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Re: FWL - Ferrowest Limited

Hi YT,

I've been unable to board your latest train, but thanks for starting this thread. I hope I can repay you one day. Its amazing how a tightly held stock can run so well when 1. its in a hot sector in iron ore and 2. it seems that people are anticipating some extremely positive news coming out shortly.
DYOR
 
Re: FWL - Ferrowest Limited

You guys aren't going to believe this, you guys simply won't beleive this,

I have just found out something that makes me wish I had bought more of this,

This isn't a ramp guys, this is me truly blown away, all I can say is that this is the next Murchison Metals, same backers, similar shareholders, apparantly they will soon turn their focus to Ferrowest

Give me a few minutes to consolidate my research I guarantee you'll be blown away with this new info!

(Frothing at the mouth )
 
Re: FWL - Ferrowest Limited

Ok to begin with here is a list of the 20 Largest Shareholders - 31 May 2007 see here http://www.ferrowest.com.au/shareholders.html
Note the names in bold

Rank Shareholder Name Holding %
1 Comet Resources Limited 8,700,000 16.11
2 Graeme & Margaret Johnston
(The G&M Johnston Superfund) 4,575,000 8.47
3 Philip James Evers 4,335,000 8.03
4 Grenache Pty Ltd 4,325,000 8.01
5 Alcardo Investments Limited (Styled 102501 Account) 2,589,816 4.80
6 Eugenia Manning 2,050,000 3.80
7 WHI Securities Pty Ltd
(Crown Credit Corporation) 1,923,500 3.56
8 Brett Lee Manning 1,887,200 3.49
9 Nikolais Zuks 1,300,000 2.41
10 National Nominees Limited 1,250,000 2.31
11 ANZ Nominees Limited (Cash Income A/C) 1,100,000 2.04
12 MP Securities Nominees 1,027,000 1.90
13 Irrawaddy Investments Pty Ltd
(Duffin Family A/C) 1,000,000 1.85
14 JM International Investments 997,590 1.85
15 BOSO 1 Pty Ltd 500,000 .93
16 Forty Traders Pty Ltd 500,000 .93
17 Paul & Karen Kopejtka (Kopejtka Share A/C) 475,000 .88
18 Tuxedo Investments Pty Ltd 450,000 .83
19 Panga Pty Ltd 400,000 .74
20 G C & D S Campbell 350,000 .65

Wonder who no 9. Nikolais Zuks is?

He was only one of the founding shareholders and backers of Murchison Metals see this http://72.14.253.104/search?q=cache...05.pdf+paul+kopejtka&hl=en&ct=clnk&cd=1&gl=au


Wonder who no 17. Paul Kopejtka is?
He also was another founder of Murchison Metals and is also the current Executive Chairman see this http://www.mml.net.au/about/board_of_directors.phtml
and again
http://72.14.253.104/search?q=cache...05.pdf+paul+kopejtka&hl=en&ct=clnk&cd=1&gl=au

If you have a look Murchison Metals started off as a 20c stock like Ferrowest 2 years ago, today its $5!

I uncovered this information after my broker in Perth called me to ask why I like FWL so much, he then told me how the group that did Murchison Metals will soon be focusing on Ferrowest as there next Iron Ore development story,

I can't believe I missed these links!!!!!!!!!!!!!! Arghhhhhhhhhh

I have no doubt in my mind that once the PFS numbers firm up Yalgoo it will be onward and upward from there,

No doubt at all,


Thoughts?
 
Re: FWL - Ferrowest Limited

Good ramp YT!

Can there be any other reason for them being on the register? As investors? Do they have a finger in any other specie pies? They may have stock holdings in some woofers too?

Playing the devil. he, he. :evilburn:

I'm trying to make sure you don't get there.

Why aren't you studying?
 
Re: FWL - Ferrowest Limited


I am blown away.

And VERY ANNOYED.

because I can't keep every single stock that you find !!!!

This ****s me to tears because I was going to sell FWL tomorrow to fund some external (not sharetrading) investments, and NOW I WANT TO HOLD IT !!!!!

YT you are the devil.
 
Re: FWL - Ferrowest Limited

Well spotted YT

It doesn't take much to make the top 20 either

I might like to add that the Murchison Metals story has far to run too!!
 
Re: FWL - Ferrowest Limited


I have been told that this is there next play, wait and see my friend wait and see,



Also here is Murchisons last Top 20 see here http://www.mml.net.au/images/murchison-35--chini.pdf
Note the names in the bold
Per page Paul Kopejtka's interest in shares is Interest in Shares and Options 14,600,000 Shares, 4,000,000 Options At current Murchison prices thats a net worth of $100m +


3. Twenty largest holders of quoted equity securities
Fully paid Ordinary Shareholders Number Percentage
ANZ Nominees Limited <Cash Income A/C> 37,494,163 11.58
POSCO Australia Pty Ltd 30,000,000 9.26
J P Morgan Nominees Australia Limited 22,316,697 6.89
National Nominees Limited 20,752,767 6.41
HSBC Custody Nominees (Australia) Limited-GSCO ECSA 17,507,955 5.41
Westpac Custodian Nominees Limited 16,664,395 5.15
Resource Capital Fund 111 L P 10,000,000 3.09
Taswa Pty Ltd 8,360,000 2.58 (Pauls holdings)
Hebei Qianjin Steel Group (Australia) Pty Ltd 7,142,857 2.21
Eriditus Pty Ltd <The Robert Vagnoni A/C> 6,830,000 2.11
Mr Paul John Kopejtka & Mrs Karen Louise Kopejtka <Kopejtka Family A/C> 6,240,000 1.93
Resource Capital Fund III L P 6,000,000 1.85
IOS Management Ltd 4,600,000 1.42
Citicorp Nominees Pty Limited 3,461,811 1.07
Yilgarn Infrastructure Limited 3,300,000 1.02
HSBC Custody Nominees (Australia) Limited-GSI ECSA 3,296,232 1.02
Mr Cecil Hoffman & Mrs Norma Hoffman <Hoffman Super Fund A/C> 3,100,000 0.96
Dr Charles Frater 3,000,000 0.93
Russlan Zuks <Nikolais Zuks A/C> 2,910,855 0.90
Bscale Pty Ltd 2,847,200 0.88
215,824,932 66.65
 
Re: FWL - Ferrowest Limited

Pommiegranite said:
Well spotted YT

It doesn't take much to make the top 20 either

I might like to add that the Murchison Metals story has far to run too!!
Click to expand...

I didn't spot it, my broker rang me when he heard this because he knew I had been buying like crazy,


Apparantly the whole Murchison signing some deal with Mitsubishi was all the rage in Perth etc and is in a sense a great achievement for these guys, anyway my broker reckons that all the people involved with Murchison were chatting about FWL which my broker found very amusing as he knew I was super bullish on it already, so he called me at 8pm to tell me what he found out, I did the research to confirm it and he's right.
 
Re: FWL - Ferrowest Limited

Guys I don't usually do this, but there's just not enough feedback here for me on FWL and I am actually thinking of buying more given this info so I'm going to post on some other forums to see if there are some more informed opinions out there,

HotCopper is a known rampers base, but there are some savvy peeps on there and I'm a wee bit nervous at piling more into this stock without some more opinions to bounce off
 
Re: FWL - Ferrowest Limited

given the info you have shown us YT im actually thinking of selling up some of my FNT and putting it into FWL as another medium term play, im just worried about CGT thats all.
but imo on the back of all info, not just the recent stuff, i would be(probably will) be happy to buy in at open tomorrow
 
Re: FWL - Ferrowest Limited

Thanks Prawn,

I'm off for now, will check the posts in the morning and get a feel for the stock before I buy more (I have so much already!)


I know that people sometimes copy n paste my posts onto other forums, I ask that nobody copy and paste these recent FWL posts, I have just now asked what peoples thoughts are re the info on hotcopper but have not told them that I was specifically told by my broker that those MMX chaps I mentioned are going to use FWL as there next play, all I have done is highlighted the link, I want to see what some unbiased uninformed views make of it


Ciao
 
Re: FWL - Ferrowest Limited


YT,

Just a thought ... could Murchinson be lining up FWL for a takeover, considering they have major shareholders in both interests???? I'd consider buying FWLO on this premise, yet the options are currently technically overvalued .... the interesting this is the human behaviour factor. All technicalities and fundamentals count for nothing if people 'want' to buy or conversly sell.

Volume has looked strong over the last few days / week, been issued with speeding ticket etc and yet there has been no announcement ... although there is one due soon.

Looks like the buy on rumour sell on fact scenario. It probably still has legs from a behavioural aspect, fundamentally i couldn't say as there has been no new news, and technically i cant say, coz i know jack about technical analysis haha

Hope my was at the least a time filler .... probably not the best

but i'll probably be trying to pick up some tomorrow and hold till the announcement

DYOR
 
Re: FWL - Ferrowest Limited

Young trader.
You're definitley coming up with some good ones. I am in no position to bounce any ideas off you, as I dont know the game well enough.

Drill results mean nothing to me cause I dont know how to read them.

I dont really like buying into a stock that has doubled....


Sounds dumb! But I have a fear of it halving as soon as you buy it..

It could be BHP, and if its doubled, I tend not to buy....

Is this a bad habbit.... any other people feel they have missed the boat if something shoots.... I do... and only to see it keep going.. you could be onto something.

I know fund managers are buying FRS. Thats about it. Cause I can see it through work.
 
Re: FWL - Ferrowest Limited

YT,

Good spotting everything looks good to go up with FWL (not that i need to say that) long term looks really nice, would love to buy in but funds are tied up for a few more weeks, the shareholders in top 20 you commented about are extremely good news agreed with you ZT3000 potential take over in my opinion also.

Have they released a previous resource estimate? cant find anything?

I love it how they put this on the end of announcements as a reassurance:

Merchant Pig Iron Market
The Company’s business plan to target the merchant pig iron (MPI) market is continuing to be vindicated by strong market performance and robust medium term forecasts. Average MPI prices are around 30% higher than for the same period last year (Source: Tex Report) and world demand for MPI is expected to grow by 4.5% per annum between now and 2011 (Source: CRU Group) when the Yalgoo Iron Project is due to commission.

Good Luck...
 
Re: FWL - Ferrowest Limited

Ken said:
I dont really like buying into a stock that has doubled....
Sounds dumb! But I have a fear of it halving as soon as you buy it..
Is this a bad habbit.... any other people feel they have missed the boat if something shoots.... I do...
Click to expand...

Ken, this is a fear i recently just conquered, and im a fundamentalist. I have only really just learnt how to read mining reports and now (coupled with many informative posts here on ASF) believe that even if a stock has doubled, and the underlying value is still significantly greater, then buy in!

As I have mentioned before I prefer medium term plays, but a distinct lack of capital makes it hard for me.

With stocks that have doubled though you have to expect short term volatility and profit taking, its only natural. if you believe that your sums are correct and have faith in your ability (and nerves of steel) then holding out medium term is often a winner.

Remember though, even stock like Paladin have significant retracements at some stages of their skyrocket, thats where the nerves of steel come in!

Now im back to stressing about what to sell on open to buy into FWL...
any hints lol
 
Re: FWL - Ferrowest Limited

Even before this latest bit of "ramping" (j/k) on YT's behalf I thought FWL could run harder then it currently has... not much harder but still more to go.

There is a lot going for this company, and I think if you are planning on holding it long term then it doesn't really matter what price it's currently trading at - just buy tomorrow and forget about it for a year or two.

There was a good point made tonight though, if it looks like a takeover is going on, the options are the best thing to invest in because they'll still be there in 3 years time.

Plus they are trading at almost half the heads at the moment, you can get twice as many (if the limited volume permits) then you can the heads.

Personally considering selling some of my others stocks right now to hold more FWL and hold for 2 years.

Hard call to make.
 
Re: FWL - Ferrowest Limited

I imagine everyone has checked out how little of this stock is available...and with the publicity this has recently been given I see this stock landing within YT's 60c-100c value before lunch time tomorrow.....the question then is....is it still a good buy????

YT do you re-re-rate this stock now you have been armed with this new info from your broker?
 
Re: FWL - Ferrowest Limited

if i can pick it up for under 50c tomorrow, i dare say i will (its killing me what to sell though).
then i will actually try and hold it for over a year to avoid taxes.
Sub 50c even if it does only get to 60c thats still a nice 20% profit. show me any bank with that and i'll open an account
 
Re: FWL - Ferrowest Limited


It indeed will be an interesting day for FWL. Interest abounds...

Prawn, one thing I have learnt is don't plan trades around CGT. Have a trading plan which is based on a market assessment, f/a, t/a... I think you'll find that, particularly on a student income, CGT won't be a major concern. Just crunch the #s.
 
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