Member Info for uncletom

TMG - Tula I know nothing of this company, so I can't comment about any long term potential to these shares. However, although these shares are 'worth' 11.5p each (the mid price), they would cost you 15p each to buy, and you would only get 8p per share if you sold. So, 364 x £0.08 = £29.12. Once you take off a brokers fee (£7 at Hoodless Brennan, more else where) you'll be left with about £20. Why not go crazy and leave it there - the firm might suddenly do really well!

RPP - I wdn't have thought that £137K was enough to give a 40% boost to the sp, but you never can tell. This explains the fillip today though. I still don't think that its worth going near yet though - wait until/if some big contracts come in. RNS Number:3574B Ringprop PLC 11 April 2006 RingProp plc Statement Settlement with JL French UK Ltd As previously reported on 9th March, JL French UK Ltd ('JL French'), the exclusive supplier of aluminium propellers to RingProp plc ('the company'), went into administration on 10th February 2006. Under the terms of the agreements between JL French and the company, the company was entitled to terminate the agreements upon the administration of JL French, and the company exercised that entitlement. The company is pleased to announce that it has now reached agreement with the Joint Administrators of JL French in respect of the termination of the arrangements between JL French and the company. Under the terms of settlement, the company is entitled to receive possession and title to all the property under the agreements, and is entitled to source a new manufacturer of the products or agree new terms with JL French. The total consideration paid for tooling, component parts and work in progress is £137,500.

ARX - although the sp hasn't being too well of late, the last RNS is encouraging, as its a repeat order from Unitpool. As their core activity is ULDs, this is confirmation that ARX have a good product at a good price. Repeat orders seem to be coming in around every 3-4 months; $4.6M of orders totalled for 2006 thus far I believe. This share is not going to set the world on fire - an analyst called it a Highly Speculative Buy - but for those in, continue to hold, for those with an eye to a cheap long term investment, this is worth considering. Buy at 5.5p

MIL - .. but there's still a 1.5p spread, and the sp is sinking!

GOC - I may be wrong, but I have read the RNS slightly differently. The RNS of 06 Apr was put out by the Board to deliberatly drive the sp higher. The fact that many here have bought goes to illustrate how successful it has been. The Board is less secure with a low sp than with a high one, and so have a vested interest in driving it higher. Either way, the GLOBUS plans, (RNS 07 Apr) if accepted, result in a change of board, so Vintiadis, the CEO, is probably doing all that he can for them not to succeed, and for him to retain control. I remain unconvinced that this currently offers the best value for money as a shareholder - other politics is going on.

MIL - Dinky, good digging around. Like you, I am of the 'hope and hold' camp, having bought probably at its recent peak rather than trough. Over the past few years the company has slumped and then recovered, although never slumped as low as currently. I am sure that a buyer will be found, but it certainly won't be the quick turn around and quick rise that I had hoped. Its a definite hold for now, but if you don't mind me asking, have you set a stop loss, and if so, at what level?

PXC - whether it was springcleaning to reduce CGT as was suggested , or something else, PXC do seem well priced at the moment, and definitely worth getting in for, if you're not in already. Its creeping up already though.

ARX - Dinky well seen. Still 14.29% up at the moment, and majority of trades look to be buys. No RNS out yet, so talk of a leak may be well founded. No idea

BLT - Good call - you got it spot on with your post. Shame I didn't take you up on it. Its made about 200p/share in less than a month. Good going. I'll try and wait to buy on the next dip if I can. Altho its really pricey, it covers about every aspect of the mining sector, and should continue to provide long term growth.

BUR - minimal gain on the day thus far. At times I thought that it was heading back downwards, but stabilised around the 965 limit. Only 5 days ago it was around 100p more expensive, and may still regain some of this position.

.. nor brave enough. I got in at 900p, but didn't have the balls to buy further at 860p. Still, we're back to 930p now, and any further strengthening will be well appreciated. I really can't tell where this will end the day. Short of its opening position I suspect, but by how much?

BUR - far from there being resistance at 900p as I had guessed, this has gone down to the 870s. It could I suppose go further - does anyone have any other ideas as to what we could expect over the next few days? BTW - bigted - you're right of course about strong figures being factored in prior to the results. I guess thats the way that it works.

BUR - it is hard for me to understand why results showing nearly 200% rise in profits are greeted with such a drop in sp. Notwithstanding the fact that some of the test wells have run dry, some other wells have had their estimates increased. They've also bought another rig, which has got to be great news - even if BUR aren't using it, the rig cd be easily leased out. Anyway, my gamble is that this is an over correction allowing us to buy on weakness. I've bought a small exposure, and here's hoping for a good recovery.

PTY - Thanks for thoughts. I notioced a huge amount of buys though, and wasn't sure whether this presented a reasonable buying opportunity. I'll steer clear of this, but I like the look of BUR - I think there's been an overeaction there

PTY - Having had failed Spearhead takeover earlier this year the sp has drifted. Now PTY trying to raise £14.7M by new share offering. Consequently sp has plummeted. Good time to buy on weakness or avoid like plague? Thoughts please

Dinky thanks for pointing those out - they might act as a small salve to my dignity and explain why the sp has held up tolerably. Although it still shows as a 9% rise, for me thats a 16% fall!

MIL - I think that Outlook para came from the 05 Interim report. For the 05 Final report, follow this link http://www.millfield-partnership.co.uk/press/documents/annual05.pdf Interestingly, the conculsion of their last report was that the merger had brought more stresses and resignations than benefits. That shd all be water under the bridge by now, with the company moving back towards full strength. I can't copy and paster from the pdf, but a list of the institutional backers is at page 13 of the 05 Final Report. The big 2 are Amvescap (21.5%) and Insight (7.96%). We can be sure that Amvescap won't want to be taking a loss, but might this make a 3rd party take over bid difficult?

MIL - I got in this morning, needless to say, after the initial 25% rise. I paid just about top whack too - 10.95. Those who were in to gain that rise are now taking profit, and I expect the price to start falling again, possibly starting quite a bit lower tomorrow morning. However, I hope that news of a possible bid will push the price back up again. I just wonder now whether I bought too early today, and should have waited for a subsequent fall. Still, you live and learn.

MIL - debbie - thanks for bringing this to our attention. Looks good as a speculative buy - hopefully not too late to still piggyback on today's rise, still looks good as a takeover target as you suggest, and probable reasonable long term success if its not picked up now. I'm in too

I've been looking at the Hoodless Brennan research area, and found this on RAF. Having observed the whole LGB fiasco from the sidelines I've remained wary of this share, but this report is reasonably upbeat. Does this strike a chord with anyone else, or alternatively hit a bum note? http://www.hoodlessbrennan.com/CMS_FileCache/HOODLE004_382_1.pdf