Category: My positions

Detailed summary of PV Crystalox Solar PVCS – Reiterate BUY

Posted on by shauniekent

Ok, for those that haven’t heard of PV Crystalox (PVCS) already, here is my summary and the reasons I am invested. I read it as a great opportunity to double your money in 6-9 months. BRIEF summary: Cash rich company preparing radical restructure and cash return to shareholders 2Q2013. All figures in Euros. Background: They […]

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Capital Drilling – CAPD – BUY

Posted on by shauniekent

I’ve bought some capital drilling this morning after Centamin CEY suspended operatinos in Egypt. CAPD do provide services to CEY but they also have many other customers. The drop of 40% seems well overdone. Admittedly this is only a quick glance but the company seems profitable, has varied customers and i expect some sot of […]

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PVCS – PV Crystalox Solar – BUY!

Posted on by shauniekent

Statement out today that indeed they plan to return cash to shareholders. Restructuring, job losses, planning to be cash neutral next year all make me bullish about significant cash return. I have topped up on the fall, which i am very surprised about. Investors taking profits and knee jerk reactions to the loss for the year […]

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Nostra Terra Oil – NTOG – Punt

Posted on by shauniekent

I bought in to Nostra Terra on a punt today at 0.45p. Naughty i know but a well known private investor was tipping on twitter and after a cursory review of the investment case i jumped in. Essentially they had positive well results today and are expecting expecting well results for nearby drills very soon […]

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PVCS – PV Crystalox Solar – BUY!

Posted on by shauniekent

I’ve bought ÂŁ500 at 9.1p. I was looking to buy when they were at just over 8p but dithered and missed my possible entry point by a penny! Their recent interim management statement hints at a return of cash to shareholders. I’ve writtenabout this company before and their massive cash pile. They have been crippled […]

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