Member Info for dasv

Looks like a break-out for Landore as the market wakes up to the very positive news in the recent RNS.

I take GedW's point - resource nationalism is not going away. But I believe the risk is priced in already. I also think if IEC was to be subsumed by the Russian state - e.g. a buyout by Gazprom, holders would get more than £12 a share. Imperial remains a very interesting oil play indeed.

totally agree madjock. the sp doesn't do this company justice. Only a matter of time before the market wakes up to the fundamentals. I suspect even a buyout from gazprom would be at a higher price than the current valuation.

hello moneyman, well it doesn't feel that great looking at the amount of red on my portfolio, but I guess its the overall bottom line which matters. Think I've just got lucky with a few I went heavy on - namely TAN, RGM, AU. and some trades with SOLA before. Shares I have which I reckon are worth a look are BRR, CEY, TFL, AU., BLNX, IEC, LND, LEAD, MTA, RED, RVA, STAN, SVS, also have a few others I'm not so sure about e.g. TMC, RCG, CHL, LND, PANR. Wendy's tip: CXG looks solid, though don't hold, and bought HLS on a tip from Chan - held its ground in very volatile times. Also I have First State Global Res A which has returned 16.3% in the same time, and Henderson European Sm Cos which has returned 14%... Seriously thinking of dumping more in funds, have lost a few nights sleep over the past few months fretting over whether to sell losers.

It did get filled - 36.75p 9.36am. I've had to go to the office today so have been away from the screen. Only sold half my shares, the other half happen to be in my ISA, and I think it will turn into another v. long term hold. I wouldn't recommend trading this share to anyone, but with £50m in the bank and a market cap of £188m it looks like reasonable value at the moment, but seriously, I'd wait before buying in if I were you, now being 38% down. Oh well, guess the loss could be used to offset some capital gains tax. This year has been pretty crazy for me, some shares have bagged and others have tanked leaving me only 12% net up on the start of the tax year.

attempting to sell half. Order could not filled with tdw online, so in a queue. I agree the prospects are good for ASM but in the short term there has been a dark cloud over the sp with positive news failing to lift it back to even pre-novartis deal levels. My advice would be a limit buy at 45.5p - if it ever gets there, otherwise just wait on the sidelines and watch it drift even more...

i have a lot of these and have stuck to my guns since 57, only for this to happen. I bought £9.5k at an average at 57p. so you can work out how much my paper loss is. I can't help thinking the fall is overdone, considering the RNS reiterates that us in treating lung cancer is positive, but there's only so much time I can spend on the ropes with a share...

http://en.wikipedia.org/wiki/Supercapacitors Applications in public transport China is experimenting with a new form of electric bus that runs without powerlines using power stored in large onboard supercapacitors, which are quickly recharged whenever the electric bus stops at any bus stop, and get fully charged in the terminus. A few prototypes were being tested in Shanghai in early 2005. In 2006, two commercial bus routes began to use supercapacitor buses; one of them is route 11 in Shanghai. [9] In 2001 and 2002, VAG, the public transport operator in Nuremberg, Germany tested a bus which used a diesel-electric drive system with supercapacitors [10]. Since 2003 Mannheim Stadtbahn in Mannheim, Germany has operated an LRV (light-rail vehicle) which uses supercapacitors. [11] In this presentation [12], there is additional information about that project by the builder of the Mannheim vehicle, Bombardier Transportation, and the possible application of the technology for DMUs (Diesel Multiple Unit) trains. Other companies from the public transport manufacturing sector are developing supercapacitor technology: The Transportation Systems division of Siemens AG is developing a mobile energy storage based on double-layer capacitors called Sibac Energy Storage [13]. The company Cegelec is also developing a supercapacitor-based energy storage system

this is not the first time supercapacitors have been used in buses. There have already been trials on buses equipped with them in Shangai and also in Germany. one of the problems with capacitors is that the voltage varies with the amount stored, that's one of the reasons why they are best used in conjunction with other energy supply/storage methods. My concern with this company is that there could be damaging levels of competition to their product considering they aren't first off the block. On the plus side the directors are v. experienced and London is getting very serious about reducing emissions of diesels with EU emission levels to be enforced in the coming years. Hard to come up with a valuation on this one - bit like BLNX in that respect!

subject should have read electric bike battery manufacturer. (apologies)

I like the look of this company - tipped by Patrick Evershed, Manager of New Star Select Opportunities Fund. From Moneyweek "i'm invested in one Chinese Aim listed forim Ccalled China Shoto (CHNS). It makes stand-by batteries for mobile phones and electric bicycles - one of China's great growth sectors. Obviously, with the Olympics in Beijing next year, anything to do with mobile phones and standby stations should do well, and everyone wants an electric bike. The company is growing at an enormous rate and is on a single-figure p/e ratio." Additionally, from a June 1 RNS: "Seymour Pierce reiterated its target price in excess of 210 pence and advised clients to 'buy'. "

the sp has fallen from 1550p in Jan to 1150p today. I wouldn't be surprised if it has further to fall, but believe that it is starting to represent excellent value and would be a nice play as a long term hold for an ISA. The only problem is that market sentiment is likely to hold the share down for a good while. One to keep on the radar anyway.

Housebuilding is a very unfashionable sector at the moment as we all know. The chances are that rates will go to 6% or even higher in 2008 in an effort to stave off inflation in the UK. It is also worth noting the subprime lending situation in the US right now. There are growing concerns that CDO's traded by hedge funds will become too hot to handle leading to a collapse in margin/leveraged trading. Leaving that aside for a minute, the current fundamentals for Persimmon look absolutely excellent. This from their recent trading statement:- "During the period we will have completed c. 8,000 units (H1 2006: 8,226) in line with our expectations. Total sales revenue will be c. £1.5 billion. Our record of achieving industry high margins consistently over many years has continued. We have achieved operating margins in the period of over 20.5% which is an increase on the margins achieved in the same period last year (H1 2006: 19.9%). Despite the back drop of a rising interest rate environment the housing market has continued to operate in a similar manner to 2006. The new homes market specifically has remained active but competitive in the first half of 2007. We have been achieving an increase in the weekly sales per site. This has been offset by having a reduced number of outlets in the first few months of this year due to planning delays"

CMR looks interesting: the bulgarian Uranium project has low grade ore - so prior to the U price boom was not economically viable. However there are a number of aspects to the story which make the odds of success good. Just as laterite Nickel has become economically viable with the rise in the Price of Nickel, lower grade Uranium resources will also become economically viable. Bulgaria has better infrastructure than other U producing countries like Namibia and Niger. HPL (high pressure leaching) can be used without damaging the local environment - so no earth moving, low costs, and little or no environmental concerns. Bulgaria has been given permission to build more Nuclear power stations - so potentially a local market. CMR has brought in Uranium specialist consultants to advise. On top of this gold projects in the americas look very promising. Nice little junior miner this I reckon.

RMV has confounded my expectations with solid rises since I sold. Today they have released a very bullish RNS saying their results (to be released on Aug 31) will be in line with expecations - i.e. pretax profit up to £29.9m from £17m last year. With other property stocks down 20% off year highs, it's hard to see why RMV should be immune to market sentiment. After all with over 80% of the UK market the only way to get further revenue will be to squeeze existing revenue out of its existing agent clients, who have already met in Feb to discuss how to fight against RMV's fees as a group.

Well done all brave enough to dip into CART. I wasn't - too many pots on the boil already and had enough recovery plays gone wrong this year to be happy missing out! Some big trades reported after close - it doesn't look too bad for tomorrow IMHO.

my previous buy into AU was jan and got out with a nice tax free profit from my ISA. I like the volatility with an upward trend from a swing trading point of view at the moment, but it was a nice 6 month hold before that. Not sure about SOLA's upside - I can see it bubbling around 550 for a while yet. recovery-stocks wise, I've lost more than I've won this year to be honest, though in all cases could have walked away with a handsome profit if I hadn't confused greed with patience. Made a bit on SVR but lost on SMC and a little on LNG. Still hanging on to DETS - not convinced the IVA sector is dead and buried.

err. think davius got out ages ago. I bought back in to AU. recently. V. happy with positive market reaction to acquisition and placing. It is tempting to take profit considering the general jumpiness of the market. I will be swing trading this share I think and will go in a bit heavier next time.

Autonomy is spreading its corporate customer base into legal and financial service companies with the purchase of Zantaz - an enterprise software developer with a weightly list of US clients. Good one for your ISA IMHO - still plenty of upside available on this stock despite current high valuation.

Assume you meant 529p rather than 329p! for a second I thought there was a serious bargain to be had ;) The shut down may affect revenue for this year but will help for next.