Sunday, 15 December 2013

DocsLaymanChatter XVII

Good Afternoon,

As we reflect on the week gone by its yet another move towards the santa rally in a bunch of companies (more later) the prime question is will the forthcoming taper announcement inject confidence or slay further excitement.

I chose the words confidence and excitement carefully as often the doom and gloom is associated with analytical evidence of how screwed up the main exchanges appear, As a thick headed northerner with an eye cast over the small cap sector I often ask the question '' When will the city see no further value holding those long positions on the main exchanges '' If a collapse comes wether it be driven by the taper announcement or more importantly the wind of change blowing over the markets in early 2014 I still maintain a cyclical upturn year on year in the smallcap. The theory is any major exchange pain will subside as the aim has been butchered thus the potential investing/trading or simply playing from this level as a giveaway market, On the other hand should confidence continue to maintain its trajectory then this will surely resonate with the small cap's alternative market.

Many times I get asked how can you hold a proactive outlook on the small cap then tear a strip off the market? Well quite simply you have to understand the flight line of the company as its stimulated by need!!! ''the city's needs, the companies needs and the markets needs....''

The aim market is a feeding ground for all that is toxic and a breeding ground for all that is good, the line is so fine that we have to monitor the evolution of each company, measuring success and failing along the way. All too often the corporate language the city uses rarely mention the pavement of shite they themselves are walking amongst. The motivation for complete denial or '' The Nelson approach '' is due to their needs.

Value doesn't often fall at your feet in the markets however following simple,robust and proven principles help.

Savannaha Resources: This week I draft a piece on SAV put held of releasing it as the shareprice was getting away from the focal entry point. Alo has shot to fame over the last few weeks and while the company have tried to temper excitement the SP has held up quite well which has shown a natural reflective hit. The risk for the investors buying in the 3's is minimal but at 4.5-5p I'm not happy to cover. If it retracts I guess I'll cover, for now the company is getting plenty of lime light! which is fair to say and fair value offset against the current position in the grid for Savannah.

Union Jack Oil: has yet again moved off the bottom as buyers took the share price up from 0.26p to 0.30p the share price has a 12m high of 0.40p and a low point 0.22p I think the bottom has been founded, the ascending lows would suggest a retest and possible break of the high (0.40p) if that goes then its new territory, the risk lies with a fail and pull back to 0.27 area. Its very early days for UJO but I'll be looking at the company closer at the delivery over the next 12 months. '' Do we have a potential runner or flop? '' the passage of time will tell.

Gulf Keystone: I have been waffling on about this company for such a long time that its now becoming old hat to even me but when the SP hits that 200p then 240p marker we can at least reflect on the turmoil investors had endured before getting back to a relevant value.

Range Resources: I see Tom revised his position on RRL but to be frank I have not. I think PL is an awful CEO as he has pretty much capitulated to the hype. Did he create it? I have no idea. Has he delivered? Well the share price tells the story but the alleged back alley affiliations with people fighting extradition as claimed in this piece here is enough for me to avoid. As for forum fool wiggy well he was pumping RRL and USOP and look at the preformance £6 to 16p and 24p to 1.2p says he talks a lot of crap whilst masquerading as an intellectual investor. - Take heed of  these charlatans on every forum. Remember every dog has its day but a confirmed bullish reversal is a much better entry than sitting on the forever eroding psychological jibba jabba of any company.

Noricum Gold: I have been critical of all the overvalued Solg/Marl etc. However Noricum has proved its ability now to trade at this level and as long as the SP trades above the 200dsma then I would suggest the share price will revisit 1.15p and beyond.    .

I have been asked about ACP and DOR a while ago but I kept my feelings private however the Dor response was that the return cash wise would not be significant enough to value the business at 0.40p+ on a fundamental basis as of yet. ACP well I really hold no direct opinion other than a rebrand of a business which gives options to its directors of around 5% of the business and then raises a million quid invests in some potentially tinpot asset which suddenly thrust the market cap up significantly really isn't the foundation of a long term investment unless your due diligence is spot on or you have some inside info, Its my thoughts that the SP was plumped up to house a £550,000 fundraise which is pretty much the reason the SP in both companies has been going the wrong way.

Thats not to say you can't make a buck from banging the doors on these kind of companies! You just have to manage your own expectations against risk.

Well folks as the roast pork sizzles and I nurse a heavy head after the exuberance of the works night out, I bid you all a good afternoon....

All the best


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Monday, 9 December 2013

Rivington Street Holdings - What next?

Good Morning, After a busy few weeks I feel compelled to comment on the recent revelations, largely from Dan Levi, on Rivington Street Holdings. The cold hard facts of day are pretty harrowing.
Sadly now shareholders are left stuffed like a Christmas Turkey as RSH shares are now suspended with the administrators and, it seems, the bosses now taking away all the valuables.
Where does it leave Jim Mellon said he had bought it subject to FCA clearance on 17 September. Now we hear that he has not yet applied to the FCA. What must Richard Gill and his few remaining colleagues be thinking as they book a telephone box to hold their Christmas party in?

The question I want to know is why the RSH directors turned down cash bids of£1.15 million for t1ps and Minesite in September only to allow RSH chairman Jim Mellon to have an option to buy the same businesses for just £100,000 a few months later?

Is there a genuine complaint RSH staff and shareholders might have and how best should they escalate it?
I have no material interest either way but would suggest those investors that are pissed off at this time of year to bombard the very people that allowed this to happen. Dan has suggested that protesting at the Master Investor show 2014 might put Mellon on the spot. Yes it will and it should be done.
But why wait? Jim Mellon and Richard Gill – who I hear may be given free equity in a Mellon owned t1ps -surely owe investors an explanation of why the much higher offer was refused? This all happened while RSH was listed on ISDX so why not put a call into regulation at ISDX and ask them if they think it right that Mellon gets to buy t1ps and Minesite at one tenth of the level of an offer he and his fellow directors rejected?
Its pretty simple, honestly is the best policy! '' We all make errors of judgement or a mistake but to cover a cock up with an excuse is unforgivable ''
I genuinely look forward to seeing this one play out....

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Saturday, 30 November 2013

DocsLaymanChatter XVI

Hey folks after a busy Friday evening summing up the reverberation on the wacky Ecr bulletin board I finally managed to translate my feelings through art to the twits who poorly attempted to defame or discredit me. from left to right - Meldrew (Who) Bm3 (Sour puss) Porno (Weirdo) and Valancia (Elton) these four stooges instead of swallowing the bitter pill of near total loss on their investments in resource companies without oil or dodgy boards decide to channel their anger at the only lone ranger actually giving them a heads up on the crappy stocks. Ldp was another one to join the P.O.S stock Mtv but hey I expect there investors to come after me next.

((( Drum Roll If You Please)))

Ladies and Gentlemen you really must try harder. I had a chat with the directors of LSE who have agreed to investigate my complaint further. Enough of the jibba jabba and back to the Q&A with Ecr Minerals. I believe it provided a great insight for its shareholders and personally thank the team for taking the time to reach out to its shareholder base, unlike many I did what I said I would and reported the facts endorsed by the company. They yet again show a strong character and ability. We here at DLC refuse to subscribe to the forum twaddle of more jam tomorrow and instead work on managing expectation in a reliable and robust manner.

The article can be found here

Moving on the 1st month of the audio blog went quite well with around 4250 views, I hope to keep growing the audio daily, Its a simple and quick conduit to connect with the audience, I can only reiterate we are attempting to silence the background sound that saturates sensible decision making by offering up simple principles that work for you (The fellow P.i) I understand that forums remove the links, I guess this unique offering is not to the corporate taste however considering most micro cap companies pay more to the executives running them along with the corporate army of broker,nomad and Pr its fair to say '' often we can clearly see who benefits from such companies ''

The early part of the blog this week seems dedicated to my own self indulgence so lets round up the week and looking at the week ahead. Remember folks its hunting season for the small cap and raising funds is the quarry of the day so be careful not to fall foul of a company ramp in order to house a placing.....

Bushveld -Bmn - Shares have soared after they announced its acquisition of lemur accompanied by positive HY results with shares now changing hands at a significant premium over the past week or so up from 3.75p to 6p

African Potash - Afpo - Since the profit taking call at 4.4p the shares have declined somewhat, In my opinion the SP moved quicker than the market liked thus an inevitable pullback on the cards yet this does not decry the potential.

Gulf Keystone - Gkp - Has finally started its journey from the centre of the earth back out... The techs point to 200p with a extension to 240p. I see no reason to panic or get overly excited as market nature takes its course. The current that may pull the buyers away is the sharp declines in its peer group naming Bowleven and Xcite

Afriag- Afri - This week we have seen significant stock changing hands!!! to me this is almost certain the distressed seller finished. The Sp has been beat like a dusty rug from 2p down to 1p and the reason is very simple. After the Rto there was a company holding stock which under its own policy could not hold or stay invested. I have been watching for sometime and last week took an early tranche ( I own shares )

LekOil - Lek - What an enigma Lek has become, thrust into the limelight with a high value/reward play at Ogo-1 via its partner Afren and then a stack of cash raised at 55p. I'm tempted to call profit taking but 80p looks likely. Stay safe and bank some but this has been a great story ( which has only just begun ) .

Tower Resources - Trp - I know the markets are getting excited but for me the downside risk is forever increasing to 3p buyers. I see that there is potential upside fundamentally but not imminently yet the techs suggest should the 3p mark fall convincingly then there is ultimately further gains. I would use the sense and sensibility compass to navigate.

Beacon Hill - Bhr - I tipped this at 0.80p and while one moron reminds me '' You tipped this at 2p '' he clearly did not read the piece here through my own admission - my error was a 3p TP when the stock topped at 2.98p '' 1% shy please forgive me '' I anticipate further gains but the catalyst to profit taking comes from caution against a speculative nature. De-risk along the way from 1.2-1.3p upwards as we see much bigger gains yet showing an edge of caution.

SyQic list on Monday and I see an exciting passage into 2014 the company have recently announced a strategic partnership with Bango who in turn announced a deal with Google. The balance here seems all right as IPO entry at both ends have the spectrum have been positive/profitable during 2013. I'll be writing more over on here

I will own shares Monday morning myself, Blinking norra that's two lots..... '' Who was that said I'm a paper trader? ''

Enjoy the week ahead as we look for the rewards of tomorrows world.....

All the best


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Friday, 22 November 2013

San Leon Energy

Looking for Oil & Gas companies that need further investigation? Have a butchers at San Leon Energy (SLE). Although in the forthcoming weeks I'll be highlighting some of the potential the company holds I shall start with the pigs that are the board of directors. Can I tip a stock where the board is so 100% porcine?
The CEO Oisin Fanning is taking the royal piss out of shareholders as he's paid £1 million per year … 1.3 million EUR to be precise. Obviously to justify the remuneration the other execs have their snouts in the trough to the tune of 750,000 EUR (Ballpark figure)
'You have to pay for talent''
So let’s look at a few facts. 2010 saw San Leon go on an aggressive funding drive taking £59m from the market.
The CEO insists that the company between 2008-2010 had built (In his words) ''A highly attractive portfolio''. This £59m would help the company fast track operations (In his words) ''to provide meaningful and high impact news flow over the next 18 months."
So fast forward 2-3 years what has happened, Well the company has shed weight quicker than Sonia from Eastenders with the share price slumping from 25-35p down to 3-4p.
Bloody hell, give oil Oisin a bonus.
So now we see the company merge and tap shareholders up for another £31 million at just 4.75p. Will this placing deliver even more high impact newsflow than the last? It will at least fund the boardroom greed which is so utterly at odds with the lack of value creation for shareholders.
Legends in their own mind, the board will say they are running a highly successful O&G company, I personally think they are simply yanking the chain of genuine investors.
The company has a right to reply should it feel the red faced need to. On positive note I'll be looking at the potential San Leon hold soon enough, clearly there is some!!! Despite my reservation about the troughery there may be a buy case. I shall have a look shortly but first need to relieve the monkey on my back...

Enjoy the weekend stock pickers.

All the best


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Sunday, 17 November 2013

DocsLaymanChatter XV

This week DocsLaymanChatter XV reviews the smallcap with what's hot and not.....
After the cooling off period of small cap miners again along with gold going as quiet as a nun in a monastery we look over some of the companies making the noise of further gains against those not so.

Before thrashing out the aim listed boomers and bust I'd like to address a few issues from the audio this week, After pondering my thoughts best how to break the news to private investors that the principle,strategies and theories are either slightly adrift or blatantly wrong. Without appearing a gobshite anymore than I do from time to time the real question has to be '' What do you actually know and understand confidently? enough to stake your future on it? ''

If we are to believe bulletin board morons or the vast majority of forum commentators the truth is '' Not many and not much ''

If we can face this head on by evolving with the forever changing carousel that is the markets then we increase our own chance of success significantly.

The audio blog is here:  (Browse the audios)

In most cases forum fodder develop a way to survive and feed off the crumbs left behind, whilst I don't suggest I hold a get rich quick scheme model I'm a huge fan of taking a defensive outlook with windows of aggresive risk in order to limit the exposure within the deathzone of ice capped stocks. We as investors have to understand the correlation between those that write/report often have agendas and motivations which perhaps is not in the best nature of YOU the P.I. - This would technically include myself.

Once you have drawn a blank canvass you then look to establish robust principles which work for you. Not every italian cut designer shirt looks as good on you as it does on its model....

Each week we talk about these very steps that help us preserve and grow our capital.

OK over to the round up from the week!

ECR Minerals - Technicals look to a positive early session Monday targeting 0.58p level.

FXPO - Longer swing up to 240p

POG - As with a bunch of gold stocks the cycle starts again and on doing so the value at 60-70p will be there for all to see. Similar story with AAZ and MML

BHR - Possible last aggressive decline before rebounding towards 1.4p

SOU - 7.5p targeting 12p easy swing with the drop consolidated and ready to move back up

SMDR - 20% gain to 120p If the techs breakdown then leave it alone

SAR - making recovery noise

GKP - back to 240p by Jan 2014

Please tune into the audio which will this week look at the psychology of private investors which is a further guide to forum mentality and placings, which are already up on the soundcloud page.

All the best


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Sunday, 10 November 2013

DocsLaymanChatter XIV

Further gains across aim shows further life in the small cap sector, this week we discuss some of the weeks points of interest in the usual laymans presentation.

The week was filled with IPO excitement as Twitter and Merlin both listed, Twitter near doubled with a 80% gain rewarding the $26 buck subscribers whilst Merlin's entry was a more modest 10% gain. Personally neither Royal Mail, Twitter or Merlin really excited me. The primary reason being the IPO valuations of past peers have been quite loose so coupled with the uncertainty that twitter presents or the likelihood of Royal mail employees crossing swords with its employer from possible industrial action reemerging, Yes they have come to an agreement on pay and conditions but this is no doubt due to the huge leap in faith by the markets with its valuation but I'm pretty sure that this is not the end but the beginning of the unions trying to test the company.

Back to the small cap we have seen significant gains in a number of small cap companies and although DLC audio jumped into action on the China New shout calling the stock down, I also covered Mariana Resource which is a very different review (More below).

To be clear my stand point never waivers when considering the gravity of risk in the aim market and those who let their hearts rule there heads statistically have a greater chance of the scorpion sting in the tail implosion wiping out gains leaving P.I's scratching their heads wondering what happened and where did the herd go? This is a regular emotion that the markets provide you with which is the contrast to complete depression or distraction which comes from being trapped in the wrong companies at the wrong level. We speak this week about the rationale and emotions private investors experience on DLC audio here (This is coming during the week)

APC Technology - The Rochester based company have certainly alerted the market of their presence as the shares are now exchanging hands at 60p from 30p as APC announced in september that they traded ahead of expectation along with a restructure completion via acquisition announced on 4th November.

GGP Greatland - Having covered the company at 0.365p on the shareprophets here  GGP look set to hit the 0.80p TP with a possible move towards 1p. This is an initial guide and will be readdressed once achieved. technicals looked primed with a golden cross back last month coupled with a break over the 200Dsma at 0.43p which adds further to the bullish shift if the Solg/Marl money/herd and sentiment arrive it could well exceed my own expectation.

SAR Sareum - Announced a placing recently at 0.60p which has sent shock waves through the retail markets/Private Investors, this is to the bain of shareholders but a necessity when unable to return any revenues. The cash call is simply part of the course but I'll speak more this week. (Follow the shareprophets)

SOU Sound Oil - Friday the Sp failed to get over 8.3p which for me is the catalyst to its return to 10-12p look to find entry through weakness.

MTV Motive Tv - Offers little to no value but a stack of risk to anyone daft enough to entertain buying.

SCLP Scancell - Look to have fallen into the buyzone, scancell have secured funds with the intention of selling off a proportion of its science with truly encouraging signs coming back from its compounds.

FOG Falcon Oil - Having attended the Manchester proactive I'm yet to publish my findings but in brief the company under its old executive team sunk a fortune into Hungry which was a school boy error thus resulting in a collapse in the companies value as well as the shareholder sentiment to its portfolio, If Falcon secure a new big oil partnership then the stock will reverse and run north.

MARL Mariana - Yet another sensational run mirroring the Solg launch upwards, Both for me seem to be at fair value now. Some will look to call Marl down quickly however I would avoid the speculative opportunity to short marl currently as the potential to shoot a hole in the trade could come from a second coming seen in solg at 7p to 15p.

Please tune into the audio which will this week look at the psychology of private investors which is a further guide to forum mentality and placings, which are already up on the soundcloud page.

All the best


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Saturday, 2 November 2013

DocsLaymanChatter XIII

This week we look over the markets as they have played out along with a few points of interest etc. Last weekend I looked at a new concept of engaging more with the fellow P.I through an audio blog which goes out here (DLC - Audio in links)

The audio has really come in a rough uncut format which has been a great success thus demonstrated that reaching out to the old audience has come easier than expected, albeit a great enjoyment of mine writing for the www.shareprophets website, I had lost some of the daily, thrice weekly and weekend readers. I hope folks are enjoying the concept and please feel free to use/share and promote.

The markets have been infused by a number of small cap sensations hitting crazy highs none more so than China New (Cnel) the 500% rise cooled off after normality returned to the unrealistic and downright obscene claims coming down the pipe from forum/bulletin boards. The fact the company was over hyped, over inflated is enough for me to encourage '' Locking in profits '' and whilst there is some potential for a retest I'd say the markets which have seen a bunch of 100%+ gainers through the week  now indicates that the layoff we spoke of here a month or so back now points to a return of the smallcap good times. This is often short lived over the Q4-Q1 period so be sure to make the best of it without capitulating to much the dreaming and fantasy of the retail floons.

I maybe so bold as to call further bumper gains coming from the unexpected of positions but hold that steadfast stance on the robust,reliable stocks as the market is likely to come to you soon....

There are great calls on golds price as the dollar speculators look to significant upside however although the pair may run in tandem against the normal counter balance.

Examples of a company that is just a diabolical play is Motive Tv (mtv), the company have far to many shares in issue to really be taken serious having risen from 5Bn in issue last October to 28Bn today. I think this demonstrates the lack lustre value attributed by the markets to this company and is in my eyes just a Joke stock which is the level just below the '' Dog stock '' level.

The markets work in funny ways sometimes but a bundle of companies that seem to offer upside are as stated in brief: Sphr,Aaz,Sar,Lrl,Sou,Ntog,Bhr,Blvn with a few more on the audio and those to avoid are Ser,Mtv and Frr.

Hope all are enjoying the seasonal fun...

All the best


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Thursday, 24 October 2013

DocsDay @ Proactives One2One Forum - Manchester 23rd Oct 2013

On Wednesday I joined the train heading to Manchester piccadilly armed with a few thoughts about the forthcoming evening hosted by proactive investors Craig Ribton. As a flat cap ignoramus northerner I landed in piccadilly like a second world war evacuee lost and without any clue how I would make the short journey to the midland hotel.

As Rick Deckford was to the blade runner, BrokermanDaniel was to me the hero of the hour. I called Dan who proclaimed I should remain calm and in all its grace the spirit of ecstasy appeared with a cleanly shaved BMD at the wheel. '' Hop in Doc manSlayer '' and off the midland we proceeded.

On arrival outside the midland the Real sociedad fans had made themselves known singing and chanting as they marched onwards to the evenings fixture, Dan and I caught the tail of the crowd at which point my desire was to run with the pack over to old trafford however sadly this was not to be.

On entry to the hotels ' game on ' suite refreshments were generous and the ladies managing the attendees were pretty pleasing on the eye, the business end of the evening was well presented, I met Simon a really pleasant guy with a fragrance of common decency or the unknown sharp dresser who loved to talk business although by his own admission hadn't got a pot to piss in other than his Falcon Oil investment. On that note I hooked up with Philip O'Quigley Falcons band leader who did a great job of pitching the company to the room and had gained a bunch of folks talking shop. Like a decent scouse ram raider I threw my topeneth in grounding the chatter back to reality, '' The Hess deal collapsing was nothing short of dreadful news '' Old sharp dresser who was actually a really nice guy had lost touch with commonsense and thankfully I was there to save him!!!

Anyone who see's big oil leaving a deal regardless of circumstance can never be classed as good for us (falcon). with sharp dresser now on the level and Phil back in charge we chatted about the future of falcon, Philip managed to broker lunch with the me based loosely on him closing a decent deal before christmas and thrusting the company back up the chain somewhat. Initially I was torn between Philip having jam on his egg or a very shrewd operator.

I conclude  falcon are down to the stabber but the games not over yet and should our man backup his book and deliver the deals he alludes to in his truly encapsulating manner then i'd suggest '' As I did to sharp dresser that now is a time to carry out some further DD and invest '' Phils offer of me buying him lunch once the deals done was a classic jedi mind trick and one which nearly had me '' I think the £100m back towards £1bn would suggest he has a lot of work to do in order to earn his reward. I genuinely wish him luck and will write more publically of my thoughts on Fog and its investment case or not as it may be.

Anglo Asians (aaz) CFO rolled in late however it didn't need the professor to woo the audience as simply the growing production figures, reducing cash costs and increasing revenues had my eyes rolling with $$$ signs. I think the fact the Board recently passed a resolution to potentially buy back 2.8m shares, grow the business or announce a divi reinforces now the company have no reason to complain as its them holding the key in stimulating the share price.

All the best


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Saturday, 19 October 2013

DLC Vol. XII - Company Round Up

Here are the DocsLaymanChatter thoughts:

Into the action and the companies fronting the small cap investors campaign.

Orogen Gold - The company has its placing away with WH Ireland now valuing the company at 2p. With a snip of a bull run in gold then expect Ore to reflect the sentiment throughout its mcap.

Bowleven - Blvn are at a pivotal point now, brakes off and up to 75p-100p or a drawing back to sub 60p, the Monday session should be the indicative day imho. Look for a new high forming and a high low on the close of the day.

Tomco Energy - Tom have fallen on its own sword once again as it contracted back towards the 1p level however now present an investment case at the current level.

Westminster Group - Wsg have formed a new high in it's historical chart which is quite something when you look at the price action. Zak Mirs 95p looks set from a technical point, with a fundamental reminder that the contracts pending could quite simply change the game here.

Sphere Medical - Value to the upside far outweighs the down check the review above.

Nostra Terra - Ntog have really suffered of late with confusion over the value the company presents, In my opinion the company need to draw a line in the sand and translate unearthed value.

MTV - The closet chartist must have been on the coke to give a 0.05p valuation but then who am I to give a balanced view here as I find it increasingly difficult not to fall about laughing.

Inspirit Energy - The company offer energy reducing technology, this week seemed a good time to mention how valuable this product could be in the wake of further energy hikes.

FastJet - Flew nearly 100% on the last TA mention on the and whilst I'm not fully subscribed to the story the upside looks to far out weigh the downside both technically and fundamentally. Value with the buyers over a multi tranche investment.

Anglo Asian - I have mentioned AAZ recently based on the decent cash costs within the market, They can deliver tangibly and now have to be considered a multi bagger over the next 12 months.

LekOil - Lek are now on the cusp of announcing the finalised interpretation of Afrens initial drill at Ogo-1 which has already been presented as a significant find exceeding expectation thus is already a bumper find. The ST-1 came into play to simply validate how big (BiG) really is. I tipped at 37p and still maintain this is likely to be a real winner.

This week I'll be heading over to the one2one forum in Manchester to hook up with the old militant BrokermanDaniel to take a look at the event presented by proactive investors. I have reservations of the actual value of uber expensive media outlets, however feel opinion through conjecture is not good enough for DLC readers so I'll be in town to counter some of pretentious flannel which has become the foundations of aim and the markets assault to empty P.I's pockets with piss and wind productivity

Feel free to say hi...

All the best


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Sunday, 13 October 2013

Weekend Chatter XI

Good Morning Market Moguls, We have WC XI which is truly the toilet of stock market reviews...

Above's picture we see all that is beautiful of the downstream oil game and having spent a decade frequenting these places across the continent than its fair to say that the imprint of such endeavours are embedded for life along with Irish folk,Indie and 80's music.

Thanks Lyth for inspiring today's 07.30am blog with simple minds, Over to the markets and more importantly golds fall through $1280, Ok the bears are resurfacing on the cry for the call down to sub $1000 but for this to happen I guess you have to subscribed to the 2014 trend being a poor one and although the drop below may indicate the reemerging feeling of uncertainty I'm still subscribed to 2014 being something of a positive continuation of aims recovery.

The facts on the wider market view against golds price are relative to the global affairs, at risk of sounding reckless the senate are a bunch of tossers just as the UK political house '' They all piss in the same pot whilst showing a scant regard to the 99.5% of the rest of their own people '' As you can tell I'm not a huge political fan as nearly always the motivation is to restructure and change when the reality is capitulate and syphon, The stock markets to me are no different fundamentally or morally as most of the intent can be lost when monetising ones passion.

Back to the rat race that is Aim, This week we have seen some devastating examples of the best and worst in aims spin! often when highlighting a trait the P.i's crawl out of the woodwork defending their investment/trade pick with the inherent belief they are going to prevent fellow retailers seeing straight through the yarn, Lets get a few things straight:

* P.I's defending a claim when not seeing the lightning bolt coming after the thunder need some serious consideration on their own market interpretations regardless if their '' so called respected posters on a forum ''

* Companies claiming to be fully funded and then drawing down in back to back placings to accelerate their projects are actually just drawing down on the markets plumped up feel (There taking advantage) They can't word it this way so look to dress it up - Its bulls-shit folks

* Brokers/Research houses and many other outlets just spin the wheel of fortune for a company as the carousel of cash transfers into the corporate pockets.

* 90% of people lose in the stock market and the £8 billion from failed listing from IPO to list to delist (fail) let alone funds raised in open market is all in the coffers of the corporations not the very people that supported them.

We are talking small cap here people not some high cap operation, '' How the hell do hundreds of companies disappear and nobody ever really mentions it? Who really is aware of this and who actually cares?

In essence its all academic in statement and of no real consequence although many who think they understand the arena they navigate have little to no concept of reality so therefore suggest its Tina Arena and not the stock market arena.

Before I fall from the soap box lets hop over to moves in the week where in brief we look at movers and shakers:

Paternoster - Jumped off the bottom from speculation of a Brady completion, IMHO the stock was still trading bullish above the 200d Sma yet trading at the bottom of the cycle. Speculation and interpretation fuse together here whilst punters decide.

Physiomics - Shot its load to 0.25p on the news of a major pharma JV however the integral piece of information was left out (Its mean worth to Pyc) based on this and the need for cash the SP has sobered up leaving a few angry heads. The science is good but the ship is run like a slave ship.

Anglo Asian Mining - I wrote about these before the gold dropped through the range but needless to say the cash costs are good and they are actually meeting targets, Goldie's maybe hard to pick but when the spot price is fluffed up AAZ present a real recovery to 50p+ the piece from shareprophets is here

Beacon Hill - Bhr come from oversold for a rebound from 1.2p to 1.4p from a technical aspect, with lots of suggestion on value here mainly through conjecture that target will get met.

Ecr Minerals - The enigma that is player power comes into effect here with the bullish over egging the company and the bears running it down on old regime cock ups. The board has been restructured and the dead limbs removed however in my opinion the very fact the company is still going is to the testament of the new bod, This is why at 0.10p i mentioned it and today at 0.30p although I hope the expectation of both bod and investor base is well managed. '' Steady away folks ''

Sound Oil - The company reports positive data from its assets in northern Italy yet the share price collapses, I would say the sentiment has dissipated as investors see no reason to hold before the drill goes in again coupled with a broker note giving a lesser BUY rec. seems to be the catalyst to the drop! Hopefully I'll be catching up with CEO JP soon....

Victoria Oil and Gas - I held a technical positive on vog at 1.25-1.3p however the stock triggered the sell indicator at 1.15p which changed my stance from bull to bear, Pretty simple case when the Rns come out to say the main player J.Scott had fled back to his old haunts leaving Vog in the dark. I'll watch to see how the company recovers but sentiment is low with fundamentals weak and unable to hold their own council.

Brushveld - Look to have come onto the radar as an institution sells down its position leaving bmn lukewarm and down on its luck, On the upside the retail have bought the story and now see bushveld as cheap, I flagged up the stock and believe the E1trader makes a relevant point here however there is/has been a background seller so until that is sold out then the SP will fluctuate. Hows the company for cash and development?

Motive Tv - The joke continues here I guess the insoluble nature of investors here will likely cost them heavily in the pockets particularly if you bought the last pump at 0.03p its not a serious investment but an out and out punt similar to that of the flying Scotsman's 100-1 chance in the 5f flat sprint in a straight line with its hooves tied behind its saddle.

Leni Gas - Upped its Bopd to 500 barrels setting a milestone which it intends to work on, BMD seems to have had the calling card on this with ears to early rumor and the share price reacted with a lift. Can Leni get up to the 1000-2000 bopd? If so then the 2p game could be back on but we wait with anticipation.

Thor Mining - Thor is on its arse and the recent gold swing really has made no odds to the company, Thr have banked its cash from placing so the wholesale price given, I sit and await the retail invasion similar to that of rockport boots in my native Liverpool.

Well folks as always if you have any questions then place them here on the blogs and I'll happily answer or give some opinion, Can't guarantee it will be what you want to hear although open,honest and frank.

Keep your powder dry, lock in gains and don't believe the hype

All the best


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(These are but opinions derived from my own experiences and thoughts and do not adopted as statement of fact)

Saturday, 5 October 2013

Weekend Chatter X

This week we see the outfall from the political drama of the U.S shutdown accompanied by the tug of war over gold. My own views are firmly hinged to the gateway of future value in gold thus believe the small cap exploration and production companies will once again rise like a phoenix as the spot prices breaches $1320 as with all things small cap risk in your p/f  has to balance with a conservative yet aerodynamic nature - ''When the tide turns we anchor down, In the meantime we swim with the current''

This week I caught up once again with Paul Doran chief extraordinaire and all round good egg! Like a sketch from Harry Enfields '' The Scousers '' Barry,Gary and Terry thrashed out two hours worth of growth investor value against the Russian roulette of aims smallcap. I would honestly say for anyone struggling with the Mexican market.... (((Cough)) I mean the alternative investment market I would strongly recommend Paul's invaluable translation of the ubber class to the more recognisable proletariat interpretation. After a lot of discussion the most interesting point I found to reaffirm my  belief was regardless which genre of music you prefer the rhythm of the markets simulate similar emotion,reaction and exasperation!!! '' Particularly if you're bad at it.

As I take the Chucho el Roto approach I thrust straight into the usual attack on current events and the markets through the eyes of an old journeyman...

This week I gave a heads up on Orogen Gold and while the kick in the nuts news of placing often rocks the very core of any company the reality here was 0.30p to accelerate developments of a high grade asset can only bode well - You can find the publication here

Bao appeared to get some ramp attention as have Tvz,Acp,Pyc and Rem so we can never rule out the player power in the aim however the risk factor flies off the hook thus something I recommend to avoid or at best remain disciplined.

Historically we are on the cusp of continued bullish activity within the markets as the city fat cats look to guarantee their huge Christmas bonuses, game is back on after the summer break...

However the initial backlog of the bears retreating may see some less convincing attacks on the global arena however I proclaim this to be a buy opportunity into some decent value stocks.

Last week I took Bowleven at 56.5p with a TP of 75p or a 100p on sniff of rumour... '' The journey looks to have started upto 63p for starters ''

The level of ignorance towards risk is just outrageous and would take this brief opportunity to convey the message of sobriety against hope, we wouldn't take this risk by doing a forward roll back and forth across the M25 so why do it with your finances and then expect the outcome to be an unscathed positive.

The shareprophets have landed Malcolm Stacey and for those unsubscribed (which is free) Mr S is a formidable force and master class, the announcement has me feeling excited about the prophets glowing future which is a testament to the editors hard work and efforts.

The other pieces of news comes via comrade BMD who reports '' Rumor '' of uprate in the Bopd output from Lenigas (Lgo) Trinidad assets. Dan also highlights another subject at the forefront of my mind and that's Nostra Terra's news of its cash award $1.2mln as well as promising interims.

Back up the chain and one I don't often cover is Carnival (CCL) who look to have landed at 2000p giving a £3.7bln mcap, Whilst the initial rebound seems to have played out I'd suggest taking confirmation and trading the 20-30% back up to 2600p should there be no further nonesense in the markets otherwise its 1700p - '' The catalyst being the 2000p marker failing ''

One of the salient points whilst chatting to a CEO last week was the number of people that actually view the so called major smallcap news outlet that is proactive investor, the bench mark to my claim is the interest in a post i generated gathering more than x 10 views than proactives...

If you want to request tailored coverage we are always happy to do so weather that come via the array of much smarter folk than me at or myself personally here.

On a number of occassions I've asked for some interaction from the tens of thousands of readers both here and SMVP. '' If you have a subject to brouch then this blog is happy to interact with comments,requests of all kinds ''

Another blog will be out midweek so for now adiĆ³s y buena suerte....

All the best


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(These are but opinions derived from my own experiences and thoughts and do not adopted as statement of fact)

Tuesday, 1 October 2013

Skin In The Game...


Binomial definition applied to the recent bumper risers in the micro-cap market. The reality is the odds are against you in the Aim market particularly if your relative experience of the smallcap market is one based on theory or conjecture.

Today we have Physiomics and tomorrow it will be something else however the reality is the binary bet made at the base level or core average has just swung off the hook when the retail become excited, Often this is based on expectation derived from hope or wishful thinking as the facts stand there is no name given to the major nor is there any revenue value attributed to either party.

My guess is Pyc like many need to get their funding drive away and having had some experience of Mark Chadwick I think you will find whilst the science and ideologies are great at Pyc the facts ascertained from this news release are hazy at best.

Should Physiomics get a decent deal with revenue stream then the share price will motor another 100% however should the inevitable happen then the mid-late buyers will scurry out like rats on a sinking ship leaving a small number with a disaster on there hands.

Physiomics is nothing more than a coin flip stock at the current level thus the risk of failure against the chance of success has to be answered. I personally hope Pyc demonstrate something of real material value but also warn that company directors with little skin in the game often show a scant regard to the price action.

This is non-specific to Pyc however should become a barometer to the newbie shareprophet subscriber looking for simple,basic guidelines

All the best Doc

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Sunday, 22 September 2013

Weekend Chatter IX

This weeks chatter is in relation to the Q4 market activity going into the new year 2014, we are now hearing the ftse cry for 8000 pts yet only a matter of months ago the 4500 pts yelping took place '' What should we believe? ''

The reality is you shouldn't be buying into this piss and wind statement anymore than the 4500 point jibba jabba, Why? Well as a good buddy of mine in stock world recently said '' The Christmas rally needs some pullback '' I tend to agree that the Ftse is more likely to try the high end area before scaling back. I see the bank of america have closed the silver short and the dollar/gold relationship is becoming disconnected somewhat, this points to a certain pullback of some descript in the ftse and an increase in the precious metal/mineral market.

2014 is the year that the cyclical momentum turns really bullish and there is nothing yet in the market suggesting it will come as a whole before, having said that the small cap is perking up and we are seeing price moves suggesting that the risk is coming back or as a base case the markets are playing low end card games with the retail '' Snap ''

This week I called Us Oil and Gas for the second time leaving a message on BM's mobile to call me, I don't expect he will however felt compelled to clarify a few points, Ironically my pal TW. has wrote about the company which was unrelated to my calling BM yet feel its certainly on folks mind for more than one as it lanquiches at 25-35p (here's Tom's thoughts)

I absolutely get why people love to hashtag you in or @DH me on stock moves to help get eyes on a company they really like, I have one message '' If you're going to do this have the courtesy to run through the companies covered and use the relevant information, I have been banging on about the Zioc rally or the Avm rally for what seems a lifetime '' For me they are not over but i'm focused on finding them before the event not after and during as this is the time to de-risk and lock in gains etc ''

Recently I backed the Vog bid and over the last week I have questioned what the game play is about, Initially i felt the 21 DSMA was likely to cross the 50 DSMA igniting a bullish signal or reversal sign to the heavily hammered share price however the action has remained depressed and saturated as it trades from 1.3p to 1.25p. Most people won't be concerned and I'm not really although it does appear a less than typical example of manipulation with outcome probably an aggressive one. If that shift happens and the journey goes north to the 200DSMA at 1.6's then make sure you follow the money in. If it goes 1.15p or below then it could well test 1p... '' My feeling is the stock is posturing for an aggressive move which would reward the long investor ''

Bulletin board morons who whip up stock pages must feel great when they execute their sell as the herd pile into a company with their pockets full of '' hopes & dreams ''

Guys you really in control of your own destiny and if this is the only strategy to win then its a bit like picking a fight with the down on his luck broken sole drunk with his hands tied behind his back.... It really is not big or clever, WAKE UP now and take counsel on how you can improve your game rather than getting sucked into the implosive vacuum of this battle field.

Okay back to the norm, last week I mentioned I was speaking to tomCo's CEO Paul Rankine as always in my unorthodox or somewhat unique manner we spoke of the companies pros and cons. The fact that the SP has performed well since the initial review at 1.3p would suggest that the market is waking up to the potential and whilst I agree with P.R on this basis I was quick to remind him that the SP was not down in the doldrums because the market was enthusiastic about the company, Its getting there but still maintain the TP in the write up here:

'' If tomCo want a stand and stage at the UK Investor show 2014 then it will be arranged in a jiffy via a simple email or phone call to me ''

The retail investor world is still obsessed by the proactive interviews and articles, I spoke with one really decent guy and CEO at a well known aim listed company, I had to reiterate a simple point, 500 hits on a stocktube video or nearly 5000 hits on an article I wrote on stockopedia. Come on proactive if you're charging the companies good money to churn this shit out at least have the decency to give the company a stage. To validate my own thoughts I reviewed the numbers that tuned into the GKP court case news which was huge for this company and also something I believe genuine investors were keen to watch play out...

1000 hits and there is nothing to say how unique the audience is, I like proactive and I totally respect the unprecedented presence it has but if i'm honest down at the tier 3 end of the market i just don't rate their impact or influence on aligning investor with company. I'm not a confrontational person but one that will happily argue facts over fiction or myth.

Sound Oil tank on what is clearly good news of de risking its Nervesa well however news gaps are perhaps responsible for this temporary decline, It looks to be a BUY at 8p

Black Mountain is either a big riser on news of production or a bear like hibernation stock

Corero Network seem to be stirring on attention as the recovery play unfolds, I hope to speak with the company this week so will report findings.

Gulf Keystone hover around £2 as the CEO announces of CNBC that they're not talking with any majors as yet and confirm their intention to LSE listing from aim.

Westminster Group keep ticking along as anticipation grows on there chance of landing a game changing contract.

Bowleven trade down to the 55p area to buy as one bunch of retail buyers become frustrated at the purchase and hold of the wholesale winners stock. '' In layman's its back at wholesale price ''

Thor Mining look interesting at 0.275-0.35p and we watch for the break out of the range once the OH has cleared

Frontier look to has a seller but a compelling story of mixed/diverse assets

Mtv still a piss and wind company without a serious investment case nor business model (In my humble opinion)

RedRock Resource trade above the cash balance of the divested assets in Greenland, one which may become a traders target.

TomCo Permitting news and the speculative impact of this has helped boost the company's share price as investor energy looks for the right result to get the project away.

Physiomics trade 0.09 - 0.15 as shareholders plea for some real meat on the bone news gets continuously ignored, good product but one that is operating in an unforgiving and out of favour sector. (for now!)

Enjoy the week

All the best


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(These are but opinions derived from my own experiences and thoughts and do not adopted as statement of fact)

Sunday, 15 September 2013

Weekend Chatter Vol VIII


Good Morning Folks,

Sunday morning and all's well, As expected there has been some slight balance installed into the markets over the last 7-14 days with the excitement easing off somewhat. '' This is nothing more than the likely becoming the actual '' Aim has shown its sign of life and the commods have alerted investors to its riches as gold,silver,oil and ore swing!

The short money goes long and the same impact traders see the shortcomings once again as the rebound subsides and then they scale in again to scalp the tops and aggressively short sell the stock/comod/indices

This is the game, however the shorters paradise is in my humble opinion declining in the small cap arena as the curve of fortune now sits with the buyers in well run,robust reliable companies. Tangible value is key thus the reason I beat the drum hard on Zanaga at 10-15p. The Aim market is something of an enigma and once you have the code you can decipher the messages being delivered....

This is where I now feel at home hence the midweek TA call on Fjet at 4.05p Sadly the editor of is honeymooning so the call was published the following day at 5p (Still plenty of gains to 7p) '' I wish Tom and the deluded lefty or the new Mrs W all the very best of wealth,health and happiness.

After 6 Months of writing for and I have reached a figure average of 17% per investment call with a near 4:5 conversion ratio from 32 calls (roughly) . I see people selling their product with rates more or less...

Mine are free and 100% transparent as all published in the public domain. This discounts the Miningmaven v Doc 5 day challenge which are going relatively well. I negotiate with regarding a feature there, should you want to see it '' Email the company and suggest they put me in place '' I mean half the company and a lifetime supply of Costa coffee really isn't much to ask.


Back to the usual flash point covers on stocks of interest this week.

As people queued up to tell me the value of Rem,Solg and Mtv I'm pleased to say I didn't buy into the dream and whilst there has been some bumper gains there have also been some bumper losses. This is dangerous for your portfolio unless you are truly disciplined.

FastJet: Announce no reason for the rise yet the SP still gains, I guess there is a reason although the company are not aware or not letting on! The rise was a technical one from a heavily oversold position guys....

Ecr Minerals: Continued to hold some of the gains from 0.1p as the company posture to change the direction of the company. No deal is final and tax is an ongoing saga, I don't rate or like Themac hence I believe they should divest and look to use this finance on a more savvy play. I think they (The Bod) would and could do better moving into the 4th of July type play.

Lekoil: Continue of the ST at Ogo-1, Afren directors are piling into afren and whilst Ogo-1 is not a huge proportion of there p/f it did add £85m to its mcap on initial release, If the ST comes back '' Significantly higher '' Than initially thought when it exceeded expectations. Then Lek have the ability to multi bag.

Victoria oil&gas: Vog has to many shares in issue, The company has been on a terrible run and sentiment is at an all time low, '' What does this say '' Prick up the ears guys as infamous bear raider Evil Knievel is now long of vog and eventually the shit stops rolling down hill!!! The technicals suggest that the worst is over, speculative buyers should start to load in '' Looks a Buy to me ''... This is not a risk free trade however the 50 and 200dsma are now the target. If the Rsi fails on its march 13 hold then run to the hills

Veredes Management: Fly's up on a lot of speculation. Look at the news from this company! Lack of accounts, resignation of nominated adviser and no clear direction - Lacklustre performer.... '' Is this an investment or a targeted stock to lean on for a maximum return for an investor group? Questions to answer in my opinion...

Gulf Keystone: Good news in from Gkp with the legal wranglings closing and the future looking brighter, If only the CEO had not sold 10 million shares in this company when he did. Surely this is having some effect on confidence.

Westminster: Wsg keep adding to the ever growing contract book, With plenty of reason to be proactive towards the company its next leg should come from further significant additions to its contract order book. From a technical perspective the stock is/has fast approaching the 100% fib point as well as some top end tiredness signs.

Thor Mining: I have wrote about thr recently, the company has done a duel funding round thus securing the company's future, with the company unlikely to do a third and with a clearing overhang the reality is significant upside once this is out the way, think about the correlation between others in the Thor peer group and its effect to the SP.

Sound Oil: Announce an independent broker note giving a 15p unrisked value against a 21p risked. The company need to show the Laura and Badile cards as its unlikely there value is really attributed in the coverage.

Next week I'll be chatting to Tomco Energy regarding their recent news release and its future moves into high impact shale. They have the acreage but do they have a high reward strategy for its shareholders, current share price says the jury is out!

The usual loonies cry and crib about something and nothing, charlatan,conman,scam artist and all round low life - Stroll on forum loonies '' do you actually think i give a stuff '' I'm always open to discuss all of my actions.

I guess the end of the month will be the real start of the next cycle although confirmations needed, I'll be making a few more technical calls on companies over the coming weeks, Anyone who is still in the dark age please sign up to and take note that tickets are out for the biggest investor show in the UK in 2014.

Enjoy the week

All the best


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