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What's your ISA Aim share favourite for 2011?

Wednesday, Jan 12 2011 by
6

I'm hoping this thread may become a good place for everyone to post their ideas for ISA Aim shares.

If you suggest one (or more), please say why you like it and what research you've found.
There are lists elsewhere of what is ISA'able, so please just suggest the ones you like.

 

Updated list of those mentioned below:

Arian Silver Corp (LON:AGQ)

Nyota Minerals (LON:NYO)

Medusa Mining (LON:MML)

Orosur Mining (LON:OMI)

Emed Mining Public (LON:EMED)

 Special Offer: Invest like Buffett, Slater and Greenblatt. Click here for details »

Olympus Pacific [TSX:OYM]

Allied Gold (LON:AGLD)

Polo Resources (LON:POL)

Metminco (LON:MNC)

Awaiting cross-listing Vatukoula Gold Mines (LON:VGM)

 


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Arian Silver Corporation is a silver exploration, development and production company operating in silver-bearing districts, Zacatecas State, Mexico. Arian's key project is the San Jose property which lies 55 kilometers to the southeast of Zacatecas City and covers 11 mining concessions totaling approximately 6,300 hectares. The Company focuses on both developing its resource at San Jose and exploring new opportunities. As of December 31, 2011, the Company owned 32 mineral concessions in Mexico totaling approximately 8,038 hectares. It owns 100% of the Calicanto Project, which consists of seven mining concessions totaling approximately 75.5 hectares, namely Calicanto, Vicochea I, Vicochea II, Misie 1 and Misie 2, and Missie 1 and Missie 2 properties. Others projects consist of 14 concessions totaling approximately 1, 683.4 hectares. In February 2011, Geologix Explorations, Inc. (Geologix) exercised the option granted to it by the Company, and acquired 100% of the Tepal property. more »

Share Price (AIM)
4.25p
Change
-0.9  -17.1%
P/E (fwd)
9.3
Yield (fwd)
n/a
Mkt Cap (£m)
13.3

Nyota Minerals Limited is an Australian- based gold exploration and development Company, engaged in the mineral exploration and evaluation in Ethiopia, East Africa. The Company’s business segments include corporate, Ethiopia and Africa. The Company is focused on the development of Tulu Kapi, its flagship project (Project) and the exploration of its licence area also in Western Ethiopia. The Company holds six Exploration Licences covering an area of approximately 3,400 square kilometers (km2) within Ethiopia, on the Arabian Nubian Shield. Four of the Exploration Licences are located over and around the Tulu Kapi deposit: Tulu Kapi, Yubdo, Billa Gulliso and Ankore (totaling 290 km2). The other two Exploration Licences: Brantham and Towchester (totaling 3,147 km2) are located approximately 100 kilometers north of Tulu Kapi (the Northern Blocks) and cover four distinct parcels of land. more »

Share Price (AIM)
0.875p
Change
-0.0  -0.6%
P/E (fwd)
n/a
Yield (fwd)
n/a
Mkt Cap (£m)
5.7

Medusa Mining Limited is primarily engaged in mineral exploration, evaluation, development and mining/production of gold. The Company operates in three segments: Mine, Exploration and Other. As of June 30, 2012, the Company’s operational mine was the Co-O mine, which is a rail or tracked mine utilizing battery driven electric locomotives and 1.2 to 1.5 ton mine cars. The Company’s projects include Co-O Mine, Co-O, Usa porphyry copper- gold target, Saugon, Anoling, Apical, Corplex, Sursur project and Lingig copper prospect. During the fiscal year ended June 30, 2012, the Company produced 60,595 ounces of gold. As of June 30, 2011, its Co-O Mine reserves stood at 568,000 ounces contained in 1,820,000 tons at 9.7 grams per ton gold. The Company’s Tambis Project consists of the Bananghilig and Kamarangan prospects. more »

Share Price ()
151p
Change
-7.5  -4.7%
P/E (fwd)
2.4
Yield (fwd)
n/a
Mkt Cap (£m)
285.2



  Is Arian Silver fundamentally strong or weak? Find out More »


30 Posts on this Thread show/hide all

p3dr036 20th Jan '11 11 of 30
1

It's been an interesting few days for VGM holders! The share price has been yo-yoing in the 160p - 180p range following the last update which was issued on 10th January, which was poorly received by some shareholders. At the time of the announcement the share price was around 210p

In my view the selling was very much over done and on 10th January, I bought more shares at 179.5/180p. This was on the original drop from circa 210p. But yesterday, the share price fell below 165p and I took the opportunity to buy a few more at 164p.

The shares are now at 175/176p.

In my view, are likely to rise above the 200p level again once all those sellers who were unhappy with the announcement have exited.

p3dr036

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snickers 26th Jan '11 12 of 30

And then what if all those kids play a top E at the same time?? Could be pretty serious..

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zangdook 28th Jan '11 13 of 30
1

MML is main market, not AIM.

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p3dr036 28th Jan '11 14 of 30

I'm fully aware of that! See my 13th Jan post above

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zangdook 29th Jan '11 15 of 30

I'm puzzled by your response, Peter;

-this board is for AIM ISA shares, which MML is not; you may be aware of that but others may not be. Either way, it doesn't belong here;

-you have two posts dated Jan 13; no 4 refers to MML as one of your "AIM/ISA favourites" and gives no indication that it is not an AIM stock at all; no 8 doesn't mention it but only discusses VGM.

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Fangorn 29th Jan '11 16 of 30

P3dr036 clearly states AIM/ISA favourites. ie Either AIM or ISA , whichever is appropriate for the stock he subsequently lists. If you can't differentiate whether a stock he has mentioned is in the AIM or the ISA category then that's your problem, not his.

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p3dr036 4th Feb '11 17 of 30

Thanks for your support, Fanghorn. I shall always wear it!

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Fangorn 4th Feb '11 18 of 30
1

I can't believe there are posters who have no interest in adding anything constructive, merely commenting to be deliberately disruptive or pedantic. 

What ever happened to giving someone leeway for a typo or for writing something open to pedantic misinterpretation - focus on the subject matter, not point scoring or obtuseness imv.  We are here to make money from our investments, to share our thoughts and deliberations on what to invest in.

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p3dr036 4th Feb '11 19 of 30
1

True - but at least the vast majority of posters on this site are posting in a friendly & helpful manner. There is little, if any. of the vituperation that one sees all too often on other sites. Zangdook was probably just having a "bad" day.

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Fangorn 4th Feb '11 20 of 30
1

Sheeeesh I hope so.

Advfn is a shocker for over the top vituperative comments that's for sure. On par, imv, with the ridiculous belief that anyone who posts contrary to the boards perceived wisdom is either a ramper or deramper..I know there are some real charlatans out there who make money off such behaviour but for god's sake, I do wish people wouldn;t assume everyone who doesn't agree with them has a hidden agenda all the time.

On a lighter note, the acceptance of mining minnows into an ISa seems fairly arbitrary to me

AGQ, RMM and DCP: YES

WTI, Bao, RRR, RGM: NO

According to the advfn "Thor" board it is ISABLE but both HL and TDW say no it isn't..

Wish they'd make life easier and allow one to put any stock in, within the contributory limits.It is, after all, a risk borne solely by the holder. There is no route to making a ridiculous legal claim if it goes wrong. No advice has been taken.

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Flank 4th Feb '11 21 of 30
1

In reply to Fangorn, post #20

I bought Thor in an ISA with iii a few of weeks ago in an online trade.

I didn't keep it actually, I sold it just as it dropped like a stone, making a healthy £3.50 profit after trading charges.
I reinvested that outside my ISA in a pint of Budvar.
That's the closest I can get to buying shares in Budvar, as it's publicly owned in CZ (really, it is).

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Topnova 5th Feb '11 22 of 30

My favourites in order are African Aura, Creat, Oilex, Orosur, Ceramic Fuel Cells, Wasabi, Ithaca, Medusa, Nautilus, Noventa, Forte and finally Arian. I still hold all of these and have taken good profits on African Aura, Orosur, Medusa and Ceramic Fuel but still like them for the medium to longer term my favourite short term is Creat pending the listing of Galaxy in HK.

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Fangorn 5th Feb '11 23 of 30

In reply to Flank, post #21

Hi Flank,

Which provider did you buy Thor in an ISA with? Presumably I will need to speak to someone at TDW to get this sorted?

Hahah Budvar. I know it well.A nice cheeky beer at the price. Czech brewery that is correct. Alot of people used to think it was linked to Budweiser

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p3dr036 7th Feb '11 24 of 30
1

Fangorn - Regarding AIM shares into ISAs,

"Yes" the decisions made by the ISA providers can be arbitrary. But the HMRC website itself is quite clear on the subject. If an AIM share is listed onto a "recognised" overseas exchange then it IS ISA-able. However some ISA providers make different decisions over which share is and what is not allowable.

A recent example of this was Emed Mining (LON:EMED). When it listed on the TSX, I contacted my ISA-provider [Selftrade] who agreed immediately to arrange a Bed & ISA. However other shareholders reported, on the EMED ADVFN thread, that they had to argue the toss with their ISA providers and in one case [I think it was TDW - but may be wrong], they even had to get EMED's NOMAD into the act before the provider would agree! Eventually it got sorted.

Future AIM candidates for inclusion in the ISAs my wife and I have are VGM and RRR.

Vatukoula Gold Mines (LON:VGM) have indicated that they expect to list on the TSX in a couple of months. This will be good news especially after 5th April as our shares can go into our 2011/12 ISAs.

Red Rock Resources (LON:RRR) - I hope that they will list on either the ASX or the TSX later on this year. I am not concerned about waiting as they are a long term hold for me.

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Fangorn 7th Feb '11 25 of 30

Hi P3,

Yes I was somewhat disappointed to see that Both RRR and RGM are not ISA eligible at the moment. Nor are the likes of WTI, Xtr, Bao, BPC, or Amerisur. Yet imagine my surprise when i found DCP was!

Was looking for somewhere exciting to deposit my Northern Foods proceeds - skipping the divi paying stocks for some mining minnows. Settled on AGQ last week(another top up!), and some RMM first thing this morning. Ideally I'd like to squeeze some RRR in when it dual lists..:)

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p3dr036 7th Feb '11 26 of 30
2

In my view, Medusa has to be a one of the most attractive choices to "tuck-away" any long term funds into an ISA.
My reasons are:
Positives:

1. One of the lowest cost gold producers in the market. I don't know of one with a lower production cost!
2 Currently producing at near to an annual rate of 100,000 ozs gold each year at a cost of around US180-190 per oz! This is from their narrow vein underground Co-O Mine on Mindanao Island in the Philippines. They sell their production direct to market in Hong Kong and they do not hedge.
3. Has a number of short to medium term projects in addition to their producing Co-O Mine.
4. Has sufficient cash flow to fund the further development at the Co- O AND their other nearby projects.
5. Paid a maiden dividend last November and I expect them to continue to pay dividends..

Negatives: [I couldn't really find any!]

1, The share price has been in the 400-480p since November 2011, having doubled from 220p earlier in the year/.
2. I see the share moving on further in the coming year - perhaps to 500-550p. But this is no longer a share with which one could perhaps look to double or treble. Those days are over I think [I bought originally at 80.5p!]

So any spare funds could well find a home here!

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Flank 8th Feb '11 27 of 30

Hi Farngorn,

I had them in an ISA through Interactive Investor, which I think is through Halifax.

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Shocker 28th Mar '11 28 of 30
1

Peeps, what about Anglo Pacfic? I know they're not on AIM, but they do look like a tasty value play on mining, although 70% concentrated in Queensland at present... they are ISAable... any thoughts?

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cazychicken 25th Aug '11 29 of 30
3

Metinco Ferrum Cresant and Horizonte minerals are my 1s

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cazychicken 25th Aug '11 30 of 30
3

Horizonte Minerals PLC (HZM.L) Shares279.6m Mkt Cap 39.5m Share price 14p
Teck Resources own a huge chunk of this company
Horizonte operates in partnership with Anglo Gold Ashanti currently drilling, AGA generally doesnt get involved unless theres at least 2miillon ozs
Teck had a use or lose licence that went to horizonte
Currently drilling to increase JORC from about 75MT TO 100MT of Nickel

FERRUM CRESCENT FCR.L Shares298.7m Mkt Cap 30.3m Share price
A sweet little exploration target of upto 1000MT of iron.

Metminco Ltd (MNC.L) Shares1,462.6m Mkt Cap 188.4m Share price 12.88p

DYOR they look good to me, well till Feb-March anyway before we start the greece thing again



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