UK Stockmarket 2009 and beyond

turbobob

kittie wrote: »

ash could be spewing out for months and is likely to be a massive negative trigger

Who can tell? As I understand it, it depends on how violently it's spewing. How high the ash is thrown into the atmosphere determines how far it travels and this determines the knock on effects on flights etc. Less powerful eruptions would be unlikely to have any great effect outside of the local region I would imagine. It's not like volcanic eruptions are uncommon in the world as a whole. For example Mt. Etna has erupted several times over the last few years.

It could get worse though as another volcano in the region (Katla) is potentially a lot bigger.

sabretoothtigger

Ash in the atomosphere. Ive not seen coverage but obviously its hard to predict natural events and/or chaos theory.
Big negative but I think its mostly a tourism factor as industry has other means

ETFX Daxglobal Coal Mining ETF

The currencies are what confuse all this I think.

Coal etf had a range of 20% from feb to april which is quite alot for a fund I think. Even more so is the 70% since July
Maybe your more used to small cap companies and all these are blue chips, a bit like rdsb moves like a supertanker

http://www.google.co.uk/finance?q=coal&oe=utf-8&rls=org.mozilla:en-GB:official&client=firefox-a&um=1&ie=UTF-8&sa=N&hl=en&tab=we


Thats a new ETF and I dont have coal listed as a traded commodity on my platform so no data for it. I expect it varys alot by region and type of coal. If you give a symbol for what you are looking at Digger it'd help

CZA http://img689.imageshack.us/img689/2425/img12716674191377756664.gif



BG group looks like it might rise http://img21.imageshack.us/img21/4237/img12716680367147806214.gif


gas n coal http://www.telegraph.co.uk/finance/markets/questor/5699852/BG-Group-strategically-diversifies-into-shale-gas.html

bobbyj_2

LKI mentioned on III as trading well below NAV also comment on other boards they may do very well out of current problems re logistics of food. Currently 8.25p down from nearly 100p. May have a tickle here.

cloud_dog

sabretoothtigger wrote: »

http://img689.imageshack.us/img689/2425/img12716674191377756664.gif

Digger, a recent update on the coal front worth reading. I think the coal prices rises have been driven recently (like most resources) by the shut down in mines due the CC and the ongoing stimulous in China. It has subsequantly been affected by a number of supply chain issues (primarilly in Australia). And thirdly, I believe the ongoing demand from China but now also India will maintain (or even increase) the demand going forward. You need to understand that India was not a large coal importer until very recently and it looks as though it will continue to expand its needs.

On the agriculture front, one ot hte easy ways to get exposure is to buy in to Potash. Whilst it is abundant and can be easy to mine it nonetheless a critical resource in the farming world. This article gives you a bit of insight in to the main players and demand.

I've been monitoring Sunkar Resources (SKR) as exposure to potash but I need to review the companies fundamentals further as financing or meeting their licence agremeents may be weighing on the SP.

sabretoothtigger

The way the share jumps up like that is pretty amazing. It might just be set to do something similar again soon so dont take too long to decide on it

They must have quite a story behind them, tiny market cap explains some of it.

Sunkar Resources , the Kazakh phosphorite company, rallied sharply yesterday on confirmation that an overhang had been cleared.

The group said it had been informed by the administrators to Lehman Brothers that their holding of 7.7m shares had been placed in the market. Sunkar's shares rose 16 per cent to 30¾p.

short term dilution ?.
Hows their debt ratio





short term wheat - http://img63.imageshack.us/img63/7416/img12716737297963375215.gif

bobbyj_2

a few talking about BEM being a possible multibagger sabre. I don't hold as holding enough AIM but on the watchlist when cash becomes available. Huge Iron ore reserves apparently.

bobbyj_2

that LKI starting a move north need to research this more in depth.

cloud_dog

sabretoothtigger wrote: »

The way the share jumps up like that is pretty amazing. It might just be set to do something similar again soon so dont take too long to decide on it

They must have quite a story behind them, tiny market cap explains some of it.
short term dilution ?.
Hows their debt ratio

There's a post on iii from gregory12 with an analysts update (GMP?). I've not spent any time reviewing or validating but they have a risked SP of 65p (current 22p), and a de-risked on up near 400p.

Lots of 'ifs' and 'buts' between these two.

Part of the reason for the recent SP decline is that the company informed the market that they would not be in a position to produce until September this year. Not only is this a delay but they also need to get their license re-agreed (I think they were supposed to be producing in June(sih) this year).

sabretoothtigger

bobbyj wrote: »

a few talking about BEM being a possible multibagger sabre. I don't hold as holding enough AIM but on the watchlist when cash becomes available. Huge Iron ore reserves apparently.

Beowulf Mining (BEM) announced that it had agreed to placement of 40,000,000 new ordinary shares of 1p each in the Company at a placing price of 2.5p per ordinary share to raise £1,000,000 before expenses. The net proceeds from the Placing will be used to finance the commencement of a planned drilling campaign at the Company’s two major iron ore projects (Ruoutevare and Kallak), the assessment of potential opportunities for commercial expansion and general working capital purposes.

Tiny little company, smaller then fred goodwins bar tab. Trebled their shares issued in five years. Hard to judge exploratory business, it looks good in your opinion?
If they had actual claim they surely already reflect the value, I guess they will need further funding once discoveries are made

http://www.digitallook.com/news/rns/3389638-107031/BEM-Ballek_JV_Partner_earns_50_of_project.html?ac=211409

Currently doing this via OIECs / UTs (Sarasin Agrisar, Baring Global Agri, and CF Argri).

Which funds do people have if any ? I signed up to sarasin as it seemed pretty actively managed

[Deleted User]

I can`t ever see me being content to just sit on the sidelines for long, so am in again today. Pleased to have re-bought oils and also various other stocks that I have held and sold, more shares for what I got previously after all costs. Sharescope and sippdeal make it easy.

The only tiddler I have now is one I bought today ANGM and that is my gambling stock. 61.5k left to spend but not today

I forgot to say that I bottom fished BAY too

UKX *** bear trap, bear trap ***** well it was

I bought a bank. BARC. Golden cross