In December 2009, I posted my 2010 Naps on Twitter.
Senior (LON:SNR)
Kryso Resources (LON:KYS)
Cairn Energy Plc (LON:CNE)

Senior (LON:SNR) (76% YTD) made the cut because it had an enviable forward order book. The signs were there that the plane market was improving and we got confirmation of that by the orders taken at the Farnborough Air Show. The car market was also on the move, perhaps due to Government incentives and the 'green' market is always top of mind these days. SNR provides parts and so it was a good multi-sector play. I have held since 26p, now 132.

Kryso Resources (LON:KYS) (62% YTD) is a gold mine in Tajikistan. There is almost no question they have 3m oz of gold but we need to know how much it's going to cost to mine and where the money is going to come from. As I type neither of these questions have been answered and things are much delayed due to a late but positive decision to change from open pit mining to underground mining. Nevertheless, we get ever closer and this week could be key as we are due to see the bankable feasibility study, which will tell us the economics of the ine. Meanwhile, the Chinese have come in with a 29% investment (bid required at 30%) and a promise to try and raise the money. I first bought at 3p and gave up at 5p. I bought back in at just over 11p, now 19.5p. I mourn the missed 'p's' but hey ho, that's the nature of investing/trading.

Cairn Energy Plc (LON:CNE) (30% YTD) despite the rise hasn't quite worked out as planned. It seemed a pretty good bet to me. An oil producer with assets in India to the value of about 350p, with a massive and ambitious exploration programme starting in Greenland. A find in Greenland could double the size of the company overnight, I reasoned. So the way I saw it was that there was little downside and…

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