Stockopedia | Share Prices, Share News and Company Research

Hightlights from my Portfolio 10/01/2011

Monday, Jan 10 2011 by
1


Sorry for absence, a couple of sick days.

Arian Silver Corp (LON:AGQ) was bought.  It's difficult to buy a share after it has risen so far but the future looks, well, silver....assuming all goes to plan.   if my timing is off or silver starts to fall then I will be out sharpish, I just wonder how I managed to miss it in the first place.

Alterian (LON:ALN) coming up for statement, hopefully it will be good.

Andor Technology (LON:AND) up nicely from start of year

Carclo (LON:CAR) up nicely today after a write-up in the FT over the weekend. The technology is only just being recognised by the market. A re-rating was overdue.

Cairn Energy (LON:CNE) going nicely as it lines up drilling and finance for this year.

Diamondcorp (LON:DCP) up strongly as the market digests what good samples from Lace mine could mean for the price.

Dialight (LON:DIA) up nicely as it reports things are going very well.

Intandem Films (LON:IFM) up nicely on announcements that it will be working on Catweazle.

Impax Asset Management Group (LON:IPX) seems to be going well.

Kryso Resources (LON:KYS) confirm they have approved the BFS and now we have 3 months (from December 8th) to raise the money for the mine.

£Lee was bought and sold for a loss. The update was not good enough and unpredictalble (rising) commodity prices are not good for the price.

Matchtech Group (LON:MTEC) was added as a play on...er...employment recovery. Nice chart, I will be out sharpish if wrong.

Nautilus Minerals Inc (LON:NUS) started to fall and was sold for a perfectly nice profit.

Ocean Wilsons Hldgs (LON:OCN) rises nicely; a nice way to play Brazil.

Regency Mines (LON:RGM) has been weak but I only have a few so have held.

Red Rock Resources (LON:Ras sold for a small loss. I never seem to time that one right so I have come up with a plan B (see SVE).

Regency Mines (LON:RGM) - was sold for a small loss (see SVE).

Royal Dutch Shell B (LON:RDSB) was bought for rising oil price + good dividend.

Senior (LON:SNR) rises nicely as global production improves.

Starvest (LON:SVE) is an investment trust investing in some of the AIM shares that I like to try and hold but usually end up trading. I have bought an initial small position.

UEC (Amex) was sold for a loss into weakness. I hold via GCL.

Vatukoula Gold Mines (LON:VGM) came up with an operations statement that didn't work for me and I sold on the bell at just over £2. It can be argued both ways but while people are arguing I'm happy to sit it out.

Weatherly International (LON:WTI) was sold on Friday due to a very lazy limit order I had failed to cancel. I bought half back today. Nothing like a good cock-up eh"!

Zanaga Iron Ore (LON:ZIOC) rises nicel




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.


Do you like this Post?
Yes
No
1 thumb up
0 thumbs down
Share this post with friends



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 »

Share Price (AIM)
370p
Change
8.3  2.3%
P/E (fwd)
13.0
Yield (fwd)
1.0
Mkt Cap (£m)
114.3

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 »

Share Price (Full)
367.4p
Change
4.3  1.2%
P/E (fwd)
32.3
Yield (fwd)
0.8
Mkt Cap (£m)
234.8



  Is Alterian fundamentally strong or weak? Find out More »


What's your view on this thread? to Comment Now

 
 
You are feeling neutral

Use the £ sign in front of a ticker to turn £VOD into Vodafone PLC

You can track all @StockoChat comments via Twitter