Posted by Doc Horne on 29/December/2001 at 12:48:
In Reply to: Three for 2002...................post yours too! posted by Rameses on 29/December/2001 at 08:21:
: My three for 2002 are (drum roll please):-
: Theratase (THE)- Still undervalued at current
levels, further positive newsflow and trial
approval should see these go to way above
the 125p mark.
: Kenmare Resources (KMR)- owns a titanium
mine in Mozambique. Has established very
farouvable tax breaks (like no tax for a few
years!), bought up the mining equipment
cheap and has huge reserves to be extracted
cheaply. Demand for titanium is outstripping
supply over the next 10 years by some 3% pa.
The company is currently forward selling its
production. As soon as any of these deals are
confirmed the price should move up stepwise
with each one.
: Henlys (HNL)- adverse reaction to a profits
warning overdone IMHO. Rise some 50%
already from 90p level that I first bought in at.
Still accumulating though, any economic
recovery in the US along with oil prices staying
subdued should significantly improve this
company's performance. Even with no
economic improvement in the US the shares
are sorely undervalued. They also have a high
dividend yield.
: It would be good if people could post up a
few details about each of their companies, I
know it's an effort but it makes for much more
interesting reading that strings of tickers.
: Cheers all,
: Rameses
: PS Feel free to throw these back in my face
at a later date! I hope for positive reasons of
course.
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