UK Stockmarket 2009 and beyond

bobbyj_2

Nickel finished the weak at $10:71 a lb cloudy, not sure what is going on but expect a chart breakout in TMC next week. Looks hugely undervalued now woth Nickel sat at this price. Looks like Nickel the new copper for now!

sabretoothtigger

Need to look at nickel chart really, will it be on kitco



Some options activity indicating people hedging against further rises?




I looked at Microsoft, they are 10% of that fund I got. Its an obvious fall waiting to happen going on trends back to 2007
(10% fall in Jan was no mistake, and its come due again for similar now) I think maybe it could be more positive then expected.

Im not sure about a breakout exactly, 260bn large - surely that requires international investment and consensus for any momentum

So Im not surprised by call options on that one I guess



Cramer’s Top 10 Natural Gas Stocks slideshow

http://www.cnbc.com/id/33509810/Cramer_s_Top_10_Natural_Gas_Stocks?slide=2


options on ngas stocks - http://www.aqumin.com/Blog.html

Today we discuss the future of natural gas and how to own natural gas stocks with less risk

http://www.youtube.com/watch?v=zksS01f_ji4


Also check out IID with 10% yield and it contains RGNC BP etc (ex div 1st april monthly)

cloud_dog

bobbyj wrote: »

Nickel finished the weak at $10:71 a lb cloudy, not sure what is going on but expect a chart breakout in TMC next week. Looks hugely undervalued now woth Nickel sat at this price. Looks like Nickel the new copper for now!

As mentioned previously Ni looks to be in short supply this year but longer term I don't think it will be that spetacular.

Having said that I don't beliive there is a specific link between Ni and the recent rise in TMC. TMC are rising on their own merrits and hopefully their SP will reflect its true value over the next 12 months (hopefully a lot less).

bobbyj_2

look at Nickel price cloudy! gone to $11 a lb overnight, TMC should be a stormer this week. How high is Nickel going to go in such a short space of time??

sabretoothtigger

Base metals are up so much that a usa nickel is now worth about 20% more then it should be

I was just flicking through the charts, a rough look and it seems there could be resistance to rises above $11 nickel.
SLX also at top of its price range for now perhaps, just general opinions not sure on this one company

BLT also at the top of its very positive trend and near a previous top. I wonder if it could fall back and be a nicer buy then now
Also POG I would hesitate to buy here for similar reasons though its just maybes thats my bigger picture view of the odds


I was looking for shares that look cheap, all I could see was maybe LCG which appears to have had alot of bad news but I think that its one looking into.
Was looking because I spotted mr burns is long on it. 10m profit, no debt and 50m market cap 9 p/e
Would make a good replacement for IGG which I took profits on



Also this dude done a good chart here I think. It would make sense if this were the case



http://twitter.com/Alaidi





Longer time frame takes precedent but we have clashing of the waves here, volatility maybe

http://img188.imageshack.us/img188/2379/spotnickel5ylarge.gif
http://img263.imageshack.us/img263/4832/spotnickel6mlarge.gif

cloud_dog

bobbyj wrote: »

look at Nickel price cloudy! gone to $11 a lb overnight, TMC should be a stormer this week. How high is Nickel going to go in such a short space of time??

Well, there she goes again..... playing with the 40/41p level. Hopefully it will hold today which means with news in the immediate future (as we expect) it could burst through the 44p recent high.

ses6jwg

'POP' goes the Falklands oil E&P bubble.

tonygee_3

They do say a Mine/Well is a Hole in the ground with a bunch of Rampers on top(until proven otherwise)Lots of these shareprices have already factored in proven reserves AND a global recovery
Hope no one on here caught out

sabretoothtigger

LONDON, March 29 (Reuters) - Desire Petroleum Plc:

LIZ 14/19-1 WELL, IN THE NORTH FALKLAND BASIN, HAS REACHED A DEPTH OF 3570 metres
LOGGING OPERATIONS SHOW OIL MAY BE PRESENT IN THIN INTERVALS BUT THAT reservoir quality is poor
UNTIL LOGGING IS COMPLETE WILL NOT BE POSSIBLE TO DETERMINE SIGNIFICANCE OF hydrocarbons encountered

Desire is down like 50% because they found oil but of really poor quality. Not sure if thats to mean thats all there is or its just one drill result, if so it might be overplayed

HDY for example fell badly because one patch of drilling ended with no oil but they have a license for much more plus ongoing business.
[ *chart for hdy is looking like the price will breakdown* ]

I think the price after these kinds of deflation is the real price, the rest is like an ebay bidding war.
People end up paying more for 2nd hand goods then it costs new sometimes, everyone wants to 'win'



Is this why AGK is set to more then double . Mr burns expecting agk to rise another 20% apparently -
http://www.citywire.co.uk/partners/redirector.aspx?contentid=390117&deliverytargetcode=Personal__News__Money_Property_and_Tax&re=8942&ea=249194


Never underestimate a weak pound to help international companies I guess. Even ERE has risen back, an indian infrastructure trust - the Rupee is at all time highs apparently it just keeps on going up

ses6jwg

Keeping an eye on Rockhopper, they are drilling after Desire with 100% working interest, in a location where Shell encountered "good oil shows" in 1998.

With a market cap of 90m and 70m raised in 2009, might be "worth a punt" as they say.

They only have a 7.5% interest in "Liz", so drop may be overdone... we shall see.