Member Info for Collette

Updated Jan 2010 http://www.undervalued-shares.com/data/pdfs/UndervaluedShares-BSG201001-UK.pdf 17/02 http://www.investegate.co.uk/Article.aspx?id=201002170700102325H

http://www.dailymarkets.com/stocks/2010/03/24/impending-correction-in-the-us-stock-market-to-correspond-to-final-leg-down-in-gold/

Arbuthnot - 23/3/10: Titanium Resources Group has posted an upbeat set of results for 2009, highlighting the strong performance on costs during a difficult year and pointing to tightening market conditions for its products and plans to increase rutile production by 41% to 90kt in 2010 and c.120kt in 2011. We are expecting that higher prices and production levels will return the significant rutile producer to solid profitability. Titanium Resources Group (TRG) which produces predominately rutile, as well as ilmenite, for the titanium dioxide feedstock market, sees tightening market fundamentals as the supply side is constrained by the shutdown of capacity and a lack of new projects, which should be most acute in the premium end of the market in which TRG operates. All 2010 production is committed, with standard rutile securing prices 5% above 2009 levels. The group has seen higher demand for industrial grade rutile out of Asia, doubling sales of the premium product into Japan at a c.$100/t price premium to standard grade rutile, and seeing the company’s first bulk shipment planned for China. The group has also been producing zircon, planning the first sales in 2010, will add another revenue stream.

Buy at 327p cities Panmure Gordon & Co. Following recent full year results from this information technology infrastructure services provider, Panmure has reiterated it buy stance. Although the 2010 earnings forecast was reduced marginally, thanks to a more difficult outlook for the group’s German business, ongoing contract wins provide optimism. The UK business won contracts to the value of £503m during the financial year 2009, including a five year contract worth £100m with an unnamed UK retail bank. In all, a quiet revolution remains ongoing at the company

Japan's Nikkei 225 stock average added 94.24 points, or 0.9 percent, to 10,658.16 in early trading. The government reported Thursday that Japan's economy, the world's second biggest, expanded at a slower pace in the final three months of last year than initially estimated.

From o1lman on advfn Valiant Petroleum (VPP LN), Outperform, TP: 770p/sh (41% upside)  Reasons for reiterating Outperform: Three exploration wells to be drilled in 2010 targeting a cumulative 132p/sh risked (765p/sh unrisked) at Tybalt, Viola North and Ariel. Completion of Don development phase 1.  Risks: Further extension to Don commissioning. Exploration risk.  Catalysts: Exploration drilling of Tybalt (1Q10) 13p, 210p unrisked; Viola North (2/3Q10) 77p, 444p unrisked; Ariel (3/4Q10) 13p, 111p unrisked. Don production positive revisions following completion of phase 1.

China continues to consolidate above 200 day mva and we note another set of positive data from Japan where indicator of economic health rose for a 10th month, extending the longest streak since 1997 as exports fueled the recovery.Japan is proving to be the surprise outperformer in 2010 after being the most underowned mkt entering the yr.

Dons Phase I completion http://www.advfn.com/p.php?pid=nmona&cb=1268033674&article=41863845&symbol=L%5EVPP

Bonus Issue of Shares The bonus shares will be issued for nil consideration and will be distributed on a pro rata basis of one new ordinary share for every ten ordinary shares held by existing shareholders at 5.00 pm (AWST) on 19 March 2010, being the Record Date.

The volume here yesterday, "over just a few minutes" suggested somethings brewing, so I thought it would be rude not to join them and hop back on. imo

I joined you here yesterday, lots of news flow expected. Reading your posts you will find an active board on ADVFN. Canaccord Adams has a buy and 657p target for Valiant Petroleum http://www.citywire.co.uk/personal/-/news/markets-companies-and-funds/content.aspx?ID=386181&re=8663&ea=204246 Off Topic ...... IDH might be hot to trot again :)

This from ADVFN made me smile "This will be very, very, beneficial to those who invest early It is still in the smart money stage." :))

From The Times today Prudential is poised to make the biggest cash-call in British corporate history to help to finance an audacious acquisition of American International Group’s Asian assets. Britain’s second-largest insurer will tell the stock market this morning that it is in advanced talks to buy AIA for about $30 billion (£19.6 billion). The Pru plans to ask investors for about £15 billion. Talks between AIG and Prudential were continuing into the early hours this morning, amid speculation that a formal agreement could be signed today. It is understood that AIG, which is controlled by the US Government after a $182 billion bailout, might take a stake in the Pru as part-payment. This would involve issuing new shares. Prudential’s shares are expected to tumble in the wake of today’s statement, as investors digest a huge capital-raising that, unless they take it up, would heavily dilute their stakes.

NEW YORK, Feb 28 (Reuters) - American International Group Inc agreed to the sale of its Asian life insurance unit to Britain's Prudential Plc for about $35.5 billion, in a deal that would help the U.S. government get back billions of its bailout money, sources familiar with the matter said on Sunday.

* The Company is debt free and had a cash balance of US$35.5 million at 31 December 2009. * The Company produced a record 39,162 ounces of gold for the half-year, an increase of 20,018 ounces or 105% from the previous corresponding period, at an average grade of 16.65 g/t gold (six months to December 2008: 12.71 g/t gold); * Average cash costs for the half-year down 16% to US$189 per ounce, compared to the prior previous corresponding period's costs of US$225 per ounce; "Successful low-cost gold miners are as rare as rocking horse dung"

Dividend Declaration Tue, 23rd Feb 2010 08:08 RNS Number : 5305H Ocean Wilsons Holdings Ld 23 February 2010 ? OCEAN WILSONS HOLDINGS LIMITED Dividend declaration The Board of Ocean Wilsons Holdings Limited intends to pay a second interim dividend of 38 cents per share for the year ended 31 December 2009 on the 26 March 2010 to shareholders whose names appear on the register at the close of business on 5 March 2010. This dividend replaces the Final Dividend normally declared at the Annual General Meeting in April. For those shareholders receiving dividends in Sterling the US dollar dividend will be converted by reference to the exchange rate applicable to the US Dollar on the dividend record date. The total dividend for the year of 42 cents per share (2008: 30 cents per share) represents a 40% increase over 2008.

Charts this week http://www.updata.co.uk/chartsthisweek/220210/ctw220210p.asp

From Investors Chronicle • Ocean Wilsons is a brilliant way of buying into the Brazilian story at a reasonable price. This London listed vehicle has two major assets, the first is a dominant shareholding in the highly regarded local Brazilian infrastructure and marine services firm Wilson & Sons plus there's also a massive wad of cash and market investments sitting on the balance sheet as an added extra. Wilsons could be a big beneficiary - via its tugs division - of the massive investment by Petrobras in its deep-water fields.

CSR 4Q Pretax Profit $21.89 Million; Sees 1Q Revenue $160 Million-$175 Million LONDON (Dow Jones) CSR PLC (CSR.LN), a semiconductor company, Wednesday moved into a pretax profit for the fourth quarter ended Jan.1 compared to the same period last year as higher revenue and the successful acquisition of SiRF last year aided profits, adding it is cautious about the global economic outlook but expects first quarter revenue of between $160 million - $175 million.

BGEO http://www.digitallook.com/cgi-bin/dlmedia/security.cgi?ac=&csi=202228&username= These were less than $2 this time last year having fallen from over $40 ....... Been a surprisingly stable investment so far.