Hi everyone, i am starting to look ahead to the next tax year, to allocate 2-3 stocks to my next ISA, i currently have KLG and NYO doing me proud for 2010/11 but need to look ahead to the next one.Share ISAs are a fantastic home for any sub-CGT tax profits made in the previous year.
I am looking for thoughtful, well researched comments for ISA stocks that could meet the following criteria.
1. Under the radar stocks, mkt caps of sub c.£30mln ( it is these tiddlers that will hopefully massively outperfrom the FTSE250 ISA stocks).
2. Clear recovery signs, funded for the next 12mths ( though will probably still require further capital in future to fund growth).
3. Ability to "multi-bag" and perhaps grow x10 in next few years.
4. Sectors such as oil,minerals, "green", new technology, pharmacutial may offer the best potential.
I am hoping that people can post one or two stocks they have followed, giving a quick summary of the BULL and BEAR points, and some of the key newsflow due for the next 12mths. This forum would be a "share tip" forum, but people should feel free to "critique" any stocks, pointing out or taking issue with any of the bull/bear points. This would provide ALL users with invaluable debate when choosing thier April 2011-12 allocation.
1. $9.1mln recently raised to fund some of thier 2011 projects.
2. Targeting 500,000 Lbs ( pounds) of Tantalum per annum, a commodity that has risen from $37 per Lb to $90 per Lb in last 12mths due to various factors mentioned in the recent Cannacord Adams PDF of 26/11/10. The main issue being demand in the electronic world such as: capacitors,resistors,mobiles, turbine blades.
3. The 10-11 year mine life of thier Marropino/Morrua projects in Africa are seen as bringing significant revenues. They also have secured an off-take agreement for 3 years to supply the Tantalum. They hope to supply 10% of the global demand for this commodity.
4. Cash cost seen as $40 versus the current spot price of $90.
1. Still need $35-30mln of financing to get ALL projects up and running, HOWEVER some projects can be funded through expected cash flow.
2. There has been some issues in Africa with "conflict Tantalum" particularly in Congo, which will further restrict supply to the world market, and the U.N has a strict policy on this. There has been some stockpiling of Tantalum, BUT these supplies are dwinding.
I hope this format for this first ISA share will help fellow posters.
i'm not into big lengthy pro/con discussions. my strength is in timing as per technical analysis so i'll play to my strength. if someone throws up a share's fundamentals which are interesting enough for me to add it to my list of 100+ shares that i monitor daily for potential sp friskiness over the course of weeks/months then i shall add said share to my list and post them as watchlisters in my diary as and when they crop up. it's wot i do best (debatable lol!) so use me for that.
Riddler,my ISA-able one is Arian Silver,AGQ. Bull point,maybe bear later will explain.It has just been tipped in PENNYSLEUTH the tip list for MoneyWeek.Over on Interactive Investor iii it has gone red-hot-dozens of posts in anticipation of this week.Yes Bear point-you will get "fools rush in types" when they read the tip this week, who might ditch it quickly.However it is in production of silver in the rich Mex. Silver belt,has finance in now,and has already bagged several times for early holders.The prospect is only yet explored a few %.Over on Digital Look,revenue and profits are forecast to rise next year.Silver has been doing well,ut most of these producers can undercut that price and are not hedged.There is the court case ongoing against JP Morgan who have a huge silver short...best for you to look at the good website,see the charts and read the recent news...DYOR GL
I agree with your posts regarding NVTA and AGQ, and currently hold them in my portfolio. My ISA tip for 2011+ is SYNC @ 16p /£15m market cap.
Bull points; 1, Synchronica has positioned itself as a market leader, providing mobile email synchronisation, social networking and mobile instant messaging, delivering a service to mass-market mobile phones that is akin to the core services and functionalities provided by devices such as the "BlackBerry", but at an attractive price to users and mobile operators in fast growing emerging markets.
2, Business model means costs are easily managed as sales and revenue increase.
3, over 3m users from 33 live installations and 60 operator contracts, in total representing a 1bn user addressable market, and growing service penetration.
4, Forecast to make maiden profits next year, and FY11 forecasts that support a share price of up to 28p, or 75% above current levels, whilst the FY12 forecasts support up to 59p / share.
5, Synchronica hold patents covering enhanced protection to real-time content adaptation, transcoding and on-demand streaming.
1, Still to make a profit. Waiting for order confirmation that will make SYNC CASH POSITIVE! Q3 results show 9 months revenues up 120% at $5.75m, whilst EBITDA losses fell by 25% to $3.23m.
2, Business model and break-even point not always clear. Hence poor share performance despite recent good news. However, momentum now changing. DYOR & GL
RRL - Range resources oil and gas sector Risk - high Reward - high RRL's main interests are in Somalia, Georgia and the usa. Recent estimates from Georgia indicate plenty of oil. The sp spiked from 6p to 9p on this rns, it then drifted back to sub 6p and is now 6.5p. Seismic work underway in georgia with view to drilling early next year. Somalia could prove transformational however it is an african country not without risk.
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