Member Info for NoonRiser

Had another look at HYWD this afternoon. The SP seems to have returned to its normal level now' I think there may be talk of a TO, but as you say, it does look a bit of a gamble at the moment. There is an announcement due on the 30th September and I won't be buying before then, I've had enough RI and OO action for now ! STY was on my watchlist for a long time but I didn't like the terms and have not bothered with it since. SDY is a good one for the future, but I can never seem to find a buying window. HAWK - I would find very frustrating, it just never moves out of its comfort zone 38p /42p. On paper it should be flying, but seems afraid to leave the nest ! VOF - can't find much info at the moment, I'll have another look later. AVM seem to be a good prospect, although the production costs seem quite high. Once the impact of the Wega Mining TO is accounted for, the SP should increase, probably after Christmas. I think this Gold price will be more relevant here than MWA, but certainly a good one to tuck away. UMC is a must have for me and I'm looking for that buying window to open. BAe are still rising slowly, but the problems are still there and the doubt over the US contract puts me off buying for now so UMC looks like a good replacement for now. Certainly the upside is there.

James, here is another good mid term prospect. Have a look at the 5 year chart and see the potential. I can find no reason for the low price, other than it being unfashionable at the moment. I know, you're a BAe follower, so this may be of interest. Umeco is a leading innovator in distribution and supply chain management to the aerospace and defence industries, harnessing new methods for enhancing its customers' performance and profitability. Umeco also has significant manufacturing interests in advanced composite materials for a growing range of applications in its core aerospace and defence markets and in other high performance technology industries such as motor sport, automotive and wind energy. Listed on the London Stock Exchange, Umeco had turnover of £415.3 million in the year to 31 March 2009. Umeco is managed through two divisions:- Umeco Supply Chain provides value-added distribution and supply chain management services to customers in the aerospace & defence market. Umeco Composites provides a complete range of advanced composite materials, principally to the aerospace, motor sport, automotive and wind energy markets. Umeco's customers include Boeing, Airbus, Rolls-Royce plc, BAE SYSTEMS, British Airways, Goodrich Aerospace, Bombardier Aerospace, Lockheed Martin, the US Department of Defence, manufacturers of high performance super cars and all the Formula 1 teams.

Sorry, forgot to mention. Ignore the spikes on HYWD, it seem to be the target of manipulation periodically.

Hi James, bit more private here, not many people post for some reason although FLTR is one of my 'long termers' having bought at 118p in March. I can suggest some good prospects here without being accused of ramping. I'm looking at HYWD, TRK, SQZ and PSK at the moment. HYWD - Was a good company, SP around 100p until the housing market crash, now 5/6p. well worth a look at this level but should be considered mid - long term and may well be subject to a RI. TRK - Maker of the KERS system for F1 cars amongst other things, but main products are specialised automatic gearboxes and infinitely variable drives. Trading around 25p at the moment but should see an increase in line with any recovery in the auto sector. SQZ - SP around 100p until July 08 then dropped along with everything else. Has been slower to recover than most and presents a great buying window. Is now trading around 50p but has started selling its gas in Indonesia and will increase production. Also has other ventures on the go and is a good prospect at this price. PSK - Sorry, yet another pharma, but an aggresive company with a positive view on growth. At 155p I think it's reached a peak, but I'll be buying below 120p and holding. All these are available for ISA's which is why I list them. Please DYOR and at least look at the websites. I'll be buying them all at some point, (which may not be immediately), depending on price.

..seems to have been manufactured looking at the buys on Wednesday and the sells on Thursday so I wouldn't read too much into the recovery prospects based on the spike. I certainly wouldn't buy at these levels.

..are my thing and this looks to fit the bill. However there was a worrying paragraph in the August statement regarding the finances and a possible need to 'restructure'. Instinct tells me that this could be the softener to a RI or OO. For sure the company will benefit if the housing market picks up, but can it survive until then. Any views either way ?

..read the history of the company and what they do. It is a risky business and you should be aware of that and not just put money in on the strength of todays buys. Unless you are quite happy to lose it of course.

yeah, I don't think the SP will drop, but there will be profit taking. The important thing is to wait. There will be an RNS at some point and going off the buys so far, I think it must be good news regarding Optim. Or it's one hell of a ramp !

1.55p / 1.9p

..has started, 900,000 just sold @ 1.5p

The prelims are due and a statement regarding the future sales of Optim. They were both due early October, but maybe something has leaked. As you say James, 48 million shares is more than a punt !

Read my earlier posts re Optim and maybe look at the website.

1.5p / 1.9p - FLYING !!

Big Sells again, but the bid is being held up. With sells outnumbering buys by 2 to 1, this is due a drop. I'm taking the profit whilst I can.

..dodgy dealing going on. Big sells all day and the bid is going UP! What are they doing ? Any thoughts out there?

...a rampers dream !

What makes you so certain an RNS is due !

...somebody still bought 50,000 this morning !

...at the RI in detail, hmmm.. not sure if it's that good a deal at this price. I think I'll take my profits and wait for a while and see what happens. Good move long term though and I'll be back in like a shot if we go below 50p.

Good Results and with the RI the future's looking good. Dividend is a bit dissapointing, but I think the decision to increase the land bank whilst prices are low is a good move in the right direction. Onwards and upwards !