Molten Ventures Share Discussion Threads

[professor pettigrew] 12/2/2013 15:08

PTO

Tara7 - yes I agree there. I do not hold PTO, out of the 5 stocks in this "mini-portfolio" I hold EZJ and NTOG, although interestingly the fundamentals at PTO are perhaps more compelling than the others.

Doing a performance valuation starting on Mar 1st will fully allow for any reaction to the results 4 days afterwards, and I will be interested to see which stock of the 5 performs the best by the end of the year.

[tara7] 12/2/2013 14:56

PTO:

Professor, if one buys any stock one has risk.

The trick is to have such huge gains 30% compound plus [is what i have done over the last 7 years.]

One needs to start with a stock that CAN ten bag from the start[not saying that they all will].

Take PTO, low market cap, unknown, brand new digital software made from the bottom up,[not stick on bits of mish mash]

Then add high margins, fast growing turnover, debt reduction, and you get something for nothing. [CHEAP GROWTH]

PTO is being re rated right now by the market based on todays broker forecasts.

Those forecasts are in my view going to be smashed.

[professor pettigrew] 12/2/2013 14:34

Thank you to those who have posted so far. It is interesting to get a spread of ideas on a small basket of stocks. Hopefully this thread will grow into a major discussion board. I will update the performance of the 5 stocks on a monthly basis beginning March 1st.

Hopefully we will beat the general market by quite some way.

[monkey puzzle] 12/2/2013 13:00

NTOG

Well your inclusion of NTOG came as a nice surprise there PP when one considers the thousands of shares out there to chose from.

I am very bullish towards NTOG and its prospects going forwards. Certainly CT has changed things in a big way for Matt Lofgran and his small team and looks likely to underpin growing revenues and the strong likelihood that NTOG will be cash flow positive very soon. Not many junior oilers can say that with any certainty that's for sure.

The company is closing in on its targetted production numbers for this year and should hit them this quarter.

As for the future, there are a number of prospects that will get updates this year, including Verde 2 and a number of wells at Bale Creek plus we have a strong possibility of more stakes being taken in the highly rated Chisholm Trail with Ward as an excellent partner where we currently have interests in CT1-CT4, news on CT4 due soon and then more on the WIs in the next drills there.

Then there is the mystery Oklahoma play where NTOG currently has 100% ownership. No other information is in the public domain yet.....and that could be huge for NTOG.

Current share price offers little enterprise value to shareholders when you compare NTOG with a peer like MAGP where production and costs are very simlar and if NTOG were rated the same the share price would be at least double where it is today.

To get to a price of 3p, I woulde expect production would need to be @250-300 bopd which might be a little ambitious for now although you have caveated that with a 3 year time frame so definitely possible.

For now I would be happy to target 1.2p-1.5p for this year and then review as more prospects are confirmed.

[tara7] 12/2/2013 12:41

PTO:

14 January, 2013

Publishing Technology plc

("Publishing Technology" or "the Company")

Trading Update

Publishing Technology plc (LSE: PTO), the AIM quoted world-leading provider of content solutions that transform the publishing business, announces that it expects its results for the year ended 31 December 2012 to be in line with market expectations. This has been a year in which the Company has strengthened the position of its new products with revenue from both Pub2web and advance growing significantly.

Publishing Technology combines unmatched publishing industry knowledge, global reach and a perpetual support model with its advance suite of enterprise software tailored for the publishing market, the suite of online content solutions comprising the ingentaconnect scholarly portal and the pub2web digital content hosting platform, and the Publishers Communication Group (PCG) sales and marketing consultancy, to offer the publishing industry's only full spectrum of solutions to help publishers move their content forward into the digital age.

The Company is reaching the end of the current research and development cycle for the advance and Pub2web which are due for completion in 2013, and has begun to make significant sales from these products. One notable deal is with HarperCollins, a subsidiary of NewsCorp, to implement advance Product Manager, unifying editorial, marketing and business data around the world, widening the reach of HarperCollins print and digital publications in its core target markets. The system will support the entire global portfolio of HarperCollins publications which demonstrates how the industry is endorsing this new generation of enterprise products.

The research and development expenditure of roughly GBP3m per annum in each of the last few years has been written off in the period in which it was incurred leaving no capitalised development expenditure to impact future profits.

Our strategy has been to invest heavily in the next generation of publishing software whilst maintaining excellent customer relations with existing customers on mature products. As a result, not only are revenues from new products incremental to profitability, but our mature products and services have grown modestly while maintaining their healthy margins.

Our newly formed joint venture in China continues to develop and while it will not produce a profit in 2012, our agreement with the largest import & export organisation, CNPIEC, has been ground breaking.

Publishers Communication Group (PCG), maintained margins and high customer satisfaction in its "Full Service Representation" division where sales of Bloomsbury's Churchill archive in particular were ahead of forecast.

The outlook for 2013 is for a continued improvement in revenues from our new products and services, a small decline in mature product revenue and further strides toward profitability in China, coupled with a declining rate of investment in research and development.

George Lossius, CEO at Publishing Technology, commented:

"Sales of our new generation products continue to grow apace, with a steady stream of new business implementations adding to our incremental recurring revenue base. After many years of investment, the increasing confidence of the market in our products underlines our confidence that we have the right strategy. At the same time, the decline in our mature products and services has been slower than we had anticipated which has allowed our profits to hold up during these years of investment."


From the trading statement above it is clear that this company is going places.

[davesta] 12/2/2013 12:37

EZJ:

Absolutely agree with your analysis of EZJ here! I've had a long spread bet open on them since the beginning of Jan (with another 2 pyramid buys), with a short term view to get out in ~2 months at a target of circa 1,100p. I can potentially see myself holding on for a good while longer though, if the growth continues...

A few additional thoughts about the stock:

- The stock is positioning itself to an almost-guaranteed entry into the FTSE100 in March (currently around 85th in the list of UK Market Caps, with the top 90 being the guaranteed entry point). This should see a jump in share price in the short-term as index tracker funds get on board, and then further exposure to a higher number of investors which will hopefully see the share price continue to grow further.

- The stock seems to benefit from a monthly update in passenger statistics (on around the 6th of each month). Being invariably positive news each month at the moment, this seems to bring the stock onto potential investor's radars much more often than most stocks, and results in some regular uplift in share price.

- I am always interested in shares that release good news after good news after good news coupled with strong and/or increasing PBT, and this certainly seems to be the case with EZJ!

- On the downside, I am worried by the power wielded by Sir Stelios & family as the largest investor of EZJ. He seems hell-bent on in-fighting with the board, especially the soon-departing chairman, and isn't averse to making public threats about selling large parts of his holding. This adds some unwanted volatility in the short term, although currently the long term trend is strong enough to withstand this.

- I see this share reaching c.1050p before the FTSE reshuffle on 6th March (assuming it can break 1000p adequately) with a potential jump of c.10% on top of this upon entry to the FTSE100 (along with Feb passenger stats released the same day). In the long-term, I am reminded of the advice that 'trends can continue a lot longer than you expect them to', and so I don't see growth to 1200p, 1500p, 1800p, even 2000p as being out of the question, although I'm certainly not planning on that at the moment...

- Finally, the chart just looks lovely!!

[professor pettigrew] 12/2/2013 12:37

PTO

Thank you. Very interesting points made from both posters. I think maybe I didn't quite explain the price forecast clearly. What I actually mean in all five stocks is a personal forecast for the price peak within the 3 years, not actually to say that, for example, PTO would trade at just £6 by end 2015. If for example the results are better than expected the £6 target could be reached within weeks or months.

I note that successful companies are usually led by management that constantly under promise and over deliver. I suspect this could be the case here, and would be more than happy to be proved wrong on price forecasts!

[tara7] 12/2/2013 12:29

PTO:

If you or I were investing a massive £3M a year for each of the last 5 years, we would no doubt be aiming at profits of at least £5M or £6M P/A going foreward.

I think that is just what we will see in the next few years.

Thus, I do agree with the above poster that your target price of just £6 is rather mean.

This company has around 200 staff and a fixed cost base.[extra software sales = very high margins]

As turnover jumps profits zoom.

[michaelsadvfn] 12/2/2013 12:15

PTO

First of all, as a shareholder, I'm happy to see PTO making your list.
What I don't quite understand is your £6 valuation 3 years down the line, unless you're being ultra-conservative.

It would imply a market cap of £50m. Profits of £2.5m with a sector PE of 20 would see PTO trading at £6.

We already have a broker forecast of £1.3m for 2013. That will, imo, be shot to pieces given the annual R&D spend of £3m coming to an end, sales of their 2 new software offerings soaring(pub2web 2H +130% higher than 2011 2H), and China not even factored in. USA office space also doubled to accommodate growth. Then we still have Brazil, India & Australia(bullish noises coming from management).

I'd be disappointed if PTO traded at £6 3 years down the line. I have no specific price targets in mind but if I did then £6 would not be one of them.

Good luck.

[professor pettigrew] 12/2/2013 11:50

PTO

Thank you tara7. The PTO company website is a mine of useful information and news. By the way, thanks for remembering to include the company EPIC at the top of the page for each stock you wish to comment on.

[tara7] 12/2/2013 11:25

PTO:

The professor has PTO down as one of his five shares.

I am an out and out bull of this stock.

PTO is a geared play on digital publishing software.

The companies turnover [flat for the last 5 years] in on the way up at the very time R and D is being slashed.

Its brand new Pub2web and advance products are now finished and selling well.

Profits i think will exceed the brokers £1.3M for this year by a margin.

My thread has been trashed by trolls so, with luck others can learn about the company here.

[avatar333] 12/2/2013 10:43

Thanks, Professor Pettigrew.

[avatar333] 12/2/2013 10:43

Thanks, Professor Pettigrew.

[energyi] 14/5/2008 17:12

calls

-QGWEB May 17 08 10.00 0.00 0.00 2.70 2.95 0 0
-QGWFB June 21 08 10.00 3.00 0.00 2.65 2.95 0 81
-QGWIB Sep 20 08 10.00 3.10 0.00 3.00 3.40 0 207
-QGWLB Dec 20 08 10.00 4.10 0.00 3.30 3.80 0 10

-QGWEV May 17 08 12.50 0.70 0.00 0.30 0.60 0 178
-QGWFV June 21 08 12.50 1.10 0.10 0.90 1.00 1 176
-QGWIV Sep 20 08 12.50 2.10 0.00 1.55 1.70 0 82
-QGWLV Dec 20 08 12.50 2.15 0.00 2.00 2.20 0

[energyi] 10/5/2008 02:53

GROW / US Global Investors : 5121
..
UNWPX / World Precious Min'ls. $1.06bn 11/85 : +1.18% 24.70% 38.60% 14.70%
.
PSPFX / Global Resources Fund. $1.56bn 08/83 : -5.49% 28.38% 43.12% 18.63%
.
USERX / Gold & Precious Metals $ 275mn 07/74 : +8.37% 32.72% 34.40% 14.63%
.
EUROX / Eastern European Fund. $1.25bn 03/97 : -14.6% +9.41% 40.14% 20.06%
.
USCOX / China Region Oppty.... $96.7mn 01/94 : -22.6% 19.09% 29.97% +8.94%
.

== ==

GROW's Natural Resource Funds. -Size-- Start : Yr.td : 1Yr. : 5Yr. : 10Yr.
==============================
UNWPX / World Precious Min'ls. $1.06bn 11/85 : +1.18% 24.70% 38.60% 14.70%
USERX / Gold & Precious Metals $ 275mn 07/74 : +8.37% 32.72% 34.40% 14.63%
PSPFX / Global Resources Fund. $1.56bn 08/83 : -5.49% 28.38% 43.12% 18.63%
Other - International=========
USCOX / China Region Oppty.... $96.7mn 01/94 : -22.6% 19.09% 29.97% +8.94%
EUROX / Eastern European Fund. $1.25bn 03/97 : -14.6% +9.41% 40.14% 20.06%
GEMFX / Global Emerging Mkts.. $40.2mn 02/05 : -17.9% 12.31% -N/A-- -N/A--
Other - Domestic Equity=======
ACBGX / Holmes Growth Fund.... $57.5mn 10/94 : -12.5% +9.49% 14.39% +6.46%
GBTFX / All American Equity... $28.0mn 03/81 : -12.7% +7.44% 14.00% +1.78%
MEGAX / MegaTrends Fund....... $22.6mn 10/91 : -9.41% 13.14% 15.75% +4.78%
Other - Tax Free Bond Funds===
NEARX / Near-term Tax Free.... $13.4mn 12/90 : +1.30% +4.95% +2.73% +3.71%
USUTX / Tax Free Fund......... $18.1mn 11/84 : +0.14% +2.74% +3.14% +4.08%

All Funds:

[energyi] 09/5/2008 15:35

U.S. Global Investors reports 3Q08 results

--------------------------------------------------------------------------------

SANTONIO–May 8, 2008–U.S. Global Investors, Inc. (NASDAQ: GROW), a boutique registered investment advisory firm specializing in natural resources and emerging markets, today reported results for the quarter ended March 31, 2008.

U.S. Global recorded $2.12 million in net income, or 14 cents per diluted share, on revenue of $12.26 million during the company's third quarter of fiscal year 2008. The latest results compare to net income of $2.41 million, or 16 cents per diluted share, on revenue of $12.44 million during the same quarter in fiscal year 2007.

Average assets under management for SEC-registered funds and other clients were $5.50 billion for the latest quarter, up 14 percent from $4.83 billion for the quarter ended March 31, 2007.

The company has scheduled a webcast for 10 a.m. Central time on Friday, May 9, 2008, to discuss the company's key financial results for the quarter. Frank Holmes, CEO and chief investment officer, will be accompanied on the webcast by Susan McGee, president and general counsel, and Catherine Rademacher, chief financial officer. Registration for the webcast is available at www.usfunds.com.

"The past quarter was a difficult one for financial companies due to losses created by subprime issues and the credit crisis," says Mr. Holmes. "You saw this with a number of asset managers, including one of the largest, which reported its first-ever quarterly loss.

"U.S. Global Investors has no investments in subprime or structured-finance products, but our funds were among those hurt when highly leveraged banks, brokerages and hedge funds were forced to sell good-quality investments because they had to raise cash quickly in this tight credit environment," Mr. Holmes continues. "There's a lot of worry about how the U.S. economy is performing, and that pessimism is so strong for many people that they are blinded to the strength of the broader global economy."

Selected financial data (unaudited) for the three months...

Three months ended: 3/31/2008 : 3/31/2007
Revenue.......... $12,265,408 $12,444,362
Expenses........... 9,130,533 . 8,706,636
Tax expense........ 1,012,213 . 1,325,453
Net income......... 2,122,662 . 2,412,273
Earnings/ sh (basic) $ 0.14 . .. $ 0.16
Earns./ sh (diluted) $ 0.14 . .. $ 0.16

Avg. common shares outstanding (basic) 15,247,780 15,170,608
Avg. common shares outstanding (diluted) 15,275,900 15,250,360

Avg. assets under management $5.50 billion $4.83 billion

/see:

[lgpixels] 15/3/2007 16:08

Have a look at Chemistry Communications on Plus Markets Group, PE will be below 5 when the results come out next month!

[lennox_lnx_multibagg] 11/2/2007 23:53

LENNOX IS SET TO ERUPT..PLEASE REVIEW THIS COMPANY

FACT: MARKET CAP.ONLY 0.3 MILLION.
FACT: SHARES IN ISSUE ONLY 24 MILLION.
FACT: OVERHANG NEARLY GONE. BUY LIMIT LAST WEEK WAS 500,000 @1.6P NOW ONLY 75000K @ 1.6P.

What does this mean? A few buys LNX will explode.

Last RNS
Lennox to carry out full review in difficult trading conditions; MD retires

FACT. The review is expected to be completed in early March.

FACT ANYTHING SLIGHTLY POSITIVE LNX WILL ERUPT.

PROJECTIONS ANYWERE FROM 200%-10000%

FACT. 500,000 SHARES BOUGHT AT A MID PRICE OF 1.5P IN THE LAST FORTNIGHT, A LOT FOR LNX.

OPINION: PRICE BEING HELD BACK AS BUYER ACCUMULATES.

OPINION: IF TRUE THEN IT REFUTES THE NOTION THAT LNX ARE GOING BUST.

OPINION: EVEN IF THEY ARE, WHAT A CHEAP SHELL TO GET YOURSELF LISTED ON AIM.

OPINION: BY APRIL LNX WILL BE 15P-60P


OPINION LNX ARE THE BEST BUY ON AIM TODAY FOR MULTIBAGGER REWARDS.

[hectorp] 11/2/2007 16:40

Shares Mag in Dec 06 came up with a number of high growth potential shares ( I won't call them 'growth shares' as some are going to fail to do so!) which I for one give some study to in the weeks that followed. In fact I bought three of them.
However the top two , have already come a cropper. ( Is that a symptom of a bull market starting to flag or is it entireely circumstantial - that's very hard to tell).
They were
SMC GRoup - has fallen around 40% in January
DFD - also fell January.

I remain invested in SMC for recovery and I have also purchased in December the next on the list -which is
St JAmes Place ( STJ).
and
SDX Sondex ( no 22 in the Index of 100 growth candidates)
and ADN Aberdeen Asset Management.
I have avoided some of them eg
GOAL ( no 3)
HHR Helpire and many others.
- Please give your own choice of favoured growth stocks and if possible a reason for buying ( in Feb 06 ).
H.

[yump] 16/6/2006 13:02

Missed out PGB - digital broadcasting management.

Yes, I hold them all but there must be some more out there that are similar ?