 27 Dec 2010 20:39
- 8 of 16
i don't know a good number of the companies listed above, but i have a feeling that gold may be running out of puff .... it is the traditional refuge in times of unsettled economics and currencies, but i think a vehicle dealing in "softs" would be worth investigating
TLW - a damn good company, but too much of a heavyweight for this sort of (silly) %-based competition .... similar argument probably applies to AFR too, though it would not surprise me to see sp clambering up to 300+ over the next 12 months
of the ones mentioned, i think i'ld probably pick out BLNX, whatever hilary and gausie may say to the contrary ..... i don't really understand the company, but my understanding is that now it is very close indeed to breaking into true profit, the progress becomes almost exponential, with its obvious effect on sp
BAO and RRR are outsiders, but with such low sps that multiple increases are always possible
aldwickk
- 27 Dec 2010 22:49
- 9 of 16
Cynic
Have you thought about investing in PAL , a Palm oil share.
cynic
- 28 Dec 2010 08:11
- 10 of 16
i had a quick look, but it didn't excite me greatly ... perhaps i'll check it out again
the "softs" i am thinking about are more like wheat and other staples and i don't think palm oil really falls into that category, even though it has many applications
Andy
- 28 Dec 2010 09:38
- 11 of 16
Cynic,
I don't see a large fall in gold as likely, but it may not continue to rise at the same pace as it has, although some of the stuff I read about US finances sugges tit probably will!
I agree with your comment about "soft" commodities, and as Aldwickk mentions above, palm oil is one sector that is looking bright a the moment.
My non resource tip for 2011 is MHG, Merchant House.
For the resource sector I am going with Leni Oil and gas (surely new management can finally realise some value from the assets?)
And in the PM sector I am going with Metminco.
cynic
- 28 Dec 2010 09:42
- 12 of 16
Andy - i haven't heard of any of these, but i assume they are all plankton and therefore not of interest to me
Pimpernel
- 28 Dec 2010 10:54
- 13 of 16
Don't forget ANR, folks. I trade in and out of this one a good many times every month for a bit of profit here and there. BHR is similarly useful.
jkd
- 28 Dec 2010 14:38
- 14 of 16
since we seem not to be discussing just "stocks" i.e. softs and gold also and such like are being mentioned then i hope you wont mind me mentioning a currency. the aussie dollar is my suggestion for continuing strength thro 2011.
regards
jkd
cynic
- 28 Dec 2010 14:41
- 15 of 16
on currencies, i would bet on a significantly weaker euro - the possibility of it being split into a two-tiered strong and weak entity not being out of the question - and a stronger US$
coeliac1
- 29 Dec 2010 11:02
- 16 of 16
On the FTSE 100 I think VOD is looking good with the promised hikes in Div and the prospect of Verizon Wireless finally paying divs upstream.
Cynic
Agree the Euro could slip but doubt the split you mention