Member Info for Dannny

Anything going on with this one? Has been unavailable to trade for last 3 days on my igmarkets account and none of my other platforms carry it. Would be happy to add to position ahead of earnings at this level

Cant help feel somethings going to happen there very very soon, as sage says any surge there will eventually reflect here as the companies asset value increases with it.

Rumour is its Unitech buying up UCP while its cheap

I know im the only one in here but some interesting activity trading here today, looks like nearly £400k buy caused the tickup.

Its an interesting point as to whether the value of this company would be increased or decreased if they realised their asset holding in KAH, personally feel it would have a negative effect, as i dont really see what EML would actually do with the money, other that investing in KAH there dosent seem to be a lot more going on. Not the end of the world as i think some fireworks at KAH & EXT are very imminent and £2 a share there isnt far off. Its interesting that while all miners/commodities and the markets in general have collapsed in the last 4 weeks KAH has not moved, no one whatsoever selling is parting with their shares in that one which is hardly surprising.

Basically this companys fundamentals are it has no debt, some of the worlds best diamond mines, has already massivly written down the values of its assets. Its mines are still profitable, the commodity it produces is of very limited supply but will have ever increasing demand, diamond prices have bottomed, any RI to knock sp very unlikely with the dillution earlier in the year. First got in here at 120, sold at 190, bought back in at 178, like 'the_man' holding quite a few grands worth here,i generally trade with a 2-3 month holding period target but this & EML are exceptions, you'll see £8 here within 2 years, just sit & wait for the asian pacific to start spending their ever growing wealth. Trust me China & India like their shiny things and their demands will blow the diamond market apart as we come out the back of this recession.

Dont worry about it, like bazrington says all shares are down and this generally tracks the commodities sector pretty closely. One thing with this share, i made a packet about 2 months ago when it suddenly jumped from 120 to 200 in the space of about 3-4 days on no news whatsoever. There is a lot of supoort for this share and you tend to find when it moves it moves suddenly. Like most shares (well in good healthy companies anyway) its only a game of patience. The current re-trace of the last 3 weeks is not a bad thing, a bull market can only be declared once the market has survived a re-rest, though admittedly id prefer it stopped falling now.

Anyone know when there will be an update on the development of the Tsumeb site, is it on hold untill recession is over? Happy to be holding here as i do believe the stake in KAH will be worth 10p+ a share alone within 6-8 weeks but really would like to see some signs that the company is pursuing their project as set out in their strategy as its this that could really move this sp.

Been watching this for ages since it was 15p, any retrace sub 20p and i'll be picking up some of these. Looks like the whole market in general could be in for a very dark day tmoro if the dow is anything to go by.

Worth noting thats diamond demand just in India that has doubled, a mere formality that diamond demand accross the asian pacific will soar through the roof in the next 3-5 years, billions upon billions of people soon to be able to afford to buy diamonds for the first time. Seperate issue but does anyone use a platform which allows you to trade diamond futures???

Price of rough diamonds starting to show a definate upward trend over the last few months, starting to see a couple of % a month increase. As a luxury item will always lag the raw material mining companies and market as a whole but you'll struggle to find a company or an industry with better fundamentals. While most sectors will simply recover to hopefully the sort of levels of 2-3 years ago the well run major diamond players will soar. Interesting report recently showing more millionaires now in china than the UK, diamonds have never before been affordable to most of asia (china/india in particular) but these economies will have a ferocious appetite for diamonds as they develop the means to afford them. Every year the supply of diamonds decreased while demand is set to absolutely soar. Its a no brainer, especially as GEMD now has an extremely strong balance sheet with bond issue repaid and writedowns behind them. Quite a few thousand quid tied up in this one as its a great company. Plus exposure to foreign markets and commidites will be welcome when inflation starts to hit come next couple of quarters.

The problem with this share is its value is intrinsically liked to its KAH holding. I would like to see some signs that the company are at least trying to progress the developments they hold rarther than just an equity investment vehicle. That being said the last time KAH hit 130+ this bounced up to 6.2p so current sp is attractive. This also seems to often lag a day behind for some reason. I may well start short term trading this and sell on the next 6p+ rise. Like many shares around at the moment i can see it just bouncing around for quite a few months now without actually gaining much overall untill the turn of the year

Up nearly 13% now, would buy here quickly before the tickup

Anyone thinking best bargain at the moment is simply topping up in KAH holding directly.

Have read CHNS have confirmed the 40p EPS as an error/mis-reporting. EPS of 47p for next year still. Agree that WCC represents better value but happy to be holding both of these.

Mining sector falls apart, KAH, URU, PRL all down 5% yet this rises 3%? Of the KAH holders this is the most undervalued but even so its as unpredictable as ever.

If you like emerging markets then Sri Lanka looks a real opportunity at the moment, typically economies witness their greatest advances following the end of a war. Providing stability is maintained there expect an influx of foreign investment and development. Im searching for good companies at the moment but am struggling. Any sudgestions welcome.

Considering the mass sell off going on last week accross the market this performed very well, only declined 3%, has a lot of strengh at 170, buys stacking up, this is due to bounce very soon.

Just out of interest does anyone trade in any equities on the hang seng or Nikkei? If so what dealers do you use?

CESG look cheap but not a sector i particularly like, provide sofware solutions projects to industry and local gov, claim to have solid contracts but who knows with software. Future based on ability to win new contracts, could do well but safer alternatives around. GCM operatiing in bangladesh look a good company but have bounced to much recently, worth watching for any retrace back to 70-80 levels. GMA look interesting, im not a great fan of gold mines but they have potential of mining other metals there too.