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Highlights from my portfolio 24/01/11

Monday, Jan 24 2011 by
3

Andor Technology (LON:AND) went up strongly. There's no explanation so I assume it is a run up to results at end Feb or that the new camera really does impress.

Avacta Group (LON:AVCT) started strongly but it didn't quite follow through.

£AZEM was added to the portfolio. I like the sector. Because of the MACD divergence I was very tempted to wait but the RSI has held 50 and it's a new issue so there's not much data to play with. The ATR is 10, so current stop is 280.

£CAPD has broken 106; looking strong.

Carclo (LON:CAR) fell back again. I think it's to be expected. I am 87% up and prepared to hold for now.

£GCL is trying to catch up with NAV.

IEnergizer (LON:IBPO) suddenly moved. Funny one that one...it doesn't move for days and then it does something out of the blue.

Merchant House (LON:MHG) is so small it's off the radar but I went to a lunchtime presentation today and my conclusion is that it's an interesting 'punt'. It's been around for 10 years but for 8 of them management did the square root of zero. new management is now trying to make a go of it. I have had to overlook 1.5bn shares to buy a few but it's a turnaround and different rules apply. My take is that it will bust or treble from here. I only bought a few and have risked it for 100% loss.

£ng. rose nicely after falls last week.

San Leon Energy (LON:SLE) is an oil and gas play. George Soros has bought 22%+ of shares and it looks exciting. It maybe a little frothy short term and one may well question the business of producing oil and gas from shale but I have taken a small starting stake on a wait and see basis.

Senior (LON:SNR) continues to be weak. I broadly hold from 25p.

Starvest (LON:SVE) fell strongly. I'm not sure why so I bought some more.

Trifast (LON:TRI) moves in right direction.

Vatukoula Gold Mines (LON:VGM) announced drilling campaign for 2011 and opened strongly and then fell back. Results of drilling aren't until Q2....I wait.


Disclaimer:  

Please keep in mind that all comments made by Susan Marmor are for educational purposes only and should not be construed as investment advice regarding the purchase or sale of securities, options, futures or any other financial instrument of any kind. Consult with your investment advisor before making an investment decision regarding any securities mentioned herein. Susan Marmor assumes no responsibility for your trading and investment results. Susan Marmor does not warrant completeness or accuracy for any observations made herein, or warrant any results from the use of the information. Susan Marmor may have a position in the securities and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies. There is a very high degree of risk involved in any type of trading. Past results are not indicative of future returns. Securities, options, futures and any other financial instruments can go down as well as plunge.


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Andor Technology Ltd, formerly Andor Technology plc, is a United Kingdom-based company engaged in the development and manufacture of scientific digital cameras for academic, industrial and government applications. The Company operates in three segments: research, microscopy systems and original equipment manufacturing (OEM). Research is engaged in sales of cameras and associated products to academia and government-funded research institutes. Andor’s Microscopy Systems business provides high-end imaging solutions that are of primary interest to life sciences research institutes. Andor offers Electron Multiplying charge-coupled device (CCD) (EMCCD), scientific CMOS (sCMOS) and CCD imaging detectors. OEM includes sales of cameras and associated products to instrumentation manufacturers. In October 2013, Andor Technology Plc acquired Spectral Applied Research Inc. In October 2013, Andor Technology plc acquired Apogee Imaging Systems Inc. more »

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Merchant House Group Plc is a United Kingdom-based holding company. The Company is principally engaged in the provision of financial services. Merchant House Group Plc provides corporate finance, investment advice and stock broking services, through its wholly owned subsidiary, Merchant Capital Limited. During the year ended December 31, 2009, the Company owned a 49% interest in Merchant House Finance Limited and 49% interest in Merchant Corporate Limited, respectively. Its subsidiaries include Merchant Capital Limited, Merchant House Securities Limited and Aldermary Secretaries Limited. During 2009, Merchant House Group plc dissolved its subsidiary, Aldermary Securities. In January, 2009, the Company acquired a 29% interest in Merchant Corporate Recovery Plc. more »

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Vatukoula Gold Mines Plc (VGM) is a holding company mainly engaged in the operation of the Vatukoula Gold Mine in Fiji. The Vatukoula Gold Mine is located in the northern part of the main island in Fiji, approximately 10 kilometers inland from the coast and within the Tavua Basin. The mine operates within three special mining leases, which covers a total area of 1,255 hectares. In addition VGM can explore on areas outside the mining leases through prospecting licenses, which covers over 19,000 hectares of the surrounding Tavua volcano. As of August 31, 2011, the mine had 4.2 million ounces of mineral resources and 790,000 ounces of mineral reserves. The Company's subsidiaries include Viso Gero International Inc, Vatukoula Gold Pty Ltd, Vatukoula Australia, Vatukoula Finance Pty Ltd, Vatukoula Gold Mine Ltd and Sao Carlos Mineracao Limitada. more »

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