Shares to Invest in at present-10k to minvest

pokerface11

Hi iv seen that the investment threads are quite as of late. I have 10 k to invest and willing to take a little risk with it. I want to split it up into 3 or 4 lots and put them each into different shares-diversifying. I have silver and petroceltic in mind at the moment. What are peoples opinions on shares to invest in at present.

digme

silver is not even at 40% of it's all time high, so definitely silver.

Raskolnikov

pokerface11 wrote: »

I have silver and petroceltic in mind at the moment.

Petroceltic has a market cap of €210 million - what do you think it should be?

royaler83

pokerface11 wrote: »

Hi iv seen that the investment threads are quite as of late. I have 10 k to invest and willing to take a little risk with it. I want to split it up into 3 or 4 lots and put them each into different shares-diversifying. I have silver and petroceltic in mind at the moment. What are peoples opinions on shares to invest in at present.

If its high risk/ high reward you want then oil exploration and mineral mining is the place to be.

Petroceltic has potential. Algeria is massive for them, alot going on there from year end and into Q1 and Q2. (Potential to double in that time frame)

Range resources (6p) is another but unlike Petroceltic it has a more of a portfolio, Texas, Georgia(reserve results next week) and puntland in somalia which is huge but very risky considering where it is. (3-5 year hold)

Xcite Energy. If you really want a speculative punt this is the one, they are going to spud next week in the north sea(heavy oil, harder to extract) which is their only play so its hit or miss. Its £1.14 as I type, independent broker gives it 70%-80% chance of success(make of that what you want), there is oil a plenty there, they are just looking to find flow rates to see if it is commercial.

Sirius exploration(8p) is a mining share, they have a massive mine in queensland which when explored will attract bigger miners because its a 'potash mine'. Potash has been in the news alot recently because the chinese are craving it due to their massive economic growth(3-5years)

Again these are all high risk high reward shares so you have been warned

Comordha

Petroceltic deserves some money IMO, a lot going on over next few months. I wouldn't invest any more than 15% of your total in it though as it's high risk hellrazor stuff and not for everyone. My heart has almost stopped several times with this rollercoaster share.

The Pontiac

royaler83 wrote: »

Xcite Energy. If you really want a speculative punt this is the one, they are going to spud next week in the north sea(heavy oil, harder to extract) which is their only play so its hit or miss. Its £1.14 as I type, independent broker gives it 70%-80% chance of success(make of that what you want), there is oil a plenty there, they are just looking to find flow rates to see if it is commercial.

I was lucky to get in here at 64p so not far off a 100% gain now. It has shot up very fast in the last few weeks when it was trading in the low 70's. They'll probably be spudding next week so we could see another spike then. Then it's around a five to six week (maybe longer) wait until results, so be prepared for some fluctuations in share price. I don't see much point in buying now unless you're prepared to wait for results. I'm fortunate enough that I can top slice my initial investment and leave the rest in for a free ride (if I wanted to), but haven't decided yet. I might leave it run closer to results and then de-risk or I might just leave it it all in.

Statoil's Bressay heavy oil field is only 3.5 miles from Bentley and its oil is pretty much identical (API gravity, viscosity, Total Acid Number, metals content etc.). Xcite and Statoil entered a data sharing agreement (Well Data Trade) in May 2008. Statoil achieved vertical flow rates of up to 3,400 bopd and have confirmed that Bressay will go into production in 2014.

Heavy oil producer Nautical Petroleum (NPE) share price has almost doubled in the last week due to its successful Kraken drill and the partial sale (20%) of its Mariner field to Statoil for £87.5m. Its share price has risen 578% in the last 12 months.

Xcite could easily be a buyout target for Statoil if they can move resources into reserves from the upcoming drill. Current industry valuations of 'oil in the ground' prices are: 2P resources (probable reserves) @ $10 per barrel and 1P resources (proven reserves) @ $15 per barrel. The Bentley field contains an estimate 900 mmbbls but it will depend on how much is recoverable to give it a true valuation. The current market cap is £164m (£1.13p per share). The company believes it can recover 200Mbbls without enhanced oil recovery techniques. This alone would value the company at $2 billion from 2P resources. That's around £8.40 per share.

Always do your own research before investing.

The Pontiac

By the way I'm not suggesting the OP invests in Xcite, but more replying to Royaler's post really.

royaler83

<Ollie> wrote: »

I was lucky to get in here at 64p so not far off a 100% gain now. It has shot up very fast in the last few weeks when it was trading in the low 70's. They'll probably be spudding next week so we could see another spike then. Then it's around a five to six week (maybe longer) wait until results, so be prepared for some fluctuations in share price. I don't see much point in buying now unless you're prepared to wait for results. I'm fortunate enough that I can top slice my initial investment and leave the rest in for a free ride (if I wanted to), but haven't decided yet. I might leave it run closer to results and then de-risk or I might just leave it it all in.

Statoil's Bressay heavy oil field is only 3.5 miles from Bentley and its oil is pretty much identical (API gravity, viscosity, Total Acid Number, metals content etc.). Xcite and Statoil entered a data sharing agreement (Well Data Trade) in May 2008. Statoil achieved vertical flow rates of up to 3,400 bopd and have confirmed that Bressay will go into production in 2014.

Heavy oil producer Nautical Petroleum (NPE) share price has almost doubled in the last week due to its successful Kraken drill and the partial sale (20%) of its Mariner field to Statoil for £87.5m. Its share price has risen 578% in the last 12 months.

Xcite could easily be a buyout target for Statoil if they can move resources into reserves from the upcoming drill. Current industry valuations of 'oil in the ground' prices are: 2P resources (probable reserves) @ $10 per barrel and 1P resources (proven reserves) @ $15 per barrel. The Bentley field contains an estimate 900 mmbbls but it will depend on how much is recoverable to give it a true valuation. The current market cap is £164m (£1.13p per share). The company believes it can recover 200Mbbls without enhanced oil recovery techniques. This alone would value the company at $2 billion from 2P resources. That's around £8.40 per share.

Always do your own research before investing.

Ollie I also plan to top slice, I think the SP will rise on the run up to results, hopefully all going well I can pick a good time to sell half before results day.

Do you think the SP will drop back much after spud, if at all?

I think it will spike on spud RNS then drop back slightly for a few weeks(will try to top up at this time), then as results near it'll start to climb.

The Pontiac

royaler83 wrote: »

Ollie I also plan to top slice, I think the SP will rise on the run up to results, hopefully all going well I can pick a good time to sell half before results day.

Do you think the SP will drop back much after spud, if at all?

I think it will spike on spud RNS then drop back slightly for a few weeks(will try to top up at this time), then as results near it'll start to climb.

Royaler, this was exactly my take on it too but there's an article in today's This is Money website http://www.thisismoney.co.uk/investing/share-tips-and-fund-tips/article.html?in_article_id=515476&in_page_id=23&ct=5 (same article also in today's Daily Mail) that states "Once the drill-bit is in the ground, the company plans to provide updates on its progress during the initial two-month campaign." I thought the company were just going to release results at the end of the campaign and was a little worried how the share price would hold up during this period. I also expected a move in price towards closer to TD. So does that mean we could get an update after, say, four weeks?

I didn't even think the share price would reach the broker's pre-drill target of £1.14, as I usually take broker targets with a big fist of salt. I had a pre-drill target of 90-100p but it has already surpassed this and the spud RNS hasn't being announced yet. XEL's share price is very hard to predict short-term - it was down around 2% early Friday morning and I thought it was continuing to retrace from Thursday's dip (after the big spike), but closed 7% up, with high volume again and a buyer/s with big 50k/60k blocks buying on the dips. It's just very hard to get your exist price/timing right for top slicing here and it depends too what price you bought at. The share price can move very, very fast with a relatively low number of shares in issue (144m).

We also have the Kraken updates coming soon from NPE, and as this is also heavy oil, it will have an effect on XEL's share price. I'd contribute a lot of XEL's gain over the last fortnight to Nautical's recent success.

It's also interesting to note that the article posted on This is Money recommended setting a stop loss. Setting a stop loss on AIM shares can be very dangerous. A lot of Rockhopper investors got absolutely screwed here - the market makers dropped the price from £2.50 to 70p, and back up to £1.75 in only a few minutes.

There's an Xcite thread here too, so I might dig it up and keep it updated as they'll be a lot to be posting over the next few months.

royaler83

<Ollie> wrote: »

Royaler, this was exactly my take on it too but there's an article in today's This is Money website http://www.thisismoney.co.uk/investing/share-tips-and-fund-tips/article.html?in_article_id=515476&in_page_id=23&ct=5 (same article also in today's Daily Mail) that states "Once the drill-bit is in the ground, the company plans to provide updates on its progress during the initial two-month campaign." I thought the company were just going to release results at the end of the campaign and was a little worried how the share price would hold up during this period. I also expected a move in price towards closer to TD. So does that mean we could get an update after, say, four weeks?

I didn't even think the share price would reach the broker's pre-drill target of £1.14, as I usually take broker targets with a big fist of salt. I had a pre-drill target of 90-100p but it has already surpassed this and the spud RNS hasn't being announced yet. XEL's share price is very hard to predict short-term - it was down around 2% early Friday morning and I thought it was continuing to retrace from Thursday's dip (after the big spike), but closed 7% up, with high volume again and a buyer/s with big 50k/60k blocks buying on the dips. It's just very hard to get your exist price/timing right for top slicing here and it depends too what price you bought at. The share price can move very, very fast with a relatively low number of shares in issue (144m).

We also have the Kraken updates coming soon from NPE, and as this is also heavy oil, it will have an effect on XEL's share price. I'd contribute a lot of XEL's gain over the last fortnight to Nautical's recent success.

It's also interesting to note that the article posted on This is Money recommended setting a stop loss. Setting a stop loss on AIM shares can be very dangerous. A lot of Rockhopper investors got absolutely screwed here - the market makers dropped the price from £2.50 to 70p, and back up to £1.75 in only a few minutes.

There's an Xcite thread here too, so I might dig it up and keep it updated as they'll be a lot to be posting over the next few months.

Yea I read that about the updates in iii.co.uk (alot of informative posters amongst the drivel, hub, ur_xlnc and gramacho i think his name is are worth reading).

It has kinda scuppered my plan of selling some before the results, so going to have to re think. As much as I'd luv to go all in it seems too much of a risk, however if the 1st update or 2 is generally positive I might just get greedy

I think your right about NPE news having a very positive effect on the SP, it has given a bit of confidence to those investors concerned about the heavy oil, if the kracken results are positive then we could see another spike.

royaler83

pokerface11 wrote: »

Hi iv seen that the investment threads are quite as of late. I have 10 k to invest and willing to take a little risk with it. I want to split it up into 3 or 4 lots and put them each into different shares-diversifying. I have silver and petroceltic in mind at the moment. What are peoples opinions on shares to invest in at present.

Did you make a decision yet pokerface?!

Care to share?!

pokerface11

royaler83 wrote: »

Did you make a decision yet pokerface?!

Care to share?!

Still researching at the moment royaler83. Have been spread trading silver with success. I will pick my 4 stocks and invest in the next few weeks.
Have you heard of Martin Hutchinsons merchant trader alert? He is a reputable investment banker with more than 25 years’ experience, Hutchinson has worked on both Wall Street and Fleet Street and is a leading expert on the international financial markets. I am thinking of signing up to his service for stock picks. Anyone else have any opinions on this?

joecc

what tracker would reflect home markets?

royaler83

pokerface11 wrote: »

Still researching at the moment royaler83. Have been spread trading silver with success. I will pick my 4 stocks and invest in the next few weeks.
Have you heard of Martin Hutchinsons merchant trader alert? He is a reputable investment banker with more than 25 years’ experience, Hutchinson has worked on both Wall Street and Fleet Street and is a leading expert on the international financial markets. I am thinking of signing up to his service for stock picks. Anyone else have any opinions on this?

Just going back to this thread to see did the OP take any of my advise from a year ago, Xcite energy went up by almost 4 times from when I tipped them but is back at £1 20 with first stage production in the next 2 months which should see a nice rise.

Range resources multiplied by 4 from when I tipped them but is back at 9-10p range with news on Trinidad and Puntland imminent, athough Georgia has been a disappointment so far.

The jewel in the crown is Sirius minerals, a potash miner, I tipped them at 8p, they rose to 20p+ then dropped back but have had outstanding results in North Yorkshire in recent weeks and with more drills on the horizon the SP currently sits at 26p. The future of this company could be massive and with a BOD that has brought Fortescue Metals from mere penneys to multiples of pounds, they are in safe hands regarding funding etc.
Their first drilled proved up one of the thickest (polyhalite) potash seams ever discovered with high grades of over 80%, and that is just the 1st drill!! They estimated 3.3-6billion tonnes of polyhalite and it looks like that could now be blown out of the water!

Cavanjack

royaler83 wrote: »

pokerface11 wrote: »

Still researching at the moment royaler83. Have been spread trading silver with success. I will pick my 4 stocks and invest in the next few weeks.
Have you heard of Martin Hutchinsons merchant trader alert? He is a reputable investment banker with more than 25 years’ experience, Hutchinson has worked on both Wall Street and Fleet Street and is a leading expert on the international financial markets. I am thinking of signing up to his service for stock picks. Anyone else have any opinions on this?

Just going back to this thread to see did the OP take any of my advise from a year ago, Xcite energy went up by almost 4 times from when I tipped them but is back at £1 20 with first stage production in the next 2 months which should see a nice rise.

Range resources multiplied by 4 from when I tipped them but is back at 9-10p range with news on Trinidad and Puntland imminent, athough Georgia has been a disappointment so far.

The jewel in the crown is Sirius minerals, a potash miner, I tipped them at 8p, they rose to 20p+ then dropped back but have had outstanding results in North Yorkshire in recent weeks and with more drills on the horizon the SP currently sits at 26p. The future of this company could be massive and with a BOD that has brought Fortescue Metals from mere penneys to multiples of pounds, they are in safe hands regarding funding etc.
Their first drilled proved up one of the thickest (polyhalite) potash seams ever discovered with high grades of over 80%, and that is just the 1st drill!! They estimated 3.3-6billion tonnes of polyhalite and it looks like that could now be blown out of the water!

Another great day for Sirius today royaler. Finished at 27.5p up 7 percent. This last few weeks have turned Sirius from a company exploring for potash into a company sitting on one of the largest deposits of potash in the world.
I started buying into Sirius at the start of the year when they were round 7p and I've tipped them here myself when they were round 10p. It's a Higher grade of potash they've found and in much larger quantities than they hoped for. If the next few drill results are as good as the first we could see the share price soar. Not that it will make a difference to me because im holding for the long term.

royaler83

Cavanjack wrote: »

Another great day for Sirius today royaler. Finished at 27.5p up 7 percent. This last few weeks have turned Sirius from a company exploring for potash into a company sitting on one of the largest deposits of potash in the world.
I started buying into Sirius at the start of the year when they were round 7p and I've tipped them here myself when they were round 10p. It's a Higher grade of potash they've found and in much larger quantities than they hoped for. If the next few drill results are as good as the first we could see the share price soar. Not that it will make a difference to me because im holding for the long term.

Where do you see the going short term?! They have up to 9 more drills on the horizon, plenty of news flow.

Can see them retracing at some point but with upcoming drill results round the corner it's hard to see many taking the chance on trading them. If the next couple of drills produce simillar results, this could go ballistic, or is alot of it priced in?!

Long term (3-5 years) looks good considering what they have found and the experience the BOD have with starting up a project like this, funding, planning permission. etc

Cavanjack

royaler83 wrote: »

Cavanjack wrote: »

Another great day for Sirius today royaler. Finished at 27.5p up 7 percent. This last few weeks have turned Sirius from a company
exploring for potash into a company sitting on one of the largest deposits of potash in the world.
I started buying into Sirius at the start of the year when they were round 7p and I've tipped them here myself when they were round 10p. It's a Higher grade of potash they've found and in much larger quantities than they hoped for. If the next few drill results are as good as the first we could see the share price soar. Not that it will make a difference to me because im holding for the long term.

Where do you see the going short term?! They have up to 9 more drills on the horizon, plenty of news flow.

Can see them retracing at some point but with upcoming drill results round the corner it's hard to see many taking the chance on trading them. If the next couple of drills produce simillar results, this could go ballistic, or is alot of it priced in?!

Long term (3-5 years) looks good considering what they have found and the experience the BOD have with starting up a project like this, funding, planning permission. etc

Short term I think if we can cross 30p they won't budge much more than that before chemical analysis results of drill 1. If they don't come in the next two weeks I can see them falling back.
If the next few drill results are anyway similar to the first I can see the sp go to 50p and beyond. With a jorc within 6 months and possibly doubling of reserves (if the first drill is anything to go buy) I can see it hitting a pound and maybe become a takeover target for Bhp who are keen to get into mining of potash. Then wtfdik I'm just enjoying the massive rise in my portfolio.

royaler83

Cavanjack wrote: »

Short term I think if we can cross 30p they won't budge much more than that before chemical analysis results of drill 1. If they don't come in the next two weeks I can see them falling back.
If the next few drill results are anyway similar to the first I can see the sp go to 50p and beyond. With a jorc within 6 months and possibly doubling of reserves (if the first drill is anything to go buy) I can see it hitting a pound and maybe become a takeover target for Bhp who are keen to get into mining of potash. Then wtfdik I'm just enjoying the massive rise in my portfolio.

Yes a JORC which they expect in Q1 next year would further de risk the project.

Most definitely the big boys will be sniffing around but probably only after the resources are proven up, feasibility study completed and planning permission is granted.
There was a high profile hostile takeover attempt on Potash One by BHP last year and shows how highly the potash companies are sought. Think K + S bought them after that.

royaler83

Cavanjack wrote: »

Short term I think if we can cross 30p they won't budge much more than that before chemical analysis results of drill 1. If they don't come in the next two weeks I can see them falling back.
If the next few drill results are anyway similar to the first I can see the sp go to 50p and beyond. With a jorc within 6 months and possibly doubling of reserves (if the first drill is anything to go buy) I can see it hitting a pound and maybe become a takeover target for Bhp who are keen to get into mining of potash. Then wtfdik I'm just enjoying the massive rise in my portfolio.

Assay results not only confirmed but even better than preliminary results this is a serious long term investment and with the BOD we have it's going to happen!