Member Info for GEML

ABH could make a good defensive play if we see a general downturn in the market. Angel Biotech (ABH) is like the pharmaceuticals and should make a good defensive stock to hold. IMHO http://www.thisismoney.co.uk/investing/share-tips-and-fund-tips/article.html?in_article_id=487607&in_page_id=23 …The most interesting buying opportunities, I think, are to be found in pharmaceuticals. Rarely do these companies trade at a discount to the market. But this is just what is happening today. At the same time the dividend yield of the sector has rocketed. There are only three occasions where the yield relative to the wider market has been so anomalously high: May 1980, April 1994 and March last year. On each occasion, this peak preceded a very rapid rally in share prices as investors recognised the gaping valuation gap. Fingers crossed this is the case again. So what about the companies themselves? AstraZeneca,valued at 7.1 times prospective earnings, and GlaxoSmithKline, on 8.8 times, have rarely been cheaper. Shire, compared to the other two, looks very expensive at almost 21 times net profits. However, the smaller speciality pharma group differs from its two larger and more illustrious rivals in having a bulging pipeline of new products and a rapidly expanding stream of earnings. ..

With just a few trading days left before Plexus Holding (POS) goes ex-dividend. I cannot think of a better time to get into a share that not only has a raising share price but also provides an income through its new dividend policy: Black Gold or Picks and Shovels? Whole Thread http://www.resourceinvestor.com/News/2008/5/Pages/Plexus--In-the-Right-Place-at-the-Right-Time-With.aspx Plexus Holding (POS) is clearly as the say in the right industry at the right time. IMHO Also in SmallCapNews: Plexus Holdings (POS) is to supply its POS-GRIP High Pressure/High Temperature exploration rental wellhead systems to Red Sea Petroleum Operating Company for wells being drilled in the Red Sea. The value of the contract is estimated at £1.2 million with revenues commencing in December 2009.

Thanks for the Update on Plexus Holding (POS) it is nice to know they are paying their Maden Interim Dividends. There is still a couple of days left before this goes ex- dividend. Thanks again for the info.

PVCS gets a mention in todays times. http://business.timesonline.co.uk/tol/business/markets/article6539632.ece From The Times June 20, 2009 Japan looking sunny for makers of solar panels Robert Lindsay Talk that the clouds were finally lifting from the world’s solar power market helped to make PV Crystalox Solar, the long-suffering solar supplier, the second-best performer in the FTSE 350. Kyocera Corp, of Japan, the world’s sixth-largest solar panel maker, triggered the sunny mood when it reported a 50 per cent increase in orders for rooftop panels from households in January to April. Japan is the remaining hope for PV Crystalox, which supplies panel manufacturers such as Kyocera with wafers. <Germany and Spain, the world’s largest solar markets, have cut subsidies for rooftop panels. The Japanese Government has moved to bolster demand for solar panels and next year hopes to guarantee prices for surplus electricity produced by home panels. No one knows if this will be enough to counteract falling demand from Europe, but Kyocera said that there had been improvement in European orders. Sharp, PVC’s biggest customer, recently predicted that its solar panel business would return to profit next year, amid a surge in demand from Japan. David Cunningham, an analyst at Arbuthnot, reiterated “buy” advice with a 160p target. PVC rose 8p, 10 per cent, to 89¾p Sounds promising !

Interview: UK properties ripe for plucking By John Harrington Date: Monday 15 Jun 2009 Compulsive deal maker Ben Habib, chief executive officer of property fund manager First Property, has overcome his scepticism about the state of the UK economy and is contemplating a return to the commercial property market in Britain. ‘Institutional interest in the UK commercial property market is returning, which is tremendous for us,’ Habib said. Traditionally the company has focused on investing in property in Central and Eastern Europe, with Poland being a favoured market for the group. ‘Poland has a low debt level and a well educated, young workforce,’ Habib told Digital Look when explaining why he likes the medium term prospects for the country. ‘Unfortunately for us, with the flight of international capital from eastern Europe the Polish market looks to be pretty dead this year, so we are looking at the UK.’ ‘The question for us is at what point in time will international capital return [to Poland]? The performance of the [Polish] Zloty is key; it needs to strengthen a bit. If it goes to four to the euro, that will be tremendous, but if it moves out to five, that would signal a hard time,’ Habib said. First Property, which has £10m of its own cash to invest in the UK, plus £40m of cash from the fund it manages on behalf of the Universities Superannuation Scheme (USS), reckons the time is right to mo

I was just recommended to come here on another thread. But I think better profits can be made on GMA Resource. When inflation returns Gold is going to Fly. IMHO

Had a good week on GMA Resources.PVCS should benefit from the rise in Oil and Gas Prices IMHO: Natural Gas Jumps Most Since June 1 After U.S. Stockpile Report http://www.bloomberg.com/apps/news?pid=20602099&sid=aclbMkyelEoo IEA Raises Oil Outlook for First Time in 10 Months (Update1) http://www.bloomberg.com/apps/news?pid=20602099&sid=a0JQcQcnQLFs

The Property Sector appears to be recovering. What we see here in the UK could also be happening Worldwide and will help companies like INVESCO Property INcome IPI and First Property Group FPO, become again profitable. IMHO: From today's ShareCast: About 6% of estate agents across the UK said that property values had risen in May, while 42% said that prices fell, according to figures from the Royal Insitution of Chartered Surveyors (RICS). The resulting seasonally adjusted balance of -44 is up from -58 in April, suggesting that the pace at which prices are falling is easing. May’s reading was the highest since November 2007, the Times reports. The FT adds that London’s housing market is set for a quicker recovery than the rest of the UK, according to the latest survey by the Royal Institution for Chartered Surveyors.Estate agents expect house prices in the capital to rise for the first time in nearly two years, the research shows. http://www.ft.com/cms/s/0/8d04e8ba-5383-11de-be08-00144feabdc0.html

First Property (FP) exited the UK property market before it peaked two years ago. It moved to Poland where it has made a mint of money for its major client, the University Superannuation Scheme (USS) - and is now heading home. At the moment, FP manages over £310m of Polish and (two) Romanian commercial properties - £290m for USS and the rest of high net worth individual. The USS mandate allows the remaining £40m of university money to be invested in the UK. In addition, FP is likely to use its swelling cash balances to seed new UK property funds that may soon be available to institutional investors... See link for full article: http://www.investorschronicle.co.uk/Tips/Buy/MiniTips/article/20090605/455eae68-5065-11de-b1d6-0015171400aa/First-Property-is-about-to-return-home.jsp BUY - Although FP's profits may stagnate this year and next, it could attract a lot of UK institutional support as it was correct about the UK commercial property and, by and large, they were not. As the company steadily increases its dividend, we continue to rate the shares a buy for income.

IPI Top Riser in the FTSE Fledgling Index today. I feel this is because of positive sentiment in the Commercial Property sector IMHO: Top Risers Price Change IPI 4.20p +20.7% REG 1.20p +16.5% JSP 2.90p +13.7% RAY 19.00p +11.8% TRK 32.00p +10.3% MNR 13.25p +8.2% STY 3.30p +7.1% WNER 47.00p +6.8% ACE 20.00p +6.7% KWL 72.00p +5.9%

Lots of buys going through

There continues to be lots of buys going through on the ticker. I think we will see a move up by the end of the day IMHO

This article shows confidence increasing in the commercial property market which should be good for First Property Group FPO: http://www.reuters.com/article/rbssFinancialServicesAndRealEstateNews/idUSL267713920090604 LONDON, June 4 (Reuters) - British property firm Helical Bar is planning new development projects such as student homes and retail sites, betting that current low values and anticipated price recovery over the next two years will bring big profits. Helical (HLCL.L) has raised about 500 million pounds ($814 million) for the investments, including 72 million pounds of its own cash and funds from an unnamed U.S. private equity firm, its chief executive told Reuters in an interview. "There are markets where developments make sense -- we find the student accommodation market quite exciting, and we find various retail quite exciting," CEO Mike Slade said, adding the company was due to announce one such transaction within weeks. The company also expects to invest in redevelopment projects with major supermarkets in the UK, he said....

It is nice to see lots of £1,000 buys going through. As it shows that lots of people can feel the Property Market improving and gaining in confidence on this sector. IMHO

Nice interview with the CEO of First Property: http://sharecrazy.com/beta/board_talk/2003/new-video-board-talk-with-ben-habib-of-first-property

Nice interview on Property: http://sharecrazy.com/beta/board_talk/2003/new-video-board-talk-with-ben-habib-of-first-property Some of this optomistic outlook on Property prices may rub off on IPI

There is some large Buys going through today. I think this is a relection of the improvement in House Prices even though IPI deals in Commercial Property. Any improvement in the Property Market will see this share heading North. - IMHO

I agree that GMA is under valued at the moment you only have to look at other shares in the sector to see this. Take Cluff Gold CLF this is getting to the top of its trading range and I feel too late to get aboard. But GMA has still to make its move to the Up-Side, so I am confident GMA will soon have a correction to the Up-Side. IMHO Other Gold shares like Norseman Gold (NGL) have already done a 10 bagger and I feel may be high risk, but GMA are still undervalued and just starting its move up. DYOR

I agree that GMA is under valued at the moment you only have to look at other shares in the sector to see this. Take Cluff Gold CLF this is getting to the top of its trading range and I feel too late to get aboard. But GMA has still to make its move to the Up-Side, so I am confident GMA will soon have a correction to the Up-Side. IMHO Other Gold shares like Norseman Gold (NGL) have already done a 10 bagger and I feel may be high risk, but GMA are still undervalued and just starting its move up. DYOR

I feel this is a wonderful time to get in companies like IPI while prices are still low. Great outlook for Property if you read between the lines. IMHO: http://www.economist.com/world/britain/displaystory.cfm?story_id=13714214 British property woke up and stopped accepting ever lower yields: at one stage these had dropped below even yields on risk-free government bonds (see chart). After falling to just 4.6% in the first half of 2007, property yields have since rebounded to 7.8% this April, their highest in almost 12 years. Since values are inversely related to yields, this turnaround has been the main factor in the decline of the market, says Kelvin Davidson of Capital Economics, a consultancy. On the face of it, yields of close to 8% should be enough to steady the market, provided investors start to regain their nerve. After all, property remains a hedge against inflation, an attraction to those worried that the Bank of England is creating money through its “quantitative easing” to fight the economic downturn. But official figures released this week suggest that such inflationary fears are exaggerated... —retail, offices and industrial. But looking ahead, industrial property is likely to outperform retail, which is in turn likely to do better than offices, says Mr Gilmartin.