Jdgroup Nm Share Discussion Threads

[share_shark] 01/1/2012 01:57

It sure could scilian_kan and here is some good news, for a change on the World economies and I respect the suthor of this tremendously.


U.S. Economy In Recovery Mode and Steadily Gaining Momentum

By Sy Harding
A year ago there was widespread confidence that with the recession having ended in June, 2009, the economy continuing to recover, further QE2 easing underway, and the stock market clearly in a new bull market, that 2011 was going to be a great year.

In my annual forecast last December I agreed the year would be positive in the early months, but that the economy would begin to slow again once the effects of the Fed's QE2 program expired. I expected that would spook the stock market into a substantial correction during the market's often unfavorable summer months, and only after that correction would a subsequent rally produce the expected positive year.

And that's pretty much how it has worked out.

As we approach the New Year this year, sentiment is just about opposite to a year ago. Gone is the confidence for both the economy and stock market, replaced by worries about the debt crisis in Europe, and the budget deficits and dysfunctional politicians in Washington.

The consensus expectations this year are for a serious recession in Europe that will drag the rest of the world, including the U.S., into a serious global recession, and that the U.S. stock market will roll over into its next bear market early next year on those fears.

Once again this year I disagree with the popular expectations.

Here's why.

After its first half slowdown this year, the U.S. economy has been in recovery mode and steadily gaining momentum. More importantly, unlike the recovery that was underway last fall, the economy is now recovering impressively on its own, without a boost from some sort of QE3 stimulus from the Fed.

It's also not just that so many economic reports have been coming in positive for several months now, nor even that most are soundly beating economists' forecasts. It's where the surprising improvements are taking place.

Historically, the two main driving forces of the economy in both directions have been the housing and auto industries. That makes sense since both have long coattails, taking so many other industries that supply them along for the ride, whether it's to the upside or downside.

And we're seeing home sales and new construction starts at multi-month highs, the inventory of unsold homes at multi-month lows.

Regarding the auto industry, it was reported last week that global auto sales and production are at record highs, fed by demand that was pent up during the Great Recession. And the recovering global car and truck market in the U.S. grew faster this year (9%) than in China (5%).

No wonder then that employment reports have been showing upside surprises for several months now, with new jobs creation up, the unemployment rate surprisingly declining, and new unemployment claims still falling as recently as last week.

Meanwhile, the Rockefeller Institute of Government reported that total tax revenues of 48 states in the U.S., have returned to pre-recession levels, a potential positive for the jobs picture going forward.

In order to produce the impressive improvements in overall jobs creation of recent months, new jobs being created in the private sector had to outweigh government lay-offs at the Federal, State, and Municipal levels. With state tax revenues recovered to pre-recession levels will that mean fewer lay-offs at the State level, perhaps even re-hiring to begin?

And then there is the potential progress being made on the Euro zone debt crisis.

The initial reaction to the new containment plan announced after the recent European Union summit meeting was skepticism, even derision. But as the details are being fleshed out, it is gaining some grudging recognition as having potential.

And last week the European Central Bank added to hopes with a surprise announcement.

For months the ECB has been talking tough, insisting that individual Euro zone governments had to impose tough austerity measures and bring their debt and deficits under control on their own, that the ECB wasn't going to bail them out with massive purchases of their bonds as markets had been hoping they would.

But on December 8 the bank announced it would offer unlimited, low-cost, three-year loans to European banks. It opened the vaults for the first wave on Wednesday and 523 banks showed up to borrow 489 billion euros ($640 billion), well above expectations.

The intention, or hope, is that European banks will use the money to buy the high-yielding bonds of Greece, Italy, Spain, etc., providing the troubled banks with the profit from the spread, while helping to alleviate the Euro zone debt crisis.

That ($640 billion) is a big chunk of money being thrown at the problem, and perhaps will alleviate some of the crisis of confidence in markets, by indicating that although talking tough, the ECB does have the Euro zone's back.

That was the approach taken by the U.S. Fed in its efforts to pull the U.S. out of the 2008 financial meltdown, talk tough but open the vaults.

These developments do raise the odds that the Euro zone debt crisis and a European recession will begin fading into the background after the first of the year, and allow markets to focus more on the U.S. economic recovery.

With that background, I am expecting a quite positive market next year, with only a minor pullback in the unfavorable season of the summer months.

However, that's just a target and given how easy it is for conditions to change, again this year, as for the last 25 years, I will depend on technical analysis to navigate through the ups and downs within the year.

ABOUT THE AUTHOR
Sy Harding
Sy Harding is president of Asset Management Research Corp., editor of Sy Harding's Street Smart Report, and has been consistently ranked in the Top-Ten Timers in the U.S. since 1990 by Timer Digest. Sy publishes the financial website www.StreetSmartReport.com and a free daily Internet blog at www.SyHardingblog.com. In 1999 he authored Riding The Bear - How To Prosper In the Coming Bear Market. His latest book is Beating the Market the Easy Way! - Proven Seasonal Strategies Double Market's Performance!

[sicilian_kan] 01/1/2012 01:36

Cheers s_s and a Happy New Year. If EiRx pulls off its pre-IPO and IPO, it could be a 10x bagger this year from its price when delisted. Though nothing is guaranteed, here's hoping.

[share_shark] 01/1/2012 01:31

sicilian_kan. Many thanks for work here but especially elsewhere.Happy New Year and fingers crossed there.

Two tips from me.

One already mentioned.....LDP.

The other CRO.

GLA.

[sicilian_kan] 01/1/2012 01:21

Thanks and added in.

[pal44] 01/1/2012 01:16

My tip for 2012 is THOR Mining if all goes well we may have a x20 bagger here .. good luck to all in 2012

[sicilian_kan] 01/1/2012 01:07

Charts now in the header to run with charts from Year to Date, so will kick off on Tuesday. Comparing all the picks throughout the year as it runs.

[sicilian_kan] 01/1/2012 01:06

One more from me:

STI (Stratex International)

Currently around 7p. Market cap around £25m. Includes interests in:

Oksut (will reduce to 30% share) about to get a JORC of around 1m oz, mostly oxide, with grades of 200m x 2g/t appearing. JORC out Q1 12.

Blackrock (100% share and refusing JV's at present) has 60g/t found at surface with multiple veins visible. First drilling results due in Feb 12.

And many others.

[liarspoker] 01/1/2012 00:16

CAZA @ 10.75p offer ( but can buy inside spread ). 5 wells due over the next few months. Operationally self sufficient through production revenue. Buy and sit back with a bowl of popcorn. :O)

[double6] 01/1/2012 00:00

Well - here goes........ What are the hot stocks of 2012, likely to give you quick 100% gains ?????

First doubler is......

CSH - Caspian Holdings 0.28p

Micro-cap Tungsten stock - recently completed small placing with drilling planned.

Could be one of a number of mining stocks which move north over the coming months.

[djalan] 31/12/2011 20:08

Pillion knows a thing or 2

[mr_dross] 31/12/2011 19:15

its easy to pick stocks

anyone can do that

its owning the right stocks at the right times

happy new years people

stock of the year for me is NEW WORLD OIL

its all about the potential at the moment .

have a look you might like what you find

[strickland jennings] 31/12/2011 19:09

terry given most of your stocks probably have a 40% then you need a bagger to break even but good luck pal in figure fudging.

[strickland jennings] 31/12/2011 18:56

tara the truck driving tipster as ever fails to mention the numerous dogs he has tippeD that are no longer barking so wind ya neck in pal.

my tip is SUK2

[sicilian_kan] 31/12/2011 18:33

lots of interesting posts. I may in the new year try to get a chart up showing the progress throughout the year of each share tipped.

[tara7] 31/12/2011 16:14

From someone who has done 4P to £10.50 and 2p to £1.50 i give you a few tips.

First start small with any company with an AIM listing and tiny market cap.

Best bet is under £5M, better is under £1M, however i would look under £
500k and just buy, buy buy.

TLY can be bought for that amount yet is in profit and has won a new contract that will double turnover.

CLS has cash above that but can be bought for under £1M.

WSG bombed out untrusted but priced to 10 bag if profits show up in 2012.

[skiboy10] 31/12/2011 15:30

Three stocks for 2012

VIR - Investment vehicle - 0.5p - Market Cap £2.9M

Investments to date

LDP shares 592m, cost 0.08p, total investment £473,600 bid price .22p, value now £1,302,400
LDP warrants at 0.15p, 166m, cost 0.0p, total investment £0 bid price .22p, value now £116,200
BRDY shares at 1.15p, 17m, cost 1.15p, total investment £195,500 bid price 1.7p, value now £289,000

Cash around £500,000

Total current NAV £2,207,600 or 0.382p per share

Market Cap 578m shares at share price 0.5p £2,890,000

However the big news surrounds the links between VIR, Russian Steel, LDP, Abramovic steel commpany Evraz, ZOL.

Apparently coking coal will be supplied by LDP which will be reversed into by Manas Coal.

The key to VIR is that it can supply an essential ingredient of steel manufacture. All is being set up for it to acquire a S African manganese mine next week. What`s more, its already producing + profit making.

Expectation is a move to 2p on completion of the manganese deal. Also the reversal of Manas coal into LDP would ensure a re-rating there and VIR's LDP shares at 1p would be work approx £6M.

=================================================================

TomCo Energy - TOM - 1.725p - Market Cap £24.4M - Oil and Gas

TOM owns oil shale leasing in Utah, USA, conaining up to 230M barrels of oil. Around 123 million barrels of this resource lie on the main tract of Holliday Block lease, and have now been classified as an Indicated Resource under the JORC Code.

TomCo has entered into a License with Red Leaf Resources Inc (Red Leaf), which owns the EcoShale(TM) In-Capsule Process (EcoShale), to use this unique and environmentally sensitive technology to extract oil from TomCo's leases. Red Leaf is planning a 9,500 bopd commercial operation at their Seep Ridge site, which lies about 15 miles SW of TomCo's Holliday Block lease. First production is planned for late 2013 with TOM approx 12-18 behind. As part of the license Tomco also have a full collaboration agreement with Red Leaf which gives TomCo full access to all of Red Leaf's Technical data/experience.

TomCo's strategy is to develop the Holliday Block lease as a similar follow-on project to Seep Ridge using the EcoShale(TM) In-Capsule Process, with the same targeted production of 9,500 bopd. The Holliday Block could sustain a 9,500 bopd operation for 20 years.

Red Leaf Resources are rumoured to have signed a Joint Venture Agreement with supermajor Total SA of France who are investing up to $320M. TomCo are also thought to be talking to third parties regarding their own leases.

Also just tipped in the Daily Mail yesterday saying not for widows or orphans but could be a 5-10 bagger this year.

TomCo is worth digging up
by Ian Lyall

After being stung by the rather poor performance of Aviva, I have decided to go for it this year with a particularly speculative stock.
TomCo Energy is not one for widows and orphans. But if it does take off in 2012, it has the potential to be a five or ten bagger. Using a revolutionary new technique, TomCo plans to strip mine oil shale in Utah.

Close inspection of the shareholder register reveals the names of former Williams de Broe analyst Chris Brown, and Mark Donegan and Dominic Redfern, his former hedge-fund backers at Altima Partners.

So the presence of investors of this calibre on the shareholder register suggests TomCo is at least worthy of closer scrutiny.

===================================================================

TXO - Mid Price 0.69p - Market Cap £2.4M - Oil and Gas

TXO reinvented itself earlier this year as an investment vehicle and has already made several deals.

TXO has a 20% stake in Empire Energy who will be drilling in Tasmania for oil and gas in the New Year and are in the process of securing $50M to fund these drills. The structures are prospective for up to 668M barrels of oil. $50M has already been spent on research and seismic data.

TXO also has a 10% shareholding with an option to increase to 42.2% in Grand Bahama Group which has two subsidiaries Morgan Oil USA and Morgan Oil Marine.

Morgan Oil is an oil producer in Kentucky, USA with reserves at current prices valued at $31.5M however using horizontal drilling this could be as high as $100M.

Morgan Oil Marine is a main supplier of BP Castrol Marine Products throughout the whole of the Bahamas. Servicing the 4,000 ships that visit annually could yield £20,000 to £35,000 in revenues per ship for the purchase of marine oil. Annual profits of $1.8M to $3.9M are expected.

TXO is also currently in negotiations with Empire Energy to enter into a JV for a potentially revolutionary and very lucrative gas to liquids technology in the USA.

At a cap of only £2.4M TXO have huge potential given the good spread of projects and the exciting drilling campaign due to start in the next few months in Tasmania.

========================================================================

[gecko5] 31/12/2011 01:28

MY STOCK FOR 2012:

KEFI MINERAL's
Has Big/Massive Potential for World class resource for GOLD in Kingdom of Saudia Arabia 2-5m oz+, with work on 1st Exploration Licence already underway with encouraging results.
2 EL's with Data/Numbers also due anyday now (Next week most likely) along with more News on Selib Project & Morroco Gold Project.

Pls DYOR over Weekend, will be the best stock of 2012 with potential of multibagging easily imho.

Saudi Arabia

The KEFI Minerals team has been evaluating potential joint ventures and prospects in the Kingdom of Saudi Arabia since mid-2008. The Company's geologists have compiled a large database of mineral occurrences and historic workings, geological maps, topographic maps, aeromagnetic survey data, and remote sensing data for this region. This database has allowed for rapid identification and quality assessment of mineral occurrences and ancient workings, and selective targeting for potentially major mineral deposits.

G&M Joint Venture

In May 2009, KEFI Minerals announced the formation of a new minerals exploration joint venture, the Gold & Minerals ("G&M") Joint Venture, with leading Saudi construction and investment group Abdulrahman Saad Al-Rashid & Sons Company Limited ("ARTAR"). KEFI Minerals is the operating partner with a 40% shareholding of G&M with ARTAR holding the remaining 60%.



KEFI Minerals will provide technical advice and assistance to G&M, including personnel to manage and supervise all exploration and technical studies. ARTAR will provide administrative advice and assistance to ensure G&M remains in compliance with all governmental and other statutory procedures.

G&M Prospects

G&M's primary target will be the discovery and development of a >1 million ounce gold deposit in Saudi Arabia's under-explored Precambrian Shield. KEFI Minerals and ARTAR have 21 Exploration Licence Applications ("ELA") pending. Each ELA covers an area of approximately 100km2. Exploration Licences are granted for a period of five years and can be renewed for a further five years. Almost all of the ELA areas contain ancient workings and some have visible gold in quartz veins and other indications of potentially economic mineralisation. The ELAs are targeting both gold and copper-gold mineralisation. KEFI Minerals plans to rapidly progress these prospects to the drilling stage whilst continuing project generation work in Saudi Arabia with the aim of applying for further Exploration Licences.

About ARTAR

ARTAR is a Saudi Arabian conglomerate investing in different sectors such as construction, real-estate, agriculture and health care in the Kingdom of Saudi Arabia and abroad. ARTAR's principal business activities include commercial and residential property development, engineering, and construction of large shopping malls, hotels, hospitals and high rise apartment complexes. The company employs more than 17,000 people. Investment in the fledgling minerals sector in Saudi Arabia has recently been added to ARTAR's business expansion plans.

[ivor hunch] 26/12/2011 12:51

I would put forward Bahamas Petroleum BPC as a candidate for a substantial rise in 2012 - maybe not a 10 bagger but hopefully a 4-5 bagger. Its present price is 6p donw from a high of 25 in 2011. The technical reasons for investing are best seen on the company's website:

In paricular the investors presentation of 28th November 2011.
There could be a number of events in 2012 which will boost the share price:
1. The publication of its detailed 3d seismic survey which should show possible reserves of several billion barrels of oil
2. The announcement of a farm in with an oil major
3. The elections in the Bahamas and a subsequent announcement of a relaxation of the present no-drilling policy. The present minister of energy has announced that he will retire at the election and his replacement, who has been announced, should have a more favourable view on oil exploration.
A good bet for 2012 in my view
Ivor

[n3tleylucas] 25/12/2011 02:57

magnanimity ... swings ... need 2 fer 2 ... or

[pottingon] 25/12/2011 02:47

X.2




As Previously advertised from a broker near Yule .
Limited Stock, running out fast............. (Oil) as Well
Sale......Still On
Hurry
Pn. (Free Exxtra Biscuit promotion combined, if confirmed)
Check in-house 4 detail's
Pn.2 Stock has Previously Sold of the shelf at prices higher
than this current Give-away Silly sale..... Season .....
Well
Promotional ram (Tastelesswithout)

P

[johndee] 25/12/2011 02:20

Strange no one has mentioned RGM yet.The research is there to be done. It could easily be the biggest multi-bagger of them all. I am not persuading anyone to buy. Just check it up and do your own research.