Retail Decisions to Double From Here

Well as requested by BADA my last ever Portfolio update here on RTD

Well a strange old year 2006 was for sure, I think I got out of it quite well considering & the past 3 months has been pretty good to me. I think I made a reasonable profit thanks mainly to RTD which rose from 127p to 205p & ELAN.

A few posts from a year ago....

Hatto - 26 Dec'05 - 15:41 - 55296 of 65575 edit

My lucky run continues & for about the eleventh week in a row I have done very well.

I have 12 shares.....5 Up...5 Flat...2 Down.

The FTSE (Up from 5531 to 5596) & the DOW (Up from 10875 to )

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This list is of my safer, more significant plays.

ASHTEAD (AHT). Down on the week from 180p to 178.5p....As well as having excellent results AHT has recently had Broker Buy upgrades....EVOs from 165p to 198p & UBS 200p to 220p. PMUR have not altered 200p as yet.

RETAIL DECISIONS (RTD). Up on the week from 125p to 127p. No news this week.

NEWMARK SECURITIES (NWT).Up on the week from 1.35p to 1.6p. No news this week.

WOLFSON (WLF). Up on the week from 299.5p to 320p. Finally closed my position this week at 319p after two Directors sold some of their holdings.

GW Pharmasuticals (GWP) Up on the week from 103p to 116p...Having closed my #3.200/1p Spreadbet the SP appears to be a lot stronger. I´m still holding some bought & paid GWP shares.

ELAN (ELA). Up on the week from 11.49 euros to 11.75 euros. No news this week.

CENES PHARM (CEN) Flat on the week at 7.75p.No news this week.

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These two are both spread bets for me & are speculative oil/gas plays.

PETREL RESOURCES (PET). FLAT on the week AT 51p... No news this week.

FORTUNE OIL (FTO). Down on the week from 5.97p TO 5.8P. No news this week.

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These three are my longer term plays....ie I should not (in hindsight) have bought them when I did....but am happy to keep them....The main reason for keeping them is that I bought them for my SIP & cannot offset CGT losses.
Lesson learnt in that department. "Only safe plays should go into SIPs & ISA's".

Scotty (SCO). Flat on the week at 1.65p.

Meriden Group (MRD) Flat on the week at 0.45p. No news this week.

Caspian Hldgs. (CSH). Flat on the week at 7.5p. No news this week.

Hatto - 27 Dec'05 - 15:32 - 55298 of 65575 edit

Good afternoon everyone.

Hope everyone is having a good holiday.

Hope everyone has had a good Financial 2005 which is nearing its close.

As regulars will know I have had an excellent time financially this year....with 4 of my plays earning me (& my Brother) over #100.000 tax free.

Those 4 little beauties were all Rescuer tips...

AHT...ELN/ELA...GWP...WLF

GWP & WLF I closed last week....lowering my Spread Bet Risk by #500.000 which is not a bad think.

My 5 tips for 2006 are....

AHT...ELN...RTD...NWT...PET

I expect/hope at least 3 of those to make me #100.000 this year. I have listed them in order of liklihhod IMHO ADYOR.

Hatto - 27 Dec'05 - 16:57 - 55299 of 65575 edit

My AHT SP target leading into results in March 2006 is between 198p & 220p.

This is based on the current lowest & highest Broker Buy recs.

Last Qtr my target was 155p-170p & I think the day before Results we reached 168.5p & 180p on Results day itself.....So not to bad a guide.

This week should be quiet with things back to normal after 2 Jan 2006.

Hatto - 30 Dec'06 - 11:32 - 8372 of 8372 edit

A year on how did my portfolio do.....

AHT End Dec 2005....178.5p...Now 158.25p

Well as regulars know AHT had a fantastic run to 242p in May 2006, but fell to 109p after the 3/8 rights issue @ 100p.

Not sure, but if you take the 3/8 issue into account then AHTs SP is a little higher now than it was a year ago.

Again as regulars know I closed most of my AHT position in July/August 2005 @ an average of about 180p, but have been buying back from 100p to 150.99p.

So I think I've actually had a very good year on AHT & my current 600,000+ AHT shares are actually very well in profit.

Regrets that I didn't sell @ around 240p, but I've learnt a lot from the experience.
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RTD End Dec 2005....127p... Now 205p.

Well RTD got taken over @ 205p....I closed my position at about 201.75p from memory as the risk/reward/timeframe of 205p was not worth waiting for.
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NWT End Dec 2005....1.6p... Now 0.85p.

Well NWT came out with some poor results & has dropped accordingly.

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ELA End Dec 2005....11.75 Euros... Now 10.7 Euros

Ahhh I forgotten this one. I closed my substantial holdings for around 15/16 Euros, making a 6 figure profit. Glad I did as the SP has tanked since then.
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CEN End Dec 2005....7.75p...Now 7.5p

This has been a lot lower but has recovered with positive News.

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PET End Dec 2005....51p...Now 45p

This has moved from lows of 30p to highs of 60p & is now in the middle. Troubles in Iraq have not helped (so far).

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FTO End Dec 2005....5.8p... Now 5.4p

This one I closed between 6p/7p losing me money....But glad I didn't continue to hold.

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SCO End Dec 2005....1.65p... Now 1.1p

Done nothing wrong & has capured a couple of very good orders, but the Market does not like Small Cap AIM plays at the moment.

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MRD End Dec 2005....0.45p... Now SUSPENDED.

Run by a bloke that should not be running a PLC.

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CSH End Dec 2005....7.5p... Now 9.25p

Small play for me.