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stockpanther

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  1. stockpanther

    NOD

    In trading halt right now..
  2. stockpanther

    NOD

    getting hammered latley..
  3. I got in at $3.77 yesterday....was thinking about buying at 3.37 this morning again, probably should have....will wait and see where this runs over the next few days
  4. stockpanther

    NOD

    should've kept loading up at under $2.70!! bugger!! Anyways it's nice to see the green on the scorecard after only a few weeks.
  5. stockpanther

    NOD

    Totally agree MFJ. Seems like this drop in the share price may have been instigated by director sales to some extent? If so, I'm not too worried: - Yes the ex-owner of McGrath Homes sold 7m of stock, but he placed it with insto's who would've done their DD before accepting. Mr McGrath still owns about 7m of stock as well....so i'm not worried - The AGM occurred around this time also - The presentation seems tops with strong growth simply flagged here - No big contract announcements lately - but not all that worried, still have the 54m contract from August and growth across other areas of the business. I'm sure there is another one in the works. I agree - I feel an outperform for this one. Bought some more today - if the price falls sub-$2.60 I will be looking to buy a few more.
  6. stockpanther

    CRH

    I agree guys - I hopped into this one the other week. Hasn't moved too much for me yet, but have a decent chunk invested for a long term hold.
  7. stockpanther

    NOD

    I took a small position at $2.64 this morning. Bit nervous about catching a falling knife, but provided there is nothing that we aren't being told, this one looks like it is certainly back in buying range. P/e of 13 and company statements that they are targeting NPAT growth between 35-45% for the next 2 years.
  8. Picked up a few of these the other day at 80cents. Company is growing at a rapid pace, but has taken a beating lately - fortunately the CEO has pumped about 1.5mil of his own money into the company - surely this is a good sign?
  9. haha - go on stick the elbow in again http://www.sharescene.com/html/emoticons/tongue.gif I was on the pricing discrepancy theory until that beautiful announcement on 22/12. It was a ripper IMO - got me to load up on more at least.
  10. stockpanther

    ISS

    I actually sold 2/3 of my holding 72% in a month was ridiculous, i was happy to take some profits. Crystal - I don't follow TA at all...but am interested in knowing what a flag is? is it good or bad?
  11. QUOTE (nipper @ Thursday 04/01/07 03:52pm) I only just started back up in direct shares investment at the beginning of August. I take a fundamental approach and don't invest in miners, energy or biotechs. My return since August has been 85% (without leverage) and was achieved through returns on the following 5 stocks: - EPY +23 - RHD +36% - RPC -9% - ISS +70% - ESS +42% Obviously I reinvested the proceeds from EPY and RHD into ISS and ESS to generate the 85% gain. Going forward? - stick with my strategy - buy purely on fundamentals and fundamentals only, and don't engage in those sectors that I don't understand. I still hold ESS, 1/3 of my ISS holding and have recently purchase a clothes distributor turnaround in ATG.
  12. stockpanther

    CNC

    A fall from grace this one.. Austin Group Limited (ATG) is a clothing retail company involved in the design, import and wholesale of clothing. ATG has operations in Australia, New Zealand and Hong Kong. current SP 32c market cap $20m EPS history - cps H1 H2 FY 2000-06-30 1.8 0.4 2.2 2001-06-30 1.3 0.8 2.1 2002-06-30 2.7 2.6 5.2 2003-06-30 4.7 2.1 6.8 2004-06-30 4.2 2.5 6.8 2005-06-30 4.6 1.8 6.4 2006-06-30 2.4 -4.7 -2.3 ************** I'm in at $0.32. I actually had this one on the radar at $0.28 but was too slow to act...plus my experience with purchasing 'turn arounds' is limited so I guess I've been quite cautious with this one. I've got a whole heap of rationale behind the call that I'll post behind the decision....but etrade has decided to deny me of my right to company information temporarily!!...so the detail will have to wait. ATG aren't brilliant, but even in the shocking year they just had they still produced something like $1mil of operating cashflow after subtracting cap spend. (I think this was something like $5mil before) Halfyearly will be interesting to see if the much talked about recovery has materialised, but I think this company is worth a buy at $20m. That's all I've got for now.
  13. stockpanther

    ISS

    ISS is runnin' hot isnt it?
  14. IMO an EXCELLENT announcement yesterday. Why? - ESS indicated automation would be a primary growth driver for the business going forward - Automation revenue in last FY was approx 2 mil from memory - this announcement says that essa has secured a 7 mil automation contract (subject to pre-acceptance testing) - ESS have indicated in the past that automation is a higher margin part of their business - to me this seems like excellent delivery on a key growth strategy. - Revenue for last FY was 23mil - Before this announcement revenue is indicated to be up 35% this FY I'm thinking about buying some more at these levels....a nice little growth story going on here, surprised the SP only increased by 5%. The announcement... The Directors of Essa Australia Limited (“Essa†or the “Companyâ€ÂÂÂÂÂ) are pleased to report that the Company has made favourable progress regarding two of its strategic business development initiatives. Essa previously stated with the release of its 2006 financial results that it intended to target and pursue growth opportunities in a number of key areas including: • further geographic expansion in growth markets overseas, especially Russia; and • growth in laboratory automation equipment, a new developing market with favourable long term industry trends. Essa is now pleased to announce that, through its Russia distributor, the Company has been awarded a A$1 million order to supply a complete sample preparation system to a gold mining customer in east Russia. This order is indicative of both the potential of Essa’s products in the Russian resources sector and also the acceptance of these products in such a rugged environment. Ongoing sales are expected, with Essa offering continued support to its distributor and developing a suitable supply chain in Russia for the Company’s wear parts. Increasing Essa’s recurring revenue base in this manner is also a stated growth objective of the Company. In the key growth area of laboratory automation, Essa advises that it has secured the supply of a $7 million laboratory automation system to a world leading laboratory group. The system is to be supplied during 2007 and is subject to pre-contract acceptance testing due for completion in May 2007. This exciting development is the result of extensive design work over the last 12 months in conjunction with Essa’s automation partner, FLS Automation of Denmark, to produce a versatile modular laboratory automation system which can be offered to a broad spectrum of end users.
  15. this one looking good crookers. nice announcement today.
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