Member Info for Andy101

http://www.economist.com/node/16488892 ....gas is dominating the thoughts of Western oil bosses and, increasingly, their firms’ portfolios. Seven of the eight projects Exxon Mobil completed last year were for natural-gas developments. Two of the three it has scheduled for this year are also gas-related. Royal Dutch Shell says that by 2012 half of its output will come from gas. The current high oil price still makes crude the prize for any self-respecting major. But the West’s big oil companies are growing gassier. ....Gas is also getting cheaper to develop. The cost of gas developments has come down—that of an offshore “floating” LNG terminal has fallen by half in the past two years, for example—while the growing inaccessibility of easy oil has made oil projects more expensive. .....Efforts by the world’s governments to cut carbon emissions have stalled, but the oil majors are voting with their drill bits. The future, they believe, will be less oily and a lot gassier.

is 12%. Why? Has anyone got additional news here

http://www.proactiveinvestors.co.uk/companies/news/15991/caledon-resources-and-polo-resources-agree-merger-15991.html I find the news to be reassuring in a way. It suggests promise. Gut feel......CDN / POL will deliver. Coal will pick up at an increasing rate too. In addition to the above, new technologies are making coal viable eco friendly energy source which is a bonus.

Euro Markets Bulletin : Polo Resources and Caledon Resources have reached an agreement in principle to a merger to be effected by an all-share offer by Polo for Caledon. The implied offer price for each Caledon share would be 61.56p, which represents a premium of 14.53%. At the current 53p mark that makes this buy.

Gasol is still Afrens exclusive downstream liquification partner. Capital has been secured for operations. See below: Gasol has entered into a loan facility (the "Loan") on 20 April 2010, which allows it to borrow up to £1 million to provide funds for the Company's working capital. The Loan, which is unsecured and provided by Gasol's largest shareholder African Gas Development Corporation Limited ("AfGas"), carries an interest rate of 5% per annum and is repayable at the end of its one year term. AfGas will receive 20 million warrants as a commitment fee, exercisable for a period of two years from the issue date at an exercise price of 2.46875 pence per Gasol share (being a 25% premium to the closing mid-market price on the business day before the Loan was entered into).

Property developers are scrambling to start office schemes in the City of London, as resurgent occupier demand and an 18-month development freeze threaten to push rents through the roof. Occupier demand in the Square Mile for the first quarter of 2010 reached its highest level in a decade, according to statistics released this month by property consultant CB Richard Ellis. Just over 2m square feet of office space was leased in the first three months of this year, the second highest recorded total since 1984 http://www.investorschronicle.co.uk/Tips/GoodValue/TipsOfTheWeek/article/20100414/fafe2a76-47ab-11df-af40-00144f2af8e8/City-office-shortage-looms.jsp

Thanks for your feedback. (& the tips) I am watching them at present. It will be interesting to observe the reactions and impression from the international community after the world cup in SA. Since Sept last year I havent executed any big sells to speak of. Market has dipped a bit since then. I am watching for opportunity now and have set aside a bit in my ISA and trading account for reinvestment. I get on with home DIY jobs when things are not moving favourably. Keep in touch. Bye for now

Hi. read your post. SA will be OK. Their economy is predicted to grow and nationalizing mines is not on the cards for the next few years.

TIG has been an interesting share to hold. We have had continued good news related to this Company for many months now. It has won contract after contract, Big players like Gartmore have increased their stake in Tig by 130 million shares this month alone. The moment the markets turn positive, TIG is going to climb. IMHO by 300% +. Another good point is it supports Insurance companies that do not suffer the same credit default issues that Banks do, as life insurance premiums are paid upfront every month increasing liquidity levels. That is important in a credit crunch like the one we are in.

LND in Canada is not listed in the below note but they also have a sizable deposit of Lithium at their Root lake mine. Higher lithium prices could also give the nascent U.S. battery industry a steeper climb to the top. The U.S. consumes more lithium than any other country, despite having only 760,000 tons of the world’s 13.8 million tons of identified lithium resources (those of known quantity, quality and grade), according to the U.S. Geological Survey. While most U.S. lithium imports now come from Chile and Argentina (69 and 29 percent, respectively) China has brought new supply online in the last few years. In a peak-lithium world, that could put Asia’s already-leading battery makers one more step ahead.

By 2015. Until recently, lithium went primarily into ceramics and glass. Now batteries make up one-fifth of the world’s end-use market for the mineral — a share that will only grow if the auto industry goes where lithium-ion startups like ActaCell, A123 Systems and Imara are betting it will. But shortages could stop an emerging industry in its tracks — or dramatically reshape it — within a decade: Mitsubishi estimates that lithium demand will outstrip supply as early as 2015. http://earth2tech.com/2009/01/23/what-the-looming-lithium-squeeze-means-for-electric-car-batteries/

Nigeria has 80% of the regions GAs resource approx. The signing of the Memo of understanding with GAS investment Companies opens doors for great returns. This is good news.

The Evolution analysts expect iron ore and coal to be the best-performing commodities this year, with copper set to lag. A weak dollar and global fear will also support the gold price. These are views shared by Myles Campion, fund manager at natural resources-focused Oceanic Asset Management, who believes coal and iron ore will have a strong 2010.

If SA cant deliver due already having signed coal resource provision to China, India will need to look elsewhere. CDN???hopefully See todays news below: South Africa news- Indian buyers have been waiting since October for South African prices to fall back to $50,00 and many are yet to buy substantial tonnages which they have committed to end-users for Q1 delivery, traders and producers said. ........"The Indians have totally missed the boat. We have nothing left for Q1 and not much for Q2 and we're not alone. We've done business into China already and have enquiries for one-million tons from one Chinese utility alone," one major South African producer said. "India needs at least 1-1,5 million tons a month from South Africa and if you assume cautiously that they only need to buy half of that during Q1, they will struggle to find it from anywhere in the market," he added. http://www.miningweekly.com/article/sa-coal-prices-to-spike-on-resumed-india-buying-2010-01-07

China Opens 2010 By Raising Coal Forecasts Among bullish comments – as such a major consumer it should know – are higher coal prices. One of China's top steelmakers, Wuhan Iron & Steel Group, said at the weekend it planned to boost production by 24 per cent next year as demand recovered and the economy continued to strengthen. Despite government concerns about industry overcapacity, it will go ahead with its 10 million tonnes steel project in the Guangxi Zhuang autonomous region and expects steel output across China to climb by 10 per cent next year. It raises two fingers at the Copenhagen climate conference, emphasising that China’s industrial revolution has some way to go. http://www.poweralternatives.com/nc/power_stories/display_news/article/china-opens-2010-by-raising-coal-forecasts/492.html

Coal is flexible enough to meet fluctuations in demand for power: coal plants can fire up much quicker than, for example, nuclear plants. These factors help explain why coal is expected to remain the dominant fuel of the power sector - the IEA expects its share of the global power generation mix to rise to 44 per cent by 2030. The Clean Coal Centre expects world coal production to continue its strong growth rate, rising from a little under 4,500m tonnes in 2006 to 7,000m tonnes in 2030. Thermal or steaming coal, which is used mainly in power generation, dominates this production growth, with its share of output expected to rise from 77 per cent to 81 per cent.

http://www.investorschronicle.co.uk/MarketsAndSectors/Sectors/article/20091221/481069fa-ee1f-11de-a13e-00144f2af8e8/Coal-must-clean-up-its-act.jsp Demand for coal has been growing faster than for any other energy source, and the International Energy Agency's (IEA's) Clean Coal Centre projects that coal demand will account for more than a third of incremental global energy demand in the years to 2030. This is great news for coal producers, but could pose a huge challenge for the environment......... Fossil fuels will remain the dominant sources of energy worldwide, and will account for more than three-quarters of the incremental demand increase from 2007 to 2030, according to the IEA. During the period 2007 to 2030, demand for coal is expected to grow by 53 per cent, compared with rises of 24 per cent in the demand for oil and 42 per cent in the demand for natural gas. Developing countries are expected to account for over 90 per cent of this increased demand for energy. With their sheer market sizes and strong economic growth prospects, India and in particular China are expected to account for over half of this growth between them.

GASOL are aiming to become the premier Africa-focused independent gas company. As part of GASOL growth, LNG demand is set to increase by over 8 per cent per annum to 2020 driven by, amongst other things: * declining indigenous gas supplies in major consuming countries; * the reduced attractiveness of piped gas given the challenges to build new pipelines and the geographical distances between supply and demand; * competitiveness of LNG in the power sector; * the desire of consuming countries to diversify gas supplies away from Russian and Middle Eastern gas due to higher geopolitical risk.

http://britishbulls.com/StockPage.asp?CompanyTicker=GAS&MarketTicker=OilandGas&Typ=S

I have been watching TIG for a while. If you follow the news feeds we have had going back for many months now, you will notice it has all been positive. Innovation Gorup has won contract after contract with major Financial & Life Insurance institutions. The only thing that appears to be holding this share back is the overall economic climate. The moment the economy picks up this share should rise significantly. The Naked Trader also rates this share. IMHO this is worth a buy and hold for the medium to long term.