Member Info for NoonRiser

Very pleased to hear that it's looking good with 'Nurse Gladys' hope it works out. DES, RKH, well not exactly a shock, more of a dissapointment I'd say. I was waiting until they had a commercial find, and still am. There will still be money to be made but with less of a risk. Of course, if you are happy with the risk, it's a great day to buy. Just finished the provisional accounts for this year, Winter hit hard and my turnover was down 48% so haven't got a lot spare to put into the ISA this year. Fingers crossed for a good Summer.

Yes, I was pleased to see the Hawk stir. Seems to have been good news for them so maybe SP will start to motor. Seems that all the other Oilers are doing well, so why aren't they. I'm Looking to get into NVTA myself next week, but may split it with HYR. They have announced the placing at 10p, so they are priced about right just now. I may wait a while and see how they go, but I feel very positive about them. Shame that neither NVTA or HYR can go in the ISA. Have a good weekend.

Sorry to hear about Jarvis, I know how you feel having held AI. and ICX when they went under, bit of a shock all round I think. UKC should be OK, Spice, well they just seem to go from bad to worse, it really is an awful chart, but I haven't looked at them in detail so couldn't say if they were OK or not. I think we're all a little nervous at the moment. Don't understand why CSLT has dropped again, I'm about 25% down there at the moment, a lot of money sitting idle.

PS: Don't sell NVTA !

It's good to 'clear the decks' every now and then. I don't blame you with CSLT, they're getting beyond a joke at the moment. I wonder if the Board are trying to get hold of the company at a low price. P*ss us all off so we sell cheaply and then take the company private and keep all the profits for themselves. Let's face it, we've done the hard work for them really. The rest, well no problems with that. PYM will climb if the next trial is good, fall if its not, AKT, well T/O is on the cards and we need to watch the buying patterns. Could be worth 30p a pop to one of the big boys, time will tell.

Wow, you do have a large one don't you! Portfolio that is. I suppose it keeps the risk down, but must be a nightmare to manage. I agree with you 'sit tight' policy, but I would be inclined to cash some of these in and increase the holding in the Blue Chips. Looking at my SIPP, the best gains over the year are mostly the big boys. Funny thing is, the one we post on most is the one we ignore, FLTR and they've gone up steadily from 118p a year ago. I sold them at 136p and meant to get back in on a drop, but it never happened. Even dafter, the money I took out, I averaged down on CSLT. So how good am I ?

One of my 'Watchlist' posted an interesting RNS this morning. I've been looking at HYR: Hydrodec, for a while. They are a large company which amongst other industrial services, reclaims old transfomer oil, removes the toxic element PCB, then makes it suitable for re-sale. Massive world wide market and they have a monopoly on the process. They have recently signed a huge joint venture contract with Kobe Steel in Japan to expand the business in Asia. The market in Japan is $1 Billion alone and as environmental rules are tightened, the removal of these toxins will be strictly controlled. The company currently operates in USA and Australia, although it is based in London. The company has had problems in the US getting enough feedstock and this has affected cashflow and also put a brake on the credit available over there. So I was not entirely surprised today to read that they are running out of money and need 'Institutional Support'. I was going to buy in earlier this month on news of the Kobe deal and I'm so glad I didn't. So, time to watch how it pans out. If the funds are willing to put more cash in, the SP should increase depending on the dilution, although the current fall to 10p presents a low price. If there is no interest, the company has about 6 weeks before they are skint. Then they could be sold or just cease trading and sell off the technology. My feeling is that due to the unique nature of this business and the massive global market, the cash will be forthcoming and HYR will go forward to a very profitable future. The upside is enormous, the downside goes all the way ! I'll be ready with a small stake which I may increase as the story unfolds.

OUCH! 45k - that's serious. It must come good soon, but the chart looks as bad as CSLT. Like you say, dead money (for now), but they do seem to get good write ups all the time. NVTA may retrace, but it's not really started yet. It may be mid / long term to reach full potential, but this will be a biggy. I would also expect nice hikes along the way. I'm in soon as I can. Same scenario at SYNC. They will grow slowly with nice hikes on contract news. The developing countries are a big market and SYNC are right in there. The fact that the biggest SH is an Arab Prince who owns a telephone company does help a bit as well. Still chance to get in on the 'F4' if you so desire (sorry!) but I'm surprised at all the big selling. The FT reckons good news will be out this week, but that doesn't seem long enough to me. Conspiracy therorists would say that they suspect a duster and are trying to offload before the news gets out and the SP tanks. I was up in Manchester last week and was introduced to Holt's Maple Moon. Wow, what a drink. I usually drink Holt's Bitter when I'm 'up North' but Maple Moon is a really smooth, refreshing pint. It is available in bottles at Sainsbury's but I was lucky enough to find it on draught, with a proper head that lasted all the way down. Bliss.

Remember I told you about SEE a month or so ago, well they've just signed the first big contracts and are on the up. I see NVTA is flying as well, I really should listen to myself at times. The money I was going to use on them I put into SYNC, who are still waiting for take off. What a world, what a world!

...or was he pushed ? Views anybody and how will it affect the future of DOO ?

Hi James, not been doing much of late. I've got too much lying idle in CSLT at the moment. Very frustrating share and one I just cannnot fathom. When it gets back into profit, I'll be out I think. Did OK with the Russians and Mexicans recently, ENRC put on 30% from the low of three weeks ago to yesterday's high. I didn't manage to catch it all, but did OK. If I'd had my CSLT money available, I'd have done even better. AKT - Interesting one. If you are in already, I'd hang on. There is the good chance of a T/O as they are quite cash rich. However the similarity with Intercytex worries me, I lost a lot there and don't want to repeat the process. The danger is that predators may see the Cerepro refusal as a weakness and merely wait until AKT are forced into a fire sale. Although the company are still trading, they are not really profitable and the development costs of the other pipeline products are high, so they are reliant on the wound care business to keep them afloat and IMO this will not be possible for long. We may see an increase in SP if buyers see the chance of a T/O above current SP, but as I said previously, certainly not one for widows or orphans. Got a few more in the offing. OML, PAL and MWG are all under the microscope at the moment and I may well be putting them in the 'Buy' column soon. Glad NVTA is doing well for you, it will do better. Sad to see HAWK and MWA not doing well, especially HAWK. I've looked at them and they should be doing better, but like CSLT, they are a lazy share. Glad things in Northampton are going well, don't forget my invite !

Happy to say that I last sold these back in October about a month before the drop. I didn't like the way the graph was going and had other things to do with the money. I have been in and out quite a bit over the last 3 years and was waiting to see what happened with the appeal. There may be some value in getting in now, in case a T/O does happen, but my gut feeling is that the bubble has burst and any profitable products will be a long time coming. The interims should give a better picture, hopefully the cash will have been preserved. Good luck to all who stay in, but having had my fingers burnt with ICX, I'm staying out.

Don't put too much faith in recent large buys. Hambro got it wrong big style when they added 500,000 to their holding on Thursday last week at 13.5p. Or did they....

Intercytex (ICX) were a company involved with cell research who had a number of good pipeline products. The lead product was a treatment for baldness that (alledgedly) actually worked. The SP rose and we all got greedy, piling in at the thought of the growth ahead. Then the collaboration on an eye treatment with Pfizer fell through and the company ran out of money. There was talk of a take over but this fell through when the company couldn't produce the accounts on time. They were suspended on AIM and then delisted. All the best products were sold off and the company has now virtually closed down. It exists as 'Regenerative Medice Assets Ltd' a company set up to sell the assets. There will be no return for SH's and I think most of us are resigned to losing our hard earned money. I really hope that AKT don't go the same way as I have followed them for a long time, but once bitten...

...anybody remember Intercytex ?

Your HAWK is my CSLT. I did all the work on that one and still do, the conclusion is the same, it's undervalued and should be doing much better. But it refuses to leave it's 'comfort zone', same as HAWK. Like you, I do, with that great gift hindsight, wish I'd put the money elsewhere. However, if I was just starting to look at CSLT (or HAWK) I would still reach the same conclusion. I think they are more of a buy now than they were a year ago, so why am I so pi**ed off with them. I need to learn patience I suppose. It's just frustrating having money sitting there doing nothing when it could be out working. Bit like the Stepdaughter really.

..you sold GBP, they came up with a 'duster' and dropped 35% this morning. Out just in time. HAWK is a mystery to me. They have a lot going for them over at 'Jolly Ranch' but, like Cosalt, full of expectation and never fulfilling. I think some shares are just destined never to perform. Keep your eye on BPC, I'm told that the guy running the show, AlanBurns, is very well respected in oil exploration circles and he is keen to get this show on the road ASAP as he is knocking on a bit and it will be his last big play before retiring. So we may see a SP hike sooner rather than later. Glad it's good news with Nurse Gladys, worth more than money mate.

..to mention SPI. Don't know if you noticed, but they fell a fair old way today. The 6 month graph looks very similar to CSLT's when they fell from 80p to 10p between May and October last year. I know you were watching, but I'd give them a miss for now. The statement they put out this morning wasn't overly bad, so there must be underlying problems somewhere. I'll look at it a bit closer when I get time. It may be a recovery stock at some point, but it sure aint now.

DES & RKH, well don't say I didn't tell you! Seems stupid now, but when I sold my original holding at CSLT as I was really pi**ed off with them (as I am now) I was going to split the cash between the two mentioned, however, they can't be held in an ISA so I ruled them out. I am looking to swap my SIPP around a bit so may include them in the 'new' set up, I don't like messing with my SIPP though. They are all up with the exception of Lloyds (-10%) and AI. & ICX, both of which went bump. Taking the last two out of the equation, I'm actually up 47% over the year with the best performers being GPX (+95%) and SYR (+84%) So that's probably where I should have put the rest. Hindsight eh'. See you got into GBP, I was looking at that and also BPC (a tiddler with prospects) and DPL (yet another oiler). BPC is especially interesting as it is in the same situation that DES & RKH were 4 years ago. They're looking for oil in the Bahamas and rekon they've identified around 11bn barrels. Will need a lot of cash and time to get it out of the seabed, so if you want to get in now whilst it's cheap, you may have a long wait. But if they do find what they expect, it'll be a gusher in more ways than one.

Don't be tempted by a short term gain at NVTA, they will be huge in a year or so. I want to be in by May but need to earn some money first with the miners. Saw the post on SYNC, let's hope we don't put our combined mockers on it, I.m looking for 30% at least. Good hunting in Northants.