2010 December

Commodities set to be hot in 2011

Some very bullish commentators out there citing 2011 as a corker for commodities. Some I agree with and others I do not. The following link is worth a look. I think oil at $150 is a bit too optimistic but I agree that Silver and Gold will be strong next year. Watch the video (after …

GKP to list on FTSE 250

Yesterday’s news of an opportunistic legal claim completely overshadowed the news of GKP stating they intended to talk to the regulatory authorities about a listing on the FTSE 250 (stated in an interview with FT.com). The listing would complete the full transformation from undiscovered AIM listed minnow to one of the largest oil companies in …

Incredible Performance

When I asked for posters to send in their candidates for the hotlist 2011 I didn’t expect to see so many of the stocks mentioned doing cartwheels on a mid week xmas trading day. I doubt the final Hotlist (published here on Jan 2nd) will see such decent daily gains. Here are a few stocks …

FDI – Audley Capital Management adding

Keep an eye on FDI (firestone). Holdings RNS just out. Audley Cap. have added and now hold 5.7%. Production next year looks good if they can hit the numbers and a few holdings RNS’s suggest that II’s might be getting stuck in.

Parkmead soars again – TSH 3 bagger

Tipped here at 11p just a few days ago and PMG is testing 37p+ today. Truly astonishing. The rise appears to be attributed to Mr Cross’s bullish statement for 2011 and whilst Cross (ex dana man) has a proven record – at 33p, PMG is looking very heavy on pricing in high expectations. A 3 …

Gulf Keystone – Disputes Legal Claims

GKP’s intention to move to a FTSE 250 listing was announced in the FT today. When you are moving into a high profile position from AIM to Ftse 250… you can’t have any skeletons in the cupboard. I find the ‘timing’ of such news as curious. Surely such issues could have been filed earlier. Why …

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