Your Top share for 2011

mr_fishbulb

Just got round to having another look. Only 3 in the black (or green on here), but any people who got SXX this year must be happy (snigger )

chris_m

mr_fishbulb wrote: »

Just got round to having another look. Only 3 in the black (or green on here), but any people who got SXX this year must be happy (snigger )

I'm certainly not complaining - apart from that I didn't top up when they were sub-10p. Hindsight's a wonderful thing, grrr.

Meeper

Meeper wrote: »

I'd take a close look at Telecom Plus plc, TEP.L

Take another look at this one over last 12 months and 5 year periods.....

sabretoothtigger

RRL is the only 'good' one of those I own and its not good because its halved in price. Was definitely a sell for 95% of this year


XEL dropped 25% today, amazing how much its deflated. I didnt think it was that over valued at 200p. IS this news that bad?

DJ Xcite Energy Re-Configures Bentley Field Development Plan
LONDON (Dow Jones)--Xcite Energy Limited (XEL.LN), a oil exploration and development company, Thursday said it has re-configured its approach to the first phase of development of Bentley field to provide a more financially efficient outcome in response to feedback from the Department of Energy and Climate Change, or DECC, on the field development plan.

MAIN FACTS:

-Re-configuration has allowed the company to maintain the first oil date in 2012, while enabling the completion of a more cost effective field development plan.

-Principal elements of this plan are Phase 1A with first oil planned for 2012, Phase 1B planned for 2013 and Phase 2 estimated to commence in 2016.

-Company understands that the plan is in the final stages of DECC approval.

-If DECC approval is obtained, the financial resources to commence Phase 1A are available.

-Company continues to make good progress with respect to securing additional sources of funding, including project finance from commercial lending banks.

-Company intends to pre-invest substantially in Phase 1B and Phase 2, with the objective of lowering the unit cost of oil produced and, thus, maximizing the commercial industry value of the Bentley asset in advance of Phase 1B.

-Shares on Wednesday closed at GBP1.12.

sabretoothtigger

Supergroup's torrid year prompts Littlewood to buy stake

Artemis' William Littlewood bought a stake in Supergroup in the run up to today's results in which the clothing retailer said it would take an £8.8 million hit from problems at its warehouse.

You have been sent this alert because this story is about the following items in your Watchlist:
Artemis Strategic Assets R Acc

http://www.citywire.co.uk/wealth-manager/artemis-littlewood-stands-by-supergroup-after-torrid-year/a552644?re=285714&ea=247039&utm_source=Watchlist_Factsheet&utm_medium=Watchlist_Factsheet&utm_campaign=Watchlist_Factsheet


Vid on CNG fracking - http://www.youtube.com/watch?v=DniNIvE69SE&feature=plcp&context=C22e84UDOEgsToPDskKPCMiRlaZW3oOQUYElTdH3

sabretoothtigger

Spotted this on NT site

30th_nov wrote:

]Another one I was waiting for was a buy of Supergroup (SGP) in the 430s. And again it hit this price on seminar day so I bought in at 434 on a spreadbet.

Why? Several reasons. I think the fall is overdone, it only trades on my metrics very lowly, it has a huge cash pile and on the day of the last announcement it shot up to 700.

It fell because an analyst slapped a sell on it because it wasn't doing well on google. What kind of stupid reason is that? And it will only take someone to put out a buy note on it for it to whizz higher. I think all the bad news of warehouse problems and warm weather is easily in the price and it's worth nearer 600.

Finally there is big support in the low 430s so again a bet to nothing. If it falls much below 430, I'd have to agree something is wrong and take a small loss, but the risk reward ratio here is very much towards reward!

I've bought back Afren (AFR) this time at 78. I talked about this last time, with support at 75 it seems worth a try, targetting somewhere in the 90s this time. As an oiler of course there is risk to it.


And I've been wandering around a few bombed out shares and noticed out of favour Yule Catto (YULC) sitting near a low point. It looks mighty cheap now so I grabbed some at 152 and on a spreadbet at 153. They really can't be worth much lower and targetting a medium term rise nearer the 180-200 area especially if there is a santa rally.

I bought back into Gulf Keystone (GKP) on a spreadbet for £20 at 162. Bid rumours on this one which I take with a pinch of salt! And Dignity (DTY) looks in an 800-850 trading range, got some live at the seminar at 808 for a quick play to 840ish.

7th_Dec wrote:

The Supergroup trade has worked a treat! Now up 100 points - the tricky bit now is whether to take profits before next week's trading update or not? I think I should take at least half profits. But with the price rising a nasty statement looks unlikely. I'll need a think. If it rises a lot more before the statement the temptation will probably be to cash in.

Gulf Keystone is on the rise, some bid rumours but the price doesn't seem to indicate there will be one. Still, you never know! I'm unsure on the Afren trade. In a nice profit but it keeps running out of steam in the 90s so temptation is there to cash that one in too. Yule Catto has done nicely.

I think in summary with the above momentum trades I suspect I'll be out of all those and bank the profits before leaving for South Africa on Xmas day! (Or even in the next five minutes...)

mr_fishbulb

Well, last trading day of 2011 is upon us and here is how the MSE portfolio looks:



One great return, two alright returns, and the rest were stinkers. My own guess was down over 60%

thriftychap_2

Since starting this thread i have sat back and observed it, what fun its been!

Light bulb you have been amazing! Will you start a new one for this year?

Pleasingly i sold my shares very early on and did not make a loss thank god, if had i would have been well into the red!

IronWolf

Interesting returns, a lot of red lol. Would definitely be worth doing a 2012 version

atush

I am just happy I have GPE lol