Member Info for dasv

Geiger counter GCL also looks like a nice Uranium move - any opinions?

I almost clicked "sell" myself this morning. Decided to bury my head in the sand and go out for the day. good move in retrospect ;)

Hi Davius, Yes I have AU. as a long term hold in my ISA - glad I'm not having to pay capital gains on the growth!! The blinkx thing is interesting. Haven't researched the company since the announcement - but believe the demerger was mentioned some weeks ago - that AU. were splitting their consumer side from their corporate side. Interner video is all the rage currently with venture capital flowing in to every half-baked scheme without regard to where the revenue will come from. Very much a Dot Com Boom Mk II. Having said that, AU's software will no doubt offer true value whereas most players are just jumping on the bandwagon and adding little or no value at all. The only thing I regret is not buying more and earlier of this world class company.

worth remembering there is a current supply problem with nickel which has pushed prices up. This has made laterite exploration economically viable, thus many laterite extraction and exploration projects are now underway. E.g. TDM, RGM etc. Because of this it is likely that Nickel will not be in short supply by 4th quarter of this year. Although buying into these stocks at this stage makes the odds of upside smaller, it seems the Nickel bull run has some legs on it yet.

the sp of TAN and TFL were neck and neck for a while, and I really expected TAN to win. So my ratio of TAN to TFL shares is about 5:1 in TAN's favour. However this little company's sp is rising in the face of general bearishness in the market. Looking at the broker estimates, the results will have to be beyond expectations to merit the current sp which now stands at a mid of 138.50. I suspect that this may be due to investors/MM's factoring in the further possibility of an imminent buy out. Results in soon. Will be interesting. At least for anyone who holds.

positive results today see http://www.helesi.com/download/hls/annual_report_2006.pdf and the sp drops 8.5%!

seems there might well be a placing - as you said - to provide additional shares for a nasdaq listing. Of course this means a dilution. http://www.antisoma.com/admin/data/datFiles/pdf/EGMNoM.pdf

indeed Davius - it's not played out as I expected and am taking a hit currently. I still propose to hold though as I believe the company's future prospects are rosy. I would be surprised if there is a placing - looking at JCF analysis the net debt is -£65m so they should have some cash to play with. Judging by the sell off there is something going on I am not aware of. First EZJ down 20%, now this. Not my week it seems.

Chan, many thanks for this article. Looks like a buy and hold is in order, provided the UK residential property market doesn't nose dive. In my opinion and ABN Amro's this is a real possibility with house prices now at a 5.8x multiple. House prices are driving consumer spending, and with the UK's service industry economy that could lead to a recession. The fall in US real estate prices has led to a fall in the fortunes of the US construction industry rather than impacting on house buyers. I am concerned slightly that OKD is exposed to the UK equivalent of that scenario. Having said that most of the locations mentioned are sufficiently within commuter distance to London that property prices will not collapse completely. Newhaven though - I have a friend near there - it's not exactly prime residential - there's a grotty ferry run by Corsicans which goes to Dieppe when the French Unions aren't striking, and there's a Sainsbury's and a few garden centres. Brighton it ain't. It's going to have to take a spectacular development to bootstrap the area into luxury apartment bracket. Of course the marina is the big selling point. I am speculating that Brighton Marina is at capacity and moorings are more expensive. Interesting stuff.

it's been a bit of a sell in may and go away day today. Pretty much red all over for me though I see from my larger cap watchlist that some stocks are thriving. E.g. RIO (why did I sell that last week???). Hoping for brighter things by the end of the year from RCG. Good luck all.

there's got to be something we don't know. Hope it's not dodgy accounting or something :(

didn't notice this earlier but another rns points out that OKD has raised a further £15m with a placing of £7.5m at 200p today. This overhang will put a dampener on the SP for a while and devalues the shares of any holders. Scratch what I said below about short to medium growth. This may well be a sleeper after all.

check this out for some background:- http://www.manchestereveningnews.co.uk/lifestyle/personal_finance/s/1004/1004821_north_west_iva_firms_rapped.html

DETS also showing weakness recently - also fell from grace at the same time. Assume the fall was legislation driven as banks seaked prevent uptake of IVA's whose success had a negative impact on banking revenues. I wonder if the recent weakness is due to further changes in legislation, or legal moves by the banking sector. More research needed before dipping one's toes I believe.

OKD have posted encouraging results and are set to move to AIM on May 10. profits up 60% to £8.2m. I thought these were a sleeper when I bought them, but perhaps we will see some short to mid term growth. :)

doubled down on RCG and EZJ today. Lets see if the trend is not our friend.

Hi glue, where does that leave you as a share holder?

looks like this little tiddler's out the woods now - nice fat 10.6% rise today

rns on this is pretty good - sales up 72%, 25% in crease in annual production. shares on the climb now.

LONDON (Thomson Financial) - Reuters Group PLC said it has received an approach from an unnamed third party that 'may or may not lead to an offer' for the company. The statement was in response to a sharp increase in Reuters share price today. The shares are currently up about 22 pct on the day. 'There is no certainty an offer will be made or necessary approvals, including those required under Reuters constitution, will be received,' the statement said. News Corp, which earlier this week made a takeover offer for Dow Jone & Co Inc, and Thomson Corp's Thomson Financial unit - the owner of Thomson Financial News - are rumoured in the market to be potential bidders. Thomson Financial declined to comment and News Corp was not immediately available