Highlights from my portfolio 03/01/11

3rd Jan '11 by Susan Marmor

9 comments 11693 reads

I am starting 2011 with the following portfolio:

Alterian (LON:ALN)

Advanced Medical Solutions Group (LON:AMS)
Andor Technology (LON:AND)

Beowulf Mining (LON:BEM)
Carclo (LON:CAR)
Close Enhanced Comm Fund (LON:CED)2
Cairn Energy Plc (LON:CNE)
Diamondcorp Plc (LON:DCP)
Dialight (LON:DIA)
Devro (LON:DVO)
Davis Service Group (LON:DVSG)
£GCL
£IPBO
Intandem Films (LON:IFM)
Impax Asset Management Group (LON:IPX)
Kryso Resources (LON:KYS)
National Grid (LON:NG.)
Nautilus Minerals Inc (LON:NUS)
Ocean Wilsons Hldgs (LON:OCN)
Oilex Ltd (LON:OEX)
Pinnacle Telecom Group (LON:PINN)
Regency Mines (LON:RGM)
Red Rock Resources (LON:RRR)
RUG (Canada)
Senior (LON:SNR)
Telecom Plus (LON:TEP)
UEC (Amex)
Vatukoula Gold Mines (LON:VGM)
Weatherly International (LON:WTI)
Zanaga Iron Ore (LON:ZIOC)

And my Nap selection for 2011 is:

£GCL
Kryso Resources (LON:KYS)
Senior (LON:SNR)
Weatherly International (LON:WTI)

I will update as often as I can and…

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flyingswan

9th Jan '11

Regency Mines are presenting in London on the 13th January! Regency Mines (LON:RGM)

Full details - http://www.proactiveinvestors.co.uk/register/event_details/98

These events take place in mayfair, in a superb location, and offer the opportunity to meet the CEo's, and other investors, in a friendly and informal atmosphere!

All are welcome, and all events are FREE to attend.

Fangorn

10th Jan '11

http://www.investegate.co.uk/Article.aspx?id=201101100700061438Z

VGM operational update. Market doesn't like it. Stock down 8.9%(19p) to 193

Seems production levels achieved well short of what was anticipated, and due to accouting changes, costs per ounce surged to close to $1100/ounce(According to Advfn poster- only glances at the link myself)

Now down 18%,some 37p odd (:

Susan Marmor

Fangorn - both good and bad in today's Vatukoula Gold Mines (LON:VGM) update but I was out on the bell at 202. There's little in there to keep the price up and if we get the toxic (for VGM) cocktail of falling gold and rising oil then profits could disappear completely. Time for me to step aside. I bought at below 1p in old money, so it's been a great hold for me.

That bad news was overshadowed by the terrific rise in CAR and the positive update from DIA.

Thursday is ridiculous. Minsouth, Proactive & Free City Seminars all in competition. I would cheerfully knock heads together if I thought it would do any good.

p3dr036

I took today's drop in VGM as a top up signal.
Bought some more at 179.5 & 180.5p. VGM went to 186p shortly after but has now dropped to below 180p. Time will tell though. I'm optimistic that the share price will be back round the 210-220p level in three months. Also WH Ireland have commented favourably on the VGM news and re-iterated a BUY rating and their 224p target price.

p3 - yes, time will tell but with Weatherly International (LON:WTI) going into production this year and the price of copper more likely to rise than fall, I can see better places for my money than Vatukoula Gold Mines (LON:VGM) and if others feel same then the price may rise much from here until the next update.

Kryso Resources (LON:KYS) is my only single gold stock left now.

21st Jan '11

Susan - I think VGM is an excellent share to hold. I bought VGM originally in December last year at 75p [= 1.5p pre-consolidation]. So I have enjoyed an excellent run. Having topped up on the 10th Jan I bought some more on the 19th @164p. They are very much undervalued. As are Red Rock [RRR]!

I was in at just below 1p pre-consolidation so very happy with my investment. I have some concerns over the recent announcement but rather than carp on about it I shall drag myself off to Free City Seminars in Feb and speak to Dave Paxton directly.

Highlights from my portfolio 03/01/11

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Susan Marmor

9 comments

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