The next stock group to boom?

[nioka]

After a particular stock has had it's boom period the chance for the best gains are over. Often buying a booming stock will lead to a capital loss. Take iron ore stocks, It is almost too late to get the best result. BRM was agreat buy 1 year ago but is it great now. Same goes for Coal seam gas. The benefits were there when AOE was 70c, even a few weeks ago I bought at $1.70. Originally buying in the 70c, sold out at $2.77 and bought back at $1.70. They are the flavour of the month at the moment and should rise further but the best returns are for those that got in early.

I bought LYC at 37c. Sold out for $1.30. Once again got in early.
I bought SMY from 32c to 72c , AGM from 33c to 75c. Again got in early.

Then there were others I got into too early, got impatient, sold out and missed out, ORG is a good example, YMLO another as I sold them not wanting to take a risk as they were running out of time.

I'm not talking spec stocks here such as some I'm in, like ADI, AUT, MHL, NSL,IRL,MOG,NWR,PRE,TEY. These are specs that may advance to investment stocks or just be traded.

I mean groups of stocks with proven potential but not yey getting recognition. Is it going to be alternative energy with stocks like EDE , a new mineral group mineral group with stocks like MGO or MOL ( molybdenum), or innovative stocks like ACE ( Natural gas engines), VCR ?(medical) etc.

I like ACE as an investment at this stage. It has been a bit slow and testing my patience but now that natural gas is getting a move on then it follows that anything that helps use the gas should follow. ACE is making sales now from it's proven technology.

Will property stocks return?. Is it agricultural stocks?, with a world wide shortage of food it should be but then which section. In my experience a shortage of a food crop quickly leads to overproduction and price falls.

Any ideas?

 

[blablabla]

Re: The next stock group to boom

I mean groups of stocks with proven potential but not yet getting recognition. Is it going to be alternative energy with stocks like EDE, a new mineral group mineral group with stocks like MGO or MOL ( molybdenum), or innovative stocks like ACE ( Natural gas engines), VCR ?(medical) etc.

I agree that molybdenum has got under the radar so it seems as good a bet as any. An interesting molybdenum stock is QOL (Queensland Ores Ltd) which is just about to commence production of tungsten and molybdenum, both of which are experiencing good prices. Currently QOL is in a trading halt pending an announcement about funding.

 

[farout]

I've stated it many times already, however I believe any stock related to UCG (Underground Coal Gasification) will continue to be amongst the hot stocks in the coming months. Producing very cheap energy from south-east QLD's vast coal reserves is a no brainer.

LNC Energy has already had a major spike, I believe the lesser known MEE and CXY still offer great upside.

 

[Markcoinoz]

Hi farout,

Agree with what your saying.

I would add SXP to your list.

Cheers markcoinoz

 

[Timmy]

Hi All - good thread, I find it very enlightening learning about these various industries ... I take a technical analysis approach to what I do only, so to hear of the industry characteristics is great ...

Anyway - a question (and showing my tech analysis bias here), the task of picking the next boom industry and /or stocks - does anyone employ a relative performance approach - how an index or stock may be performing relative to the the AOrds or to other industries? Some good examples of this in the WSA thread (I don't hold it and have no intention of trading it so not a ramp!)

 

[agro]

iron ore and coal stocks have a long time to run so i think its worth holding them for the time being,, not until china or india have an abundance or supply

U308 could b the next boom if it were allowed as an energy source in australia

 

[JTLP]

Hi Nioka!

A very interesting thread indeed. Do you believe the best gains are over for Iron Ore? Nobody has a crystal ball! Maybe Irag ceases war tomorrow and goes on a building/spending spree...back in motion :

An indicator I like to use to see if a sector is beginning to move is to look at the major players within the industry. If they are starting to rise then there is a nice chance that a smaller co. with exploration due, production/development nearing or resource expansion will experience the same rises.

I honestly haven't done this analysis in awhile as I'm planning my trip around the world and don't have time to research/money to put into companies .
(I wish I had though as because my watchlist for Coal and things related to it looks mighty healthy! )

JTLP

 

[michael_selway]

I've stated it many times already, however I believe any stock related to UCG (Underground Coal Gasification) will continue to be amongst the hot stocks in the coming months. Producing very cheap energy from south-east QLD's vast coal reserves is a no brainer.

LNC Energy has already had a major spike, I believe the lesser known MEE and CXY still offer great upside.

Hi do you know any other stocks in coal seam gas industry besides the below:

LNC, AOE, SXP, MEE, CXY, ORG (coal seem gas)

thx

MS

 

[farout]

I think you've pretty much listed them Michael. I certainly don't know of any newly listed UCG companies. Even if a newly listed UCG company was to emerge it would take them many years to match the development stage of the current pioneering UCG (soon to be) producers.

 

[grace]

Hi do you know any other stocks in coal seam gas industry besides the below:

LNC, AOE, SXP, MEE, CXY, ORG (coal seem gas)

thx

MS

PES, ESG, SHG, MPO, MEL, BUL

I hold
QGC, AOE, SXP, PES, ESG and LNC (gas to liquids).
Cheers Grace

 

[TheAbyss]

To say the CSG run is over is premature to say the least IMO. There is a long way to go yet.

The sector is still settling in and is currently undergoing some consolidation which is far from over. Once the consolidation period settles down we will then see a run of IPO's as companies decide to take a run at CSM.

This has a long way to go. Some of today's press articles paint the picture better than i.

There are already a lot of players however so where do you start?

The Gladstone LNG plant is getting a lot of focus at the moment with 4 players announcing their intentions. Once that is whittled down watch the winners start to target resources to ensure they can ensure sufficient feedstock.

This Qld CSM fields are huge. Take a read of this article for some insight. http://www.theaustralian.news.com.au/story/0,25197,23636640-5005200,00.html

The Qld CSM sector is going to continue running for quite a while yet, AOE, QGC, SHG and Santos are the higher profile players however there are others. Why did QGC buy 19% of VPE? Because of their CSM holdings in Qld and SA, What about PES? Largest land holding and yet to prove their resource.

What about, bul, enb, ggx, kar, sgl, mel, pgs?

Wait for the next tranche after these guys. What about the people who build the pipelines and facilities? What about infrastructure etc? There are a swag of eventualities that are yet to happen. The CSM sector is producing a small fraction of what they are going to be in the next 3-4 years. That would be why BG are here and buying up big. You don't spend billions without expecting to make even more.

Fancy CSM helping BNB out of trouble? Read this. http://www.theaustralian.news.com.au/story/0,25197,23636641-5005200,00.html

Watch this space.

 

[AnDy62]

Molybdenum IMO - shortfalls expected soon and the demand is only going to increase I believe. Also retirement sector will come into the light more I think though I'm not sure it will "boom" but rather increase steadily.

 

[trillionaire#1]

Once coal and iron ore have their time, will uranium stocks regain lost favour?
Many new nuclear power plants are planned I believe.

If you believe as another thread suggests, a new ice age beckons perhaps heating oil will be popular!

 

[anindya_becit]

It's a nice thread. just wondering if some1 wants to invest in Uranium shares, what are the possible options for that? Also is it a good idea to invest in Uranium shares at present?I am new to stock trading ... so just exploring different opportunities.

 

[nioka]

It's a nice thread. just wondering if some1 wants to invest in Uranium shares, what are the possible options for that? Also is it a good idea to invest in Uranium shares at present?I am new to stock trading ... so just exploring different opportunities.

I can't make up my mind about uranium stocks. They had a boom a little while ago where any prospecting company even sniffing at uranium had fast rising SPs until the realisation that, even if uranium was found, they may not get permission to mine it.

Is it a good idea to invest in uranium stocks? the answer is probably yes in those with mining currently allowed but speculative in the rest. That is my opinion but then I'm often wrong.

 

[anindya_becit]

So which are the companies at the moment mining uranium and to be considered?

Waiting for feedbacks from other investors too ...

 

[agro]

So which are the companies at the moment mining uranium and to be considered?

Waiting for feedbacks from other investors too ...

personally, i would be looking at junior miners if you are thinking of investing. again iron ore and coal - i cant emphasize this enough

as far as uranium companies (i hold none) but in the past have had: PDN, DYL, BMN

 

[anindya_becit]

Ok thanks for that ... I am too watching PDN ... lemme see ...

BTW what are the hot ironore/coal stocks right now favoured by the investors?

Thanks

 

[farout]

Anindya, listen to Agro and check out my post up higher at #3. All the best!

 

[nioka]

So which are the companies at the moment mining uranium and to be considered?

Waiting for feedbacks from other investors too ...

BHP ( olympic dam) and ERA (ranger) are the two biggest. Their SPs reflect the value and could be said to have allready boomed. There is a third one producing, Beverly I think it is called and I don't think it is listed on the ASX. There is another which has been approved but not producing yet as far as I know. Can't remember it's name.