Tradefair & Financials

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24 Jul 11 15:04
Date Joined: 27 Jan 02
| Topic/replies: 19,053 | Blogger: unitedbiscuits's blog
For me

1) ARM - the only GB company I'd take to surf the technology wave.

2) Apple - never let investors down.

£6.10 and $391.00 respectively.LaughGrin
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Report Whippet July 24, 2011 4:27 PM BST
CAD (42p) - target 80p

RRL (16p) - target 50p

HER (2.3p) - target 5p

OTC (1.15p) - target 3.5p

ORE (0.7p) - target 2.0p

VOG (4.3p) - target 10p

all have transformational newsflow coming by year end, so expecting them all to oblige.LaughLaugh Long term I am expecting some of these to be absolutely huge, especially HER, VOG and RRL (and maybe CAD if it doesn't get taken over). Cool
Report unitedbiscuits July 24, 2011 6:08 PM BST
Excellent Whippet. I shall follow those with interest.

Any others? Professionals may posit shortsif they are confident of the worth of their advice.
Report MrBaboon July 25, 2011 7:45 PM BST
Rio Tinto
Report FINE AS FROG HAIR July 25, 2011 10:58 PM BST
News Corp
Report Banwana July 28, 2011 7:39 PM BST
I have been particularly interested in Orogen for the last 2 months, which was lucky for me as it was the best time to buy. The leprechauns might just find the pot of gold at a Serbian rainbow. 15th August is the date for the sample update which I think will be very good news. Only concern is the amount of water in the area.
Whilst I would like to buy right now to cover another million shares I hope (I am betting) that nothing will be sorted in the US until the last minute and stocks may dip until Tuesday. Its a second bet (almost a derivative Laugh) that gold mining isn't affected.
I'm a personal investor with a 9-5 job in case your thinking about following. My aim is for 3 million shares before the 15th.
Report Banwana July 28, 2011 7:40 PM BST
*hopefully the best time to buy!
Report Whippet July 28, 2011 8:08 PM BST
I managed to fluke a top up at 0.52p on ore the other week. Apparently they have taken 2000 samples which will be released on Aug 15th.

3 million shares is quite a lot, that's like £21k worth at current prices?

I don't quite have that much, just a few k worth. You will be laughing if this ever hits 33.3p though!

Always an chance it could, if they can find more samples of 200g/tonne!
Report Banwana July 28, 2011 8:47 PM BST
I decided to reduce my share basket so the bulk of those sells is now in ore. Investments in 4 companies, 3 of which are on the list above. Anyways, eggs prefer to be in one basket.
Report MONEY TREE July 29, 2011 12:32 AM BST
Report Whippet July 30, 2011 3:37 PM BST
banana man, I've been thinking about Orogen a bit over the last few days, and to be honest, it seems like Ortac are a much better bet.

I think it all boils down to, how much gold do you think Orogen will actually find? On their website it says they are targeting an initial 500,000 oz resource. If you are assuming this is correct, then Ortac are the better bet by miles.

However if you assume that those really high grades of 200g/tonne will translate to there being some massive reserves still left in the area (I'm talking well over 2 million ounces) then Orogen become the better bet.

Let's look at the facts:

Ortac Orogen
Market Cap/£ 25m 12.5m
Resources/oz (target) 1.1m (2m) Nothing (500k)
Production end 2012 (open pit) end 2012(mine already in place)
Funding £10m £2m
Ownership 100% 75%
Other Exploration Licenses(started work on 1 already), Iron ore project in brazil N/A

The main attraction to Orogen is the bonanza grades. I mean there could be a huge resource hiding under there (5 mill oz +). But on the facts above Ortac seems better imo. I think I will put more cash into ortac, then maybe slice profits into Orogen as we go.
Report Whippet July 30, 2011 3:40 PM BST
Also should mention, that Orogen mining is cheaper initially; but I think most of that will be negated by the fact that they only own 75% of their project, ortac own 100%?
Report Menelaus July 30, 2011 4:43 PM BST
Whippet, this is all good research and information you provided, no issue there. I do have some questions though. If the information you posted was pulled out of sources that are widely available to all market players (investors, day traders, various fund managers, speculators, etc.), why do you feel it's not priced in? Is your belief that other market players incapable of looking at these numbers and reaching the same conclusions as you did? Is your belief that the market is that inefficient? Or, is your belief that market analysts by enlarge are just incompetent and stupid?

Because, without knowing it, that's exactly what you are suggesting here.
Report Whippet July 30, 2011 6:04 PM BST
I do actually think that a lot of small/micro caps are miss priced, because

A) there are relatively few people who actually take an interest in them (especially in terms of institutional investors or big players).

B) I don't think risk is ever properly factored into small caps.

It seems they either ridiculously over valued or very undervalued, never in between.

Now I certainly don't have the answers to either of the above, but there is definitely a clear opportunity there if one can figure out how to exploit it.
Report Menelaus July 31, 2011 12:22 AM BST
Thanks for the response Whippet. Reasonable answer. I mean the markets get it wrong all the time, so why not here. Good luck with your trades.
Report FINE AS FROG HAIR July 31, 2011 12:33 AM BST
Frame that reply Whippet.
It's a one off.
Report Shab August 1, 2011 10:36 PM BST
Aminex (AEX) an old favourite of mine has been lining up the rest of this year for the last 5 years.

Currently 7p, could be a lot higher by the end of this month, and an awful lot higher by the end of the year.

Drilling 2 wells, 1 about 4 weeks away from results, should find gas. Just how much?

Other drill following that is targetting oil. Find that and I'm retired.
Report roadrunner46 August 1, 2011 10:59 PM BST
betfair shares , this time next year, you will be in profit at 20%
Report d13phe August 4, 2011 3:16 PM BST
big sell off happening in the small cap arena right now

lots of gubbings going on
Report Whippet August 4, 2011 6:23 PM BST
1.01 gubbed.

cad now trading for cash position. Laugh
Report Jacqui1966 August 4, 2011 8:29 PM BST
My worst ever day on the stock market Cry
Report d13phe August 5, 2011 9:48 AM BST
don't worry jacqui

investors don't need to worry

its the traders that have taken a gubbing.  If you believe in a share and its fundamentals over the long term this current panic sell off shouldnt change anything.

If anything it is an opportunity to top up
Report Banwana August 5, 2011 5:52 PM BST
Thanks whippet, I'll take that on board. I will let it ride until the 15th. There's a lot of gold down there so a bet for its quality is a risk I'm happy to take.
Report Whippet August 5, 2011 6:01 PM BST
agree, especially on the aim.

buying shares outright, holding medium-long term, and investing in fundamentals only, is the way to beat it. Sell up only when fundamentals change.

trading on margin (which most people seem to do on AIM), chopping and changing shares, is the quick way to the poor house, as you will have seen the last few days. Those on margin got absolutely slaughtered. Those who panic and sold out got slaughtered. Those investing on fundamentals aren't doing too badly, those who had the balls to even top up are laughing now.
Report roadrunner46 December 21, 2011 12:11 PM GMT
bump this up for all people who thought betfair shares ,when they$6.50 in
price,was a bad deal, told them it was a bargain, they where $8.30 last week.
Report unitedbiscuits December 24, 2011 4:00 PM GMT
Well done roadrunner. Yours was the only pick on this thread to show significant appreciation. As for mine, well boring really, both stand about where they were six months back. It was only when I started looking through the others that I realised how lucky I was!
Merry Christmas all, I wish you better judgement for the New Year!
Report FINE AS FROG HAIR December 24, 2011 8:46 PM GMT
Good for you road runner.
I hope all your portfolio though was up just as impressively.
Was it ?
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