Member Info for GedW

CYH. The problem with Cybit, it has been caught up in the overall uncertainty of the car industry. EG TRAFFICMASTER got turned over well and truly when Rover when belly up, TRAFFIC has a bad debt running into hundreds of thousands. Billam who invests areound 11.3% at the last known date Feb 05, believes that Cybit is one of the UK's leading telematics service providers. CYB has alleged contracts with some heavyweights as you know, Sainsbury; Alfred McAlpine;Norwich Union et al, noe Europcar. Do I think they have upside, now that the automotive market has settled, Cybit should pick up some good business, it has a proven product, so yes I am taking a positive stance. I too was caught up in Cybit's demise but indirectly through BILLAM. Good profiteering.

TAD. You are absulutely right Chan,. After a while of looking at graphs and shares traded. It is amazing how often good news prompts the shares to fall and on bad news shares rise. What I find is that after all the research there is something there that does not quite add up and it is this nagging ringing of the bells that is the final clincher in deciding to place a deal. What is a fact about TAD is that the graph shows an up down centred around recent lows, so with no new negative news the shares may have bottomed and yes the shares look like an upturn is in the offing.

ADL. The company is to commence with a divi this year, I am not sure at what level. Some damaging news, is the raid by police & Commission for Social Care Inspection yesterday. The Directors are trying to clarify the position following allegations in relation to residents.

PRTY. The on-line gaming market can only grow from strength to strength. Another company in this arena is SPORTINGBET, its shares have risen from 220p back in Feb to the current 350p. With companies like AIM's Earthport investing millions in on line payment systems to meet the demand of small stake punters. Then the US Govnmts saber rattlings are a load of CRAPPs.

CYH. After signing a three year contract to supply EUROPCAR with FLEETSTAR-ONLINE vehicle management system on up to 1000 per year, so say each system costing around £250 thas is an awful lot of telematics over three years. Whatch for Billam PLC's share. Cybit is an investee company of BILLAM.

TAD. chan, is your note based on some positive news or a hope on a "dead cat bounce". The only news since the start of the month that I can find, is a Director offloading stock to fund a tax liability.

It has been announced today the first sale of Zinc concentrate and GFM has received advance payment for 1200 tonnes of Zinc Concentrate. Further the reverse circulation from "down under" is on site and is ready for drilling.

OILQ. Drilling is expected to begin this weekend at the SANDHILLS 2 site on the Isle Of Wight ("IOW"). With OILQ having a 7.5% equity interest in this site, any positive news from Northern Petroleum ("NOP") will filter through to the underlying ashare price of OILQ. Visit www.oilbarrel.com for more details. See you there.

EPO. On 8th July it was announced that the bitter legal dispute has been settled. Also, there will be an EGM on 29th July for members to agree to a substantial share reconstruction and fund raising via a new listing of shares. Apparently without this reorganisation of equity and debt, the Directors have intimated that a review of operations will have to re evaluated. Do shareholder have any choice as to how they will vote ?

BLLM. I cannot comprehend why Billams shares are being sold with no purchases ( as at 2.45pm 25th July). With the recent positive buy signals out there, what is the problem ? somebody please put me out of my misery and say to me this is a dog share and always will be.

MNT. Current share price is 0.02p. Go to www.minmet.ie/ for details.

For those who may not have been made aware. CYBIT listed on Aim, an investee Company of Billam, has just signed a 3 year contract with EUROPCAR to supply tracking/navigation systems. This is more positive news for a past dog. I am posting a BLLM strong buy, because, with only 10m issued share cap any share buying pressure will impact on the share price.

IDD. I hope your optomism pays off. If the Government procrastinate on the ID introduction, or even widens the goalposts and decides to scrap ID altogether, or competitors with deaper pockets exploits the chip and pin market then it will be curtains for IDD. They have no where else to go for funds. These are my concerns.

BLLM. The market seems to have warmed by indicating a 3p price uptick since 11am 21st July to the latest prospective cash inflow into the coffers of Billam. I still believe that there is still some upside to the share price. the £500k cash from the sale of the investee company will represent nearly 17% of Bllm's Market Cap. It is my opinion that this share must be due for a re-rating soon.

DGM. Since my last note DGM shares continue a downward trend. This I find at odds with the business model. DGM ticks all the boxes for a growth AIM stock. DGM is cash generative, it collects money from advertisers and responders, it holds a unique market position, internet ads are scheduled to be the 3rd placed ad spend, It has partnerships with GOOGLE for starters, which has announced today advertising revenues of $737M (whats that in old money £511M). Take a look at the other partnerships DGM has formed ( Yahoo, Microsoft all with valuable advertising revenues). DGM must be raking it in. That is if the positive vibes on its business model are true. Any of you boffins care to check this one out. I eagerly await your views and observations.

Billam (BLLM). BLLM has made at least 500K profit from selling its stake in one of its investee cos. This profit represents almost 5p/share. So far the rise in BLLM @ 11am 21st July is only 2p, but watch out for the bid/offer spread it is large. These shares are so undervalued it is criminal.

BILLAM.Having noted that Stephen Desmond Wicks as of 5th July now owns 430K representing 4.2% of issued share cap ("ISC"), up from 3.2% as @ 15th June. Caldwell Associates, through Forest Nominees Limited, accounts for 10.3% if ISC, as @ 19th April Fincorp Investments Ltd owns 3.7% of ISC as @ 19th May. Is this stakebuilding ahead of a possible INVESTEE company flotation !!!!!! Can I remind you of the other BILLAM's investee "success" stories, CYBIT, PHYSIOMICS, EIRX, INTELLEGO HOLDINGS et al holdings.

ERX. Either the shares sales today are a little premature, or the recent Corporate decisions and announcements by ERX are treated with scant sceptisism, either way something is "afoot" in which case I will swallow my losses or reap the reward of any upside in the shares. It is obvious that there is activity in the shares.

GTL. Pick. GTL announced today @ 11.30am, that it is in advanced discussions to acquire a controlling interest in IRE, this deal will be treated as a reverse takeover under AIM rules, to facilitate the construction of an ETHANOL plant. In view of the recent rise in GTL share price the Directors requested the LSE to suspend trading in GTL shares.

Thx Fuzzyfish. a few days ago Eirx completed the buy out of Auvation Ltd. Also appointed a new Director in charge of PR etc. This morning pre trade the shares were up almost 1p. I have a sense that the shares have reached their lowest. Something is under way at ERX and I think it has upside potential.