Member Info for wraith

--- Increased Stake in NP Aerospace from 49% to 60% at a cost of £12.2m , this has been brought forward , as it had been anticipated for August 2010 .--- Still watching MGRC , not purchased any yet . BW

---- 4 investment analysts , have a median s/p Target @47p for coming 12 Months ;- http://markets.ft.com/tearsheets/analysis.asp?s=uk%3AROK ;- I hold a small amount of ROK shares , will build this into a larg holding later in cycle , at present concentrating on Gold Miners , POG , CEY , OXS , CRND . BW

--- Not been any for " AUTONOMY " since my last post here . Positioning myself in Gold Miners at present ; " AUTONOMY " I 100% agree , is an Outstanding Company , dosnt give many opportunities to top up , being such a Strong Company . I wonder how strong " RCG Holdings " will get , in 7 Years from now ? BW

---- Should Read ;-HKD$ 16= £1.44p a share . BW

--- HKD$ 16=1.44P a share ;- http://coinmill.com/GBP_HKD.html#HKD=16 BW

--- Median Target s/p @101.15p ;-http://markets.ft.com/tearsheets/analysis.asp?s=RCG%3ALSE BW

--- underway , need the court case out of the picture now ;- Hong Kong listing having anticipated effect on s/p . BW

Hong Kong news encouraging , need favourable outcome to court case now , cant follow things well at present , as away from base , should be back on weekend . BW

The 17.05 I believe to be pence per share , see ft ;-http://markets.ft.com/tearsheets/analysis.asp?s=ru%3APLZL , Im still tied up away from base, so not much time to access a computer . BW

;-http://www.kazakhgold.com/media/newsitem.php?id=62&year=2008

Away on business for a few days, will be interesring to research PLZL , when I return ;-http://markets.ft.com/tearsheets/businessProfile.asp?s=ru%3APLZL ;- http://markets.ft.com/tearsheets/businessProfile.asp?s=ru%3APLZL BW

Hi Norbert , Iv had a look at NGL ;- First impression was deceptive , Norseman Shares Soar After Ocean Equities Ups Stake to 3.78% ( they are joint broker to NGL ) http://www.proactiveinvestors.co.uk/companies/news/4194/norseman-shares-soar-after-ocean-equities-ups-stake-to-378-percent-4194.html ;- Close investments up stake to 7%http://www.proactiveinvestors.co.uk/companies/news/3969/norseman-gold-shareholder-close-investments-ups-stake-to-7--3969.html ;- From the "Going Concern" statement in last Report ,- A Loan Facility of AUD$1,500,000 ( Repayable on 10/14/2009 ) has been provided to CNGC by Director related entities to supplement the Companys Funding . ( Dual Listing on ASX aplied for.) Need to Raise between AUD$ 5&10m , if unsuccessfull the Directors will need to seek alternative financing or amend the current business plan. In the absence of aquiring financing through Capital Raising or alternative sources,there is some Uncertainty about the ability of the group to continue as a going concern. http://www.norsemangoldplc.com/images/uploads/2008_Annual_report_with_cover.pdf ;- Not agreable to this situation ,- Also they have AUD$5m of convertible Loan Notes due for repayment in April 2009 ,- & Year to June 2008=AUD$7.2m Loss . - In light of the above I shall not be purchasing NGL myself. BW

Hi Norbert , I saw your post on CRND , with ref NGL , I have not looked at NGL before , now you have brought them to my attention , I will have a look . BW

Bought more RCG myself earlier in week , ( s/p 36.876p gross average ) , further 25K, will probably take this one up to 100K holding . BW

---takeover rules would not apply , says Investors Chronicle article 20/10/2008 also saying Court Case due Febuary 2009 regarding Nina Wang 27% holding in the groupe , & whatever the result , it could prompt a takeover of the fast-growing Company ;- Chequebooks at the Ready ;-http://www.investorschronicle.co.uk/Companies/ByEvent/MergersAndAcquisitions/Analysis/article/20081020/a26a8224-95eb-11dd-8351-00144f2af8e8/Chequebooks-at-the-ready.jsp BW

--- Investing in China ;- http://www.investmentu.com/IUEL/2009/January/investing-in-china.html BW

Agree , good entry point at this level , here is RNS update on Hong Kong listing ;- http://www.iii.co.uk/investment/detail?code=cotn:RCG.L&display=news&it=le BW

--- Uncertainty over Nina Wang 64m shares ( 27.6 % ) left in her estate , if they go to the Chan familys " Offshore Group Holdings " this already holds 62m shares ( 26.7 % ) , they would hold 126m shares ( 54.3 % ) of RCG issued shares ; Coupled with AIM-Traded & Bermuda Registered , probably makes it unatractive investment for institutional investors , in this Bear ( once in 100 Years ) Market . I can see no other reasons for such a low s/p rating , RCG has a leading popsition in its core geographical markets , South East Asia , Greater China & the Middle East .- With Organic Growth , also Growth by Acquisitions ;- Operating in High Growth product with 50+% margins " Biometrics & RFID " ;- Global Biometrics estimated to reach US $ 25.5B in revenue terms by 2012 with an estimated anual growth of 47.3% , also by 2014 the largest revenue contribution will be fromthe Asia Pacific Region , surpassing that of Europe & United States. China has become the largest market for RFID , exspecting to record US$1.96B of revenue in 2008 ;- RCG s/p appears to have more than just the Bear Market working against it . It can only be a matter of time before this vastly underrated s/p is recognized for its true value & potential . http://markets.ft.com/ft/tearsheets/financialsSummary.asp?s=UK%3ARCG BW

--from ft.com/marketsdata ;- http://markets.ft.com/ft/tearsheets/analysis.asp?s=AU%3ALSE BW

----further s/p retrace , before consider buying . Latest ft.com/marketdata ;- http://markets.ft.com/tearsheets/analysis.asp?s=UK%3AMGCR .BW