Member Info for Adobong

Nice to see WAS appearing on more investors' radar.

Had you thought of reading their website? I invested last week and am already down 10% but I view WAS as a long-term investment (and it's ISA-able which ensures tax-free profits). They remind me of PXS last year in that they could easily become the subject of irrational investor enthusiasm and hence become a multi-bagger. What persuaded me to invest was the prospect of almost unlimited licensing fees and continuing royalties for their Kalina Cycle technology which is applicable to over 75% of the world's power generation market. They already have a toehold in the Chinese market. They also have interests in biodiesel and, more importantly, water conservation technology. The icing on the cake is Julian Treger's 9.5% stake - he reportedly turned £25m into £520m with Western Coal. If his judgement is even half as good with WAS we're onto a winner.

Surely the SP is destined to double or treble fairly soon?

I've been hoping TEIF would gain some recognition but a place among the top risers was more what I had in mind! I can't remember how I discovered them but the sums add up and when European industrial property is flavour of the month I should be quids in.

Unable to buy 30,000 but managed to buy 10,000 @ 14.89p. Market Cap seems ridiculously low even allowing for their Italian woes.

...it's not up 50% after these massive buys. Have the MMs failed to make a killing?

I find your trading strategy alarming! The Stock Market exists to enable the buying and selling of shares so why would your broker say he couldn't find anyone to take them? That's nonsense. At what price is a different matter... Averaging down is all well and good but most professional traders don't do it. With ruthless stop losses in place they never need to. By averaging down you're increasing your risk - much better to find another under-valued share in the hope that it will deliver the rewards instead.

Yet again OHM have attracted investment above the SP price but at a far smaller premium than before. It's not looking good and I'm glad I'm out but if the SP hits 3p again I might be in.

Last year PIM hit 36p and I'm surprised we're not double that by now. Agriculture-related shares are the new Gold and I'm pleased I'm also invested in SKR. When the real crunch comes gold shares will be worthless after being the bubble of all time. Timing is everything and I've no idea what price Gold will reach - maybe 5x today's price? 10x?

With Connaught's demise things ought to be looking better for ROK even if Morgan Sindall have muscled in. I'm tempted to exit with a tiny profit as the SP hasn't done much since I bet on a partial recovery. I was hoping for 25p short-term but it doesn't seem likely at the moment...

...why isn't ROK up at least 50% now CNT is no more? CNT's contracts have to go to somebody. Or are former CNT clients going to drive such a hard bargain that ROK and their competitors will struggle to make a profit? The SP would seem to support this hypothesis. It doesn't bode well for the UK Economy - without profits we'll all end up sleeping on a park bench. It's the Dark Side of Capitalism and it's scary...

We meet again! I took out a T20 on ROK this week @ 18.3 expecting some sort of a rebound. It's not happened yet but the Meerkat hasn't been helpful. Obviously CNT has tarred similar shares with the same brush and I exited STY over similar worries. I think ROK is oversold but who knows? They are still expected to make a profit but WTFDTK?

Thank you - if only all my analyses (not a word you often see!) could be so accurate (I hope).

I bought recently when I considered STY oversold but sold out fairly quickly with a 15% profit. At the time I queried whether all the wonderful orders were actually going to deliver a decent profit. At the same time CNT was having problems (to say the least) and now ROK is too. Companies seem too eager to sign loss-making contracts in the hope that better contracts in the future will bail them out! I suspect STY might've done the same which is why the Meerkat takes a dim view of them. I'm also reminded of INGG (since taken over) who regularly announced new contracts and the SP kept going down. STY's best hope is to be taken over.

And about time too! Chronically undervalued like so many other companies - also pleased to see RUR in the Top Risers List today. Both are no-brainers if all goes according to plan but when does that ever happen? In RHEP's case they have a regular business which pays their wages but a much more exciting investment in North Sea Oil - it's years before they do anything about it but a neighbouring strike would have an amazing effect on the SP. Sell at £1 and then regret it!

Compare the Mkt Cap of less than £14m with Domino's Pizza in the UK at £672m. But DPP haven't actually opened a single shop yet! Will the SP drift down in the coming weeks with no news? Or will it be over £1? Perhaps I should hedge my bets by investing half my funds now and averaging down if it drops below 50p?

I hope so but why are Insurance shares so unfashionable?

I bailed out 6 months ago @ 25p with an 11% loss. Bought back in today @ 12.75p as I believe it's oversold. My worry is that all these wonderful orders from blue chip clients don't actually generate much profit! But with a Mkt Cap of just £7.73m isn't STY just ripe to be taken over?

RHEP are a drilling fluids business with an expanding customer base. They also have a 100% stake in a possible 93 million barrels of oil in North Sea Block 14/11 plus other oil & gas interests. A Market Cap of £13.4m seems cheap to me or am I missing something?

I've just sold 75% of my holding in KIO at a 6.5% loss in the hope of getting a better return from RHEP. I bought 10 months ago and am surprised the performance has been so lacklustre but shares often rise after I lose patience so I've retained a small holding. I'm in a similar position with PIM and IDG - tiny AIM companies with enormous potential but the Meerkat doesn't want to know.