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2005 Invltd Nm

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Invltd Nm Investors - 2005

Invltd Nm Investors - 2005

Share Name Share Symbol Market Stock Type
Invltd Nm 2005 London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% -
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Top Investor Posts

Top Posts
Posted at 21/1/2005 18:42 by energyi
COULD JIM WILLIE be right?

"China has begun its bold attempt to execute an end run ...
...around the commodity market, to secure their future supply, and in effect to gradually lock out American customers. This is a brilliant pre-emptive attack, which US leaders do not recognize yet. To the untrained eye, this appears to be a positive development. It is, but mainly to investors and producers of gold, silver, copper, oil, gas, and other commodities. To all others, it is an utter curse yet to be acknowledged, and a precursor to trade war. The captured booty will be mineral and energy properties, which will elevate the tone of the commodity bull market and eventually trigger a bidding war on mining and energy stocks in the coming years. Political fallout is certain. Tensions will heighten."

Some common themes emerge as direct impacts from Chinese acquisition.

+ Rise in Canadian Dollar toward parity (with large cash infusions into Canada)
+ Legitimate strengthening of economies which sell to China (Canada & others)
+ Secure supply lines to China (possibly locking out USA at the margin, but also improving Canadian political clout)
+ Worsen rising production cost inflation to US Economy since metals and energy are largely imported to the USA (more of the same cost squeeze)
+ Little if any production cost inflation in Canada (offset from rising Can$)
+ No notable infusion of money supply inside US Economy (a non-player)
+ Withdrawn Chinese demand for US Treasurys and Mortgage bonds (possibly rising interest rates)
+ Bidding war on stocks for precious metals mining stocks, industrial metals mining stocks, energy stocks, and energy services stocks (large benefit to Canadian investors, negligible benefit to US investors)
@:
- -

Jim Willie is a maverick thinker,
and NOT afraid to challenge conventional wisdoms
Posted at 10/1/2005 17:03 by fickena
Fidra,

Dodgy Company!

I tried to email them and their investor relation address is

investor.relations@akers.com

However they do not even own the domain akers.com, some family in San Fransisco does! The mail bounced.

Their site is over a year out of date and every announcement they seem to make is followed up by a correction, issued the wrong amount of shares and even published another companies trading update instead of their own.

Plus the company's share price has been plumenting, all the while the directors are issuing themselves shares!

Will wait and see with this one.
Posted at 09/1/2005 22:11 by fickena
Qaz, I have stated again and again unlike yourself I will only post subject material published by the company.

That way we stick to FACTS.

As to the rest of your "assumptions" 1,2 + 3 they should be disregarded by an serious investor as they are YOUR take on the matter.

You will one day find someone knocking on your door if you keep posting lies like that, we know ADVFN have your details.
Posted at 09/1/2005 22:00 by qazwsx123
Fickena (Post 29) my comment about the revised timetable for a deal on OXB's Trovax represents the latest know news and was published this Friday 7/1/2005 in Investors Chronicle (p28); a known third party. As such, your information for OXB's Trovax (quote "commercial collaboration") is misleading without it.

You need to keep the information up to date, otherwise it will be useless. Obviously, if a Company gives an interview (as apparently, in the case of OXB regarding Trovax) in which they disclose new information about potential timetabling or trial funding, it is important to include such information. The key thing is to mention a reference, then people can decide for themselves.

............................................................................

Investors Chronicle
7th January 2005 (p28):

Oxford Biomedica:

Trovax:

"...the drug has not yet found a partner and Oxford Biomedica is considering funding a Phase III trial itself".

...........................................................................

As such, one might conclude the following:

1) OXB may fund lead Trovax PIII's themselves, so a deal for Trovax still appears be some years away.

2) If OXB fund PIII Trovax themselves, it would seem logical for them to stage a share issue soon in order to raise cash to fund the trials.

3) An earlier deal would probably not provide the kind of terms which OXB seek, i.e. would be comparatively small.
Posted at 09/1/2005 20:00 by fickena
Qaz,

This site is information published by the companies in question. Any other information is open to interpretation and therefore not relevant. This is the only way potential investors get a fair view of the companies in question.

I have had to edit a few of the suggestions to this page, due to the posters adding a little of their own 'take' on the situation.
Posted at 09/1/2005 18:56 by qazwsx123
OXFORD BIOMEDICA


The latest information now emerging from OXB regarding Trovax, appears to be as follows:

Investors Chronicle
7th January 2005 (p28):

Oxford Biomedica:

Trovax:

"...the drug has not yet found a partner and Oxford Biomedica is considering funding a Phase III trial itself".

............................................................................

As such, one might conclude the following:

1) OXB may fund lead Trovax PIII's themselves, so a deal for Trovax still appears be some years away.

2) If OXB fund PIII Trovax themselves, it would seem logical for them to stage a share issue soon in order to raise cash to fund the trials.

3) An earlier deal would probably not provide the kind of terms which OXB seek, i.e. would be comparatively small.
Posted at 09/1/2005 13:10 by energyi
I covered my Index shorts from yearend, and getting ready to short again soon.
Meantime, I am adding to my gold-stock & silver-stock longs.

Here's why:
SILVER TEST coming:


while: this interview says:
CURRENT PARTY WILL END SOON
"The U.S. is consuming 82% of the world's savings"
and
"Largest source of capital are pension funds... (is at risk).
$37trillion of Debt and $51trillion of Unfunded Pension Liabilities, growing at $2tr. a year, cannot be repaid."
"Alot of promises are going to be broken. We have to prepare for that.
... You want to do that by getting out of dollar-denominated assets."

How do investors survive?
+ Reduce your exposure to the US dollar
+ Switch your savings to Swiss francs, gold grams, & other currencies
+ Buy gold and silver stocks as an investment
+ Most US stocks will drop, but some, like US-based manufacturers of aircraft parts will do well

...MORE, in interview with John Rubino & James Turk:
Posted at 26/12/2004 19:53 by collection agency
Thks E, it also means that if the $ accelerates to the downside we know which index to watch.

Also, I have been watching this situation grow over the past few months:

December 20 - Bloomberg (Monee Fields-White and Vivianne C. Rodrigues): "U.S. President George W. Bush enters his second term awash in red ink. The nation confronts a series of annual budget deficits that may total $3.6 trillion by 2014, the Congressional Budget Office says. As the government seeks to finance those gaps in the bond market, an often-unruly brand of investor has been buying U.S. Treasuries as never before: hedge funds. Loosely regulated investment vehicles for institutions and the wealthy, hedge funds piled into the $3.8 trillion Treasury market during 2004. One clue to their purchases: Investors based in the Bahamas, Bermuda, the Cayman Islands, the Netherlands Antilles and Panama -- tax-friendly jurisdictions where thousands of these funds are registered -- have amassed some of the world's largest holdings of U.S. government securities, Treasury Department figures show. Caribbean Treasury investments soared 54 percent to $85.2 billion during the first 10 months of 2004, seven times the 8.3 percent increase in all of 2003. The region is now the fourth-largest holder of U.S. government debt, behind Japan, China and the U.K."
Posted at 26/12/2004 19:13 by energyi
CA,
You might like this comparison:

Here's SPX, driving higher ...

...and now SPX-in Euros, which seem much less overbought ...


No wonder breadth is so thin! Foreign-currency-minded investors are buying the narrow major-index-stocks as a hedge on currency depreciation, as the falling dollar pushes up earnings of companies with global business
Posted at 22/12/2004 17:20 by energyi
BAD BREADTH is giving a Warning for next year...

The Textbook says, EXCERPT:
"Confirmation occurs when both the underlying average and the new high/low figures are "in gear." On the chart below, for example, in November 2003 the NYSE broke through 6000 and at the same time the number of new highs surged to just over 600. This is analogous to the generals leading the foot soldiers forward. The large capitalization and small-cap stocks are all marching together and the market as a whole is technically healthy.






Bullish or bearish divergence can occur in one of two ways. At a top, bearish divergence can be signaled if the market reaches a new peak, yet the number of new highs is approximately equal to the previous new high figure. We saw this kind of divergence happened in the NYSE in early January, as the index rallied to 6500, yet the number of new highs again peaked at its previous level of 600.

A second kind of bearish divergence happens when the index hits a new high in price, but the number of new highs is actually lower than previous levels. This kind of bearish divergence can be seen in late January and early March 2004. In late January, the NYSE reached a closing peak of 6672.04, but new highs were just over 500. In early March when the NYSE hit its recovery high at 6780.03, new highs had receded to under 500.

This kind of bearish divergence signals that fewer stocks are being swept ahead when the average rallies to new high ground. Beneath the obvious surface price action, technical deterioration is taking place. However, this is often unknown to most investors (at least those who don't regularly track this indicator). If this type of bearish divergence persists long enough, then the market typically reverses course."

@:

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