What's new

Buying shares?

Buying Shares?

Jaspa - I know you got in at a good time, would you say it's still a good time to get in now?
 
Only you can make that decision. I have a small holding and happy to hold rather than acquire. There is definite upside from here, especially when you think of the press coverage associated with approval.

However, the company has previously had cash problems and this is a spike. As s28/Buffet/Anyone with sense says, the sensible strategy would be to perhaps look for the next riser rather than chasing an existing spike.
 
s28 said:
OXS - might be worth keeping an eye on. Broken out above key MAs. They are in arbitration at International Court against Uzbeks who have taken their main project a highly prospective goldmine. Looks like the Dictator's daughter who had been implicated may be about to get her comeuppance which would open the way perhaps to a big legal win for OXS. I don't follow it but chart bore comment.

big.chart



24th October 2013 - Uzbekistan: Gulnara TV Mysteriously Slips Off Air
http://www.eurasianet.org/node/67672

27th October 2013 - Uzbekistan: First Daughter’s Charity Network Reportedly Under Fire
http://www.eurasianet.org/node/67684

28th October 2013 - Is Gulnara Karimova in the doghouse?
http://www.uznews.net/news_single.php?lng=en&sub=top&cid=30&nid=24206

29th October 2013 - Bank Accounts Of Holding Group Linked To Karimova Frozen
http://www.rferl.org/content/uzbekistan-karimova-bank-accounts-frozen/25152801.html

1st November 2013 - Uzbekistan's first daughter Gulnara Karimova troubled by 'corruption links'
http://www.theguardian.com/world/2013/nov/01/uzbekistan-first-daughter-gulnara-karimova-troubled

1st November 2013 - Scandal brings down dictator's daughter
http://www.theaustralian.com.au/new...tators-daughter/story-fnb64oi6-1226751493924#

2nd November 2013 -The first daughter is in a spot of bother
http://www.economist.com/news/asia/21588946-first-daughter-spot-bother-troubleuz

3rd November 2013 - Could semi-naked pictures of the 'Uzbek Princess' put paid
to her dream of inheriting power from dictator father?
http://www.dailymail.co.uk/news/art...imovs-daughter-Gulnara-stop-taking-power.html

4th November 2013 - Will Googoosha Be Uzbekistan's Next Dictator?
http://www.bloomberg.com/news/2013-11-04/will-googoosha-be-uzbekistan-s-next-dictator-.html

4th November 2013 - Gulnara Karimova is penniless
http://www.uznews.net/news_single.php?lng=en&sub=top&cid=30&nid=24269
Click to expand...

Just finished reading the initial 'notice of arbitration' - 24 page document. On the account of OXS they seem to have had a tough time over the last decade!

When I got to the bottom and saw the date at which it was signed, it dawned on me the real length and tribulation that these things take! - it was over 2 years ago!!

Reading more I note that the Arbitral Tribunal is due to take place in 2014.

Some Q's that come to mind (grateful if anyone (including the right honorable S28) can answer);

If Mr President is succeeded by the implicated daughter, how does/could that help OXS?

If the UzBecks are that hard on a foreign investor like OXS, what chance do the likes of OXS have in an Arbitral Tribunal? what saying is there that the UzBecks don't just give the tribunal the finger and tell them to 'Do one' in a matter of words?

Finally if the Tribunal doesn't result favorable what happens to PI's with OXS shares? do they lose all?

Thoughts welcomed.

Ps - Anyone fell foul of the HSBC 'Click me once for preview', 'click me again for Buy' button?? - almost unreal!
 
I'm no expert, you should read some of the thread on the bulletin boards where some real experts with long experience of the events are providing a running commentary. A poster 'nobull' on advfn for example is very good. What gives me some confidence in this one is that a professional specialist law firm agreed to pursue this case on a no win no fee basis and apparently they only take on cases like this if their due diligence reveals they have better than 70% chance of winning and collecting.

Oxus Gold plc ("Oxus" or the "Company") is pleased to announce that on 29 February 2012 it entered into a litigation funding agreement with a subsidiary (the "Funder"), of the Calunius Litigation Risk Fund LP. Calunius Capital LLP, is the exclusive investment advisor to the Fund which specialises in funding commercial litigation and arbitration claims. Calunius Capital LLP is authorised and regulated by the Financial Services Authority as an investment adviser.

Under the terms of the litigation funding agreement, the Funder has agreed to pay Oxus's legal costs in relation to the international arbitration proceedings against the Republic of Uzbekistan (the "Defendant") on a non-recourse basis.

Oxus will continue to have complete control over the conduct of the international arbitration proceedings, insofar as the proceedings relate to the Company's claims, and continues to have the right to settle with the Defendant, discontinue proceedings, pursue the proceedings to trial and take any action Oxus considers appropriate to enforce judgement.

Under the terms of the privileged litigation funding agreement, the Company has given certain warranties and covenants to the Funder. In respect of the provision of litigation finance, Oxus has agreed to pay to the Funder a material portion of any final settlement of the arbitration claim against the Defendant (the "Funder's Fee"). The Funder's Fee shall only become payable upon a final settlement of the arbitration claim and the value of the Funder's Fee is dependent upon a number of variables including the value of any settlement and the length of time taken to reach a settlement. The agreement also provides that the amount of the Funder's Fee shall not exceed the amount of the aggregate proceeds of the litigation under any circumstances.

Details of the background to the Company's dispute with the Uzbek Government can be found in the Company's annual report and accounts for the 12 months ended 31 December 2010, the interim results for the six months to 30 June 2011 and the announcement made by the Company on 14 November 2011 headed "Request for Restoration of Trading on AIM".
 
When that funding deal was first announced OXS shares went from 1p to 6p. The claim is for around $1bn I think and OXS current Market Cap is £10m

So in terms of statistics and Expected Return you can do the maths yourself and see what point you feel comfortable.

If the eventual payout is say $100m and there is a 50-50 chance of success. Then it may seem like a good investment on risk-reward basis.

I personally have only invested money I am prepared to lose.
 
Will be interesting if CHL and OXS win as it will chart a potential course for GCM.

As it is I think with new elections BNP should come into power and I expect them to do a better job than the Awami League did. Meanwhile on the ground the new Malaysian owners of GCM seem to be winning hearts and minds and so hopefully there will be a groundswell of support regardless of coming election result.
 
Buying Shares?

S28 do you know the dates for the conclusion of the arbitration tribunal for OXS? All I've been able to find is that it's early 2014 but no definitive date?

Was also looking at UNCITRAL ruling on Rurelec but again couldn't find a definitive?

On a different note have you looked into TLDH and the new top level domains that are being launched by ICANN? TLDH has had a decent rise over the last few weeks. Would be interested in your viewpoint on this particular field.
 
TLDH is a favourite of RHPS at the moment which isn't a good sign as it will mean it has been over-promoted.

My own view would be if there is going to be a massive increase in supply prices should collapse.
 
OXS - no idea on dates. Could be early settlement anyway. The various BB's will be more informed than me. It's not something I am investing in.
 
s28, I have some idle cash not, arond £2,500, any stock you recommend to buy? XTR a good bet, you seem to like this company
 
Last edited:
Asif .... Xtr is not the one then. Dont chase something so risky... Remember +10% in 6 months is better than -50% even if its idle cash. Better way to look at is whether you can afford to lose it or not.
 
If I was wanging new money into anything it would be GCM although that is on the move today it seems a bit previous because we have no insight into when the election will take place. The corrupt and inept Awami League still arresting and imprisoning BNP leaders at present. Today has been caused by some tipster nobody has heard of before.
 
XTR I am convinced it will go at some point. A bit like PHE, REH, CNEL etc etc which flatlined for ages and seemingly had nothing going on some rabbit could get pulled out of the hat given the quality of the CEO and the black book of the Chairman.
 
Buying Shares?

I was wondering what was going on with GCM - low volumes and a decent spike? Surely this has to settle back down prior to news on elections?
 
I only expect sustained rise in GCM on real progress in their project and there will only be real progress if Bangladesh leaders want to progress their country and people. The current lot seem like typical thieves and incompetents so election is crucial. BNP leading polls so I am hopeful and will look to add.
 
GLOBAL DEPOSITARY RECEIPTS (GDRS)


Global Depositary Receipts (GDRs) are negotiable certificates issued by depositary banks which represent ownership of a given number of a company’s shares which can be listed and traded independently from the underlying shares. These instruments are typically used by companies from emerging markets and marketed to professional investors only.

GDRs can be listed on either the Main Market via a Standard Listing or on the Professional Securities Market. A GDR will be used to access two or more markets, usually London and the US. They are often launched for capital raising purposes, so the US element is generally either a Rule 144(a) ADR or a Level III ADR, depending on whether the issuer aims to tap the private placement or public US markets.

These securities are generally traded in US dollars on the Exchange’s Electronic Trading Service the International Order Book (IOB). Associated dividends are paid to investors in US dollars. GDRs are settled in either DTC or Euroclear Bank enhancing their cross border liquidity. The more liquid IOB securities have central counterparty clearing ensuring pre and post trade anonymity as well as mitigation of counterparty risk

?? - S28 - can you explain that in plain English? I don't get much of that!
 
The name is quite misleading. They are simply an unsecured convertible loan.

The main attributes are:

- they can be traded across multiple markets, irrespective of if the company trades in that country.

- they are unsecured, non-voting, but offer a fixed rate of interest like any loan

- they can be converted into shares
 
Buying Shares?

Another one of your gems s28! Missed out again - this time because I didn't know whether today's news was going to have an impact on the existing rise that had happened already.

I'm guessing the same is likely to happen again pending future contract wins?

Well done for posting a corker like CNEL!
 
Within the last week, PLE has sorted its funding for the next 12 months and received EU approval.

In addition, the Chairman has tweeted this evening that timescales for commercialisation are "on track" - https://twitter.com/jimmhk

Yet the SP has fallen 30%? Indeed to levels before even preliminary approval was given...

I bought another small stake this evening as this looks like it will rebound tomorrow.

DYOR.
 
Last edited:
PLE 16% up today.

XEL also starting to look interesting again. Long-standing rumours about a tie-in with Statoil look even more solid after the latter has confirmed that it has postponed its development plans for its Bressay field after viewing XEL's data.

The big question is whether this delay is because Statoil wants to develop both fields (Bressay & XEL's Bentley fields) together, i.e. a farm-n or take-over.
 
Attended Proactive Investors forum event this evening.

CNR - CEO 'let slip' that they have had informal approaches from 8 Companies with production of over 200k oz p.a. with regard to 'requests for access to our data'. So not full on M&A approaches but that should get Investors confidence levels up again after the shocking 'failure' to meet expectations last week.

XTR - impressive new CEO who previously took PAF from £5m to £300m Market Cap company and he has big plans for XTR. XTR current market cap is only £6m but the guy is talking about doing $10m a year annualised from just their first project which should start contributing in Jan 2014. That would be huge if he pulls it off. The project has been optioned to XTR by a Company chaired by XTR's Chairman Colin Bird so it is a related party transaction and consideration in shares not cash. Not sure yet how big the dilution will be but I think Polar Star the vendors can afford to 'leave something on the table' for XTR. I hope so anyway. Even assuming 100% increase in shares in issue taking shares in issue to 4.6bn and a Mkt Cap of £12m if the Company is doing $10m p.a. in cashflow it should be valued at $30-60m so gives potential 2-4x upside just on that one project. Still to see if the new CEO delivers but he has done it before and he seems full of conviction. He has a very good mantra. You get problems in mining and volatility due to commodity prices, the only way to insulate yourself is to have high grade near surface mines so it reduces the elements that can go wrong and even if things go wrong you have enough margin to be able to rectify things.
 
Last edited:
s28 said:
Attended Proactive Investors forum event this evening.

CNR - CEO 'let slip' that they have had informal approaches from 8 Companies with production of over 200k oz p.a. with regard to 'requests for access to our data'. So not full on M&A approaches but that should get Investors confidence levels up again after the shocking 'failure' to meet expectations last week.

XTR - impressive new CEO who previously took PAF from £5m to £300m Market Cap company and he has big plans for XTR. XTR current market cap is only £6m but the guy is talking about doing $10m a year annualised from just their first project which should start contributing in Jan 2014. That would be huge if he pulls it off. The project has been optioned to XTR by a Company chaired by XTR's Chairman Colin Bird so it is a related party transaction and consideration in shares not cash. Not sure yet how big the dilution will be but I think Polar Star the vendors can afford to 'leave something on the table' for XTR. I hope so anyway. Even assuming 100% increase in shares in issue taking shares in issue to 4.6bn and a Mkt Cap of £12m if the Company is doing $10m p.a. in cashflow it should be valued at $30-60m so gives potential 2-4x upside just on that one project. Still to see if the new CEO delivers but he has done it before and he seems full of conviction. He has a very good mantra. You get problems in mining and volatility due to commodity prices, the only way to insulate yourself is to have high grade near surface mines so it reduces the elements that can go wrong and even if things go wrong you have enough margin to be able to rectify things.
Click to expand...

CNR, would you call it a buy?

How does the company have zero revenue?

http://www.lse.co.uk/share-fundamentals.asp?shareprice=CNR&share=condor_gld
 
CNR is a development stage company it is building asset value not selling gold at the moment. I think CNR is fine if you are a long term bull on gold. The CEO spent first few minutes making the case for gold , he acknowledged it was a key element of the story.
 
XTR - unlike CNR it isn't totally dependent on commodity price as it has catalysts for its story which mean it could appreciate markedly. It will be selling gold within months not years.

The Presentation document from last night is out now. Shows they are targeting c.$8m revenue per annum from their first project. And that cashflow will be months not years and should mean less ongoing recourse to shareholders / dilution

http://www.proactiveinvestors.co.uk/genera/files/companies/xtract.pdf
 
s28 - Did you see the stonking PLE RNS today mate? Looks like a screaming buy and hold now but the mid/late 2014 timescales may scare off investors?
 
Jaspa and s28 yaar, keep on suggesting all these stocks and I look at their graph like (PLE) and get sad.

Anyways account with interactive brokers is funded and active now, just need to buy some now.

have not bought anything since Nokia!
 
asifp said:
Jaspa and s28 yaar, keep on suggesting all these stocks and I look at their graph like (PLE) and get sad.

Anyways account with interactive brokers is funded and active now, just need to buy some now.

have not bought anything since Nokia!
Click to expand...

Why do you get sad? Is it because you missed their recommendation or that it did not work out like envisaged?
 
jaspa888 said:
s28 - Did you see the stonking PLE RNS today mate? Looks like a screaming buy and hold now but the mid/late 2014 timescales may scare off investors?
Click to expand...

A bit too much noise around it right now. I am peeved I missed the big rise 2p to here but bios and p.e. not really areas i have come across or needed to for that matter :-p

Chart looks ok though and you've got an enthusiastic Chairman who has excellent rep in this area and is doing his best to promote the story without getting too 'rampy'.
 
Pakistani tigers said:
Why do you get sad? Is it because you missed their recommendation or that it did not work out like envisaged?
Click to expand...

I am just a bit sad that I have missed out on the greatest bull run of a generation!

Every stock has doubled and some like Netflix, Tesla, Pandora , Linked In are up like mad!
 
s28 said:
A bit too much noise around it right now. I am peeved I missed the big rise 2p to here but bios and p.e. not really areas i have come across or needed to for that matter :-p

Chart looks ok though and you've got an enthusiastic Chairman who has excellent rep in this area and is doing his best to promote the story without getting too 'rampy'.
Click to expand...

Interesting product they have!

Plethora Solutions Holdings plc (AIM: PLE) announces that the European Commission has granted marketing authorisation for the Company's treatment for primary premature ejaculation in adult men under the name 'Prilocaine Lidocaine Plethora'. This product is also referred to by the Company under its development code PSD502.

Funny looking company had 17m sales in 2009 then nothing. Looks shady to me.
 
You need to sort the wheat from the chaff. Which stocks are going up on hype and which are anchored in some sensible valuation. Frankly I use Linkedin and can see why it has some utility but I don't pay for it. Tesla, neat products but I'd never buy one even if I'd won the lottery even though I'm a big supporter of green products. Some of these stocks that have gone up so much are due to the fact shorters think the fundamentals are poor but because markets are awash with liquidity the fundamentally grounded analysis of shorters is being outweighed by the hordes of retail money chasing momentum stocks. The shorters then have to cover and it causes stocks to go up more which in turn causes more momentum chasers to buy the stocks higher up which they would ignore if the stock wasn't moving. It is perverse and won't last long because at this rate both shorters and momentum traders will lose a lot of money very quickly.
 
It used to be primarily a urinary tract infection product company I think. they got rid of those products when they realised the p.e. thing might work. Backed by the nearest thing to Buffet in UK terms Jim Mellon who is Chairman and fancies himself as a biotech guru so he has been fully behind it since he came in and sorted them out a few years ago.
 
Last edited:
s28 said:
You need to sort the wheat from the chaff. Which stocks are going up on hype and which are anchored in some sensible valuation. Frankly I use Linkedin and can see why it has some utility but I don't pay for it. Tesla, neat products but I'd never buy one even if I'd won the lottery even though I'm a big supporter of green products. Some of these stocks that have gone up so much are due to the fact shorters think the fundamentals are poor but because markets are awash with liquidity the fundamentally grounded analysis of shorters is being outweighed by the hordes of retail money chasing momentum stocks. The shorters then have to cover and it causes stocks to go up more which in turn causes more momentum chasers to buy the stocks higher up which they would ignore if the stock wasn't moving. It is perverse and won't last long because at this rate both shorters and momentum traders will lose a lot of money very quickly.
Click to expand...

I do understand that, but still does not change the fact that it was a great chance to make a lot of money!

Any ways its gone its history cannot come back, no need to get sad over it.

Now just thinking about the future.


Personally I like Ford (F). I think they are good long term buy
 
GCM -momentum building again. This is excellent news grass roots local demand for the mine.

Chart basing nicely, new Malaysian owners getting their mates in at 20p. Election due with BNP win expected if dodgy Hasina plays fair.

Over 50,000 Mass Signatures Supporting Coal Development|| Initiative to Place Memorandum to PM
: November 23, 2013

Morshed Manik. Dinajpur : The Dinajpur Southeast Development Front- an organization for regional development announces the successful completion of a campaign of mass signature supporting coal resource development of the area. Over 50,000 people from Phulbari, Birampur, Parbatipur and Nawabganj Upazilas of Dinajpur have signed on a petition to the honorable Prime Minister calling for the extraction and utilization of natural mineral resources lying beneath their soil with the aim of comprehensive development of the region. The Front is hoping to submit the petition to the Government at the earliest suitable time.

The Front has conducted this year long mass signature campaign in mineral rich four upazilas of southeast Dinajpur. People irrespective of class and professions have pledged their support for this natural resource based local and regional development move.

Mr. Khairul Alam Raju, Upazila Chairman, Birampur and advisor to the Front said, the successful mobilization of public opinion demonstrates the widespread support for the Front’s development program. This is truly the voice of the people of our area demanding that our economic and social development be accelerated by the use of the natural resources under our soil. An initiative will be taken shortly to convey this overwhelming support of local people to the Prime Minister, he added. Mr. Hafizul Islam, Upazila Chairman, Parbatipur and advisor of the Front said, there is no alternative of extraction of coal for regional and national development. Mr. Shibli Sadik, Upazila Chairman, Nawabganj and advisor of the Front said, spontaneous peoples’ participation in this mass signature program proves that the people want to change their fate through development of mineral resources. Bangla
 
s28 said:
It used to be primarily a urinary tract infection product company I think. they got rid of those products when they realised the p.e. thing might work. Backed by the nearest thing to Buffet in UK terms Jim Mellon who is Chairman and fancies himself as a biotech guru so he has been fully behind it since he came in and sorted them out a few years ago.
Click to expand...

he had some good picks on Biogen and Arrowhead from an article he wrote. I work in pharma so have some idea about the industry.

Stay long on Biogen.
 
Stock wise, Plethora had good news with European approval for PSD 502, Summit has done a deal with Oxford, and I visited Arrowhead in Pasadena and like. Port Erin Bio did what I think is a nifty restructuring. Amarin disappointed. Could be a long recovery period there.

Among the biggies, the big pharma as well as the Gileads and Biogens continue to outperform and that I guess will continue. Before Christmas, I will give some naps for next year and am busy working on them now. Biosciences will continue to feature heavily.

Best Wishes

Jim
 
s28 said:
Stock wise, Plethora had good news with European approval for PSD 502, Summit has done a deal with Oxford, and I visited Arrowhead in Pasadena and like. Port Erin Bio did what I think is a nifty restructuring. Amarin disappointed. Could be a long recovery period there.

Among the biggies, the big pharma as well as the Gileads and Biogens continue to outperform and that I guess will continue. Before Christmas, I will give some naps for next year and am busy working on them now. Biosciences will continue to feature heavily.

Best Wishes

Jim
Click to expand...

you tink the PLE ship has sailed for the time being?
 
PLE will rise exponentially if/when it signs commercial agreements, or is bought out. According to the RNS, this is likely to be early/mid 2014 as product launch is expected mid/late 2014.

Until that happens, the SP will float around these levels. There will be a further rise if PLE receive FDA approval for the lucrative US market.
 
Very clever man who has been involved in lots of small cap Companies which have become bigger quickly.
 
bought some BMN and trying to buy some FCR.

Need to take a break from reading about all these!
 
s28 and Jappa any resource you suggest to read more and learning about the mining industry?
 
anyone of you attending the Mines and Money presentation. Found out too late about it.

But XTR on there today along with Mariana resources
 
GCM - Had their AGM today. Much of the feedback seems quite muted and in contrast to previous years where people came back sounding bullish. Having said that for all that bullishness the shares just went down and down. Maybe now with no bulls the shares will go up ?

I think the biggest catalyst in recent times has been Government changes and so the sooner the elections happen and a new Government installed the better. Last time was a strange one because it happened during Global Financial Crisis but stock went from 13p to 130p with weeks.
 
S28, what online broker would you recommend me to use to purchase these suggested AIM stocks? i.e. which broker do you use? Would be very grateful as I have been reading this thread for a long time and these tips seem excellent
 
I opened an account with interactive brokers, sadly they dont let me buy all the AIM stocks.

cannot buy XTR from them.
 
Sharedealactive give you 5k to play with on a t20 for all new accounts

I regularly use this facility without ever having depositing any of my own money.

Normal account is with hsbc.
 
Thanks guys! I knew of Barclays and TDW before hand and loved the interface of Barclays, but a family member uses TDW and say it is really good so I may go with them. Even though my aim is to grow my savings, as long as I also invest in FTSE 100/250 companies and receive decent dividends is good enough for me considering how terrible interest rates are atm.
 
shanali said:
Thanks guys! I knew of Barclays and TDW before hand and loved the interface of Barclays, but a family member uses TDW and say it is really good so I may go with them. Even though my aim is to grow my savings, as long as I also invest in FTSE 100/250 companies and receive decent dividends is good enough for me considering how terrible interest rates are atm.
Click to expand...

Good luck!
 
http://www.lse.co.uk/ShareChat.asp?ShareTicker=XTR

Dear All

Sorry its taken a while to type but wanted to get my thoughts straight before I reported back on the presentation

Like Riff I too was disappointed not to see Jan there and Joel probably didn't come across as the most enigmatic speaker, but when I had a chat with him afterwards he did admit this was his first time as a public speaker so we have to cut him a little slack - Also Jan spends most of his time in South Africa while he is London based.

During the presentation and the questions afterwards the one thing he couldn't speak about was how they were going to fund the projects. But here I have to disagree with Riff in that I specifically asked in the Q&A session if the revenue stream from Chepica which starts in May would be used to fund the Uranium plant Construction as the timelines given meant that the revenue started before the feasibility study would be completed.

He answered no the Uranium plant would form part of the funding agreement - although he did intimate that the Phosphate plant would be funded from the Gold revenues.

The Gold Mine is due to come on stream income wise in May 2014 and is forecast to be $1.4m/Month and $17m per annum.

When I spoke to Joel and the PR Girl afterwards it was the Uranium project which we talked about most, in the presentation he said that after the Due Diligence then there would be another 4 months in which a feasibility study would be conducted before the Construction of the plant.

We talked about clients for the Uranium and obviously the South African government would be a major client but Joel then went on to explain that both the US and Russia would be scaling down their Uranium production over the next few years so bringing this plant on line could be at just the right time.

We talked about the Share Price and both agreed for a Junior Minor any form of Revenue would see a Hike in the Price, which is why they wanted short term turn-around projects.

GOS wasn't mentioned at all....!!!!

So in the end and overall I was quiet impressed in the direction the company is going and the timelines to get there...its now just about the funding!

Am I invested in XTR - NO

Do I want to be - Hell Yes especially if Revenue Income is due in May

May buy just a couple of million in the next few weeks just to be invested and then see where the funding agreement takes us....

ATB(JEP)
 
Seem to be getting typical early December sell off prior to the Santa Rally and New Year Small Cap rally.

Typically when a Company has news that excites investors the Market Makers can just ring around their trader friends at Institutions and they will scratch each others backs with Institutions providing some supply to meet any demand. During low liquidity holiday periods though many of the normal Market Makers and their trader mates at Institutions will be away from their desks or recovering from their Christmas parties so they can't source supply as easily. That is why you tend to get major spikes in less liquid stocks over this sort of period. Looking out for decent chart set-ups and Companies which may be tipped in New Year press tipsheets or have significant news due.
 
S28 - Whats you top 3 for the santa new year rally?

I am holding quite a bit of cash, traded only few but big ones in 2013.
 
Don't really know yet that's why I posted my criteria so if anyone becomes aware of anything they can alert others.

From the charts already posted on this thread I am thinking perhaps the likes of PHE and REH where news of some sort is expected.

REH have said they will sell a Polish wind farm asset by end of the year. That could be material. A Director bought recently.

PHE have said they will have commercial sales in 2014. It could be a great 'concept' stock. i.e. people buy into the idea long before it reaches commercial reality so the concept of 'waste to energy' might be a good sell for the New Year tipsheet writers ?

XTR I think again it has several good 'story elements / catalysts' which lend itself to being tipped in New Year tipsheets. i.e. New CEO who has made investors a mountain of money before ; Cashflow from new projects potentially very early in 2014 ; Lots of other assets/projects to keep newsflow and thus investor interest high.

On the watchlist are things which had interesting flickers but seem to have been forgotten for now e.g.

RLD Richland Resources a cashflow producing 'Tanzanite' miner. If they can market Tanzanite the same way other 'precious' gems get marketed that could be a huge story now they have a Chinese retail distribution presence.

IRG Independent Resources had a new high profile CEO appointed who has probably had his hands full sorting out previous mess but if he brings a decent new asset in it could be like a Reverse Takeover and get re-rated quite quickly.
 
Last edited:
For bio fans Sunday Times article this week saying SCLP about to announced results on their initial melanoma trials which are likely to be positive.

http://www.thesundaytimes.co.uk/sto/business/Tech_and_Media/article1349860.ece

Not sure how positive it will be for the shares as they seem to be implying they can't fund further studies without a big partner although that is typical of small biotech.

HYG an investment trust specialising in biotech owns a large holding in SCLP so if SCLP runs away Monday morning HYG might be an alternative play.
 
Never really believed all the SCLP hype but so far today it has broken above the 200 day MA line on volume.
HYG appears to be lagging.
 
Hyg has about 5% of sclp i think... Is that enough for it to have a spike too?
 
Last edited:
Not too sure. I think the NAV of the HYG fund is over 100p prior to this news on SCLP and SCLP is a large part of their fund. It should be a muted play on SCLP but some may prefer to buy the undervalued assets of HYG than the hype story of SCLP.

Seems to have some other interesting investments as well.

8bz9.jpg
 
Alright guys, have my account set up and want to grow my savings. You guys are seriously experts! Anyone got any hot tips for both long and short term? This thread should be super active! (like everyday)
 
My tiddler tips are XTR, STGR and OSU

Xtr - has been talked about above
Stgr - will be upping production in its graphite asset. Mcap £7.5m
Osu - trading below cash, could possibly sell an asset by year end. Mcap £6m

Remember these are illiquid tiddler companies... So you should never invest more than you can afford to lose. Also, make sure to take profit and dont hang on for too long

S28/jaspa you looked at stgr and osu?
 
Last edited:
You must log in or register to reply here.

Similar threads

Hitman
Vietnam tycoon Truong My Lan sentenced to death in $12.5bn fraud case
Replies
3
Views
350
gazza619
gazza619
FearlessRoar
Pakistan’s top talent is leaving the country in record numbers
Replies
2
Views
149
big_gamer007
big_gamer007
MenInG
Record-breaking summit of K2 dogged by allegations that Western climbers left Pakistani man to die
Replies
19
Views
961
Cricket Warrior
C
The Bald Eagle
"Revamp it, revisit it and play it the way white ball cricket should be played": Imad Wasim
Replies
41
Views
2K
shamaan
S
Asad T
[VIDEO] "Match-fixing is still happening" Jarrod Kimber and David Lloyd
Replies
34
Views
2K
sweep_shot
sweep_shot
Back
Top