UK Stockmarket 2009 and beyond

LULULU1

Hi All,

Currently hold the following aim shares which could go to the ceiling or drop off the cliff. All high risk but potentially winners. Certainly worth looking at but as I mentioned high risk. DYOR. Good luck everybody.

GKP
MXP
RRL
CAZA
XEL

JonnyBravo

LULULU1 wrote: »

Hi All,

Currently hold the following aim shares which could go to the ceiling or drop off the cliff. All high risk but potentially winners. Certainly worth looking at but as I mentioned high risk. DYOR. Good luck everybody.

GKP
MXP
RRL
CAZA
XEL

High risk? You're not kidding. I bet you're down quite a bit on recent trading?

Pocketsaver

Anyone invested/ heard of REM (Rare Earth Minerals)? I've done some research into them and they seem like a fairly good investment to go with. It looks like they're onto a fairly significant find.

sabretoothtigger

I heard of them, thought it was a scam. Rare earths arent rare, I'd rather stick to normal boring stuff like copper its less 'trendy'

Rare Earth Minerals Plc, formerly Zest Group plc, is a United Kingdom-based company. The Company, along with its subsidiaries, is principally engaged in music recording

http://www.google.com/finance?q=LON%3AREM



Theres a gloomy article here with alot of graphs showing population growth and commodity prices over the last 100 years



http://www.businessinsider.com/jeremy-grantham-commodity-prices-2011-6?op=1


The main thing I take away is events occurring now have never happened before not just in our lives but in our parents and grandparents lives.
I dont think commodity prices are a one off price mistake

I take these facts as optimistic, for example this one helps back up the case for reopening the Rio Tinto mine like EMED is doing.
Not just a risky fluke type venture




SKR went up 17% the other day, its come back but still Im thinking of increasing my holding slightly. They can still screw up but theres a solid case for their product:




Why are big tech companies so cheap ? Everything has risk but still..

due to weakness in the government and consumer businesses, but we do believe this will turn around. Cisco does have a stellar balance sheet, and the company generates a lot of free cash. So right now we have a stock that's selling at about $15 a share, has about $4.75 of net cash on its balance sheet. Essentially we're buying the underlying router business for a little over $11, which is eight times current earnings and maybe seven times future earnings - very, very cheap.
We are very comfortable buying this stock today. And while it may take a little while, we believe the value will be unlocked and the company's stock price will move up substantially.

http://www.stumbleupon.com/su/8mf5ns/www.twst.com/yagoo/fattibene3.html


The market has lots of value still ? Presuming sales dont collapse, a PE of 8 is reflecting alot of negativity but world GDP is positive and obviously the internet is very much a growth industry

worldtraveller

There seems to have been little mention in the mainstream media over the past few weeks of the general drift south in equities. Major markets are down between about 6-10% since their highs in April.

FTSE-100 -6%
S&P -7%
DOW -7%
NAS -9%
HANG SENG -10%

Maybe just for that very reason. It hasn't been a sudden fall, but a general drift down.

It'll be interesting to see if this is just a correction (7-10%), or something more substantial. IMHO, it's more likely to be the latter, but time will only tell of course. It does seem though that the markets are now taking bad news much more on board now, rather than just shrugging it off, as in the recent past.

On the commodities front, I'm happy that I largely cashed out back in February, but I'm wondering now when to dip back in. My major holding was in First State Global Resources, which is now down around 10% since then, but gains in the past year or so were around 45%. My guess is I'll wait it out a bit more yet.

StevieJ

Yes, Ithink I prefer those sudden 10% drops, there is always a feeling that they will bounce back, this is much more depressing.

RobStaffs

Dont panic everyone.Its gone up 40 in the last hour:T

chris_m

What has, and where were you looking?
I only ask because MoneyExtra obviously had a glitch earlier, they showed a largish gain on BT shares - but they had the bid price higher than the offer one, summat wrong there ;-)

cloud_dog

sabretoothtigger wrote: »

SKR went up 17% the other day, its come back but still Im thinking of increasing my holding slightly. They can still screw up but theres a solid case for their product:

STT, have monitored SKR for ages now, thought I'd missed the boat but am considering dipping a toe.

Am quite nervous about the markets atm although I have taken the recent drop across the board as an opportunity add/invest some of my SIPP cash.

sabretoothtigger

Yes its still a valid trade I think. I bought some more and its still going down.

However I notice my agriculture fund is also down quite a bit, losing its Russian crop failure highs. Russia is of course a local market to Sunkar

They have the possibility to issue another 25% of the share base for funding, so if investing take that kind of downside into consideration at least. I think it'll be similar to last year and act badly at this level, down alot up a bit and then down again.

Any big rise relies on them securing production properly which was delayed hence the reversal in price


EMED is at 10p and CAD at 40p Seems a good price to me
Also looking at WS Atkins

Big markets - volatility to keep rising. The news in waiting supports much bigger moves then we've have had.
My general aim is to reduce any leveraged position I have, Ive sold LCTY to keep mining stocks. Lose the weaker stuff keep the big well capitalised companies in preference if possible

If western currency is weak, global company share prices should continue up especially if asian currencies continue to be stronger