NSOMNIYAK CHALLENGE
1. AYSI.ob Wear plates for construction equipment, mining equipment, etc. Special method of binding hardened alloy to steel. Infrastructure buildout in China, mining resurgence and Third World economic boom should lead to high growth in their business.
2. CEDA.ob Online education in China. High margins due to internet delivery of some of the materials. They are currently a regional company with ambitions to spread their business model to other regions of China. Specializing in helping rural schools who are struggling to keep up with coastal cities in providing quality education. They also just bought a trade school to teach automotive repair.
3. CMM.v Undervalued profitable producer of gold with operations in Canada and Peru. Past overpromising and financings that left a lot of stock overhang lead to a steep decline in price in the face of a strong rally in Gold. Looks to be proceeding with drilling in Peru and also with acquisitions to improve future production.
4. INRB.pk Specialized producer of coated pipe for Tar Sands operations. Profitable and last qtr showed that the pipe will be extremely profitable for INRB. Made .44eps in Q1. Has backlog to last thru 2008 and 6 other tar sand producers who could become customers. Suncor is the biggest tar sand producer and their main customer. Outlasts steel pipe by several times, especially at the curve points in the pipe.
5. QST. v Makes various oil service equipment for energy producers. Biggest near term catalyst is incinerators for oil/gas wells. Burns non economic gases and by products that come up with the oil/gas. Incinerates at high temps with less energy cost than competition. Big new contract with big energy company in China. Huge contract should boost results. Less greenhouse gas impact.
6. TRGD.pk Tara has a great collection of mining properties in Mexico. They have 6 jt ventures with credible partners who are investing money in the properties according to their jt venture agreements. Tara will retain 20-50% of the projects with minimal capex until the properties are proved. In addition to the jt ventures, Tara has two base metal projects that appear to have great promise, with high content ore. The mining was supposed to begin in early 2007 but has been delayed. SEC docs are late and Trgd has begun catching up and is thru 2005. 2006 10K is due in the next few weeks. Once they get caught up, Trgd intends to file for an upgraded exchange listing and list their subsidiary Tara Minerals.
Bobwins
Please post stock symbols first in all your posts. If it's a foreign stock, please list the US pk equivalent symbol.
If the Commodities Boom is Over, I am just a Gold Bug headed for the Windshield of LIFE
