dune Posted 13 January, 2011 Author Share Posted 13 January, 2011 (edited) Any opinions on telecoms shares? Just curious as I'm a telecoms analyst! I've got some in VOD. Not particularly inspiring, but safe as houses and will poodle up (they upset the lefties because of their smart use of tax loopholes - as an investor I like a board that thinks like me). Look for something smaller with more relative potential. Look for something unique. Can't remember the share off hand (it should be on my watch list but isn't mmm) but there is a company that provides satelite services for shipping. Not looked very much into it so can't really say if it's any good aside from it ringing a bell, but something like this would appeal more if you're looking for something with more risk/potential to get a tasty return. Edited 13 January, 2011 by dune Link to comment Share on other sites More sharing options...
Deppo Posted 13 January, 2011 Share Posted 13 January, 2011 Dune, with all your knowledge and understanding of the share market, you must be loaded. Is that why you don't work? Link to comment Share on other sites More sharing options...
dune Posted 13 January, 2011 Author Share Posted 13 January, 2011 Dune, with all your knowledge and understanding of the share market, you must be loaded. Is that why you don't work? I do work and in 5 years time I will have made a significant amount. Started late, but with my right wing ideologies to guide me I intend to make up the ground fast. Link to comment Share on other sites More sharing options...
buctootim Posted 13 January, 2011 Share Posted 13 January, 2011 I do work and in 5 years time I will have made a significant amount. Started late, but with my right wing ideologies to guide me I intend to make up the ground fast. Lolz. Ive met Algy Cluff. I'm very happy to bet that in 5 years time he will still be extremely rich, but you wont be. Link to comment Share on other sites More sharing options...
Deppo Posted 13 January, 2011 Share Posted 13 January, 2011 Have you thought of investing in this company, Dune? http://www.darts.co.uk/ I hear they're up and coming. here is an example of the sort of thing they produce - just up your street I should imagine? Link to comment Share on other sites More sharing options...
dune Posted 13 January, 2011 Author Share Posted 13 January, 2011 Did you miss the episode where he auctioned the pocket watch at Sotherbys. But joking aside i'm not joking. When I put my mind to something i'm like a terrier. Link to comment Share on other sites More sharing options...
Deppo Posted 13 January, 2011 Share Posted 13 January, 2011 Did you miss the episode where he auctioned the pocket watch at Sotherbys. But joking aside i'm not joking. When I put my mind to something i'm like a terrier. But terriers are irritating lttle b*stards aren't they? Oh... Link to comment Share on other sites More sharing options...
Deppo Posted 13 January, 2011 Share Posted 13 January, 2011 Are you sure? Source? 100% Using this philosophy, by this time next year, I'll be a millionaire. Link to comment Share on other sites More sharing options...
jampot Posted 13 January, 2011 Share Posted 13 January, 2011 mml, afr my biggest holdings pushing on, others ticked down slightly...3rd for fig day in a row more again tomorrow please.... Link to comment Share on other sites More sharing options...
dune Posted 14 January, 2011 Author Share Posted 14 January, 2011 mml, afr my biggest holdings pushing on, others ticked down slightly...3rd for fig day in a row more again tomorrow please.... Had another good day, up 10% this week. Really fancy another good day today too. Link to comment Share on other sites More sharing options...
thefunkygibbons Posted 14 January, 2011 Share Posted 14 January, 2011 Any opinions on telecoms shares? Just curious as I'm a telecoms analyst! I have some in Vodafone as it is a good yield but I don't think the price will move much I would not touch BT as the pension liabilities are horrid and some of the working practices are just crackers Link to comment Share on other sites More sharing options...
dune Posted 14 January, 2011 Author Share Posted 14 January, 2011 (edited) CRND (my hot tip for 2011) is up 54% so far this year. Easy money. Also check out KLG (another of my fancies) up to 7.5 from 6.6 last week when I suggested, and Namibian Resources up 100%. BPC also primed and about to fly.... Edited 14 January, 2011 by dune Link to comment Share on other sites More sharing options...
dune Posted 14 January, 2011 Author Share Posted 14 January, 2011 This one interests me. https://www.share.com/cgi-bin/oicgi.exe/inet_tsc_dl2?epic=NBR The Company's efforts to raise capital continues and in the meantime the Directors are continuing to fund the company with interest free unsecured loans which currently total £810,000. A further report on the company's progress will be announced in due course. Lord Sheppard is the Chairman (former boss of grand met) and I can't see someone with such experience throwing good money after bad which leads me to think this could have potential and with the SP at 2.38p now could be a good time to make a modest speculative investment. Up 57% today, 147% since i suggested. Link to comment Share on other sites More sharing options...
jampot Posted 14 January, 2011 Share Posted 14 January, 2011 Up 57% today, 147% since i suggested. But did you buy any Dune? If so, well done. Portfilio up 7.5% on the week. Bought more hwdn today...... Link to comment Share on other sites More sharing options...
dune Posted 14 January, 2011 Author Share Posted 14 January, 2011 But did you buy any Dune? If so, well done. Portfilio up 7.5% on the week. Bought more hwdn today...... Not available through an isa so no. Link to comment Share on other sites More sharing options...
jampot Posted 14 January, 2011 Share Posted 14 January, 2011 Not available through an isa so no. So your current main holdings are ? Link to comment Share on other sites More sharing options...
dune Posted 14 January, 2011 Author Share Posted 14 January, 2011 (edited) So your current main holdings are ? VOD, NYO, CNE. Have very high hopes for NYO over the next few years... Cashed in CRND. £1,000 profit will pay for a new TV. I felt it was being ramped and the Acid water discharge/mine flooding problems concerned me. It could still fly (and i think it will rise a lot more) but i had a niggling doubt so decided not to be greedy. Edited 14 January, 2011 by dune Link to comment Share on other sites More sharing options...
Trader Posted 14 January, 2011 Share Posted 14 January, 2011 Not available through an isa so no. Why don't you start a SIPP and invest in non-isable stocks through that. You'll be glad you did when you're old and grey. Link to comment Share on other sites More sharing options...
dune Posted 14 January, 2011 Author Share Posted 14 January, 2011 Why don't you start a SIPP and invest in non-isable stocks through that. You'll be glad you did when you're old and grey. I have a share account (non ISA), but at this stage in my 5 year plan (it sounds corny ha ha) i'm happy to seek out ISA-able shares. I don't want to pay CGT when I don't have to. Link to comment Share on other sites More sharing options...
Trader Posted 14 January, 2011 Share Posted 14 January, 2011 I have a share account (non ISA), but at this stage in my 5 year plan (it sounds corny ha ha) i'm happy to seek out ISA-able shares. I don't want to pay CGT when I don't have to. Is your target the Premier League? You pay no CGT within a SIPP, and non-isable shares are usually available. Link to comment Share on other sites More sharing options...
Jonnyboy Posted 14 January, 2011 Share Posted 14 January, 2011 I hear HMVs shares are well worth a punt. Big rises expected any day now. Link to comment Share on other sites More sharing options...
Deppo Posted 14 January, 2011 Share Posted 14 January, 2011 I'm up 62.7% today Link to comment Share on other sites More sharing options...
dune Posted 14 January, 2011 Author Share Posted 14 January, 2011 (edited) Is your target the Premier League? You pay no CGT within a SIPP, and non-isable shares are usually available. Apologies, I didn't realise that a SIPP was a pension plan. I'm sorted in that department as i'm in a very good final salary scheme and pay an additional amount per month into an AVC scheme whose fee's are payed for by my employer. Unfortunately it's rate of interest follows the base rate. Not so much of an issue at this stage, but just prior to retirement when the pot is built up it'd be a disaster at 0.5%. That said you get tax relief on contributions and in addition it's incorporated into the overal lifetime allowance. I have already spoken to a pensions adviser and once the 25% threshold is achieved (the ammount that can be taken as a tax free lump sum) i'll cease making contributions. I'm fairly happy with what should be the safe BOE base rate AVC (it should be back north of 3% in a few years time) and don't want to gamble in this area. The scheme's trustees are currently looking into offering a shares based AVC and i'll consider it if it happens and after seeking advice and looking into it myself. Edited 14 January, 2011 by dune Link to comment Share on other sites More sharing options...
tommi Posted 15 January, 2011 Share Posted 15 January, 2011 NYO look to be an attractive investement with extensive tenements in the country and a very good board of directors. Ethiopia has long been one of the more progressive African countries with a Christian majority and they welcome foreign investment. With Civil war a distinct possibilty in the Ivory Coast this could be very beneficial to mining interests away from the west coast. They are building up an impressive portfolio and IMO all the conditions are perfect for sucess. http://www.nyotaminerals.com/index.php You finally looked into it then? What price did you get in at? I have been in NYO since 9p :-) http://www.saintsweb.co.uk/showthread.php?25799-Shares&p=873436#post873436 Take a look at DPL - moderate risk but lots of potential to come in the next 12 months. Have been in since 3.5p One to hold, not to trade as when the news breaks it will fly. Cheers Tommi Link to comment Share on other sites More sharing options...
dune Posted 15 January, 2011 Author Share Posted 15 January, 2011 (edited) You finally looked into it then? What price did you get in at? I have been in NYO since 9p :-) http://www.saintsweb.co.uk/showthread.php?25799-Shares&p=873436#post873436 Take a look at DPL - moderate risk but lots of potential to come in the next 12 months. Have been in since 3.5p One to hold, not to trade as when the news breaks it will fly. Cheers Tommi I didn't realise you'd tipped it. In at 27p ish recently. It should have plenty left in it. Welldone for getting in at 9p. DPL aren't isa'able sadly so not for me... Edited 15 January, 2011 by dune Link to comment Share on other sites More sharing options...
tommi Posted 16 January, 2011 Share Posted 16 January, 2011 I didn't realise you'd tipped it. In at 27p ish recently. It should have plenty left in it. Welldone for getting in at 9p. DPL aren't isa'able sadly so not for me... It was way back on the 1st page with Glasgow Saint. Don't worry, in at 27p will still look very, very cheap in 12 months time... DPL - bit of a risk but with the news thats likely to come I can see 10-12p in the next 6 months or so. The hardest thing will be buying at the right time, sub 6p dive in, sub 7p is still a good deal. Good luck Tommi Link to comment Share on other sites More sharing options...
dune Posted 16 January, 2011 Author Share Posted 16 January, 2011 It was way back on the 1st page with Glasgow Saint. Don't worry, in at 27p will still look very, very cheap in 12 months time... DPL - bit of a risk but with the news thats likely to come I can see 10-12p in the next 6 months or so. The hardest thing will be buying at the right time, sub 6p dive in, sub 7p is still a good deal. Good luck Tommi This is where i'd like to invest. I can see the SP dropping back tomorrow (next week) and 14p would be a good entry point. A lot of potential for 2011. http://www.bpcplc.com/home Link to comment Share on other sites More sharing options...
tommi Posted 16 January, 2011 Share Posted 16 January, 2011 This is where i'd like to invest. I can see the SP dropping back tomorrow (next week) and 14p would be a good entry point. A lot of potential for 2011. http://www.bpcplc.com/home Yes, missed out massively, have been watching them since 6p last year. Never had the funds at the right time to get in. Still lots of potential - the market generally moves further than you imagine yet i can't bring myself to buy at the moment! Missed a good buying opportunity briefly last week. BLVN is another, need to break 400p then they will be worth a look, have some great prospects for this year.... Good luck in whatever you do Link to comment Share on other sites More sharing options...
dune Posted 16 January, 2011 Author Share Posted 16 January, 2011 (edited) Keep a very close eye on CLF. Both them and RRS saw their prices decline on Friday with the incumbent president of Ivory Coast talking tough in the face of increasing pressure. The EU have imposed sanctions upon the regime and even Africas leaders might amaze us all and show some continental leadership with Nigeria and Kenya applying pressure: http://www.trust.org/alertnet/news/update-2-eu-freezes-ivory-coast-port-and-bank-assets Without the Crisis CLF's would now be north of 150p, but despite the crisis haven't as yet declined sub 100 because it has such huge potential. I think this share could be picked up at 100p next week, maybe as low as 90p, but with limited prospect of military intervention Gbagbo could hold out for several months before he feels the pinch. Therefore it's one I think prudent to watch as there is a bargain to be had maybe sub 60p as investors panic as the situation deteriorates. Edit: Ignore the 60p, it isn't going to drop that low and with it's assets in Burkino Faso and Siera Leone to offset the trouble in Ivory coast. Anywhere between 90p and 100p would be a very profitable entry point IMO and we could see that next week, but is as good a time as any to buy at 110p. It will have doubled to 200p by the end of the year. It's a real bargain. Edited 16 January, 2011 by dune Link to comment Share on other sites More sharing options...
dune Posted 16 January, 2011 Author Share Posted 16 January, 2011 Miners / Oilers etc - UK-listed: Can be purchased within an ISA: Listed by commodity type: Oil/gas AEX.....Aminex (oil) http://www.aminex-plc.com AEY.....Antrim Energy (oil / gas) http://www.antrimenergy.com AFR.....Afren (oil) http://www.afren.com BG.......British Gas (gas) http://www.centrica.co.uk BNK.....Bankers Petroleum (oil & gas) http://www.bankerspetroleum.com BP.......BP (oil) http://www.bp.com CAD.....Cadogan Petroleum (oil) http://www.cadoganpetroleum.com CAZA...Caza Oil & Gas (oil & gas) http://www.cazapetro.com CEO....Coastal Energy (oil & gas) http://www.coastalenergy.com CNE.....Cairn Energy (oil & gas) http://www.cairnenergy.com DGO....Dragon Oil (oil) http://www.dragonoil.com ENQ.....Enquest (oil & gas) http://www.enquestenergy.com ESSR...Essar Energy (Oil & gas) http://www.essarenergy.com GBP.....Global Petroleum (oil) http://www.globalpetroleum.com.au HDY.....Hardy (Oil & Gas) http://www.hardyoil.com HOIL....Heritage Oil (oil) http://www.heritageoilplc.com IAE......Ithaca Energy (oil) http://www.ithacaenergy.com JKX......JKX oil and gas (oil & gas) http://www.jkx.co.uk MRS....Melrose Resources (Oil & Gas) http://www.melroseresources.com OEX.....Oilex (oil) http://www.oilex.com.au PMO....Premier Oil (oil) http://www.premier-oil.com RDSB...Royal Dutch Shell (oil) http://www.shell.com RRL.....Range Resources (oil) http://www.rangeresources.com SIA......Soco International (oil) http://www.socointernational.co.uk SMDR..Salamander Oil & Gas (oil & gas) http://www.salamander-energy.com SQZ.....Serica Energy (oil) http://www.serica-energy.com TLW....Tullow Oil (oil) http://www.tullowoil.com XEL.....Xcite Energy (oil) http://www.xcite-energy.com Coal / mainly coal CZA.....Coal of Africa (coal) http://www.coalofafrica.com NWR....New World Resources (coal) http://www.newworldresources.eu PTMN...Petmin (Coal, Iron and Silica) http://www.petmin.co.za UKC....UK Coal (coal / land) http://www.ukcoal.com WTN....Western Coal Corp (coal) http://www.westerncoal.com Uranium BKY.....Berkeley Minerals (uranium) http://www.bmrplc.com FTE......Forte Energy (uranium) http://www.forteenergy.com.au GCL.....Gieger Counter Limited (Uranium fund) http://www.ncim.co.uk/GCLhome.shtml Gold / mainly gold ABG....African Barrick Gold (Gold) http://www.africanbarrickgold.com AGLD...Allied Gold (gold) http://www.alliedgold.com.au AVM....Avocet Mining (gold) http://www.avocet.co.uk/ CEY.....Centamin Egypt (gold) http://www.centamin.com.au CLF......Cluff Gold (gold) http://www.cluffgold.com CRND...Central Rand Gold (gold) demo.crg-sa.com EGU....European Goldfields (gold) http://www.egoldfields.com GAL.....Galantas Gold (gold) http://www.galantas.com/corporate GPM....Golden prospect Precious Metals (gold/PMs mining fund) http://www.ncim.co.uk/GPPMhome.shtml GSL.....Greystar Resources (gold/silver) http://www.greystarresources.com HRM....Harmony Gold Company (gold) http://www.harmony.co.za KGI.....Kirkland Lake Gold (gold) klgold.com KLG....Kalimantan Gold (coal & gold) http://www.kalimantan.com LRL.....Leyshon Resources (gold) leyshonresources.com MIRL....Minera IRL (gold) http://www.minera-irl.com MML....Medusa Mining (gold) http://www.medusamining.com.au NYO.....Nyota Minerals (gold) http://www.nyotaminerals.com OMI.....Orosur Mining (gold) http://www.orosur.ca OSU.....Orsu Metals (gold / copper) http://www.orsumetals.com PAF.....Pan African Resources (gold) http://www.panafricanresources.com POG....Petropavlovsk (gold & iron ore) http://www.petropavlovsk.net RMM....Rambler Metals (gold / copper) http://www.ramblermines.com RRS.....Randgold Resources (gold) http://www.randgoldresources.com SGZ.....ScotGold (gold) http://www.scotgoldresources.com YAU....Yamana Gold (gold) http://www.yamana.com Silver / mainly silver AGQ.....Arian Silver (silver) http://www.ariansilver.com FRES...Fresnillo (silver/gold) http://www.fresnilloplc.com HOC.....Hochschild mining (silver) http://www.hochschildmining.com Platinum / mainly platinum AQP.....Aquarius Platinum (platinum) http://www.aquariusplatinum.com ELR.....Eastern Platinum (platinum) http://www.eastplats.com JLP.....Jubilee Platinum (platinum) http://www.jubileeplatinum.com LMI......Lonmin (mainly platinum) http://www.lonmin.com PPN.....Platmin Ltd (platinum) http://www.platmin.com SLV.....Sylvania Resources (platinum) http://www.sylvaniaresources.com Diamonds GEMD..Gem Diamonds (diamonds) http://www.gemdiamonds.com NAD.....Namakwa Diamonds (diamonds) http://www.namakwadiamonds.co.za Copper / mainly copper ANTO...Antofagasta (mainly copper) http://www.antofagasta.co.uk DME....Discovery Metals (copper) http://www.discoverymetals.com.au EMED...Emed Mining (copper/gold), to list in Toronto http://www.emed-mining.com/site FND.....Finders Resources (copper) http://www.findersresources.com MNC....Metminco (copper/gold/molybdenum/zinc) http://www.metminco.com.au RMM....Rambler Metals (gold / copper) http://www.ramblermines.com Nickel TALV...Talvivaara (Nickel) http://www.talvivaara.com Iron ore / mainly iron ore AAAM..African Aura (iron ore / gold / diamonds) http://www.african-aura.com AYM....Anglesey Mining (iron ore, zinc, copper) http://www.angleseymining.co.uk FCR.....Ferrum Crescent (iron ore) http://www.ferrumcrescent.com/ FXPO...Ferrexpo (iron ore) http://www.ferrexpo.com LOND...London Mining (iron ore & coking coal) http://www.londonmining.co.uk Ferrochrome: IFL......International Ferro Metals (ferrochrome producer) http://www.ifml.com Titanium: KMR....Kenmare Resources (titanium) http://www.kenmareresources.com Tantalum: NVTA...Noventa (Tantalum) http://www.noventa.net/ Various / multi-commodity: AAL.....Anglo American (multi commodity) http://www.angloamerican.co.uk APF.....Anglo Pacific (various) http://www.anglopacificgroup.com BLT......BHP Billliton (multi commodity) http://www.bhpbilliton.com BRCI ...Blackrock Commodities Income (multi commodity) http://www.blackrock.co.uk BRWM.Blackrock World Mining Trust (multi commodity trust) http://www.blackrock.co.uk CYN......City Natural Resources High Yield Trust (mining and resource equities, resources and industrial fixed interest securities) http://www.ncim.co.uk/CNRhome.shtml ENRC...Eurasian Natural Resources Corp (multi commodity) http://www.enrc.com KAZ.....Kazakhmys (multi commodity miner incl copper and silver) http://www.kazakhmys.com NUS.....Nautilus Minerals (various metals, undersea mining) http://www.nautilusminerals.com POL.....Polo Resources (uranium & coal) http://www.poloresources.com RIO......Rio Tinto (multi commodity) http://www.riotinto.com VED....Vedanta (multi commodity) http://www.vedantaresources.com XTA.....Xstrata (multi commodity) http://www.xstrata.com Thought i'd add this for those with ISA's (and as a handy resource for myself). 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dune Posted 16 January, 2011 Author Share Posted 16 January, 2011 (edited) From the list above have had a look through some of the different ones in the list above and there was some serious buys in NVTA towards the end of the day on Friday... http://noventa.net/index.html Seems they are one of these rare earth miners. MMM, looks like the boat has been missed (for now) as up 7.89% on TSX http://tmx.quotemedia.com/quote.php?qm_symbol=nta so London should catch up first thing tomorrow and looking at the trend (3 steps forward and 2 steps back) not a good entry point. Edited 16 January, 2011 by dune Link to comment Share on other sites More sharing options...
dune Posted 17 January, 2011 Author Share Posted 17 January, 2011 Just released: http://www.proactiveinvestors.co.uk/companies/news/24626/noventa-exploration-work-finds-marropino-ore-body-extends-further-than-previously-known-24626.html Currently available at 13.98p which surprises me. Decided to have a punt. Link to comment Share on other sites More sharing options...
jampot Posted 17 January, 2011 Share Posted 17 January, 2011 bought ctn today already in profit, afr dropping back from last weeks big gains but thats life and holding for the long term... Link to comment Share on other sites More sharing options...
dune Posted 17 January, 2011 Author Share Posted 17 January, 2011 (edited) NVTA dropped which was disapointing, but with GAM (private firm) due to re-open the Wodgina mine it explains the rushed RNS from NVTA. It's interesting that on the TSX NTA (what they call NVTA) were up 7% yesterday and 9.76% today. There was a large buy at the close in London which bodes well for tomorrow reversing the decline. The re-opening of Wodgina does however signify a positive in that they clearly expect the spot price for Tantalum to remain bullish in 2011 because otherwise operating in Australia wouldn't be feasible with higher overheads and a strong AUS $. The operation in Mozambique can run profitably at a far lower spot price because of a competitive exchange rate and paying workers wages relative to their needs. Tantalum is an important element used in Blackberrys and iphones as well as being an important rare earth metal in optics, aeronautics and in medical equipment. With NVTA now achieving greater efficicencies and with a mines in production and other areas currently under exploratory licence the only way is up. The continued trouble in Eastern Zaire is also beneficial because under the US conflict minerals legislation they cannot export Tantalum to the USA. Of course China will have no qualms about buying on the black market and they are the largest importer, but the USA is also a large market so as long as the warlords continue fighting (and the war officially ended in 2003) the furture is rosy for responsible supplies of Tantalum. I'm also liking the ceo and what he has done since taking over.. Edited 17 January, 2011 by dune Link to comment Share on other sites More sharing options...
jampot Posted 17 January, 2011 Share Posted 17 January, 2011 forgot to mention eto, hwdn, avon all ticking up slightly today.. Link to comment Share on other sites More sharing options...
xerox Posted 18 January, 2011 Share Posted 18 January, 2011 hi how do you rate sound oil, i'm tempted, cheers Link to comment Share on other sites More sharing options...
dune Posted 18 January, 2011 Author Share Posted 18 January, 2011 hi how do you rate sound oil, i'm tempted, cheers Interesting post here... http://www.iii.co.uk/investment/detail/?display=discussion&code=cotn%3ASOU.L&thread=7594179&it=le&action=detail&id=7594179 It seems to be a safer bet than DES as they're running out of bullets, wheras SOU have 12 months of working capital at least to fund the enlarged business. If you fancy it have a punt and on your head be it - the dilema is whether the current price is a spike as per the historical pattern. Perhaps best to risk missing the first boat because it's extremely news sensitive and based on what has happened before if you buy now you could be looking at a 30% paper loss in no time. Link to comment Share on other sites More sharing options...
thefunkygibbons Posted 19 January, 2011 Share Posted 19 January, 2011 Not convinced that looking at gains and losses on a daily basis is a good idea, as it leads to over trading Much of the portfolio is ahead at the moment, but I have a couple down, such as International Ferro, and to be fair when I next get some funds I am more minded to average down by buying more of them Link to comment Share on other sites More sharing options...
dune Posted 19 January, 2011 Author Share Posted 19 January, 2011 Keep an eye on SGZ. I've had them on my watch list for a while and today they went up 23.5% (50% since i started watching them). If their planning permisision is granted (which i expect it will be after revisions) it could be a good investment. Link to comment Share on other sites More sharing options...
dune Posted 21 January, 2011 Author Share Posted 21 January, 2011 I fancy NVTA to have a good rise any day now. There have been a lot of buys lately and news has emerged that the Wodgina mine will only be running at 50% capacity when it eventually re-opens. The Wodgina management do not want to over supply the market which makes sense as their operation is only feasible with Tantalum selling over $100/lb (it should realise $120 if they are smart). I'm also liking the fact that Roddie Fleming is the largest shareholder (15.66%) and he's no mug and the fact the ceo of NVTA is a certain Eric Kohn. His name means nothing to me except that Kohn is the same a Cowen or Cohen - a Jewish name, and you don't see many poor jews... Link to comment Share on other sites More sharing options...
dune Posted 21 January, 2011 Author Share Posted 21 January, 2011 Keep an eye on SGZ. I've had them on my watch list for a while and today they went up 23.5% (50% since i started watching them). If their planning permisision is granted (which i expect it will be after revisions) it could be a good investment. Positive RNS just out. I expect a major rise here today. Link to comment Share on other sites More sharing options...
dune Posted 24 January, 2011 Author Share Posted 24 January, 2011 (edited) SGZ up 100% so far, but this is just the start. Once they get planning permission this share is going to get a lot of publicity and it will fly as small investors get behind a British mining firm in the same way they caught the DES bug. Get in now and you'll be quids in. http://www.heraldscotland.com/business/corporate-sme/scotgold-confident-patience-will-be-rewarded-1.1080479 Scottish gold is reported to be amongst the most expensive in the world - a gram of it can cost more than five times the price of normal gold. It is said to be easily workable because of its softness and a richer yellow colour than commercially-marketed gold. http://www.bbc.co.uk/news/uk-scotland-scotland-business-12225183 With Kate Middletons ring being made from the very rare Welsh gold I can see jewelry made of Scottish being very sought after. Even at a spot price of $700 / troy ounce the operation would be feasible, but with the spot price at $1300 / troy currently and reports of scottish gold being potentially worth $6500 / troy the market cap of £10m gives this venture a great deal of potential for shareholders that get in now while scotgold is off the radar. Edited 25 January, 2011 by dune Link to comment Share on other sites More sharing options...
xerox Posted 2 February, 2011 Share Posted 2 February, 2011 Interesting post here... http://www.iii.co.uk/investment/detail/?display=discussion&code=cotn%3ASOU.L&thread=7594179&it=le&action=detail&id=7594179 It seems to be a safer bet than DES as they're running out of bullets, wheras SOU have 12 months of working capital at least to fund the enlarged business. If you fancy it have a punt and on your head be it - the dilema is whether the current price is a spike as per the historical pattern. Perhaps best to risk missing the first boat because it's extremely news sensitive and based on what has happened before if you buy now you could be looking at a 30% paper loss in no time. good advice, you were right, have decided to increase my holding in CRND - cheers Link to comment Share on other sites More sharing options...
Tamesaint Posted 3 February, 2011 Share Posted 3 February, 2011 good advice, you were right, have decided to increase my holding in CRND - cheers That was a mistake. They have fallen 50% today. Link to comment Share on other sites More sharing options...
thefunkygibbons Posted 3 February, 2011 Share Posted 3 February, 2011 Not convinced that looking at gains and losses on a daily basis is a good idea, as it leads to over trading Much of the portfolio is ahead at the moment, but I have a couple down, such as International Ferro, and to be fair when I next get some funds I am more minded to average down by buying more of them Found a grand to get some more and average down It is a long term buy and hold Link to comment Share on other sites More sharing options...
dune Posted 3 February, 2011 Author Share Posted 3 February, 2011 good advice, you were right, have decided to increase my holding in CRND - cheers Ouch. It was prime for ramping and then was the time to get in and get out. As it goes i've taken a hit from SGZ, but in Q3 i expect planning consent and a tidy return. Link to comment Share on other sites More sharing options...
jampot Posted 5 February, 2011 Share Posted 5 February, 2011 afr, mml bouncing nicely not far off there recent highs now, bought more hwdn, also bought e2v + aaam, want more eto but fully invested trading update soon... Link to comment Share on other sites More sharing options...
dune Posted 7 February, 2011 Author Share Posted 7 February, 2011 Bought back into CRND @1.5. Couldn't resist. Even though it's a very dodgy company i reckon it'll get ramped up again from this. Link to comment Share on other sites More sharing options...
jampot Posted 7 February, 2011 Share Posted 7 February, 2011 aaam up 11% afr the star as its my biggest holding, eto, e2v, hwdn,ctn alll ticking up, only mml giving back a little after a good run. Dune you still holding nyo ? Link to comment Share on other sites More sharing options...
dune Posted 7 February, 2011 Author Share Posted 7 February, 2011 aaam up 11% afr the star as its my biggest holding, eto, e2v, hwdn,ctn alll ticking up, only mml giving back a little after a good run. Dune you still holding nyo ? Yes. Link to comment Share on other sites More sharing options...
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