Your Top share for 2011

cashbackproblems

lvader wrote: »

What is the RBS share dilution compared to Barclays?

many multiples!!!!

sabretoothtigger

I put my choices here: http://stockchallenge.co.uk/challenge.php?challenge=2011
So far Im 71st

EMED
18.50
51.02%	
RBS
42.61
4.80%	
LCG
105.00
1.94%	
RRL
8.20
-7.87%	
SOLG
30.50
-12.86%

thriftychap_2

WOW, great response. 2 things.....

No suprise people are backing the energy sector (oil prices going up)

I am suprised people are looking at RBS. They have to pay back huge debts to the government which i believe when they buy back these shares will see the share price drop and offer and dont look like offering any kind of dividend in the near future. It may be worth a punt if your looking at 5 years plus. (These are purely my opinions)

Interesting no one has BAE.........this one I invested in on an accumalitive basis so in terms of growth not one to mention IMO. But long term i believe a good one.

To give you some idea of my begginer position, i have a portfolio of £1438 (includes fee's) which is now worth ......let me refrsh my portfolio......the grand sum of £1477 lol! dont think ill be retiring anytime soon!! lol

ChrisEvanson

Re RBS the shares will be bought back as profits improve, although how long this will be is indeed a guessing game. Analysts, while not always right either, are suggesting a return to divi in 2012. A lot depends also on the state of the economy. If Barc was at £1.50 I'd agree but at £3.00 I don't see a return much beyond 25% in the next 12-18 months. RBS is on the way out of the long grass. Yes at this moment in time Barc is fitter, but we are talking potential growth here and Barc has gone from 50p-£3 since the 2009 crash. It ain't going to treble, RBS has the potential for that long term but yes we are probably talking 2013. I don't see it being 5 years but again it's just opinion which is no more or less valid than anyone elses.

JonnyBravo

EMED, EMED, and EMED

mystic_trev

CINE - Cineworld

QED - Quintain Estates and Developments

mr_fishbulb

I'm going to be boring and say It all depends what you want from a share.

If you want the potential to double or treble your money, then you go for a high risk one like a junior oil or gold mining company. However this can also lead to a loss of all your money.

If you want it for dividends then go for a utility company, but you won't get much capital growth.

thriftychap wrote: »

To give you some idea of my begginer position, i have a portfolio of £1438 (includes fee's) which is now worth ......let me refrsh my portfolio......the grand sum of £1477 lol! dont think ill be retiring anytime soon!! lol

Are you buying individual shares with that, or funds? £1000 is generally considered the bare minimum needed to invest in a single company because of the fees associated with buying and selling. For instance, how much would it cost in fees to sell your £1477 worth of holdings?

My advice (boring again) is to start off with some funds and when your portfolio grows to a level where you can comfortably take £1000 out, then look at putting that in a single company. During the early time in funds you will learn more about the markets, investment cycles, and in the words of Jacobim Mugatu what's "hot right now".

If I had to pick a share, I might have a pop with SPG but watch it very carefully.

Jonbvn

JonnyBravo wrote: »

EMED, EMED, and EMED

Care to explain? I am a holder BTW.

Jackop

Id say SXX for longer term. I think they are going to be huge by 2012. Seen a decent bit of movement yesterday in anticipation of drill results. But thats the tip of the iceberg IMO


But just for 2011 i would agree with RRL, that gets my vote.

JonnyBravo

Jonbvn wrote: »

Care to explain? I am a holder BTW.

What do you want to know?

I've been following them closely for a couple of years now. I called them last year (and was wrong, they ended the year flat) but it seems likely there will be real progress now they have the elusive letter of no opposition signed by the required 4 members of the LC.

Next step is to get Administrative Standing (Titular Administrativo).
The recent prospectus says it "anticipates that the review will be completed, and the formal granting of Administrative Standing should occur at the end of 2010 or early 2011"

The plant will then require a year of recommissioning moving towards the start of production at end of 2011.

Production will build over 18 months.
They will mill at 5Mt/yr for 6 months, then 6Mt/yr for 6 months, then 7.5Mt yr for 6 months before reaching full production of 9Mt/yr.
By this point they will be producing 37,000t/cu/yr.
If they sell that at $9k/t (as achieved today by WTI) they will be selling over $300m of Cu/yr.

At these copper prices EMED is forecast to be able pay off all it borrows to get production up and running ($100m) inside 2 years.
It will be able to use this money to rapidly advance its gold and tungsten projects.


Production may be upped at some point to 15Mt/yr using a redundant circuit (in situ) but this is a decision for later and is probably dependent on Cu prices and the resource upgrade they also anticipate. They will start drilling (all being well) in 2011 to complete this upgrade of resource.


That enough for starters? :cool: