Top Pick For 2007

[son of baglimit]

NMS - why ?

synergies from the acquisitions.
grossly understated revenues.
further US contracts in the still ravaged gulf.
asian contracts as per announcements.
north sea work - now thats the biggie.

and absolute heaps from their NW shelf contacts...

speaks for itself.

 

[greggy]

MZM is a gold and base metals explorer with some of the best geologists in the business. With the likes of Terry Grammer and Dennis O'Meara (please look at the MZM thread's other contributors for more info) on board, the company is in experienced hands. MZM also has interesting prospects in the Yilgarn and Pilbara areas of Western Australia. Its Weebo Gold Prospect is only 10 kms away from the Thunderbox Gold Deposit of 2.2 million ounces. Its Callawa Project has had rock chip samples of up to 28% copper.
It is also looking at adding iron ore and/or uranium projects to its portfolio.
I have a financial interest in MZM.
DYOR

 

[stockmaster]

stock of year for 2007

What's your opinion of the stock of year for 2007. Please back up with explanation and hopefully a chart to support your argument. cheers!

 

[Joe Blow]

A reminder about this thread:

Lets not turn this into a ramping thread.

In order to post which stock you believe will perform best in 2007 you must list reasons for your choice.

From this point on, posts that simply contain a stock and no reasoning will be considered a ramp and removed.

 

[imajica]

INL - Intec

1. as of December the 1st they have become a zinc producer with bona fide cash flow

2. further announcements of JV's will boost the company's profile

3. possibility for a 33% increase in production as current figures only refer to base case output

4. current P/E of about 3 - only based on their production of zinc concentrate at base case throughput - this does not take into account an increase in production - nor does it reflect any value in terms of licensing the Intec process - nor does it take into account INL's 20% approx. stake in Bass Metals - resource companies overall have an average P/E of around 15 - zinc producers tend to hover around the 7 or 8 mark. Fundamentally this indicates that INL has room for growth



as always, DYOR

 

[DOC]

IPM - Incremental Petroleum

IPM’s share price has suffered badly in recent weeks due to the USR program failing to bring an immediate uplift to field production and the severe weather (-26 degrees ) currently being experienced has compounded the negative sentiment surrounding the stock. IPM has been unlucky to suffer from two of the most severe winter storms on record in successive years.

A second USR program planned for mid 2007 will ultimately prove successful, lifting field production by around 1,000bopd.

I retain positive stance on IPM ahead of the second USR program, noting that the stock looks cheap on earnings multiples, trading on a CY07 P/E of 4.9X and an unfranked dividend yield of 8.5%. IPM is cashflow positive, with little debt and produces on average 1,500 bopd.

I currently hold a financial interest in this stock, which i purchased in the IPO.
DYOR before making any financial decisions.

cheers
doc

 

[Ken]

What are peoples thoughts on OXR?

Have resource stocks such as OXR peaked and now on the slide.... or is there any upside left?

 

[johnno261]

GROWTH RESOURCE STOCKS WILL BE THE KEY IN 2007 IMHO

ADMIRALTY RESOURCES IS MY PICK

Why? Management have just proven themselves up with the 3.6mtpa Iron Ore Contracts with a sophisticated Chinese co,"Wahun Iron & Steel" and I believe this is the first phase in their growth chapter that will then lead into the previously stated "World Class Lithium Rincon Salar Project" which will give shareholders serious growth. My faith and the markets faith in management being able to step to the podium has just been given huge credibility with the Iron Ore deals.
Growth is the key to 2007 in my humble opnion!

 

[ROE]

IFM - Little debt and has potential to capture large market shares and push up its earning... I think this is a growth stock.

 

[zed327]

WMT for me. Did a bit of dough on this one earlier and i am hoping to get in a bit cheaper at the moment.Has got good grades of uranium and should be looking upwards in the early part of the year

 

[Halba]

Cash? Thats my top pick of 2007. At the rate we're going this mkt is turning into a ROUT.

 

[Ken]

I bet you werent complaining when your stocks were going up by the same percentages.

 

[powwww]

RCO Royalco Resources Ltd. www.royalco.com.au
1. $10 million cash, $30 million market cap
2. Reefton Royalty to kick in during 2007 with potential to generate in excess of $4million.
3. Substantial exploration upside from several highly mineralised tenements to be drilled 2007.
4. Modelled on US based royalty income company, Franco Nevada which averaged 30% gains over a 10 year period however didn't have the exploration upside RCO has.
5. Current price would be PE 5 of market cap minus cash when Reefton royalty kicks in mid 2007. This doesn't include exploration upside.
Rgds, Powwww

 

[Ken]

POW i still hold RCO, not selling just yet, market depth is looking good, will continue to hold, there have been some big volumes.

do you think it needs to break 60 cents for anything substancial.

if it cracks $1 this year i would be rather happy

 

[Nicks]

AVO

Reasons:
Market Cap vs Amount of Gold they are sitting on vs Cost to extract vs Price of Gold

Plain and simple

 

[Geo78]

RDS UP 12.5%, I'd say the speculation has started anyway a collegue of mine from WMC has done a bit of research -


"the WMC Nebo-Babel deposit is a layered, basic, tube-like body intruding felsic granulite facies country rock in the west Musgrave Block, Western Australia.

Nebo-Babel is the largest nickel sulphide discovery since Voisey’s Bay, Canada. In this case the Nebo-Babel deposits are similarly hosted by high-grade gneisses in a terrane dominated by the large layered intrusions of the Giles Complex, many of which are of anorthositic and troctolitic composition. WMC, in its January to March quarterly, updated progress on its tenements in the Western Australian portion of the Musgrave in April 2000 a hole at its Nebo discovery showing 26m @ 2.45% nickel, 1.78% copper and 0.09% cobalt. According to the quarterly, WMC completed a regional airborne geophysical survey in January, the results of which have been interpreted with anomalies selected these anomalies require additional exploration in the form of ground geophysics, geochemical sampling and geologic mapping to determine if a drill test is warranted.

These techniques are the same asc RDS has used to identify a major Ni-Cu-PGE system as Nebo Babel this is defined gneisses in a terrane dominated by the large layered intrusion over 35km strike along the southwestern margin of its Saturn Complex. I think this speaks for itself DRILLING should be very interesting as should the share price.

Anyway why does WMC want to JV.

I am confident come March we could see something spectacular !!!! Good Luck over 07 !!!

a year for the miners

 

[MalteseBull]

DYL: will follow the likes of PDN who own a large stake in this company, hold alot of U tenements, potential takeover target

FMG: stealing the Business from BHP/RIO, won a railway contract in WA and going to produce/export 1bn iron ore to china

PDN: best u308 company around, will one day be a blue chip

 

[mb1]

NAL. why because i think biotechs have been lagging and i think theres too much loose money in mining, alot of speculatives.

 

[constable]

ok lets have a go at this
my speculative picks for 07 are...( unfolding the envelope)
RTL .... at the bottom of a long term downward trend (40 cents to 10 cents in 2 years )and has turned the cnr after they overcame their manufacturing process problems for their retractable syringe. Awaits test approval from BBraun re their retractable syringe , if this goes to plan and they pass scrutiny, i cant see why sp shouldnt soar. Hard yards have been done by others i felt coming in now nearer the climax is oppurtunistic at their current sp.
Have emailed braun as to turn around time but yet to reply, certainly a short term time frame i would think.
the old dog ATV current sp 12 c awaiting feasability study completion and financing approval should come to fruition inside 6 months for their nova scotia open pit 675000 ounce gold mine .
and who can go home with out mentioning GDN this banger is either gonna go off or go under certainly find out short term after their drill program recommences. thus far gas play are production worthy but yet to hit the mother load in some hole in the ground somewhere in utah...read thread if you want detail !

 

[Pager]

I dont trade stocks so did the dart thing , dropped my dart on the share page of The Australian.

I have my stock its MHI (Merchant House), dont have a clue what they do, but will see how it goes against everyone elses picks.

Closed today at 26 cents .