Member Info for dasv

yesterday I almost went liquid on 100% of my holdings, but I held my nerve, and am glad I did. fairly substantial rises across the board on all my holdings. i really think the market has talked prices down - i.e. the fall was self fulfilling. And those with cash around will clean up when this bottoms out and the rise starts again. unfortunately its the PI's who get fried and the traders and investment houses who clean up when the market gets this volatile. good luck to all this week dv

Thanks for the overview Davius, very useful info as always. I think I'll sit and watch this one. I guess the recent bump up on the SP is due to predictions of positive results on March 9th. The way the market is punishing stocks that don't exceed analyst expectations makes me think this is a relatively risky stock to get involved in the near future. However I think it might be worth watching for the next year and potentially buying, pending orders of their downhole compressor product. I'll try to post to this chat forum if I get any more info...

profit doubled this year. rightmove hit agents last year with a 25% increase in subscriptions, and the agents had no choice but to sit there and take it. I can't see their dominance being challenged. The competitors are weak and in many cases loss making, relying on expensive offline advertising to try and claw back some market share. It comes down to offline deals with agents. Rightmove has made more deals than the other and has far more properties on its site than its competitors. The real question is whether house buyers and sellers will, over time, move to buying houses direct without an agent now that the internet is the primary tool for searching for a house in the UK.

HL keep spamming me with junkmail trying to get me to sign up for one... It does however look like a good value SIPP which includes online control.

The financials on this company are quite clear (see www.corac.co.uk). They have a turnover of roughly £500k, they have cash in the bank of £3.4m and they are losing about £1m a year. The seals part of their business has been assumed by AESSEAL. Though corac will get royalties from the licensing deal. This leaves their compressor tecnology. Machines have been sold to a "Far Eastern" manufacturer and also to "Loebersdorfer Maschinenfabrik AG" (LMF). These industrial compressors are a commercialisable product at present and seems to be the only way for CORAC to earn money until their downhole compressor technology is commercially viable. The year stated by Corac in their annual report is 2009:- "As the Downhole Gas Compressor progresses towards a working prototype for this significant global market, the risks associated with this innovative project are reduced. Whilst the Downhole Gas Compressor will not be a true commercial product until 2009, it is important that our other target markets have products that deliver income and cashflow now, establishing the Group’s presence in these respective sectors." The share price will therefore be affected by news of success of field trials of the downhole compressor (commencing this year), and potentially further sales of their oil-free industrial compressors, and maybe some royalties from their seal technology from Aesseal (bearing in mind that the seals market, accordin

hi womble, how come meh is available for an ISA but other AIM shares aren't? interesting FTO can be held in an Isa... thanks dv

i bought yesterday, but got stung further today on those trades. Every single one getting slammed. I agree with the approach bigted/GedW, (bargain hunting in the drop), but you can't predict the graph - i.e. this could go on for weeks in which case we are just exposing ourselves to further losses... I read a forum on ft.com last night, with loads of smug sounding posters saying the drop was entirely predictable for reasons x,y,z - e.g futures market had predicted it, chartists had predicted it. I wonder how many of them sold out before yesterday morning and maximised their profit though. It's easy to say it was predictable in hindsight.

from reading this, it doesn't look good for tomorrow: http://uk.reuters.com/article/topNews/idUKN2739099220070227?pageNumber=1 unless you have a short position of course.... I'm going to have to take my long term view on things no doubt when the ftse drops another 100 points and my portfolio drops another 5%. I still think this is an emotional reaction, but that's kind of irrelevant. It doesn't really matter why the price of a stock goes down. What matters is that it has gone down. :( Here's hoping for the best

hehe - couldn't resist a cheaper price? i wish i had some cash left, but made my punts already today EZJ, SVS, STAN, TAN

I'll be watching this one too. Totally missed the boat on it - very sound figures. How did you hear about it?

well looks like i wasn't actually being clever, was just thinking i was being clever. Lots of stocks I hold are down. The ones I bought this morning only 1% down on what I paid - e.g. STAN, EZJ, SVS. Still a bleak day for us bulls. Can't help thinking this is a very emotional reaction though. ...

I like your angle bigted - i might switch out of FTO and BYOT (both shares I am no longer that convinced by) and move to something like LEAD, my worry with lead is that the sector it occupies is extremely competitive with ever decreasing margins. It has done very well to have survived, let alone grown so fast. Re: FTSE. I agree a correction is on the cards, but I took today to be a buy signal of sorts and bought EasyJet, bought another tranche of SVS and bought a lot more TAN. We'll see if that was sensible or not soon. I am sitting on profits on almost all my holdings so can afford to take more risk.

with you there GedW. It can work in one's favour with at stock that's a victim of overselling - this is value investing.... The question I'd be asking in this scenario is: "does the market know something i don't?"...

nice figures on this company. will research some more.

ok ok - i'll stay out of this ;)

err shouldn't that be empathise (not emphasize)?

Hi Davius, the board of my company says it won't float on AIM for two reasons - 1. it doesn't need to and 2. Even if it did the fees to do so would come in at around £200k. At that rate MEH has spent about half their market cap just getting on AIM in the first place. I question the size of these fees? Are they really that big? AND HELLO ALLTHEKINGSMEN!!! HOW ARE YOU TODAY???!!!!

once gave a girlfriend some roses... she kept them even after they dried. ... but roses are not analogous to shares - you are not investing in the flowers, you are investing in your relationship...

erm - from under a million shares at .15p a share (current sp) to a quarter of a million. That would mean a 166x increase in the SP!! Allthekingsmen - are you seriously suggesting you predict the SP to go to 25p (166 x 0.15p) this year? I'm afraid I can't find any info on this company either. As far as I'm concerned this is potentially a South Sea Bubble, and although it might be fun to see what happens, I wouldn't touch this puppy with a barge pole. Good luck to all with shares however :)

i read in an estate agency trade magazine that a consortium of agents met up to protest over rightmove's monopoly on the uk's online residential property market. The gripe was over rightmove's ability to "turn the revenue taps" a la google - by just increasing the monthly subscription to advertise. This discovery - that the agents were scared of rightmove's power, led me to buy the stock about a month ago. 85% of the market held by one company, with its competitors failing to build sites with good content or even good functionality in the case of some. I'm still going to be watching this one and will buy back in once the shake out has finished.