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TilehurstResearch

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Everything posted by TilehurstResearch

  1. Looking like TAM is ready to break out. Traded today @ 17.5c B:17 S:17.5. Chart looks good for a 5th wave [strongest wave] to occur if TAM closes @ 18c or above. Buy:sell ratio = 2:1 Fundamentals excellent: Gold production to start by mid 2006 after "the wet". Very high grade ore shoots. All approvals in place and cost of plant gone down from about $17 mill to 7.5 mill. DYOR but this looks like a good'n.
  2. TilehurstResearch

    UCL

    Thanks for the calculations/NPV etc guys. A solid finish today - vol very strong and SP creeping up each day as the 1 mill+ buyer moves his buy price up another notch. avagoodweekend and may things accelerate next week.
  3. TilehurstResearch

    GTP

    Savtin, agree the long term picture looks encouraging, but I'm talking about a trade over a max of 60 days. Spooky isn't it. Bushfires, fungal attacks etc.....who knows. I hope you get your $3.23 price and may it continue north for you. $1.94 IS the target price. As I said, time will tell.
  4. TilehurstResearch

    GTP

    In reply to: marcusm on Sunday 06/11/05 12:49pm I'll take the contrarian view based on technical analysis only. Unfortunately I don't have the chart shown to me on Tuesday at a seminar on EWA [ elliott wave analysis] but it showed the first 4 legs of a downward corection since the high around $5.00. The advice given was to sell GTP at around $3.10 with a target of $1.94 based on 5th leg of wave being the strongest and having the highest probability, as wave 4 has occurred. These were pro traders from the States [ I'll forgive them for that] and their system gave 5 trades on Tuesday. 4 of those are trending exactly as they said. GTP was the only short sell and remains a trade, despite SP still tracking sideways. The support and resistance remain unchanged. So a short sell is in order. Best way is via a CFD. These are Australia's equivalent to the yanks selling shares they don't own to go short. The advantage we have is that a CFD [Contract For Difference] only requires a 10-15% deposit. It has no expiration date. Don't want to put the fear of your god in those of you that are on the bullish side, as it may not happen. They have a success rate of around 80% so one of the 5 may be incorrect. A move back up to $3.23 would cancel the trade. Don't you just luv it when someone does a post like this - not.!! As with most things in life - time will tell the story. As allways, DYOR.
  5. TilehurstResearch

    UCL

    In reply to: tradem on Thursday 17/11/05 09:17am I hope you're right Tradem. 50c per share gives a market cap of $380 mill +/-. I agree with your analysis. Lundin having done this b4 [t/o] adds weight to your argument. Assume you have noticed a buyer come in each day this week and pick up a stack around the 7.4c level. Are you able to i.d. the buyer ??
  6. TilehurstResearch

    UCL

    If the yanks would mind their own business, there's a chance this nuclear deal could come off. Iran doesn't lose face and it would stop possible action by the Security Council. Which in turn reduces risk profile of UCL's massive ZINC project = higher SP. I feel the market has got a bit nervous about the political side, hence the low SP. This is going to be one of the 5 largest Zinc mines in the world with a 30 year mine life, excellent infrastructure, and smelting at the mine site. In bed with Lundin Mining in Canada. Gotta luv it. QUOTE Iran 'to BBC NEWS be offered nuclear deal' The US and the EU are reportedly proposing to grant Iran the right to continue a limited nuclear programme. Unnamed officials say the compromise would allow Iran to convert uranium into gas, as it has since August. But enriching the uranium, at which point weapons-grade material could be produced, would be done in Russia, before energy was transferred to Iran. Iran insists it has the right to pursue a nuclear energy programme, and is yet to signal if it will accept the offer. The director of the International Atomic Energy Agency (IAEA), Mohammed ElBaradei, said on Thursday he was optimistic a solution was close at hand. "He hopes that in the coming days the international community will be able to coalesce around a solution that is acceptable to all parties, including Iran," an IAEA spokeswoman said. Earlier this week, Mr ElBaradei proposed creating an international stockpile of nuclear energy to remove the need for individual states to purse so-called "dual-use" nuclear programmes. Russian plan Reports of the US-EU deal came days after a secret letter from Iran to the IAEA appeared to restart the diplomatic process, conducted by the UK, Germany and France - the EU3 - on behalf of the European Union. Talks broke down in August when Tehran resumed the processing of uranium at its plant in Isfahan. A Russian government spokesman, Nikolai Shingaryov, told the Agence France Presse news agency that Russia had approached Iran with the new proposal, but had received no response. The two countries enjoy close co-operation on nuclear issues, and Russia is aiding Iran on its new nuclear reactor at Bushehr. But unnamed US and EU officials close to the talks said they were sceptical that Tehran would agree to the proposals. Iran could view the plan as a surrender of its right to enrich uranium within its own borders, correspondents say. Alternatively it could contend that it retains the notional right, but has merely chosen to enrich uranium at foreign facilities. Opposing views "What ElBaradei said may be wishful thinking," a European official told the Reuters news agency. "Perhaps the Iranians will make a deal with us, but I think we will be surprised if that happens." The US, which contends that Iran aims to build an atomic weapon, has threatened to take Tehran to the United Nations Security Council. An IAEA resolution passed in September paved the way for Iran's referral to the Security Council, but the agency has not set a date for this. Iran maintains it is only seeking to develop a civilian nuclear programme. Story from BBC NEWS: http://news.bbc.co.uk/go/pr/fr/-/2/hi/midd...ast/4425960.stm Published: 2005/11/10 18:06:19 GMT
  7. TilehurstResearch

    UCL

    Announcement coming ???? Buyers suddenly woken up ??
  8. TilehurstResearch

    UCL

    Imagine what the SP would be if this deposit was in Oz ?? Still, the SP has pulled back 60%+ [Gann 61.8% strategy] since taking off from the 2.9c level to 13c+ and is now starting to look like a BUY again, albeit High Risk. Following is article from BBC online. QUOTE Iran says a UN Security Council statement condemning President Mahmoud Ahmadinejad over his call for Israel to be "wiped off the map" is unacceptable. A foreign ministry statement said it was dictated by the Zionist regime that wanted to cover up its own crimes. The statement also said Tehran respected its UN commitments and had no intention of attacking Israel. Ahead of the UN session demanded by Israel, President Ahmadinejad stood by his remarks that have caused outrage. Several countries have protested and UN Secretary General Kofi Annan has made a rare rebuke of Iran. Conciliatory gesture Israel welcomed the unanimous Security Council statement which said: "The Security Council condemns the remarks about Israel attributed to Mr Mahmoud Ahmadinejad, President of the Islamic Republic of Iran." The Islamic Republic of Iran is committed to its UN charter commitments Iran foreign ministry In its defiant statement on Saturday, Iran's foreign ministry said: "The declaration published by the Security Council - proposed by the Zionist regime to cover its crimes and give an image at odds with reality - is unacceptable." It expressed surprise that the Council had never condemned threats made against Iran by the US and Israel or the "crimes" of the Israeli regime. However, the foreign ministry went on to say Iran was committed to its engagements based on the UN charter. "It has never used force against a second country or threatened the use of force," it said. In the context of the international uproar caused by the Iranian president's remarks, this statement is a conciliatory gesture, the first time Iran has indicated it has no intention of attacking Israel, says the BBC's Frances Harrison in Tehran. Israel's ambassador to the UN, Dan Gillerman, welcomed the condemnation. But earlier in Tehran, Mr Ahmadinejad said his remarks were "just" - and the criticism did not "have any validity". Shouting "Death to Israel, death to the Zionists", the protesters dragged Israeli flags along the ground and set them on fire. Joining the protest, Mr Ahmadinejad said: "My words were the Iranian nation's words. "Westerners are free to comment, but their reactions are invalid." Palestinian chief negotiator Saeb Erekat has distanced the Palestinian leadership from the Iranian position.
  9. TilehurstResearch

    FYI

    In reply to: apache123 on Wednesday 26/10/05 08:14am Thanks Apache123. Good to hear the regulators are addressing this issue - finally. Pity about the timeframe for PH II. Something I heard over the weekend disturbed me. A fairly wealthy investor in Perth told me that SBP was tidying up the options/capital structure "purely to make the Purchase of SBP by another Biotech Co as straight forward as possible"!!!!! This person doesn't own any SBP shares. I checked with a top 20 SBP shareholder and they said they'd heard nothing. Anyone else heard anything along these lines? I don't get to talk directly to SBP anymore so perhaps someone else could get them to dispell this rumour. How do you put a value on a stock whose main assett is their IP ?
  10. TilehurstResearch

    FYI

    6 immune to mesotheloima mice..........................not bad !! CANCER and IMMUNITY in the same sentence is something not seen in Cancer Treatments before. Let's hope the new Board makes good mileage out of this, prior to PH II Trails.
  11. TilehurstResearch

    FYI

    In reply to: lyndon_webster on Friday 07/10/05 10:48am Now we just need SBP to announce a partnership with Pfizer to proceed with PHII Trials and give them exclusive manufacturing rights for Coramsine and future developments from the IP.
  12. TilehurstResearch

    FYI

    Should raise profile of SBP as a Pharmaceutical Company RUN by specialists in their field. SP and buy/sell volumes little changed so suggests more to come - something pharmaceutical ?
  13. TilehurstResearch

    FYI

    In reply to: apache123 on Friday 30/09/05 09:46am Apache and Lyndon. 200 day SMA has started to look like the new support now @ 11.5c. Substantial buying over recent weeks + AGM + vote on options reconstruction [1:7] All points to something of significance [at last] being announced prior to AGM - and it may be sooner than later ?? otherwise support @11.5 would probably collapse. 200 day SMA's are usually a powerfull chart indicator. I rest my case.
  14. In reply to: ijh on Tuesday 20/09/05 11:37am Thanks for that ijh. 1 mill oz sounds a reasonable resource target based on results to date, and each new area they drill seems to come up trumps. Further infill drilling will hopefully confirm that they are sitting on a 500,000+ oz resource already, with more areas to be drilled. I have a target of USD$700 per oz for gold within 12 months. This is based on macro factors and the way things are going in the USA, we may well see gold above $1,000 in a couple of years. But that's the future; gold is trading above AUD$600 today, a fact that seems to have escaped a few pundits. Gold stocks have been languishing for a year or so and only the producers seem to be reacting so far. Historically, I've seen this cycle twice before and there is plenty of blue sky in the well credentialled explorers like DEG and TAM who already have probable resource estimates that should be increased and go to 'proven', hopefully when their qtrly reports come out mid/late October. Interesting times.
  15. TilehurstResearch

    UCL

    A pullback to the gap @ 5.2c would get me interested again; despite the yanks sticking their noses into another Country's business - again! When will they ever learn. At least the yank's actions may present a buying opportunity - these gaps on the charts have a habit of getting filled.
  16. In reply to: LSM on Tuesday 20/09/05 08:48am Oops, too many naughties. Make that a 400-500,000 Oz resource estimate - but hey, still plenty more drilling that may in time get them close to 1 million anyway.
  17. Agree with positive sentiment. It's FINALLY the time for GOLD STOCKS to come to the forefront Let's hope DEG bring out a new resource estimate when they report in October. 400-500 million ounces [up from 210milion] is the figure I'd be looking for to excite the market. Have a look at Tanami Gold [TAM]. Some high grade 'shoots' to mine initially and that may be closer than the market thinks. Plus exposure to Uranium via 30 mill DYL shares. Given the medium/long term upward trend in the gold price, that the gurus have been talking about for months as starting 2nd half 2005, we should see a major shift of funds into the Gold producers with a flow through to the better upcoming producers. Looking at a Gold price around $USD700 / oz within 12 months ssems to be the sentiment of the various pundits that publish on Kitco.com. Just check out the 12 month HIGH & LOW on DEG and TAM and see the upside potential.
  18. TilehurstResearch

    UCL

    In reply to: The Zinc Punter on Thursday 25/08/05 09:52am ASIC may be getting wind of this one. I got into UCL 2 weeks ago after 'the word' from an acquaintance who got 'the word' from the disgraced ex Mayor of the City of Wanneroo in Perth; David Smith ?? I think the ex mayor's name was. UCL opened @ 5.7c, up from 5.2c close yesterday...b4 announcement !! Over 1,000,000 traded at 5.7c on the open. 6 months in a leaky boat???? But winners are grinners. I've taken my profit and outa there. Too risky with the company the Company keeps. Not saying he's done anything wrong; but UCL obvoiusly has leaks.
  19. In reply to: mangrove on Wednesday 07/09/05 07:19am At $3.80 - $3.90 range, it would be a good time for those with a strong and healthy heart to load up on CALL OPTIONS with an expiry date of early/mid 2006. Remember, by in gloom - sell in boom. This COULD be a great opportunity for a big return. Then again....................... DYOR
  20. TilehurstResearch

    FYI

    In reply to: TilehurstResearch on Monday 05/09/05 10:28am Oops typo's. Meant to say " one of those who chose to exercise..........
  21. TilehurstResearch

    FYI

    In reply to: Krumbs on Sunday 04/09/05 12:18pm Krumbs: I understand your sentiment as one of those charity who to exercise their options. But I would question your rationale in doing so as a trader/investor. Investing is a business[/b, not a charity. I would love to see them restructure the oppies as an alternative. Announcement about to come out.
  22. TilehurstResearch

    FYI

    In reply to: lyndon_webster on Monday 29/08/05 07:21am QUOTE Yeah the "buy-back" is shares for options on a pro-rata basis. I asked Tony what the split would be and he declined to answer saying the decision hadn't been made. I suggested "something like 1 for 3" and he laughed so I think it will be closer to 1 for 10. It still needs shareholder approval and I can't see many shareholders saying "no" so I think it will be passed through. If the convert 150mil options for 15mil shares then the book looks pretty healthy all of a sudden - less than 180mil shares and no options overhang. I think a lot of institutions would start to consider taking a position if they have positive continuous infusion results, positive pre-clinical immunity results and announce the start of phase II trials. The question is whether option holders would take up the offer... Lyndon, I had been doing my calculations and was about to post them when I saw your post. That's exactly the figure I thought they would use. At best it could be 1:8 but I think SBP will be looking to issue as few shares as possible, and as there is no market for the options at the moment, they can call the shots. Shouldn't be any problem getting shareholder approval as the diutuon factor would be less than 10%, as against what could have been over 90% if all the options were exercised. There's a better chance of pigs flying than that happening! If they hadn't got side-tracked with psoriasis and got on with their core project - a cancer cure, the story would, IMHO, be quite different. So option holders might as well take what is offerred and hope that SBP start performing. Bit like buying a car and then only getting "scrap metal" value for it when got rid of. And scrap metal Companies are doing quite well at the moment ! - Like Sims Metals.
  23. In reply to: kosmo on Wednesday 10/08/05 07:58am Have a look at my posts uner TAM [Tanami Gold] and read their announcements over the past month or two. Subject to shareholder approval, DYL will be getting the Uranium rights over TAM's vast leases in the NT and WA for $400,000 + 30 million DYL shares! So DYL will have a dilution which may bring them back to close the gap @ 12c. Meanwhile, TAM are reaping the reward of having the 30 million DYL shares. I would expect the shareholder approval at the meeting on 30/8 to go through easily as their current price action must surely be due to picking up this highly prospective area with identified Uranium deposits. TAM will be focusing all their resources on developing their gold production facilities and could be an option to holding DYL or a way of gaining additional exposure with the benefits of success from both DYL and TAM. as usual, DYOR.
  24. In reply to: TilehurstResearch on Tuesday 09/08/05 08:24pm Just hit 10.5c. Open was 9.3. Buy:sell ratio was 2:1 - now 3:1. Big volumes last hour. Must go and buy some Tim Tams after the close. Why the rise ?? Don't know, but seemed undervalued @9c with their 30 million DYL shares having run up so high. Maybe an announcement?? An ASX query may be forthcoming.
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