It’s been an ugly year and most are truly fed up with the markets and the global woes. There’s no magic wand unfortunately and you have to take the rough with the smooth. After 2 bullish years in 2009 and 2010, small cap commodities performed well off their respective lows.
The big question is – will the small cap commodity sector perform in 2012?
Well, it’s that time of year again when thesharehub invites readers to submit and share their recommendations for the 2012 list.
The format will be the same as previous years with 10 stocks forming the Hotlist. However, for 2012 there will be two different lists. Instead of having 2 x commodity heavy hotlist picks, there will be one Hotlist for commodities and a second B-list which will focus on a mix of sectors. The latter will be more comparable to the newspaper stock picks where sector breadth is always a crowd pleaser.
A full summary of the 2011 Hotlist results will be issued around Jan 2nd 2012 with the new 2012 Hotlist (and B-list) being issued shortly after.
Commodities may have exited 2010 on a high, but it looks fairly certain many will exit 2011 on lows. That might in itself be a good reason to look at bottom picking especially if the broader markets show a new verve in 2012.
Please keep comments related to this thread if possible as it’s easier for everyone to follow. If your comment or post does not show up in the comments section immediately – don’t worry, give it time – it will appear.
Hub , many thanks to you and to Gramacho for your inputs this year , what a year 2011 was , roll on 2012 .
Best regards,
JaP
CHAR
CAZA
BLVN
LLOY
In that order…bring on the multi bags of fun for everyone in 2012
ENEGI OIL
MAX PETROLEUM
HAMBLEDON MININING
JLP, undervalued against assets and potential currently 12.5p worth 59p min..
BZT, currently 26p if option is exercised special divi of 35p in 12 months, plus value of remaining assets, no brainer..
MXP, huge potential need I say more great success in 2011 with deeps to follow
BZM, huge potential for 2012 / 2013
Would have to suggest AST, FRR abd FML.
AST will perform in 2012.
hi hub, when will your list for 2012 be ready?
Hi Andy,
The 2012 Hotlist (commodity focussed) and the 2012 B-list (changing to Mixed sector based) will be published in the next few days and certainly before Jan 3rd.
MXP – Underpinned after 2011 shallows , mouth watering deeps to come.
RRL – Trinidad underpins, Puntland and Georgia to come. Sale of Texas assets,
XTR – Luna and Chevron next month. Small market cap.
All the above are multibaggers.