I am starting 2011 with the following portfolio:
Alterian (LON:ALN)
Advanced Medical Solutions Group (LON:AMS)
Andor Technology (LON:AND)
Beowulf Mining (LON:BEM)
Carclo (LON:CAR)
Close Enhanced Comm Fund (LON:CED)2
Cairn Energy Plc (LON:CNE)
Diamondcorp Plc (LON:DCP)
Dialight (LON:DIA)
Devro (LON:DVO)
Davis Service Group (LON:DVSG)
£GCL
£IPBO
Intandem Films (LON:IFM)
Impax Asset Management Group (LON:IPX)
Kryso Resources (LON:KYS)
National Grid (LON:NG.)
Nautilus Minerals Inc (LON:NUS)
Ocean Wilsons Hldgs (LON:OCN)
Oilex Ltd (LON:OEX)
Pinnacle Telecom Group (LON:PINN)
Regency Mines (LON:RGM)
Red Rock Resources (LON:RRR)
RUG (Canada)
Senior (LON:SNR)
Telecom Plus (LON:TEP)
UEC (Amex)
Vatukoula Gold Mines (LON:VGM)
Weatherly International (LON:WTI)
Zanaga Iron Ore (LON:ZIOC)
And my Nap selection for 2011 is:
£GCL
Kryso Resources (LON:KYS)
Senior (LON:SNR)
Weatherly International (LON:WTI)
I will update as often as I can and may I wish everyone a very healthy, happy and prosperous 2011.
edit: I left AMS and BEM off the list.
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.
Andor Technology plc is a United Kingdom-based company engaged in the development and manufacture of scientific digital cameras for academic, industrial and government applications. The Company operates in three segments: research, microscopy systems and original equipment manufacturing (OEM). Research is engaged in sales of cameras and associated products to academia and government-funded research institutes. Andor’s Microscopy Systems business provides high-end imaging solutions that are of primary interest to life sciences research institutes. Andor offers Electron Multiplying charge-coupled device (CCD) (EMCCD), scientific CMOS (sCMOS) and CCD imaging detectors. OEM includes sales of cameras and associated products to instrumentation manufacturers. The Company’s subsidiaries include Bitplane AG and Bitplane Inc. During the fiscal year ended September 30, 2011, the Company launched iXon3. more »
Zanaga Iron Ore Company Limited is a United Kingdom-based holding company. The Company is focused on managing, developing and constructing iron ore project capable of mining, processing, transporting and exporting 45 metric tons per annum of iron ore concentrate from the Republic of Congo. It owns two exploration licenses for iron ore in the Lekoumou District, in the south west of the Republic of Congo; the Zanaga Madzoumou exploration license (500 square kilometers in area), and the Zanaga-Bambama exploration license (500 square kilometers in area). The Zanaga License Area is approximately 250 kilometers north-west of the capital Brazzaville and approximately 300 kilometers north-east of Pointe Noire. As of June 30, 2010, the Company had a joint ore reserves committee (JORC) compliant indicated and inferred mineral resource of 3.34 billion tons at an average grade of 32.75% of iron. The Zanaga Project is located in the Lekoumou District, in the south west of the Republic of Congo. more »
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Regency Mines are presenting in London on the 13th January! Regency Mines (LON:RGM)
Full details - http://www.proactiveinvestors.co.uk/register/event_details/98
These events take place in mayfair, in a superb location, and offer the opportunity to meet the CEo's, and other investors, in a friendly and informal atmosphere!
All are welcome, and all events are FREE to attend.
http://www.investegate.co.uk/Article.aspx?id=201101100700061438Z
VGM operational update. Market doesn't like it. Stock down 8.9%(19p) to 193
Seems production levels achieved well short of what was anticipated, and due to accouting changes, costs per ounce surged to close to $1100/ounce(According to Advfn poster- only glances at the link myself)
Now down 18%,some 37p odd (:
Fangorn - both good and bad in today's Vatukoula Gold Mines (LON:VGM) update but I was out on the bell at 202. There's little in there to keep the price up and if we get the toxic (for VGM) cocktail of falling gold and rising oil then profits could disappear completely. Time for me to step aside. I bought at below 1p in old money, so it's been a great hold for me.
That bad news was overshadowed by the terrific rise in CAR and the positive update from DIA.
In reply to flyingswan, post #1
Thursday is ridiculous. Minsouth, Proactive & Free City Seminars all in competition. I would cheerfully knock heads together if I thought it would do any good.
I took today's drop in VGM as a top up signal.
Bought some more at 179.5 & 180.5p. VGM went to 186p shortly after but has now dropped to below 180p. Time will tell though. I'm optimistic that the share price will be back round the 210-220p level in three months. Also WH Ireland have commented favourably on the VGM news and re-iterated a BUY rating and their 224p target price.
In reply to p3dr036, post #6
p3 - yes, time will tell but with Weatherly International (LON:WTI) going into production this year and the price of copper more likely to rise than fall, I can see better places for my money than Vatukoula Gold Mines (LON:VGM) and if others feel same then the price may rise much from here until the next update.
Kryso Resources (LON:KYS) is my only single gold stock left now.
Susan - I think VGM is an excellent share to hold. I bought VGM originally in December last year at 75p [= 1.5p pre-consolidation]. So I have enjoyed an excellent run. Having topped up on the 10th Jan I bought some more on the 19th @164p. They are very much undervalued. As are Red Rock [RRR]!
In reply to p3dr036, post #8
I was in at just below 1p pre-consolidation so very happy with my investment. I have some concerns over the recent announcement but rather than carp on about it I shall drag myself off to Free City Seminars in Feb and speak to Dave Paxton directly.