REVscene Automotive Forum - View Single Post

WakeMeUp · 11-22-2006, 02:27 PM

It's good to see a thread like this on revscene. Here are some of my holdings that i am very bullish on:

HYD-X: energy service company in Alberta. Great growth and severely undervalued. The sector is out of favour right now so it is an excellent time to get in. current price: 1.58

RAM-X: "interactive" marketing firm out of Calgary. Very small (mkt cap is 5 million). Has grown consistenly YOY for a while now organically and through acquisition. Solid fundamentals.

MGO-X: Migao is a Chinese producer of potash fertilizer. They have solid balance and cash flow that is being used to nearly triple their production capacity by 2008. They are currently operating at capacity. Similar to HF (hangfeng). Just got in today.

EDV-T: Endeavour Mining Capital is a merchant bank in the mining sector. I wanted some exposure to the hot commodity sector and since i'm no expert in evaluating junior exploration and mining companies, this seemed like a good way to do so. I bought in last week. Has track record of outperforming commodity based indicies in Canada.

11-22-2006, 02:27 PM	#153
WakeMeUp Banned (ABWS) Join Date: Sep 2003 Location: Vancouver Posts: 569 Thanked 9 Times in 4 Posts Failed 1 Time in 1 Post	It's good to see a thread like this on revscene. Here are some of my holdings that i am very bullish on: HYD-X: energy service company in Alberta. Great growth and severely undervalued. The sector is out of favour right now so it is an excellent time to get in. current price: 1.58 RAM-X: "interactive" marketing firm out of Calgary. Very small (mkt cap is 5 million). Has grown consistenly YOY for a while now organically and through acquisition. Solid fundamentals. MGO-X: Migao is a Chinese producer of potash fertilizer. They have solid balance and cash flow that is being used to nearly triple their production capacity by 2008. They are currently operating at capacity. Similar to HF (hangfeng). Just got in today. EDV-T: Endeavour Mining Capital is a merchant bank in the mining sector. I wanted some exposure to the hot commodity sector and since i'm no expert in evaluating junior exploration and mining companies, this seemed like a good way to do so. I bought in last week. Has track record of outperforming commodity based indicies in Canada. Last edited by WakeMeUp; 11-22-2006 at 08:11 PM.