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NLR - This for me is a strong short term buy. The company's performing very well, is rated very highly by its brokers, and looking at the graph I reckon this could easily hit 750+ in the next month or so. Not quite so sure long term, as with such high profit margins you'd expect some serious competition sooner or later.
There don't appear to be any delays with the plant and I see no reason not to buy right now. If financial markets stabilise and the FTSE settles back at around 6000, then pretty soon people are going to start looking for value for money elsewhere and taking more risks on companies like GTL and BFC.
BFC - Unless there's something going on behind the scenes that I don't know about then I see no reason for the recent 40% drop in the sp. This was 210p hardly any time ago, and apart from raising a bit of cash (no big surprise) nothing's happened since. Also Goldman took a 3% stake at 157p. Some half-decent news on production/sales, or even just a change of sentiment, could easily see this back up to 170-200p.
MOB - These have fallen from 450p to 126p purely because the UK part of the business is performing badly. With Martin Higginson (former CEO) out the way and greater focus on newly acquired emerging-market assets, which are performing well, this should bounce pretty soon. P/E is now only 6 and is set to fall. All the other fundamentals are sound. If you've somehow got some spare cash at the moment and like trying to catch struggling companies on the bounce then this is a strong buy.
GTL - I felt exactly the same as you when I discovered BFC and DOO a year ago. I decided to give up trading and just leave the money there for a few years. A year later BFC, having touched 320p were 80p and DOO had fallen from 500p to 180p. I still think that long-term these shares are all great and provided the oil price remains high the market for biofuels should expand very quickly. However, that is not to say that there won't be delays etc. BFC said their plant would be ready 2005 Q3, and it still isn't producing at full capacity. Similar problems at GTL would knock the shares back a bit. In the absence of setbacks I think these will continue to rise and could well be 4.5-5p by the time the factory is up and running, which is why I'm in quite heavy and am reasonably excited.
ARM - Tipped these on Monday when they were 133p. Now 130p, and so I think there is an even stronger case for the short term buy. They seem to be recovering after recent 10p fall. Expect a return to 138p in the near future (provided the FTSE 100 doesn't drop much below 6000).
ARM - This has been knocked back quite heavily since touching 140p on Friday. Buy on a short term return to 140p, then sell.
FTC - I recently bought these but I did get a little worried when I saw a chartist analysis suggesting shorting the stock with a price target of 58p! On fundamentals 58p seems a little ridiculous. I just think its going through a tricky patch but with institutional investors providing heavy support it's worth a punt. Mid-term I see no reason why it can't recover.
FTC - This has seen some heavy buying over the las few days. The sp's pretty low at the moment and imo this is now a good mid to long term buy. I'd expect to see a return to 250p some time in the next 12 months.
TPH - Glad I held. I'm actually starting to quite like the look of this company. Though admittedly it's not a particularly exciting ride. I'm a little surprised the sp hasn't risen more though. Given that turnover's only about 4m a year you'd have thought the prospect of an immediate and presumably pretty profitable rise of over 1m would send the shares up a little more than it has.
IOT - The NHS programme was expected to account for only 20% of revenue. The sp has fallen out of all proportion to the current problems of the company. The sp may fall further over the next week or so, and so it may be worth waiting to see whether it goes any lower, but in any case I'm looking to buy a sizeable chunk quite soon. It's only for the brave but if you can look beyond the current panic then on fundamentals this stock is now cheap. Seymour Pierce may have a 'sell' rating, but two other broker's rate this 'strong buy'.
MRP - You think that's a whoosh. Check out IOT. Some serious wooshing going on there (unfortunately for me).
IOT - How often does a FTSE 250 share go from 147p to 85p to 130p in 30 mins?
IOT - I know of no reason for the current fall (though no doubt there is one) and if you fancy trying to catch a bounce then go for it.
IOT - Did I say 147p to 105p, I meant 147p to 85p. It's not often you invest in a FTSE 250 company and the next day the sp virtually halves (and the day's not over). If only there were some news out there I might think about dipping in for some more and trying to recoup losses.
IOT - Sorry not 147 to 120, 147 to 105, and I think it's fair to say the trend is down.
IOT - Apologies for yesterday's buy call. I've been investing for 4 years and that's the most disastrous start to an investment yet! What the hell's going on? No news and the price has fallen from 147p at open to 120p.
GTL - steve3 is right. Check out the volume+ chart as well. Lots of buys going through when the price goes up. I think the recent rise may be simply due to the fact that they provide a monthly update on the website. Also, I think that the company is in a similar position to BFC was a year ago. BFC, on nothing other than steady progress, went from 75p to 320p in the first half of last year. GTL has gone from 1.5p to 3.15p so far. A couple more positive monthly updates could well send it to 6p (at which point I'd probably sell the lot).
SPS - Looks like this is going to stay within the downward trading range. Personally, I think this company's pretty dodgy. The mobile gaming market must surely now be quite mature and yet they're still miles from delivering a profit. If you've recently bought I'd either sell or shut your eyes and forget about it for a while. I might conisder it at 5p.
SIT - Just checked the website and it turns out the recent fall wasn't profit taking. Looks like their recent venture into Europe has been quite expensive. 120m market cap for a company that has so far only installed 6.5mw of energy capacity looks quite pricey. My advice: SIT back and wait for further falls.