Invltd Nm Share Discussion Threads

[collection agency] 02/1/2005 01:45

evening Ape, watcha do wrong?

see you on d.. later, orf to bed

[theape] 02/1/2005 01:42

evening ca.

look at no of quakes this week.

was abou 120 when it struck ( a mega low frequency).

I'm in the doghouse at the moment.

[collection agency] 02/1/2005 01:39

The orange ones are today

[collection agency] 02/1/2005 01:35

Looks like the Pacific rim is shakin' all over, small releases or looking for a major stress point to go?

[theape] 02/1/2005 01:33

looking at March for a finacially destructive quake OR the results of the current one to have chaosed thru the market ( disease, lack of fish, whatever)

[theape] 02/1/2005 01:31

3. Erathquakes relaESE STRESSES.

after big quakes stresses subside for decades (usually), but sometimes they get displaCED AND BUILD UP.

so less quakes, or more and bigger coming up. its a punt

[theape] 02/1/2005 01:30

2. TA and earthquakes.

been drawn to quakes as an area of reserachg because of pattern recognitiun. Not takn seriously by scientists really. download quake history of california and have a TA field day. support, resistance, cycles, lovely.

got to havge a long timespan, but sevearl biggies overdue. Yellowstone ( 100 year cycle), Tokyo 140 year, as well as california.

Washington, Central Germany, and Italy all well overdue too.

[theape] 02/1/2005 01:25

ok in bits.

1. You would expect a causal link between massive capital destruction and market falls. Yup but very delayed. at least 3 months to 10 years lag.

poss very bullish short term. money supoply an all, and invincibility of the market to withstand natural risk

( Swiss re estimates its lossed at less than E100m)

[collection agency] 02/1/2005 00:15

Anyone notice China has canceled its Boeing orders/payments for 05?


Welcome to the first ever China attempt at a soft landing.....if they manage it, they will be the first ever to do so.......

[energyi] 30/12/2004 14:37

SURE.
It takes some time to get established in this sector.
Past performance has shown it is worth the small effort.
Although you probably need a spare £30-50K to start.

All the stocks on the GAIN thread can be bought in the open market,
which is what i am doing with my C$200-250K reserved for this game

[paulismyname] 30/12/2004 14:31

I appeciate your point, but these placings are not available to the average private investor with a UK brokerage/CFD provider.

[paulismyname] 29/12/2004 22:17

E, I do not disagree with some of the theory of what you say especially about China and commodity stocks but I would point out the (charts, performance, and markets) of commodities does not match your view.

If you look at UB04 (FT350 Mining stocks) you will see that through the whole of 2004 on a buy and hold basis from January to December you would have made no money. And in addition if you used finance (CFD leverage etc) you would have lost due to interest costs.

I also note that I have been told China is seeking to restrain growth to avoid creating a bubble (especially with their banking system.

It is fair to say that some small cap penny share mining companies may have broken that general negative trend but on the whole this has been due to discoveries of assets, which have impacted favourably on the NAV. However gambling on penny share mining stocks is the fastest way to get poor or rich quick.... rather than a more sensible buy and hold in a range trade scenario delivering safer profits and peace of mind.

Also I would point out that in the UK the FT100 is hardly in crash mode being on an average PE ratio of around 15, with a dividend yield of 3.2% and cover of around 2.2.... indeed a case could be argued that to reflect more longer term trends there may be 20% upside to today's closing price of 4819.

I agree an unexpected terror incidents or debt crisis may alter that more easy going view. But again most major economic news is "in the price" as they say, even the mortgage issues of Fanny and Freddy in the USA had little impact on the markets last week.

[jfish] 29/12/2004 19:45

custardpie,
TSCO eh? I have never looked at them as I decided they were (IMHO) a great big behemoth with little growth prospects...I have since been proved wrong! Must take another look.

"This thread is pointless unless posters detail reasons for investing."
bigfella is right - anyone can list stocks - giving just a hint of why, at least helps point in the right direction. Without reasons here are my top few!

1. ART
2. MWH
3. PTG

In no particular order, these are my dogs so I reccomend them for 2005!!!

[sweet cherry pie] 29/12/2004 18:13

1. PET

2. AFD

3. HEV

4. MCR

5. WHOG

[sweet cherry pie] 29/12/2004 18:13

1. PET

2. AFD

3. HEV

4. MCR

5. WHOG

[sweet cherry pie] 29/12/2004 18:12

LONDON (AFX) - Warthog PLC, an AIM-listed cash shell which sold all its
operating businesses to Tiger Telematics Inc (TGTL) on Nov 3, said it currently
owns 497,866 shares in TGTL but declined say how much the shares are worth
because they are currently being held in escrow.
The company, formerly the Interactive Entertainment Software Group, said as
of today's date the mid price of the TGTL stock was approximately 24 usd a
share, which places a value on its stock of 6.29 mln stg assuming an exchange
rate of 1.9 usd to the sterling.
"The value of Warthog PLC is therefore directly linked to that of TGTL but
as we are not able to trade TGTL stock it is not possible to predict what its
value will be when we are in a position to deal in that stock," the company
said, adding it is encouraged by the stock's performance to date.
Warthog posted a largely flat pretax loss for the 6 months to September of
2.62 mln stg but chairman Ian Templeton said the results are of historical value
only and declined to comment on them except to say they underline the
difficulties Warthog was facing at the time.
Templeton added: "We are in the process of finalising the PLC's affairs
following which we estimate that the PLC will have in excess of 150,000 stg of
cash plus the TGTL stock but with no actual or contingent liabilities."
Warthog's shares in TGTL can only be traded on or after the first
anniversary of the TGTL transaction. During this period TGTL is effectively
allowed to offset any claim it may have arising from various items in the
completion accounts of Warthog's businesses.
Warthog said it is too early to say at this stage whether or not TGTL will
have any claims.
[e-mail]

[cjpaul] 29/12/2004 18:09

BIGFELLA chill out. I am sure that there are several threads that are pointless here and you probably have made several pointless contributions. If you do not want to contribute, keep clear. I am happy to justify why I picked the three and I am sure others will. What I am careful about is leading others in any direction. If any one is interested in any of the shares, they can do their own research.

[energyi] 29/12/2004 17:52

January Barometer trivia . . .

Posted By: Denis
Date: Wednesday, 29 December 2004, at 11:06 a.m.

This is from Yale Hirch's book "Don't Sell Stocks on Monday" page 102:

"It's interesting to note that in the forty-eight years since the January Barometer really began to work (thanks to the Lame Duck Amendment), we have not witnessed an error in an odd year. (Newly-elected congresses always convene for the frist time in January of odd years.) The major errors have occurred in even years."

This is a 1987 copy. He further states " . . . the market in January has correctly indicated its annual trend in forty out of fifty years for an 80% batting average." So we're in an odd year and January is upon us. We shall see.

Cheers, Denis.

@:

[the big fella] 29/12/2004 16:44

This thread is pointless unless posters detail reasons for investing.

[cjpaul] 29/12/2004 16:18

jfish8, JRVS is a recovery splay for sure. It has already risen significantly today. Perhaps this thread should have been started before the hoidayss.

[custardpie] 29/12/2004 14:50

Here are my 3 for what they are worth..

1.RTD
2.DGM
3.TSCO

[jfish8] 29/12/2004 14:46

JRVS??!! Do you mean as a recovery play?

I have only 2:
1) EVS soon to post a 750k profit that should lead to a re-rating.
2) CEY *speculative*, once they get their mining permits the price should be 35-40p just on what they know they have (plenty of possibility for more). Downside is that they may never get the permits - seems unlikey but who knows?

I'm tempted to call LLOY as a 3rd...but then again I'm not sure!
The problem with picking shares for the year is that you really need more than one list each for speculative, income, growth stocks etc. depending on what your investment strategy is.

[energyi] 29/12/2004 14:46

If Niggle cannot be bother to listen to the interviews in the Header,
I certainly wont bother to respond to his usual time-wasting posts