2013 Investment Ideas

Wednesday, Jan 02 2013 by
11

In a similar vein to the '12 for 2012' portfolio experiment I ran through 2012, I've chosen the following 12 stocks to track throughout the year (amongst others):

 

  31-Dec 31-Mar 30-Jun 30-Sep 31-Dec % change Dividends
Avingtrans (LON:AVG) 1,000 1,030 1,179 1,365 1,689 68.9% 22
Asia Resource Minerals (LON:ARMS) 1,000 1,073 943 789 836 -16.4%  
Coastal Energy Co (LON:CEO) 1,000 1,012 665 875 862 -13.8%  
dotDigital (LON:DOTD) 1,000 945 945 1,173 1,694 69.4%  
Eco City Vehicles (LON:ECV) 1,000 795 955 818 750 -25.0%  
Entertainment One (LON:ETO) 1,000 1,101 1,136 1,293 1,527 52.7%  
Genel Energy (LON:GENL) 1,000 1,032 1,164 1,193 1,368 36.8%  
Getech (LON:GTC) 1,000 1,400 1,342 1,853 2,009 100.9% 9
Idox (LON:IDOX) 1,000 926 713 728 608 -39.2% 6
accesso Technology (LON:ACSO) 1,000 1,564 1,423 1,564 1,992 99.2%  
Ophir Energy (LON:OPHR) 1,000 914 855 810 800 -20.0% 150
SOCO International (LON:SIA) 1,000 1,044 973 1,213 1,219 21.9% 112
Portfolio value (£) 12,000 12,836 12,292 13,673 15,353 27.94% 298
    7.0% 2.4% 13.7% 27.9%   2.5%
               
FTSE 100 5,897.8 6,387.6 6,215.47 6,462.22 6,749.09 14.4%  
FTSE SmallCap 3,419.0 3,805.6 3,816 4,204 4,431 29.6%  
FTSE AIM All-share 707.21 728.31 691.64 793.26 850.68 20.3%  
               
  01-Jan 31-Mar 30-Jun 30-Sep 31-Dec % change  
Avingtrans (LON:AVG) 99 102 116 133 165.0 68.9% 2.2
Asia Resource Minerals (LON:ARMS) 275.0 295.0 259.3 217.0 230.0 -16.4%  
Coastal Energy Co (LON:CEO) 1,240 1,255 825 1,085 1,069 -13.8%  
dotDigital (LON:DOTD) 15.35 14.50 14.5 18.00 26.00 69.4%  
Eco City Vehicles (LON:ECV) 2.20 1.75 2.10 1.80 1.65 -25.0%  
Entertainment One (LON:ETO) 169 186 192 218.5 258.0 52.7%  
Genel Energy (LON:GENL) 785 810 914 936.5 1,074 36.8%  
Getech (LON:GTC) 45 63 60 83 90.00 100.9% 0.4
Idox (LON:IDOX) 54 50.0 38.5 39 32.5 -39.3% 0.3
accesso Technology (LON:ACSO) 390 610 555 610 777 99.2%  
Ophir Energy (LON:OPHR) 505 461.6 356.2 333.4 328.3 -20.0% 75.5
SOCO International (LON:SIA) 358 373.6 348.2 394.1 396.3 21.9% 40

Dividends

Avingtrans (LON:AVG) - 0.7p Interim (xd 26/4 pd 12/6) - 1.5p Final (xd 1/11 pd 12/12)

Getech (LON:GTC) - 0.4p Interim (xd 19/4 pd 17/5) - 1.6p Final (xd 22/11 pd 19/12)

Idox (LON:IDOX) - 0.3p Interim (xd 9/8 pd 21/8)

Ophir Energy (LON:OPHR) - nil paid rights £1.8887 on 2-for-5 basis = 75.55p

SOCO International (LON:SIA) - 40p return of cash

SM


Filed Under: Stock Picks, Growth Investing,

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    Accesso Technology Group plc, formerly Lo-Q plc, is engaged in the development and application of virtual queuing technologies. The Company develops virtual queuing technologies for a theme park or other attraction. The Company designs, installs and operates systems, which allow members of the public to make ride and show reservations when they visit a theme park or other attraction. Its flagship product, VQ is a virtual queuing system for theme parks. Its hand-held units, called Q-bots, are used in theme parks around the world. The Company has overseas operations in the United States, Canada, Italy, Germany, Spain and Australia. In December 2013, Accesso Technology Group plc acquired Siriusware, a North American provider of ticketing and point-of-sale (POS) software and hardware solutions and professional services to the leisure industry. more »

    Share Price (AIM)
    570p
    Change
    25.0  4.4%
    P/E (fwd)
    29.8
    Yield (fwd)
    n/a
    Mkt Cap (£m)
    115.2

    Asia Resource Minerals plc, formerly Bumi plc, is a thermal coal company. The Company is engaged in the exploration, mining and processing of coal and other minerals through its 85% holding in Berau Coal and 29.2% holding in Bumi Resources Group. The Company has interests in the coal-producing assets in Indonesia, the exporter of thermal coal. Berau Coal is engaged in the mining of coal in its concession area in East Kalimantan, operating in three active mining areas: Lati, Binungan and Sambarata. Bumi Resources is a natural resources group based in Indonesia focusing primarily on coal mining. more »

    Share Price (Full)
    193.5p
    Change
    1.3  0.7%
    P/E (fwd)
    n/a
    Yield (fwd)
    3.3
    Mkt Cap (£m)
    463.2

    Coastal Energy Company (Coastal) is an international oil and gas exploration and development company with operations in offshore Thailand and Malaysia, and an interest in a joint venture which operates in northeastern Thailand. The Company holds a 100% working interest in Blocks G5/43 and G5/50 in the Gulf of Thailand. The combined area of the blocks is approximately 2,777 square kilometers and average water depths are approximately 70 feet. Block G5/50 is an exploration concession north of the Songkhla basin and contains approximately 283 square kilometers of acreage within the boundaries of Block G5/43. Its Thailand onshore interests are held through its investment in Apico LLC (Apico). In January 2014, Coastal Energy Co completed its merger with Condor Acquisition (Cayman) Limited, a newly-incorporated entity controlled by Compania Espanola de Petroleos, S.A.U. (CEPSA). more »

    Share Price ()
    n/a
    Change
    0.0  0.0%
    P/E (fwd)
    n/a
    Yield (fwd)
    n/a
    Mkt Cap (£m)
    1,163



      Is accesso Technology fundamentally strong or weak? Find out More »


    24 Posts on this Thread show/hide all

    StrollingMolby 1st Jan '13 1 of 24
    1

    And start prices before the first day's trading of 2013 tomorrow:

    AVG - 99p
    BUMI - 275p
    CEO - 1240p
    DOTD - 15.35p
    ECV - 2.2p
    ETO - 169p
    GENL - 785p
    GTC - 45p
    IDOX - 54p
    LOQ - 390p
    OPHR - 505p
    SIA - 358p

    | Link | Share
    andyalan10 3rd Jan '13 2 of 24
    1

    Will be very interested to see why you have ECV in there. A tiny company that was only worth 2p a share through most of 2012, whilst their one competitor was suspending sales, recalling vehicles and going into receivership. The steering box problem with the traditional black cab is now in the process of being solved and Nissan are about to launch a Hackney carriage compliant vehicle.

    But congratulations on moving the price up so far on day one on the back of your selection. (With tongue firmly in cheek in case there is any doubt...).

    | Link | Share
    StrollingMolby 3rd Jan '13 3 of 24

    Haha - not sure any of my witterings will ever move the market! In fact CockneyRebel posted elsewhere over New Year that it was in his five picks for 2013 which I'd suggest carried considerably higher weighting... :o)

    A full write-up will follow, but I'll just show this for now from official SMMT figures of monthly taxi registrations (just LTI black cabs and ECV Mercedes Vitos):

    Full year vehicle data is released on Monday, when we'll see if the Vito has continued to sell or not.

    SM

    | Link | Share
    andyalan10 3rd Jan '13 4 of 24
    1

    http://www.london-taxis.co.uk/news

    Statement from the receivers running Manganese Bronze that as of 17/12/12 all sold cabs have had their steering boxes rectified, and work will now start on the 600 mainly unregistered cabs, due to be completed by end February. Good time to be buying a new London cab bad time to be selling a competing product when there are going to be 600 cabs in the hands of the receiver to be shifted.

    | Link | Share

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