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thekiwi

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Everything posted by thekiwi

  1. thekiwi

    MSP

    In reply to: mooomooo on Thursday 01/09/05 02:25pm QUOTE I see, BQT have announced it. Does Monoco Limited Technology look a bit dodgey to anyone else? From just their website "quality" ... yes
  2. thekiwi

    MSP

    In reply to: charry3 on Monday 22/08/05 03:16pm QUOTE I inquired about a capital raising he said did not intend in any major capital raising until company was going big time at around $1.20 SP for expansion. Happy with staff of 46 at present may need small capital raising of 500k to 1mil for some expansion coming in and wants SP away first, would not rule out or rule in small raising depending on how quick income expansion progresses. Looking forward to further income from contracts. Big deals should see SP climb. INTERNATIONAL COMPANY growing.. etc etc. So todays isnt a major raising, so he didnt mislead there http://www.sharescene.com/html/emoticons/cool.gif And the 1M was at the upper range of his small raising for expansion ... as well as after the SP was away.
  3. In reply to: WHISTLER7 on Tuesday 08/03/05 12:10pm http://sixtyminutes.ninemsn.com.au/sixtymi.../story_1297.asp
  4. thekiwi

    MSP

    QUOTE (dylan @ Tuesday 01/03/05 12:02pm) quick out of the blocks today! Dylan You are going to give yourself an ulcer watching every tick http://www.ShareScene.com/html/emoticons/tongue.gif Its only 120000 shares and there is a 1c spread in BID and ASK ... so just as quick it could be back, temporarily, at 26.5
  5. In reply to: WHISTLER7 on Monday 28/02/05 02:12pm QUOTE Thats got to be a good indicator for us.He is the man that will take this company forward as Millen was in a comfort zone and now we have a confident man at the helm that want's to and will be a rich man. Positive. Agree .. and if anyone has a feel for trial results etc ... it will be him., Have perked up with this one now
  6. thekiwi

    CZD

    In reply to: dory on Tuesday 22/02/05 02:59pm Indeed ... well done. Almost perfect bounce off support ... and nice price action yesterday. Not a lot of volume tho' so today will be worth watching.
  7. thekiwi

    MSP

    QUOTE (thekiwi @ Tuesday 22/02/05 02:36pm) QUOTE Be interested if anyone has done some research on other companies in this sector as to how they perform financially? Dongchen / Smuggler / Barry As its probably passed you buy, I dont trade based on fundamentals. I trade based on price action. Therefore for me to enter a trade I dont need to know how others companies in the same sector are performing. Technically I monitor sectors and how other share prices within sectors are performing, but the fundamentals are not something I specialise in. So if you think it superficial of me to trade without the above info, thats cool. I dont ask or expect you to respect others approaches to trading nor have the ability to understand them. I do OK with my trades and trade more than just a couple of shares! Ive openly stated I hold from 23/23.5 and have been in and out of BQT for quite a period now. So maybe you can answer the question for me, as Ive had it told to me that there are very few, if any companies specialising in Biometrics which actually turn a profit. Most are burning cash. My reason for asking is that IF BQT can land a significant company making announcement AND begin to turn a profit ... then this will make them one of the few in this sector and will only servce to reinforce their developing stature amongst their competitors. It was just a question to spark conversation and to enquire the collective resources of a group.
  8. Options aside ... nice proce movement in te shares yesterday ...
  9. thekiwi

    MSP

    In reply to: wolverine on Tuesday 22/02/05 02:49pm QUOTE i give them 6mths without some decent revenues. But since Dec (which is when this report is too), you dont think they have had some decent revenue based announcements? I would have thought the last 3 (and definetly 2 of them) would have helped the bottom line a little?
  10. thekiwi

    MSP

    QUOTE (cloudwalker @ Tuesday 22/02/05 02:47pm) Hmmmm this is very interesting. I must admit I was told things last week which raised the expectancy level significantly ... and todays announcement confirms that some of the things told seem to be "true" and that the sources appear reliable. I was prepared to dismiss it all ... but this raises the game just a little. If it all pans out as Im told it should ... there are some biggies coming
  11. thekiwi

    MSP

    In reply to: cloudwalker on Tuesday 22/02/05 02:17pm BQT wins contract to supply High Security Solutions for the Green Community in Dubai. John Genner, Managing Director of BQT Solutions Limited (ASX Code: BQT), is pleased to announce the supply of its High Security applications to the Green Community in Dubai, UAE. The Green Community is a world class development and comprises: • A Mediterranean style commercial and retail development, built around a central lake and canal which will consist of 90,000 sq ft shopping mall and supermarket. • A 135,000 sq ft Marriott Courtyard Hotel with boulevard restaurants and serviced apartments. • Villas / Townhouses • Office Buildings • Garden Apartments The Middle East is a major focus for BQT and we will be playing an integral role in providing security solutions for a range of world class developments that are currently being undertaken. This is another example of BQT’s ability to provide the highest standard of security solutions for both small and large projects. BQT is leading the way in the “seamless†integration of Contactless Smart Card Technology (Mifare, DESFire & TWIC) and Biometrics (Fingerprint, Iris & 3D Facial) which are encrypted using the highest encryption standards. In 2005 we are seeing the rollout of projects, many of which have been worked on for over two years. At present large funding is now being released by governments to upgrade security across the board, for example in the Australian Government upgrading all Embassies and Consulates around the world. Presently 60% of the projects being worked on are Government/Defence, 34% are commercial and 6% are specialised projects using the BQT Research and Development Laboratory. BQT Solutions will play an important role in upgrading the highest level of security not only in Australia but around the world. For further information, please visit our website www.bqtsolutions.com or contact one of our global offices, contact details on next page.
  12. thekiwi

    MSP

    In reply to: Jay on Tuesday 22/02/05 02:27pm QUOTE what a yuk looking half yearly. wouldn't touch them guys. with the cash they have left they will be broke within 3 months or will need to raise capital AGAIN. Be interested if anyone has done some research on other companies in this sector as to how they perform financially?
  13. thekiwi

    MSP

    In reply to: cloudwalker on Tuesday 22/02/05 02:17pm Just Half Yearly Report/Accounts ... so far
  14. thekiwi

    MSP

    Well seems the rumour mill is working overtime at the moment on this one http://www.ShareScene.com/html/emoticons/tongue.gif Just thought to chuck a graph up to create a landmark of what things looked like at this stage of BQT.
  15. QUOTE (traveler @ Monday 21/02/05 07:03pm) QUOTE slide finally reversed. hmmmmm where's the naysayers now? indian? metabolix? Funny how they never come out on days like this ! ! ! One day doesnt make a "trend reversal" ... and when you check the graph for how far this has dropped ... then its quite warranted to be negative on the stock. What one needs to avoid is "taking it personally" when someone dumps on a stock you like.
  16. OK... here is an "unsubstantiated" rumour doing the rounds yesterday. Rumour has it that GPG are buying into SEN .. and were responsible for some of the volume yesterday. Dont buy based on the above ... just thought it would be interesting to see what eventuates.
  17. thekiwi

    JBM

    Here is a historical look of the most recent vluations and recommendations put out by Huntley on JBM. Try not to thkn that these guys are actually paid to write these things! PS. Prices in brackets was the closing price at the time of the report! 11/04/02; Better value elsewhere($1.40) We believe the company should be directing its efforts towards corporate growth opportunities rather than relying solely on continued exploration success to provide a long term future. That policy has worked well to-date, but it is not a recipe for long term prosperity. We are downgrading our recommendation to reflect our ambivalence and we now believe investors can find better value elsewhere. 11/09/02; Better value elsewhere ($1.57)(+15 cent dividend) The stock appears fairly valued based on long term nickel price and exchange rate assumptions. The stock is naturally sensitive to volatility in these factors, but the relatively short remaining mine life means the leverage is on a declining curve. Unless the company can find more ore sources to replace those it is mining, or acquire a new project to provide some valuation growth, the share price appears set for a steady decline over the next few years as profits are gradually paid out through dividends and the remaining NPV of the project declines. 27/05/03;SELL Accumulate Below A$1.45 per Share($1.99)(+8 cent dividend) JBM’s share price has made numerous recent attempts at cracking the A$2 level and to date has failed. Consensus earnings forecasts of 40.2cps and 36.4cps for FY03 and FY04, place the company on attractive PEs of 4.7 and 5.2 respectively. In addition, the forecast dividend of 20cps for a +10% yield is compelling. However, Cosmos reserves are sufficient for 4-5 years of mine life. We derive an NPV valuation of just under A$1.45 per share for JBM. Exploration success could increase our valuation, however there is risk associated with the commissioning of the underground and exchange rate risk. We retain our SELL recommendation. Accumulate below A$1.45. 18/07/03;Sell: JBM Overvalued on What is Known($2.35) JBM is flush with cash and has hinted at a strong final dividend which will be partially franked for the first time. In addition, high grades albeit at narrow widths in exploration drilling has fired the market. It could be that JBM will jag another discovery ala Cosmos which would propel the company to the next level. However, we will be basing our recommendation largely on what is know to date. On this basis, we feel that the share price has run too far and will retain our SELL recommendation. We have however lifted our accumulate trigger price from $1.45ps to $1.70ps due to positive reconciliations with respect to Cosmos Deeps ore grades to date. 11/09/03;Sell: JBM Overvalued on What is Known($3.05)(+20 cent dividend) We are encouraged by the positive reconciliation of grades at Cosmos Deeps. Yet derive NPVs of between $1.72ps and $2.40ps using nickel prices from US$3.50/lb to US$4.50/lb, well below the current share price. It could be that JBM will jag another discovery ala Cosmos which would propel the company to the next level. However, we will be basing our recommendation largely on what is know to date. It seems that the market is pricing JBM on short term fundamentals and ignoring NPV valuations based on limits to mine life. On this basis, we feel that the share price has run too far and will retain our SELL recommendation. 21/01/04;Sell: JBM Overvalued on What is Known($4.10)(+20 cent dividend) We remain of the view that JBM is over priced. We derive NPVs of between A$1.65-A$3.83ps using nickel prices from A$5.50/lb-A$10/lb. Our model generates an NPV of A$3.20ps if one uses the current and in our opinion unsustainable nickel price of A$8.67/lb. The company’s aggressive exploration strategy could jag another discovery ala Cosmos which would propel the share price higher. However, we believe that a decent discovery will need to be made in order to justify the current share price, let alone increase the share price. The market appears to be valuing the stock on short-term fundamentals ignoring limits to life and long-term commodity price averages. As such we retain our “Sell†recommendation 20/2/2004;Sell: JBM Overvalued on What is Known Despite the exceptionally strong first half result to December 2003, we will not be changing our recommendation on JBM. Our A$3.20ps valuation for the company using A$8.70/lb nickel prices remains. The company’s A$8m exploration budget for FY04 could deliver the discovery the market is waiting for. Similarly if nickel prices remain strong as predicted by many pundits, the low-grade Anomaly 1 deposit could just get over the line. We are only crediting limited value for either of these potential value adders, preferring instead to wait for proof. In our opinion it would be throwing caution to the wind to recommend at a time of historically high nickel prices, a company which at this stage still has near-term limits to mine life. 11/05/04;Speculative Hold/Neutral($3.30)(+35 cent dividend?) Our updated valuation for JBM is A$2.90ps based on a nickel price of US$5.00/lb, A$/US$ 0.70 and a discount rate of 10%. This is down about 9% from our previous valuation due to a modest fall in our forecast A$ nickel price assumption. However, JBM’s share price has fallen 35% from it’s A$5.00ps highs of only three months ago and is fast approaching a level where we would start to get interested. While not yet sufficient to warrant a “buyâ€ÂÂÂÂÂÂ, the pullback is enough to justify a softening in our negative stance from “Sell/Overvalued†to “Speculative Hold/Neutralâ€ÂÂÂÂÂÂ. This is made more so given that JBM has slated an aggressive A$12m exploration drilling budget for the next 12 months. With any luck this could deliver the discovery to remedy the issue of limited Cosmos mine life (approximately four years remaining). 20/7/2004 Recommendation: Sell (4.41) In spite of the obvious exploration potential, we will once again be downgrading our recommendation on JBM from Speculative Hold/Neutral to “Sellâ€ÂÂÂÂÂÂ. The pull back in share price, which prompted a softening in our negative stance, has reversed and the stock is now at a 40% premium to our NPV based on a long-term nickel price of US$5.00/lb. On this basis, the price suggests that the market is valuing JBM’s exploration acreage, including the Anomaly 1 resource, at approximately A$200m. While we like the story and agree the acreage is highly prospective, the value is too rich for our taste. Our stance is no reflection on the quality of the existing operations or blue sky, but rather a comment on the share price relative to our valuation, the depletion of mineable reserves and the harsh realities of exploration. 19/8/2004 Recommendation: Sell (4.44) We see the JBM remaining on a sub 8 prospective PE at least until exhaustion of Cosmos Deeps reserves by FY08. Our assumption of a 75% payout ratio from here on in equates to a very attractive yield approaching 10%. Yet, these attractive earnings multiples will be short lived unless exploration can deliver. There is no question that JBM has excellent nickel real estate and plenty of it. In addition, it should be able to leverage off the geological knowledge gained from the existing Cosmos mine and infrastructure including underground development. Yet while we like the story, the share price is still too high for us and we retain our "Sell" recommendation. Our stance is not a reflection of the quality of the existing operations or blue sky, but rather a comment on the share price relative to our valuation. 22/11/2004 Recommendation: Sell (4.43) We see the JBM remaining on a sub 8 prospective PE at least until exhaustion of Cosmos Deeps reserves by FY08. Our assumption of a 75% payout ratio from here on in equates to a very attractive yield approaching 10%. Yet, these attractive earnings multiples will be short lived unless exploration can deliver. There is no question that JBM has excellent nickel real estate and plenty of it. In addition, it should be able to leverage off the geological knowledge gained from the existing Cosmos mine and infrastructure including underground development. Yet while we like the story, the share price is still too high for us and we retain our 'Sell' recommendation. Our stance is not a reflection of the quality of the existing operations or blue sky, but rather a comment on the share price relative to our valuation. 4/2/2005 Recommendation: Sell (5.16) We see JBM remaining on attractive earnings multiples at least until exhaustion of Cosmos Deeps reserves by FY08. Our assumption of a 75% payout ratio from here on in equates to a very attractive yield of ~8%. Yet, these attractive multiples will be short lived unless exploration can deliver. There is no question that JBM has excellent nickel real estate and plenty of it. In addition, it should be able to leverage off the geological knowledge gained from the existing Cosmos mine and infrastructure including underground development. Cosmos is an exceptional ore body, however, we are yet to see concrete signs of a comparable replacement. Exploration is encouraging, but for now we will retain our valuation based 'Sell' recommendation.
  18. thekiwi

    JBM

    In reply to: hayboys on Saturday 22/01/05 06:13pm QUOTE I will take the analysts advise and sell on Monday bought a 4.44 a few weeks back. IgO looks a more promissing Ni company for a quarterly report. So what have we learnt historically about ALL of Huntleys calls? They have alwasy been 100% wrong ... and to have followed their advise would have seen a missed upportunity from around $2 to now being at over $5.50. Since Mid Jan when we were approaching resistance at 4.65 (where it did stall for a while) JBM has powered along. All credibility Huntleys and their "valuations" had .. mist surely be gone now?
  19. thekiwi

    MSP

    In reply to: ro10 on Thursday 17/02/05 01:55pm QUOTE Hope the grammar was o.k. for you guys with this notice!!! Keep rolling them out BQT, one a day suits me fine and after a few more a bit of dollar value as well would be nice and then maybe we might see some s.p. ACTION!!! Yes ... be certainly nice if they keep them coming in a steady stream. Time will tell I guess. On the spelling and grammar, do you not think it important that a small company, trying to lodge itself in the forefront of a race to provide a technology product should ensure that what image it has isn't tarnished with sloppy PR? When every thing counts in competing with the bigger boys on the block sometimes it can be the smallest things which tip the scales. I for one would not be happy if my investment in BQT was "stalled" because of a lack of effort in something as simple as spelling and grammar, especially when to date its been a noteable trait.
  20. thekiwi

    MSP

    QUOTE (charge @ Thursday 17/02/05 11:40am) BQT has just made the following announcement: High security installed in the Palace of Westminster London John Genner, Managing Director of BQT Solutions Limited (ASX Code: BQT) is pleased to announce the installation BQT’s technology in the Palace of Westminster, which includes the Home office and is the site of the House of Parliament. The successful outcome was due to the efforts of BQT’s London office. BQT is proud to be a part of upgrading security to such a prestigious site. The initial installation will be the forerunner of further projects throughout this major site. BQT was able to deliver a solution that meets the highest level of security requirements by providing its high security miPASS Smart Card to 4000 staff members, together with the BQT Contactless Smart Card readers. BQT has successfully established a leadership role in the “new generation†of high security. BQT believes the future is Mifare, Contactless Smart Card based solutions with the BQT flexibility of producing DESFire & TWIC protocol standards, plus the multiple uses of Biometrics & high level Encryption devices to give the highest form of security.
  21. thekiwi

    MSP

    In reply to: ty.webb on Wednesday 16/02/05 12:42pm http://www.ShareScene.com/html/emoticons/tongue.gif Maybe there could be a opening for a press officer at BQT! Did a quick check with my "contact" who has links to inside BQT "Management" ... and apparently this is not the announcement that they are all anticipating. Time will tell ... supposed to be soon (ie max a few weeks) ... but talk is cheap http://www.ShareScene.com/html/emoticons/wink.gif
  22. thekiwi

    MSP

    BQT has just made the following market sensitive announcement: Supplies Smart Card Sol to Aust Quarantine Inspection Serv John Genner, Managing Director of BQT Solutions Limited (ASX Code: BQT) is pleased to announce in conjunction with one of its international partners that BQT has been selected to deliver a Contactless Smart Card Solution for the AUSTRALIAN QUARITINE INSPECTION SERVICE (AQIS). AQIS is part of the Australian Government Department of Agriculture, Fisheries and Forestry. AQIS is Australia's first line of defence, protecting our unique environment against exotic pests and diseases. AQIS inspect incoming luggage, cargo, mail, animals and plants and their products, and provide inspection and certification for a range of exports. AQIS also plays other important roles alongside Australian Customs by way of providing security and enforcing border control and border protection at airports, seaports and mail centers to detect and deter the unlawful movement of goods into Australia. BQT have been providing high-end security solutions to many Australian government departments for over 10 years now, and understand the increasing need to deliver a solution that will enable AQIS to also monitor and control security for present own use. BQT’s Smart Card and Reader technology will now allow AQIS to overcome the traditional ‘card and guard’ structure by having the ability to also supplement a security system that can provide positive identification at all levels within there premises. AQIS’ role in providing security (from illegal & dangerous materials) and controlling illegal access into Australia is now also reflected in its decision to utilise BQT Smart Card technology to enforce and control personnel access to its facilities. ++++++++++++++++ Loks lyke their culd bee a jobe fore somewon whoo kan spe and do good grammaerl http://www.ShareScene.com/html/emoticons/tongue.gif
  23. thekiwi

    HDR

    http://www.theage.com.au/news/Business/Oil...8230002244.html Oil find sends Woodside stock soaring By Barry FitzGerald Resources editor Woodside Petroleum shares raced to a record yesterday in response to confirmation of the Tiof oil discovery off Mauritania as a big find and speculation that the North-West Shelf gas project could pick up a $US30 billion ($A38 billion) supply contract with South Korea. While the South Korean gas supply contract is expected to be wide of the mark, the result from Tiof fed expectations that Woodside and its partners had another good-sized oil project, with the consensus ranking it as a 1 billion barrel (in-situ) find. Woodside shares jumped 77¢ to $21.72 yesterday. Its local partners in Mauritania, Hardman and Roc, also performed strongly, rising 22¢ to $2.09 and 5¢ to $1.94 a share respectively. Woodside's gain was supercharged by the Korean speculation. Woodside's enthusiasm for Tiof's potential - somewhere between 20 and 40 per cent of the oil could be expected to be recovered - will come under scrutiny today when the group reports that its profit for (calendar) 2004 has surged from $528 million in 2003 to an expected $691 million, the market's consensus figure. AdvertisementAdvertisement The forecast 32 per cent hike reflects the surge in oil prices and lower operating costs. The bottom-line profit will be boosted to more than $1 billion thanks to the sale of a stake in the Enfield oil project in WA to Japanese interests. While there is some certainty with today's profit result, that could not be said about yesterday's speculation on a LNG supply contract to South Korea for the Woodside-managed NWS gas project. The partnership, already sold to Japanese and Chinese customers, faces stiff competition from suppliers from Malaysia, Yemen and Russia. An announcement in South Korea on the LNG contract bid is expected today, but the NWS is not expected to feature. Woodside's estimate of what it will call contingent reserves at Tiof are expected to be included in the updated reserves statement, due for release with the profit report. Elsewhere, Santos shares jumped 4.1 per cent to a near-record $9.65 ahead of confirmation of a major reserves downgrade at its Mutineer-Exeter project off WA. But the field will start producing earlier than expected and more cheaply.
  24. thekiwi

    HAV

    http://www.theage.com.au/news/Business/Hav...8230002331.html Havilah soars as SA mine reveals riches By Barry FitzGerald Resource editor A first-pass resource estimate for the Kalkaroo copper, gold and molybdenum discovery in South Australia by explorer Havilah Resources excited the sharemarket yesterday, with Havilah shares adding 35 ¢ to $1.68. Havilah reported that resource and mine plan evaluation studies for Kalkaroo, 100 kilometres west of Broken Hill, had defined a resource of 80 million tonnes grading 0.9 per cent copper equivalent. Havilah's 23 per cent shareholder, Lion Selection, added 5¢ to $2.04 yesterday. Havilah, valued by the market at $115 million, said the resource estimate followed a recently completed drilling program and included an open-cut mine that captured a mineable resource of 56 million tonnes of 1.04 per cent copper equivalent grade. "This is sufficient to maintain a mining operation for a period of at least 10 years at an annual production rate of approximately 25,000 tonnes copper, 78,000 of ounces gold and 680,000 kilograms of molybdenum," Havilah claimed. AdvertisementAdvertisement It said that based on initial estimates of expected capital and operating costs, a mining operation at Kalkaroo could generate an operating surplus of about $90 million a year at current metal prices. That translated into net present value for Kalkaroo of $237 million, using a 10 per cent discount rate. "The open pit design contains mineable grades of copper, gold and molybdenum that, in value terms, is equivalent to a gold deposit of some 4.3 million ounces grading approximately 2.4 grams of gold a tonne, which is large by any measure," it said. "The most remarkable thing is that we only commenced drilling Kalkaroo in July last year, and the ore body still remains open in both directions, along strike and down dip." Havilah opened the year at $1.03. It was a 25¢ stock for most of 2004
  25. thekiwi

    MSP

    In reply to: patrikgeorge on Monday 14/02/05 11:27am QUOTE Dylan, I expect to see BQT SP retrace to 28-30cents in the next 10 days based on little more than turnover we saw Wed,Thurs & Friday of last week. Hmm ... I like that idea actually .... a retrace to 28 .... what will get up to before then http://www.ShareScene.com/html/emoticons/tongue.gif
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