Highlights from my Portfolio:
Carclo (LON:CAR) did nicely today, pleased with that. I am now up 31% and 15% on my two positions and figure that as long as we keep buying electronics I'll keep holding CAR.
£GCL ticked up again, a girl could get used to that. Uranium is being talked up and of course I must be careful but for now it's a useful basket to be in. I have also today participated in a uranium stock placing, more anon.
Central China Goldfields (LON:GGG) rises again and I am now in a nice profit. I wonder whther this is going to be a buy on rumour stock, I shall watch it very closely.
Impax Asset Management Group (LON:IPX) rose again. Well, I bought that on a chart signal and the fundamentals then came along to support that signal. Nice.
Jubilee Platinum (LON:JLP) has been going down since I bought it but I believe in the technology. The chart is pretty much a sell and I'm wondering how much more patience I can give it. I think I'm out if the bid falls below 30p. I wait.
Pathfinder Minerals (LON:PFP) ticked down. Highly speculative and thus far very disappointing. I haven't got very many, so I'll just sit and be patient for now.
Ram Investment Group (LON:RAM) delighted. There I was all bored and ready to sell and today we get news that the first TrainFX system is fully operational and running with 56 more installations by the end of the year. So the price dropped yesterday because? Because the MM's wanted to get people to sell in order to collect stock for today. It's just too annoying. The contract with Great Western is about £1m in size and margins are thought to be around 30%. The point here is that RAM's technology has been constructed in accordance with new European standards, which logically gives them at least first mover advantage. To my view of things, the price is supported and upside follows as contracts [hopefully] roll in. I was bored yesterday, I'm happier today.
Senior (LON:SNR) wasn't much fun today, dropping slightly. The news that GDP grew by more than expected lowers the chance of further QE and with the £ rising against the dollar, one wonders how exactly we're going to have an export led recovery. I imagine SNR price is bound up in all that but as I'm holding from 25p (missing a few p at 34), I'm perfectly happy for now.
Solomon Gold (LON:SOLG) found a place in the portfolio today. I wish I had been able to find a way into the placing or even that I had bought at 7p, when they first came to my attention but all that is water under the bridg and now I await news of further exploration.
Vatukoula Gold Mines (LON:VGM) isn't delighting but the consolidation will be good for the share and the Canada listing even better. I'm happy to sit it out.
Filed Under: Stock Picks,
Disclaimer:
Please keep in mind that all comments made by Susan Marmor are for educational purposes only and should not be construed as investment advice regarding the purchase or sale of securities, options, futures or any other financial instrument of any kind. Consult with your investment advisor before making an investment decision regarding any securities mentioned herein. Susan Marmor assumes no responsibility for your trading and investment results. Susan Marmor does not warrant completeness or accuracy for any observations made herein, or warrant any results from the use of the information. Susan Marmor may have a position in the securities and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies. There is a very high degree of risk involved in any type of trading. Past results are not indicative of future returns. Securities, options, futures and any other financial instruments can go down as well as plunge.
Carclo plc is a technology led plastics company. The Company is a supplier of technical plastic products. As of March 31, 2012, the Company operated in three business segments: Technical Plastics, Precision Products and Conductive Inkjet Technology. The technical plastics segment supplies fine tolerance, injection moulded plastic components, which are used in medical, optical and electronics products. The precision products segment supplies systems to the automotive and aerospace industries and also develops high power light emitting diodes lighting for supercars. The conductive inkjet technology segment undertakes applied research into the digital printing of conductive metals on to plastic substrates. As of January 31, 2012, the Company held 51% interest in its Platform Diagnostics Limited subsidiary. The Company’s subsidiaries include Carclo Technical Plastics Limited, Carclo Technical Plastics Inc., and Carclo Technical Plastics Shanghai Co. Limited. more »
Bullabulling Gold Limited (BAB) is a mining exploration company. The Company is a 50% owner of a producing mine, Bullabulling. Bullabulling is located in the gold mining district of Coolgardie in Western Australia. Its license area straddles the Great Eastern Highway, and lies around 70 kilometers to the south west of the gold mining town Kalgoorlie. The Company owns a project area of 131 square kilometers, which is held in a series of granted mining leases, prospecting licenses and exploration licenses, including the acquired rights to its new Geko property. The Company has identified two mineralized trends of primary orogenic gold mineralization: the north-south striking Bullabulling Trend and the east-west to northwest-southeast striking Gibraltar Trend. The Company is the successor entity of GGG Resources plc (GGG). GGG owns a 50% interest in the Bullabulling Gold Project. more »
Impax Asset Management Group plc is a United Kingdom-based holding company. The Company is principally engaged in the provision of investment services to funds specializing in the environmental markets sector. The Company has two segments: Listed equities and Private equity. The Company focuses on a small number of investment strategies, and manages or advises pooled vehicles and segregated accounts for institutional investors in multiple countries. The Company’s subsidiaries include Impax Asset Management Limited, Impax New Energy Investors (GP) Limited, Impax New Energy Investors II (GP) Limited, Kern USA Inc and Impax Absolute Return Fund. more »
