Member Info for Treadstone

Interims at the end of sept. Thanks for the info.

Glad that your investments are doing better. What are you in out of interest ? I've just got a little in TPL and RCI to hold for a while. As for ASC its just following the wider market gyrations imo. I'm sure its trading is as strong as ever. This interest rate rise threat in the USA is going to keep the market gyrating wildly for some time. It all depends on what you believe is happening in the real economy. I don't know enough about the USA, but here in Britain its a bit Alice in Wongaland to me. With real incomes shrinking where's the increased spending coming from. Credit card borrowing or not paying your utility bills for a while. All I know is that any rise in interest rates here will tip many into a serious debt problem and damage the economy. However if Bernanke does it, will that force the rest of Europe to follow suit or not.? Mr Carney's promise to hold rates down in the UK may be difficult to keep. Any rate rise will cause chaos in European sovereign debt solution plans. I think Mr Bernanke will have to tread carefully before throwing a bomb in the market place.

Bought a small amount yesterday at 74p Interesting website and article by IC. As to buying more will watch for newsflow and how well this trades as a small cap. Its been a good start so far but wish I had heard about it earlier. Nice to see a quick premium on the ipo price at launch.

What I meant were the goldmining juniors not making a profit. I mainly follow Simon Thompson's share tips in the IC and yes I agree that tipped shares rise and then fall back. Then again if you give them time they do do pretty well. Not all appeal to me but his analysis is good. You can buy the IC online its cheaper. Nevertheless its almost impossible to deal with the volatility in this market. House builders have been all the rage and today they get dumped.

Well done you. Go buy yourself a new car now.

err......recommendations. Poor spelling!

After better than expected trade figures from China the entire commodity market turned around. From being told gold is finshed mining costs for many are getting too close to the gold price, suddenly sentiment changes and those who bought low on shares like HOC and CNR have made good profits. But like I say its a trade and don't stay too long incase it fades. None of them are making any profit. If you like gold check out RMM it appeared a few months ago in the IC as a tip at 22p and has'nt gone up much. Its at least generating an income. I am trying to stick to IC reccomendations and analysis to remove some of the gambling element to my choices. thanks

Still reading that Euroland may throw a wobbly. Bought a few TPL today but nothing else. Just watching for the moment. Like you with burnt fingers and trying to change my strategy to find growth companies beginning to make profits. Few junior miners make it through to profitability thanks to volatile markets, delays in their projects and share dilutions. They are all just trades not holds. Same applies to mining majors. there's a time to jump on the commodity cycle and a time to get off. I'm getting too old to trade on a daily basis. I will trade occasionally as often you have to, but with an eye for holding if profits look set to grow. Keep well.

p/e of just 391 today. Cheap at the price. I see our old friend rrr has come to life not that I've gone back since selling out at 2p. I wonder what price AB will get for Greenland. What are you in these days. Me I'm in cash licking my wounds. Considering IQE and TPL (possible 10 bagger according to the IC). Its a pity I missed ASC but its so overvalued but a great business.

I agree the p/e is 10 times what it should be, however its been this way for years now. Some propose shorting it but I wonder if anyone's profited from that. I spotted this at 17p back in 2003 but never bought it as could find no details about it from my broker. It was well below their radar. It quickly ran off to 40p so I thought it had gone up too much. Millions must have been made by some investors in this stock. i missed out but that's life. Anyway with the p/e as it is I'm too nervous to touch this. Brilliant move sharing their website with primark and I assume it will continue upwards growthwise and profitwise. Six million customers and rising. Any slow up in the growth rate may cause a correction in the sp, but there's no sign of that yet. Will watch developments from the sidelines.

SP getting closer to Simon Thompson's prediction of 200p Interesting..

I agree, but its interesting reading the broker ratings. Quite a lot of sells and underperforms. This suggests to me the issue of the p/e I keep bringing up not the quality of the business.

What I meant by sustained was the high p/e not the business itself which I believe will continue to grow strongly. There is a lot more market penetration this company can acheive in many areas it entered only a few years ago such as the USA. Now there is Russia and China to come. The brand name will encourage buyers, afterall other British fashion brands have done well in China.

ASC mentioned in the media today. I understand figures are due for release this wednesday. Expected annual sales up by 39% in UK alone according to Peel Hunt's estimates. That explains today's rise in sp. With China and Russia coming into the mix looking ahead, strong growth should continue in my opinion. However the current p/e is ludicrous even for a growth stock like this and I have no idea whether this is sustainable or not. So far nobody's taking any notice of it but it has kept me out since missing it at 17p back in 2003. Should have got in but had no idea it would take off like this. I guess I'm not alone. Another great stock AHT reached a low of 2p in 2003 and now is around six pounds. Such is life.

Thanks your reply and apologise for not responding earlier. Would not say this has'nt been pumped and dumped earlier on looking at the trading range. Its just my feeling that the Aim oil/gas sector is an unloved area generally. All the recent good news has been ignored by the market, but that can't last forever. At some point buyers are going to come back to pick up stock at throw away prices, knowing that a positive report by Pro active Investors will bring traders back into this share for a quick profit. Longterm though Bridge's daily production should rise exponentially in the years to come with the development of Asha Noor. That will be the game changer. In the meantime Pareto's valuation of Bridge recently and the possibility of a takeover is interesting as well. However its Mr market who decides the valuation and nobody understands his method as sentiment plays a major part in it. Look at GKP. Its traded between 80p and 450p and back to 129p. The volatility is quite extraordinary and makers investing difficult. You just have to tough it out and hang in there. Will continue this later as have a few things to do.

I don't believe it. The sp has ticked up a touch. I thought Merlin had cast a spell and cryogenically frozen it at 1.225 pnds in perpetuity. Perhaps investors are waking up to the extraordinary value here before the presentation. Let's hope so. We are well under the radar here and need toattract more attention.

Long silences on this board so thanks for your post. Nice to know there's life out there somewhere. Was aware of events today and tomorrow and lets hope news will be positive enough to drive the sp up a little. This is an unloved sector and missed out the ftse 100 rises, yet this company appears to be doing well but with no real reward as yet. Very much relying on Oslo for any boost to the sp. Plenty going on here and maybe Pareto's predictions will come later in the year.

Getting ready for 2nd qtr trading update on 28th May. Low volume of trading in currency terms. As Simon Thompson pointed out this is a company somewhat under the radar but cash flush and profitable. Where do you see the sp going on a good update. 20-22p? or more in your opinion.

Thanks and will look at your other stocks.

I am the world's slowest typist. If you have any other stocks you can point me to I would appreciate it. In the meantime I'm getting a bit scared by the footsie 100 rising in the face of a difficult economic situation. Could be a bulltrap. If you take mining resource stocks as a leading indicator of the real economy it does'nt look good. I've missed the recent run up and sitting on cash. NPT looks a possible longterm hold though casino gaming is not my expertise. Awit your reply. Thanks.