Portfolio at the end of 2018

Portfolio change value is at the close of trading in 2018.

394

Energy and related.

Other Resources

Investment Trusts

Cash Shells - Holding.

Bid or other Situation

Leading Technology.

Colours in second column. Note:- Technology includes Hardware and Plant, Software and Biotechnology.

 

FTSE 6,728.13 -0.0% low 6,718.32, high 6,752.54

Dow +1.1% 23,327.46 - low 23,118.30 high 23,333.18

Dec 24th The Dow Jones was at least 16.4% lower(21,792) than the end of Q3 (26,500). Down over 14.9% in December!

FTSE is at mid 2016 levels.

Year high £2,731.63 (July 16th) Changes were made to the holding since then.

The value at the end of 2018 was £2,273.20.

Since that date I have added £30.00. This happens on a monthly basis.

January adjustment. £2,303.20

February adjustment. £2,333.20

March adjustment. £2,363.20

April adjustment. £2,438.20

May adjustment. £2,468.20

Left col shows the year end percentage change position. * indicates changes during the year.

I currently only hold those indicated below.

Company Site.

Dates of buys

Ticker

Holding

Current Mid Prices at close
Below at close December 31st

About the company - What it does.

 

AFC Energy
11/05/07, 03/11/16
Balance

*-56.2%

AFC
4000

3.76 dn

£173.00

Developing fuel cells using waste hydrogen Akzo Nobel is partner here. Also could be a major contributor in Asia. B (16p) First cell could be in place shortly. Good news on board etc on 24th Oct boosts the price.

Angle

23/09/14, 12/10/16, 01/03/17.

-36.7

AGL

500

38.00 nc

£195.00

Liquid biopsy system Parsortix. This is a very interesting and probably widely applicable system with great potential.
Ovarian cancer - second trials announced - this in USA. Added 90 12th October
Feb 6th Angle is oversold at 43.00p. March 26th. Good test news.

Assoc. Brit Engineering.

19/01/07 22/2/17 added 170 (@ 40p.)10/12/18 200@17p H (65 - 50) Balance *-55.0

ASBE 400

10.00 nc

£60.00

Virtually cash shell. British Polar Engines is active arm. 20p spread!
Jan 22 - 25 2010 Substantial move. Is there another big holder? Raised holding despite the spread which is usually 20p.
23rd Nov 2018. Rose 125%, but the spread is 15p.

10th December - Added 200 at 17p. Spread is 7p. That dropped loss to 47.5%. Dropped a little further later.

BigBlu Broadband

23/02/16

21/03/17 1000 @ 9.94 (old shares) 149p for current shares.This explains the jump in May.

-39.2

BBB

66

 

 97.00 up

£67.75

Satellite Internet Broadband. AGM 25th July.
7th July. Transformational acquisition of Avonline Broadband increases SSW's UK and global customer base to c.17,000 and c.35,000, respectively

Concha PLC

29th November 50,000 bought at 0.2099p

-16.6

CHA

50,000

0.15 SUSP

£87.50

Invests in technology, media, communications and related companies. The logo is actually the Conch shell.

Delisted 5th October. Board are taking no pay till the situation is resolved and they can return value to shareholders..

Centrica

-18.6

CNA 91

134.15 dn

£122.76

Gas supplier. Feb 22 Job cuts announced, but shares surged!

Eurasia Mining

20,000 added @ 0.295p Dec 5th.
*+4.79

EUA 30.000 21st Dec 2016 0.7075p

0.45 nc

£148.50

Platinum mining prospector. Two major alluvial deposits assessed in Russia. Mining began this month.

First shipment of refined ores is due shortly. Oct 10th 2017 Mine financing agreed. May 18th 2018 - Fundraising. Feb 2nd.2018 Documentation passes ahead of schedule. Suspect more to follow. Feb 22 In Profit

Forbidden Technology

30/07/13

13/12/17 2000 @ 4.675p

+79.6%

FBT

2000

7.50 up

£168.00

Cloud based video editing software. This is expanding over new platforms and has several commercial contracts, including Microsoft. FORSCENE, EVA and CAPTEVATE are the three products. New contract with a US sport venue.Aug 1 Placing at 10p yesterday. Bought 2000 13th December @4.675p

March 20th 2018 director buys 500,000 hence rise. June 4th Placing at 5p per share. June 25th. Contracts in 11 USA states!

Image Scan

Nov 29th 2017 bought 2,000 @9.5p

*-63.4

IGE 4000

2.50 nc

£96.00

Security scanners for airports etc. See Here. Oct 4th - Trading ahead of forecasts. Results - Dec 6th.

!7th July Placing and offer? at 4p. Sept 14th 2018 Added 1000 at 3.1875p

Inspirit Energy
03/03/17 bought 100000. 8th Nov 100,000 added at 0.083p. 23rd Nov 200,000 added at 0.0649p.Dec11th. Sold 200,000 at 0.1p. March29th 2018 bought 200,000 at 0.04p

*-51.1%

INSP

400,000

0.03 nc

£130.00

 

Dual heating and power generation boiler systems. The Inspirit Charger uses Sterling engine technology and obviously will produce power when solar is not available. It generates whenever you use the heating system, soproduces in cold weather conditions. Current systems are 2 kW and 3 kW August 15th. Conditional placing announced, which will be voted on early September. Shareholders will be diluted if not included in the placing, myself included I think. Initial price drop. Doubled this holding. Doubled again to 400,000.

MX Oil

22/09/16 Added 10,000 Oct18th @0.2147p 45,000 added @0.1089p 22nd October

*-82.2%

MXO 100000

0.06 nc

£60.00

Oil prospecting in Mexico and elsewhere (was Pan Pacific Aggregates). I sold an original holding in this stock and bought in on 22nd September. August 24 good news from Nigeria.
Sept 1st This is probably oversold at 0.57p.

Oct 22nd - MXO have raised £1,000,000 extra cash. Directors taking shares instead of payment. Shares down 50% on high volume. There are a lot of buyers at these levels.

Providence Resources

-65.0%

PVR 1000

11.60 nc

£116.50

Petroleum producer and offshore prospector. Several fields being explored offshore. Drilling news may boost the price. (6.23) March 30. good drilling news - production shortly too!

Reneuron
02/12/16 09/05/17
10/05/18 added 100 @62.2

+13.8% (incorrect)

RENE 150.

48.00 nc

£73.50

Stem Cell treatment research. First product in trials. April 22 08 a strongly negative (and probably incorrect) report brought a share price fall, quite possibly a good buy opportunity (85p)

Jan 23rd 2018 shares restructured 1 for 100 as from 24th Jan. All values readjusted. 10 October oversold at 55

Seeing Machines
30/01/15
21/03/17
buy 4000 @ 3.6475
15/06/17
Sell 5,000
-13.00%

Traded on ISDX

SEE 1000

 

3.30 up

£42.00

In cab safety monitoring system.

Write-up in Daily Mail on Saturday. May try for 4,000 more

This stock is on two exchanges, with slightly differing close values.

Sept 4th - Major drop - Problem with hardware delivery?

 

Strategic Minerals

20/06/13 10/11/16

+135.1%

SML 10000

1.25 dn (0.32)

£130.00

Various mineral exploration and production. This stock is prone to major moves, but the spread is disadvantageous.

+16.67 on Aug 2nd lost aug 3

Tyman PLC

-27.8%

TYMN 38

 

237.50 up

£89.30

Transferred. 7th Nov results below par.

United Utilities

-10.3%

UU.L 5

728.00 dn

£36.81

Transferred. Drop here canceled out Jan 9th gains.

Paid dividend 2nd Feb £13.24

Stocks below this line are not held with Barclays Wealth.

Company Site.

Ticker

Holding

Current Mid Prices
below at close December

About the company - What it does.

Amryt Pharma

 

AMYT

17.00 nc

The reverse takeover went through - Now a pharma company. This is a very recent change of direction, from Fastnet Oil and Gas and Fastnet Equity. Dec 2nd Major fund injection in the form of an EU grant. Shares rose 20%. The company is based in Eire. Sept 21st Placing announced. Dec 10 2018 another grant.

Tandem Group

TND now 320

105.00 nc

Bicycle assembler and distributor. Also other wheeled products etc.Shares now consolidated.-320 held. March 12th Large new stake announced and raised March 17th.

My other websites and comments on politics, blogs etc.

Music and fitness Site.

Political etc home page.

New Page on POTUS Trump.

Sponheim ATP Chemtrail bunkum disproved. Autism and vaccines.

Medical Marijuana.

Comments on Healthcare.

Comments on (US) Government ethics.

Closing position - see below.

Invested value

Move on day

Value. £1869.08

 

£n/a

Change since purchase -19.1%

£NLA

Now £NLA

 Cash £400.89 included in total.

(£)

Earthport
Good trading stock

03/01/18@9.949

+230%

EPO 2000

7.02 up

(16.50)

Interbank Cash services. Stream of new contracts here. Sold to fund Binary options. They have many contracts and are making steady progress. Jan 3rd 2018 Bought 1,000 Jan 12th bought 1000 @ 8.69p. Oct 22nd 2018 Hank Uberoi moves on.

Sold Dec 27th at 27.1p £536.00

Page compiled December 26th 2018 Edited January 1st 2019.

Most recent edit May 4th. 2019. All prices for December 31st .