Member Info for k7pws

Someone noted this ones fall today and suggested this might be a buy. Just pointing out as a hobby farmer that this year wheat prices are more than double last year, and whilst I would obviously welcome this long overdue rise, its not good news for companies who make bread, pastries etc or sandwiches for that matter! They will try to pass some on but there is likely to be a squeeze on profits.

I got in at 314. Looks like we should be ok taday. Good luck mate!

Increase this week in sp. Is this on rumours of the granting of permission to clear forrestation? Anyone know?

There is nothing new in this. All its saying is that the revised production targets are on course to be met. As far as the profit warning goes, the most concerning part was the price of feedstock squeezing margins. This release says nothing of that. The positive news on that dreadful day was the joint venture to produce silicon feedstock themselves of which 300t/annum capacity should be up and running by early 08, and 750t by the end of the year. The most interesting figure was the announced capacity target of both mono and multi crytalline wafer prod'n of 645MW by the end of '08. This indicates a 500% increase in prod'n between 07 and 09.(assuming no further announcement). If the squeeze on margins can be kept in line with the last quarter it would mean an operating profit in the region of $100m in 09. Share price theoretically pe=10 would be over 500p. pe12 600p. Where it should be now is an emotional question in a share as popular as this. To me, its fallen too low, I've topped up and hope to see a significant rise fairly soon.

today awaiting clarification of financial position

This investor in Balkan TV has at last started to make profit, though full year is going to be below market expectation. Nevertheless its been steady at 18p or so until the recent drop to 10p, which is the price I have entered. Its expansion is pretty well on target and outlook good. Director buys were heavy earlier this year. At this price its worth a look.

I missed your posts on this one today. Its not been this busy since I came on here last year. Was it like this once or is it just the NRK phenomenon! I only bought back 30% of my holding a couple of weeks ago. Glad I did, dissappointed in my lack of faith in my own conviction. Still between these, AAZ and CWR I've made back most of the lost ground after the crash. ANR still retreating even after trebling my tally! Maybe it will follow AAZ in its own time!

After good news, the drop and at last the start of recovery. These have imminent potential.

A taste today of returning confidence. Like the tide returning.

It shouldn't, but I bought in at 895 thinking that same thing!

Imperial, the oil and gas company, today announces a joint venture being currently incorporated between Imperial and the Tomsk Regional Administration in relation to Imperial’s potentially significant gas reserves.

ReneSola Ltd ('ReneSola' or the 'Company') (AIM: SOLA), a leading manufacturer of solar wafers for the photovoltaic industry, is pleased to announce significant progress in the implementation of multicrystalline wafer production. On 23 August 2007 in the announcement of the second quarter financial results, the Company provided an update on the trial production from the new multicrystalline furnaces. The Company is pleased to provide a further update on the status of the trial production and production from the multicrystalline furnaces. Four furnaces have successfully passed trial production and are now in full production. A further six furnaces are at different stages of trial production and are expected in full production by the end of September. Trial production from a further five furnaces is expected to commence by the end of September. Wafers produced from the new multicrystalline furnaces have been tested by customers and exceeded the required levels of energy conversion efficiency. ReneSola will announce details of third quarter production output in the first week of October.

ditto. Much more bullish market to end the week. I'm hoping all my top ups do the same!!

I took the chance to top up my lomg term holding recently. Its one to be patient with, as you say, not knowing the exact time this will catch on.

P/E not much over 10. These look attractive. Sentiment seems to be less positive. These may surprisingly retreat further before the market comes to its senses. What does it take?

yes, sorry, hope I didn't give anyone more jitters than they already are suffering

seems to be at least temp stability in mid 150's

missed the chance to sell. Thought I might ride it out. Sold 265. Yuk. Now below 240 to sell.

Close shave Davius! In this market taking a profit while you can is definitely the safer option. Even if it continues up there are so many other buying oportunities to choose from.

is this one on your list too?