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|pommy: Last year we all sat here waiting to see the traditional New Year rally, and what happened, on the first day back after the millenium holiday the markets opened lower and carried on down.
The whole year has defied many of the traditional cycles.
We didnt sell in May, we sold in March (well everyone except me did).
By the time St Ledger day came around we had already had a rally and anyone buying then would be nursing more horrible losses now. Fortunatley for me I didnt get involved as I was still nursing injuries from the tech fall out.
So as the Election approached we looked for a boost to help the traditional end of year rally, but with the farce in the US and a wave of profits warnings both sides of the atlantic it has failed to materialise.
As I write this 12 days before the end of the year, the journos will be penning their New Year Tip Articles. So before any of them beat me to it below I will list my 6 stocks for next year.
What will be 2001's big winners, wirless, fuel cells, biotechs, even internet may have its day again.
Heres my thoughts.
Recall Group (OFEX 15.5p) Thread here
As is well documented, Ihave great belief in Recall. I believe their are contracts waiting to be finalised and a move to AIM is imminent. The linkups they have agreed with BAe, Kingsmiths and Anglo Communications with enable revenues to start flowing sooner rather than later.
The recent board changes (and those to come) indicate that Recall are serious about forming a very tight ship that can walk into any major lease car company and offer them the best telematics technology available as a fraction of the price of its competitors.
I really believe that at 15.5p that Recall will by this time next year be a 5 bagger.
This is my NAP for 2001.
MotionMedia (MMD 171.5p) - Once they start shifting those Videophones we should see them achieve a more realistic valuation. There is plenty of institutional interest in MMD and the fact that it has managed to hold its price well during recent volatility lead me to believe that once we do start to see a return to the techs that MMD will be up with the leaders.
Medical Solutions(MLS 148.5p) - In the process of signing up eminent NHS consultants to work with their early stage cancer diagnosis technology. New Year should bring some announcements and added institutional interest should see a good move up.
Tilbury Douglas (TLBY 495p) - Has converted itself (and is still in the process of doing so) from a house builder to a support services group. Could be another AMEY and compares very well on the figures (PE 19 compared to AMEYs 32)
Fibernet (FIB 822.5p) - Has been battered recently because it took a very safety first approach to raising money for its European expansion. Charles McGregor is a very solid leader for Fibernet and he wont take too many risks in achieveing his ambition to make Fibernet a major player. I believe his safety first approach will pay off ofr investors over the next 12 months as Fibernet build on the profits they have delivered in recent results.
Fayrewood (FWY 211.5p) - Wrong marked down in my opinion after the recent results. Massively undervalued based on their holding in German company Compulinks AG. Directors have promised to unlock some of this shareholder values and once this happens Fayrewood share price should start to reflect the companys true worth.
There are two other companies I would just like to mention that are currently unlisted.
The first is Zetek Power, a fuel cell company who are aiming for a 1 billion dollar Nasdaq listing in Q2 2001 and Corac, an enginerring company backed by John Gunn (who also backed Turbo Genset) who are due to IPO in Q1 2001.
Both companies are worth keeping an eye on
There you go , head on the block..... anyone want to join me?
(please justify your tips with a few lines of reason)|
Firstrand Nm share price data is direct from the London Stock Exchange