Transense: Automotive Sensor IPR for Honeywell, Michelin & The World.

Well - Never thought I'd feel like the fellow tasked with label changing in the January sales. "Just go out there young Assagai and mark everything down by 10% or so" Well not completeley everything as there are always one or two latest "hot" lines that don't make it into the sell off. Having been fairly focussed on my little oil tip "AEX" I freely admit to losing sight of the game as far as the majority goes. What is surprising is that with three quarters of the year gone and despite the combined brainpower of the followers of the finest share ever thought of....we are now down to about one third of all the stocks picked showing a profit! The biggest disappointment of them all of course being Transense. I get the impression that I am not the only long term ( 6 year plus ) holder who, whilst still believing in the eventual outcome is having the tiniest doubts about just when that might be. I remember getting quite excited approaching Nov03 with a general mood suggesting something was about to pop ... but no. We certainly expected Blue to be leading our competition clearly by now - didn't we? Impatient? Well yes a little and I think its beginning to show!

Ok back to the comp and no fanfares this week as the top 15 are also the only 15 in profit (just). The top 4 are all still there with a tighter range so still time for change. My bet is that Blue won't now win after all ( Yes i'm tempting fate)

Steddieddie......... £90,945.61 + 81.89% 3
K J Kelley.......... £85,975.09 + 71.95% 3
Gresham............. £82,440.75 + 64.88% 1
The Hood............ £73,146.91 + 46.29% 2
Easytimes........... £62,409.95 + 24.82% 4
Chipperfrd.......... £58,402.71 + 16.81% 3
wywcu1.............. £56,666.69 + 13.33% 2
Elcapatano3......... £54,516.85 + 9.03% 2
Lord Harry.......... £54,480.76 + 8.96% 2
Fryern.............. £53,222.44 + 6.44% 2
Holkham............. £53,137.06 + 6.27% 2
Crazy Donkey........ £52,563.46 + 5.13% 2
Rob Simmo........... £52,451.77 + 4.90% 2
Assagai............. £51,633.15 + 3.27% 2
drw1................ £50,285.29 + 0.57% 1


ult + 434.33%
chp + 213.95%
bgc + 128.75%
ind + 113.66%
mmg + 96.58%
kmr + 90.28%
fasw + 89.47%
edr + 80.00%
gfm + 75.44%
aht + 68.93%


Have a better week next week!