Member Info for GEML

Companies like China Western Investments CHWI may be a good defensive play IMHO. See the mention below of investing in Asia and China Commercial Property Sector: Time to shore up with defensives By Ellen Kelleher Published: October 30 2009 19:14 | Last updated: October 30 2009 19:14 Equity income funds are expected to regain their strength and achieve higher returns if stock markets falter and defensive stocks advance. http://www.ft.com/cms/s/2/d8ef7b5c-c587-11de-9b3b-00144feab49a.html ...Investors may also now consider UK-based equity income funds that invest in Europe and the Far East. Asian income funds are likely to be more biased towards investing in financial stocks, as banks and asset management groups in the region tend to pay dividends more readily, advisers say. While dividends offered by UK equity income funds are typically between 3 to 4 per cent (net of basic rate tax), they tend to vary more widely across Europe and Asia...

The institutional purchase, increasing Gartmore's holding to 21.263% in Renovo (RNVO) is a show of confidence and there willingness to invest in this Company. "Maybe PI should do the same" I agree. IMHO, DYOR. This article also indicates the quality of the staff at Renovo as quoted in this article, see last line: 11:49 am, October 27, 2009 North West Women in Business Awards set for January By Simon Binns http://www.crainsmanchesterbusiness.co.uk/article/20091027/FREE/910279987/1011/-/-/north-west-women-in-business-awards-set-for-january ...“These awards have gained momentum over the past two years and are now fast becoming a key event in the business social calendar.” Former winners have included Greater Manchester-based scientist Dr Sharon O’Kane from Renovo and Debbie Pierce of the Bury Black Pudding Co.

If I read this notice correctly Gartmore has increased its 12% holdin in Renovo RNVO to 21%; this is a big vote in confidence in RNVO IMHO, DYOR RNS Number : 4382B Renovo Group Plc 27 October 2009 For immediate release 27 October 2009 RENOVO GROUP PLC TR-1: Notification of major interests in shares 1. Identity of the issuer or RENOVO GROUP PLC the underlying issuer of existing shares to which voting rights are attached: 2. Reason for the notification (please tick the appropriate box or boxes) An acquisition or disposal of voting rights X An acquisition or disposal of financial instruments which may result in the acquisition of shares already issued to which voting rights are attached An event changing the breakdown of voting rights Other (please specify): 3. Full name of person(s) Gartmore Investment Limited subject to the notification obligation: 4. Full name of shareholder(s) Gartmore Fund Managers Ltd A/C Gartmore UK & Irish Smaller (if different from 3.): Companies Strathclyde Pension Fund Gartmore Growth Opportunities PLC The Alphagen Volantis Fund Limited 5. Date of the transaction 20th October 2009 (and date on which the threshold is crossed or reached if different): 6. Date on which issuer 27th October 2009 notified: 7. Threshold(s) that is/are 21% crossed or reached: 8. Notified details: Voting rights attached to shares

I was checking out the Stoxline website on China Western Investments - CHWI and got the following Bullish Report with good targets: http://uk.stoxline.com/q_uk.php?s=chwi Targets Six months: 3.50 One year: 4.09 Supports Support1: 1.40 Support2: 0.41 Resistances Resistance1: 3.00 Resistance2: 3.50 Price and moving averages Price and moving averages has closed above its Short term moving average. Short term moving average is currently above mid-term; AND above long term moving averages. From the relationship between price and moving averages; we can see that: This stock is BULLISH in short-term; and BULLISH in mid-long term. Bollinger Bands CHWI.L has closed below upper band by 45.8%. Bollinger Bands are 313.5% wider than normal. The large width of the bands suggest high volatility as compared to CHWI.L's normal range. The bands have been in this wide range for 11 bars. This is a sign that the current trend might continue. I am encouraged by the positive sentiment on CHWI, which looks like a multi bagger IMHO, DYOR

I think POGL - Plant Offshore Group is a major winner, which has been over looked by the article below, in the FT. It is a E & S Oil and Gas Company, working in the Emerging Markets, the shares are tightly held and only a few available to PI, which makes them volatile. http://www.ft.com/cms/s/0/ab732876-c001-11de-aed2-00144feab49a.html?nclick_check=1 Small energy groups ride crest of oil price wave By Neil Hume (FT) Published: October 23 2009 19:53 | Last updated: October 23 2009 19:53 To some it’s further evidence of a liquidity bubble, to others a sign of renewed investor confidence and rising risk appetite. Whichever view you subscribe to, there’s little doubt that small-cap oil and gas exploration, where share prices have risen by five or six times in a couple of months, is one of the most exciting and dangerous areas of the London market. And no stock is more exciting or volatile at the moment than Gulf Keystone Petroleum. Shares in the Kurdistan explorer have risen from 13p to 105p in the past two months following a big discovery in northern Iraq. The company is now worth just over £500m, and is one of the most popular stocks among retail investors, even though it does not know how much of the 1bn-5.3bn barrels of oil it has found can be recovered. It also needs to raise $80m-$90m to develop its oil field. So what is driving the renewed interest in this most risky of sectors and can it continue? ....

Plant Offshore Group (POGL) is well placed to take advantage, in the new Emerging Oil and Gas Development, as surging oil prices; kick-starting a Global Production Network. Read below for more details: Surging oil has petro companies drilling again By CHRIS KAHN (AP) – 16 hours ago http://www.google.com/hostednews/ap/article/ALeqM5hRniajwu-meJjQEhFH859NshOhcgD9BFNLPG2 NEW YORK — With oil prices surging, petroleum drillers have dusted off idled rigs and kick-started a global production network that thrives on high energy prices. Some oil executives have declared the yearlong slump in petroleum over, pointing to an uptick in exploration and drilling operations around the world. At $82 per barrel and growing, oil prices are finally at a level that gets drillers excited. "We are in an extraordinarily good position to prosper by the recovery," said Gene Isenberg, chairman and CEO of Nabors Industries. Nabors operates oil rigs in the U.S., among the hardest hit regions in the world as far as energy goes. As the oil industry begins reporting third-quarter earnings, the rebound in oil may lead to more jobs in the oil patch as companies spread out in search of more petroleum, especially shale gas deposits around the world...

I noticed Mark Ferguson the CEO of RENOVO (RNVO), Talking at this event Yesterday: Wednesday 21st October 2009 at Theatre 2, Stopford Building, University of Manchester Joint Meeting with the Royal Society of Medicine "Manchester Medical Society 175 Years - A Nobel Celebration" & Presidential Address by Professor Mark Ferguson http://www.mms.org.uk/Society%20October%202009.pdf Professor Mark WJ Ferguson – Co-founder and Chief Executive Officer, Renovo: Professor, Faculty of Life Sciences, University of Manchester. ‘Scar Wars: from accidental discovery of scar free embryonic healing to potential human pharmaceutical’ In the late 1980’s we discovered, by accident, that surgical incisions made on early mammalian embryos healed perfectly with no scar. Scarring is a major medical problem in many organs and tissues of the body causing adverse functional, aesthetic and psychological sequelae. Investigation of the cellular and molecular mechanisms underlying scar free and scar forming healing identified a number of pathways which could be manipulated in the adult to prevent or reduce scarring. One of these, TGFβ3 (Avotermin, Juvista) has now been administered to more than 1,500 human subjects in a series of double blind, placebo controlled clinical trials, which have shown statistically significant efficacy in the prevention and reduction of scarring in the skin. Mark Ferguson is the Co-founder and Chief Executive

http://www.arm.com/news/26196.html 21 October 2009 ARM Delivers The Internet Everywhere With Most Power-Efficient and Cost-Effective Multicore Processor Processor reinforces clear leadership position in highest-volume and highest-value connected consumer, embedded and industrial applications CAMBRIDGE, UK – Oct. 21, 2009 – ARM [(LSE: ARM); (Nasdaq: ARMH)] today announces the launch of the ARM® Cortex™-A5 MPCore™ processor, the smallest, lowest power ARM multicore processor capable of delivering the Internet to the widest possible range of devices, from ultra low cost handsets, feature phones and smart mobile devices, to pervasive embedded, consumer and industrial devices. Available as an extremely area- and power-efficient uniprocessor or up to a 4x multicore processor, the Cortex-A5 processor unleashes the outstanding performance and power scalability required for the compelling usage scenarios demanded by each of these markets. This extraordinary combination of performance, functionality, and efficiency reinforces ARM’s clear leadership position in the highest-value and highest-volume application segments... Follow link to read the full article.

Brockers Note from UK Analyst Education and information specialist Pearson (PSON) released a nine-month interim management statement (IMS) which revealed that the company was able to maintain its strong momentum in the third quarter of the current year. In the first nine months of the year, sales increased by 20% in headline terms and operating profit increased by 19%. The FT Group and Penguin components performed in line with expectations and benefited from their investments in new digital products and emerging markets. The company also reported gains in its market share with growth in digital services and expansion into new markets and geographical areas. In addition, Pearson expects full-year adjusted earnings to be at or above 60 pence per share. On the back of this positive news, shares in the company surged ahead by 36.5p to 858.5p.

I think the pull back will only be small in ARM, as it needs to test support of the new trading range; now the stock has Brocken out above the last three year trading range. If support holds we will see a quick move up within the new trading range IMHO I think now would be a good buying opportunity before the big move. DYOR MARKET REPORT: Imagination is running away in Britain's microchip industry By Simon Duke http://www.dailymail.co.uk/money/article-1221554/MARKET-REPORT-Imagination-running-away-Britains-microchip-industry.html Last updated at 10:20 PM on 19th October 2009 In Britain's microchip industry the difference between the haves and the have nots has never been starker. Great rewards beckon for the likes of Imagination Technologies and ARM Holdings, hose designs are becoming indispensable to the new wave of mobile phones that double up as powerful pocket-sized computers...

Volunteers sought for scar trials http://news.bbc.co.uk/1/hi/england/bristol/8285335.stm Volunteers are being sought in the Bristol area to try a new method of reducing the appearance of scars. Bristol Plastic Surgery is taking part in the European trials of a new method of reducing scarring by injecting a growth factor substance. Local people with disfiguring scars will not have to pay to take part in the tests. Consultant plastic surgeon Nigel Mercer said: "Scars can affect people's lives significantly." "They often act as a permanent reminder of injury, trauma or surgery and can result in disfigurement or impairment of motion," he added. "Currently there are no drugs approved for the reduction of scarring in Europe." Earlier phases of the clinical trials for the new treatment, developed by drugs firm Renovo, were reported positively in the medical journal The Lancet. The injection is given to people who have undergone scar revision surgery. People who want to help with the trial should contact Bristol Plastic Surgery on 0117 910 2400. Great News for RENOVO (RNVO) if these trials will be successful; this is the birth of a whole new Bioscience. It will have huge revenue streams from the Private Cosmetic Surgery without scars. IMHO, DYOR See the company website for more details on their products: http://www.renovo.com

By Lilly Vitorovich Of DOW JONES NEWSWIRES http://online.wsj.com/article/BT-CO-20091020-703099.html LONDON (Dow Jones)--U.K.-based Pearson PLC (PSON.LN), publisher of the Financial Times newspaper, Tuesday reported strong trading for the first nine months of the year and raised its full year earnings guidance, with its education business performing ahead of expectations despite challenging conditions in U.S. school publishing. Pearson said education, which accounts for 60% of the group's earnings and sales, is gaining "significant market share, with substantial growth in digital services and continued expansion into new market segments and geographies." Despite the tough economic environment, Pearson sustained its strong momentum in the third quarter, with the FT Group and Penguin book division performing in line with expectations and benefiting from the group's investment in digital products and emerging markets… Click the link above for full article

Lots happening in the Oil and Gas Equipment and Service Industry, see link below: http://www.yoursubseanews.com/ge+oil+&+gas+expands+global+subsea+capability+with+smartcenter+launch_40308.html I think with Oil around $80.00 a barrel, we are going to see much more activity in the Oil and Gas Equipment and Service sector. This should help companies in the sector like Plant Offshore Group (POGL). I am expecting the announcement of some new developments, like securing contracts shortly by POGL, as the sector recovers from the recent recessions. IMHO POGL is a well established player in the Oil and Gas Equipment and Service Sector, making profits from its operations and is set to grow and expand in the Far East Emerging Markets. DYOR

Mark Ferguson of RENOVO Group (RNVO), did a great job in giving the facts about Renovo Group, He mainly speaks on the last 20 minutes of the Trading Places Show: Today’s contestant is Kevin Baker, the tipster is Jon Levinson from T1ps Investment Management, and the guest director is Mark Ferguson of Renovo Group RNVO. http://sharecrazy.com/beta/trading_places/2711/trading-places-featuring-mark-ferguson-of-renovo-group I think Mark Ferguson did a great job giving a clear outline on RENOVO Group. He stated they have 3 years of cash in the bank and lots of potential for earning revenue and selling licences. IMHO, DYOR If you have any trouble viewing the show go to: http://sharecrazy.com/beta/Trouble/145/tv-troubleshooting And look down the page for the answer to your problem.

Chine Western Investments (CHWI) raised 5% today I think on this news: http://online.wsj.com/article/SB10001424052748704500604574482280340456304.html?mod=WSJ_hpp_MIDDLENexttoWhatsNewsSecond …China property shares outperformed on better-than-expected property sales and hopes for strong earnings. China Vanke rose 6.8% in Shenzhen, while Gemdale gained 8.3% and Poly Real Estate advanced 4.9% in Shanghai. "(It now appears) property developers' third-quarter earnings will be better than the market had anticipated, which led to fund managers actively adding positions in the sector," said Huatai Securities analyst Chen Huiqin…

The share price finished the day above previous high, in the last couple of years, so I suppose ARM is technically a Break-Out Stock. IMHO DYOR

Great Article on the Pros and Cons of investing in Commercial Property http://www.lovemoney.com/news/the-property-ladder/make-money-from-property-investment-4051.aspx

This article from The Sunday Times mentions one of the Invesco Funds; similar to INVESCO Property Income Trust - IPI: From The Sunday Times October 18, 2009 http://www.timesonline.co.uk/tol/money/investment/article6878902.ece Take a little more risk to boost your returns …Brian Dennehy at Dennehy Weller, the adviser, believes equity income is set for an upturn and likes Invesco Perpetual Income and Newton Higher Income… … Property Investing in property could also help boost income. Primary Health Property, a real estate investment trust (Reit), yields 6.2%. The trust owns doctors’ surgeries, pharmacies and other healthcare premises, with 91% of its rental income guaranteed by the government, its primary tenant being the NHS. A total 83% of its revenue streams last 15 years or more. Meanwhile, members of Hotbed, the investor network, are netting yields of 7% in its Ground Rent Partnership fund, which owns freehold properties and collects ground rent from leaseholders. Hotbed investors must buy units in the partnership worth £25,000. It costs £495 to join Hotbed, and £1,000 to shelter the investment in a self-invested personal pension, small self-administered scheme, or family trust.

With the September IPD Index out now I think we will see lots of articles on the Commercial Property Sector in the Sunday Papers; which will include CHWI. This should be good for trades next week; the slight pull back is a great BUYing opportunity. IMHO For Example: http://www.reuters.com/article/rbssFinancialServicesAndRealEstateNews/idUSLG1069220091016

With the September IPD Index out now I think we will see lots of articles on the Commercial Property Sector; which will include IPI. This should be good for trades next week; the slight pull back is a great BUYing opportunity. IMHO