DocsLaymanChatter XXXVIII

After a less hectic week this week we hear much of Olympus falling as the Greek woes slowly starts to increase on the fear-o-meter, to mimic Draghi of the ECB its getting critical but not quite imminent - does this mean we are being prepared for a slap around the EU face as the earthquakes start to rumble again regarding the single currency collapse. It's early days yet (apparently) but stay tuned or more importantly on your guard.

The markets are compressed with terminology/facts of misinterpretation which often causes conflict and confusion, this is one of the many reasons when communicating with other investors within the private investment world i believe we should be forgiving or understanding. Money,fear,loss can manifest itself in mysterious ways which is a sad reflection of the outfall of the darker parts of AIM. As investors lose on AIM there emotional level evolves into a manic state of mind which again is a bi product of the markets allowing the game to issue you a final knockout blow. Don't become a statistic of the game '' Know it ''

This week we look at a few very different companies for very different reasons, liquidity is a stable part of your investment diet, never be caught up in too many illiquid stocks at any one time... - Hear todays ADVFN podcast with Justin (Sharepickers) on Red Rock, African Potash, Prospex Oil:

African Potash: A company that has been very rewarding yet somewhat disappointing has recently give away its biggest sign that its road to recovery precedes the once thought road to perdition by doubters, Chris Cleverly is very much onboard with some very near term dynamic moves. The recent AGM should have been a formality in making room to issue the 2nd and final tranche of funding coupled to the axing of its Bergen instrument which has single handedly hammered the price from 2p down to 0.4p. A year ago 5p was the main level of attack and whilst this seems a distant memory I can very much see a quick rebound to 1p+  the retreat down to current levels seems harsh and now unnecessary (Bergen goes, the price will rise) I fully anticipate very near term buoyancy.

Prospex Oil: The little unknown company has recently been flagged up, Formerly Premier Gold (PGR) the company of old crashed against the rocks leaving the shell which was rescued via a CVA / clean up by the new management team. Now Prospex Oil after raising a slug of cash and with a newly formed board appears resonates very much with a little unknown Mx Oil (This time last year) formerly Astar Minerals. Some may remember the 1p to 5p move there and I very much get the feeling that PXOG is a mirror image. Ironically the MXO doubters were quickly put in there place as the shares have consistently traded at a significant gain leaving Prospex as the next highly anticipated and very much unknown shell looking to move into near term O&G acquisitive space. If they secure a close to home onshore asset then expect shares to soar, if they sit on there hands for 6 months then expect a troublesome future. '' I'm a speculative buyer of the stock ''

Red Rock Resources: Andrew Bell has been fighting on many fronts and whilst the brave samurai has been busy (nearly falling on his own sword) it would appear that with all of the debt removed, remuneration reduced and far less liabilities it looks to me that 0.08p will be the foundation to the companies recovery story. I expect the shares to trade up somewhat assuming AB keeps concentrating on doing his job rather than the usual lack lustre spivvy old money roll as an executive. Things have changed and RRR and Bell need to do a days work as well as enjoying the city life of boozy lunches.

Mx Oil: Shares have soared recently on a highly anticipated update on acquisition progress, MXO has been a real gem for penny investors and we stand by for the long awaited news flow. During the UK Investor show Mx Oil was particularly popular - Pretty Polly or Pretty Exciting '' You decide ''.

UK Oil & Gas: Sadly my popularity on UKOG has dried up, after 1000% of gains called on this company, from a time when very few people even knew what they were doing back in 2013/4 It pains me to say that UKOG looks a sell rather than a buy. If an equity issue comes or the funding of a second hole kicks in then I strongly believe the shares value will decline. I do however want to wish David all the very best for a peach of a promote and also wish all holders/ex-holders a bright and fruitful future. I'm 99.9% sure that hundreds of billions of barrels won't be secreted from Horse Hill (Weald Basin) but very happy to be wrong, the risk now is above and beyond even me.

Sefton Resources (Stryker): My friend BMD has left the building, whilst many will speculate on this i think without doubt he's demonstrated (even if only briefly) how to create interest within the market place, welldone and congratulations.


All the best


Doc



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DocsLaymanChatter XXXVII

After an exciting week at Horsehill investors feel stoked at the prospect of further movers and shakers in the alternative markets, in doing so private investors are now in an awfully vulnerable position as when enthusiasm peaks so does the chance of a snakes and ladders outcome. In such times it is clear private investors need to take some council with themselves at how easy trading / investing in these markets really is!!! - As a rule i always sit on hands and gather thoughts when hitting a big return, patience, planning and analyzing a situation helps me find some resolve in whatever direction i maybe intending on embarking.

The markets feel awash with positive sentiment, good will and big winners are on the cusp of all conversation, let me be crystal clear again when i say this '' In July the markets will not be like this '' thus one must make hay whilst the sun shines (Now) however do not fall foul of rushing feet first into the wrong trade. Often we see the euphoria of the markets as the catalyst to big collapse, I feel we have a little more to go so plenty of money to be made however always keep a sober and balanced outlook.

This week I caught up with David Bramhill which you can click and hear here:

I recently chatted to Andrew Bell of Red Rock Resources which you can hear here:

Today we will look at a bunch of companies making waves within the small-cap markets most of which will be companies you have heard of for a variety of reasons, I'm a firm believer of backing companies that will move based on market mechanics thus arguing an out and out technical or fundamental case may not be enough.

UK Oil & Gas: After huge gains from UKOG i'm now dubious to the big media hype surrounding the company, I'm sure that the recent interest in the company will be used to tap the market thus fear a placing or funding deal is pending, I do accept that the company looks to be in a much firmer place however don't see it as a company to commit to until we have clarity and visibility of funding the future HH 2

My thoughts on Horsehill (Special) can be found by clicking here:

Red Rock Resources: From all the aim companies i hold currently RRR is one i believe will make great steps similar to the moves seen in UKOG and other HH companies, a deal on Columbia is imminent and the wind of change appears to be blowing over Red Rock. MG are nearly all out and with the monkey off the back (it's death spiral) I can only see big big things near-term here '' Add to your list of stocks to follow ''

Sound Oil: Most of you will recall the talk of buying SOU for the stock of 2015. Shares are up well over 100% now giving the market cap of £75 million, I believe that Sound oils Badile assets gotta 30p value should it come in which would make the current SP look like small fry however to answer the masses of people that have questioned am I a buyer at this level I simply say not just yet. I have a decent free carry which i hope and believe will do well moving forward but protecting capital is paramount and until i see reason to risk it again I'll sit on my (free) hold  position until we hear more.

Union Jack Oil: Against many UK Onshore Oil & Gas companies UJO is massively undervalued, the company has a decent cash position circa £3 million coupled to very encouraging updates from Wressle 1. I anticipate that the recent uplift in all UK onshore plays like this will reflect in UJO's measly £5 million marketcap, I accept its yet to be the peoples favorite but its a matter of time in my opinion. Please click the above link to listen to the recent Audio interview.

Noricum Gold: Stay abreast of the news flow here, NMG have increased its portfolio so by virtue the news flow associated. I hear that the city tails are wagging again around this tiny gold company with the infamous Lenigas and Strang buying into the play '' for good reason ''



All the best


Doc



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

Horse Hill Special

Well what a week it's been for all that have held,hold or traded Horse Hill stocks, many who follow the blog will have been aware of the significant gains taken in 2014 and yet again during 2015, but a week ago i felt that city flutters and order book movement was in itself suggesting a big big move. Those who follow me on twitter will have been crystal clear about this message and whilst the city tails wag for very little these days the all more convincing volume indicators were rising like a salmon at spawning season.

So what have we learnt from this week? well undoubtedly Mr Lenigas is the cremedelacreme of aim stock promoters, and whilst i accept that the KC may hold enough oil to exceed the Beverly hillbillies backyard  find, i remain cynical. With enough interest now to raise the additional cash the group will need to drill further exploration holes it now looks primed to be apart of the news for months and years to come. We can argue what will be from now until kingdom come however the main story here is positive sentiment for UK Onshore oil companies along with huge financial rewards to those who applied simple robust principles of '' Knowing the game '' some have done pretty well out of it. A buddy of mine hit £80,000+ and a lovely lady i chat with via my twitter feed had a tidy £20,000 return. One called it a lucky sell and the other a clever T+ trade, either way it's been a rewarding story. For those trapped as a buyer at 2p+ I fear you may have to let the early sub half penny buyers have there fun and also potential equity issues to come in.

The statement that stood out head and shoulders to me was when questioned '' how many jobs will this create '' and Mr Lenigas replied '' Thousands '' - This is about as bold a statement as one could expect, do i believe thousands of people will find employment from Horse Hill? Absolutely not... we may have a period where hunderd/s of contractors are onsite at one time but i see this as a brief flash in the pan moment. As I say i concede that Horse Hill has a brighter future now more than a few weeks ago although I never subscribe to the clever PR and Marketing of a product.

Who wants a furby, a teddy ruxpin, perhaps a my little pony or cabbage patch doll!!! - In reality these things come and go and whilst clever PR and Marketing can give a brief window of genius it rarely stands up for long, I see AIM to hold many of the same core values so whilst I hope and pray that we see more and more tangible evidence of greatness within the Oil space it would be fair to add caution rather than throwing it to the wind.

The UK Onshore now has an audience and whilst the HorseHill mob finance the next drill it maybe worthwhile to look at Egdon,Union Jack or Europa O&G as they have very much started to produce and sell oil from its wressle 1 assets north of Scunthorpe. Sentiment and momentum are 8/10ths of the law on AIM and I can see more and more people looking to find the next big Onshore mover/s

Click here to listen to my chat with Union Jack Oils David Bramhill

I take my hat of to Mr Lenigas and co for a well worked entry into Onshore greatness, if he can deliver a fifth of what they have been discussing I expect an exciting path ahead. As i'm somewhat cynical I'll be assuming the position similar to the red Indian scout at the battle of big wash - this is that of observer.

All the best


Doc



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