Sold all CZQ-V Continental Precious Minerals

Sold all CZQ-V Continental Precious Minerals

Gross Profit = 17 %

Stock = (CZQ-V) Continental Precious Minerals Inc

Exchange = Vancouver Stock Exchange (Agent)

Currency = CAD

Type = Sell to Close

Quantity = 500

Price = c$3.42

Gross = c$1,710.00cr

Net = c$1,670.00cr

Sold Part URRE Uranium Resources

Sold 2/3 URRE Uranium Resources
Profit = 31 %

Stock = (URRE-O) Uranium Resources

Exchange = OTC Market USA (Agent)

Quantity = 200

Price = $9.92
Gross = $1,984.00cr
Net = $1,944.00cr

Sold options on FRG FRONTEER DEVELOPMENT

Sold a call + put on FRG FRONTEER DEVELOPMENT GROUP

Net Credit = $ 245 = 20% stock cost
Net credit will be greater if stock called away

Contract = (FRG-A) FRONTEER DEVELOPMENT GROUP Sep07 12.5 Put

Exchange = Chicago Board Options Exchange (Agent)

Currency = USD

Type = Sell to Open

Quantity = 1

Price = $1.5

Gross = $150.00cr

Net = $140.00cr

Trade Date = 30 Apr 2007

Contract = (FRG-A) FRONTEER DEVELOPMENT GROUP INC sep07 15 Call

Exchange = Chicago Board Options Exchange (Agent)

Currency = USD

Type = Sell to Open

Quantity = 1

Price = $1.15

Gross = $115.00cr

Net = $105.00cr

Closed call spread in PDE Pride

Closed call spread in PDE Pride

Looks like markets generally are at the top of a trading range.
Good time to take some profits I think

Buy Spread cost = $ 2.20
Sell Spread price = $ 3.05
Gross profit = 48%

Net Profit = $460

Contract = (PDE-N) Pride Intl jul07 30 Call
Exchange = Chicago Board Options Exchange (Agent)
Type = Sell to Close
Quantity = 2
Price = $4.8
Gross = $960.00cr
Net = $940.00cr

Contract = (PDE-N) Pride Intl Jul07 35 Call
Type = Buy to Close
Quantity = 2
Price = $1.75
Gross = $350.00dr
Net = $370.00dr
Trade Date = 30 Apr 2007

Buy more AI Aero Inventory @ Sharecentre

PURCHASE of AI Aero Inventory Plc 

at: 392.5000 pence on 27 APR 2007

Share price going up on a down day with some volume
despite being ex dividend.

? just delayed reaction to good results up or
? possible takeover as mentioned in recent newspaper profile.
? funds/ institution buying

Interim results in March showed a 207 pct rise in profits.
Further growth is expected from the new 10 year contract with
Qantas and from the Asia-Pacific region.

I have no special insight but the company is attractive on
most counts + is good value.

www.iii.co.uk discussion board has some good links on this

Buy ACH -ALUM CORP CHN + Sell Nov Straddle

One of the cheapest big chinese stocks on PE
Due to float in Shangai soon
+ huge 10% dividend
Premium from options sold = $660 credit = 23%
ACH needs to fall by c30% for trade to lose

Stock = (ACH-N) ALUMINIUM CORP CHN
Exchange = New York Stock Exchange (Agent)
Currency = USD
Type = Buy to Open
Quantity = 130
Price = $29.15
Gross = $3,789.50dr
Net = $3,805.45dr

Contract = (ACH-N) ALUMINIUM CORP CHN nov07 30 Call
Exchange = Chicago Board Options Exchange (Agent)
Type = Sell to Open
Quantity = 1
Price = $3
Gross = $300.00cr
Net = $290.00cr
Trade Date = 25 Apr 2007

Contract = (ACH-N) ALUMINIUM CORP CHN nov07 30 Put

Exchange = Chicago Board Options Exchange (Agent)

Sell to Open

Quantity = 1   Trade Date = 25 Apr 2007

Price = $3.6

Gross = $360.00cr

Net = $350.00cr

Buy (DIM-N) Wisdomtree ETF

Stock = (DIM-N) Wisdomtree ETF

Exchange = New York Stock Exchange (Agent) 

Type = Buy to Open

Quantity = 20

Price = $71.25

Gross = $1,425.00dr

Net = $1,465.00dr

Trade Date = 25 Apr 2007

DIM etf as buyout benificary

Looking at ways to benefit from the huge amount of buyout money /
private equity waiting in the wings. DIM etf contains a relatively
high % likely targets + has one of the smoothest uptrends + pays
dividends + is div weighted.

http://www.etfconnect.com/ gives a quick profile.

The Fund seeks to track the price and yield performance
of the WisdomTree International MidCap Dividend Index.

I would prefer to buy it on a pullback to the trendline but waiting
for that may be a mistake.

Above it is compared to EFA over 1 year.
DIM is the blue one!

PID is the closest other etf.
DIM has outperformed PID slightly.

Buy more DDC Dawnay Day Carpathian

Sharecentre small buy on dip
Dip on news of more fundraising @ 120p
+ will be div 10p yearly c 8%
+ good potential capital appreciation likely
+ IC tips it& follows it ...minor prop to SP

It should not fall below 125p but if it does
I would buy more

PURCHASE of Dawnay Day Carpathian Plc Ord Shs 1p
at: 125.3600 pence on 24 APR 2007

Buy NUS Nautilus Minerals

Bought small amount@ sharecentre
The first seabed miner + only one listed
Speculative + spiking up but well funded
+ backed by some major mining co.s
Plan to buy more if major price drop

See http://www.nautilusminerals.com/

PURCHASE of NUS Nautilus Minerals Inc. Com Shs Npv (Di)
at: 240.0000 pence on 24 APR 2007

SALE of GMA Resources @ Sharecentre

Automatic Stoploss sale
loss = 24%
sold nearly all

SALE of  GMA Resources Plc Ord 1p
at: 10.3300 pence on 23 APR 2007 date at 03:15PM

Sold part KDKN-OTC BB- KODIAK ENERGY INC

Sold most still have 700 now 'free'
Profit = c 80%
Still looks v good but has run up v fast

Stock = (KDKN-O) KODIAK ENERGY INC
Exchange = OTC Market USA (Agent)
Currency = USD
Type = Sell to Close
Quantity = 1800
Price = $2.94
Gross = $5,292.00cr
Net = $5,214.08cr
Trade Date = 23 Apr 2007

Sell Most Dignity (DTY)

Sold most for profit c 10%
or equivalent remnant @ half price
Should be ok to hold long term
even on market declines

Stock = (DTY) DIGNITY
Exchange = London Stock Exchange (Agent)
Currency = GBP
Type = Sell to Close
Quantity = 200
Price = 719.51p
Gross = £1,439.02cr
Net = £1,426.52cr
Trade Date = 23 Apr 2007

Sell most Vane Minerals @ Sharecentre

Promising Ur miner with rights to land previously mined
+they have important databases. Not all mining will work out
so some profit taking leaves remaining shares for 'free'

Sold @ 31.26p
buys were @ 23.83p + 14p
Profit = 124 % + 32%

Buy Ishares Dj Asia/Pacific Select Dividend ETF

PURCHASE of  Ishares Plc Ishares Dj Asia/Pacific Select Dividend
at: 1883.0000 pence on 23 APR 2007 @ Sharecentre

This is 67% Australia, 20% Hong Kong

ETF gives  exposure to shares of Asian companiesthat have a history
of high dividends. This equity fund gives you exposure to some of
the largest dividend paying companies from Japan, Hong Kong,
Singapore, Australia and New Zealand.

More info at
http://www.ishares.co.uk/
http://www.ishares.co.uk/content/stream.jsp?url=/publish/repository/documents/en/downloads/factsheet_dj_asia_pacific_selectdiv.pdf

Buy EMU ENERGY METALS

Buy 100 ENERGY METALS CORPOR (NYSEArca:EMU) @ $12.34

Another Uranium miner with near term production likely.
The idea is to have a wide spread of stocks in the sector with real
chances of producing uranium so the odd disappointment will
be irrelevant in the overall scheme of things.

Buy GFS Group 4 Securicor @ Sharecentre

Chart/Sector based buy

Buy Group 4 Securicor Plc Ord
@ 210.15p

They are the biggest global security firm
+ growing in what looks like a growth market
for the foreseeable future

Valuations look ok

PE 15.9 -> 14.8 for 2008

Div 2.9%

Buy LAM-V Laramide Resources Ltd

Stock = (LAM-V) Laramide Resources Ltd
Exchange = Vancouver Stock Exchange (Agent)
Currency = CAD
Type = Buy to Open
Quantity = 100
Price = c$13.74
Gross = c$1,374.00dr
Net = c$1,414.00dr
Trade Date = 18 Apr 2007

Another Ur stock
from the co. website   www.Laramide.com.....

Mkt Cap = 743 m CAD

LAM Laramide is a Toronto-based resource company specializing in the acquisition
and development of advanced stage mineral properties. Laramide has a diverse portfolio
of assets, all of which are leveraged to commodity fundamentals. The Company's lead
project is the Westmoreland Project, Queensland, Australia.

All of Laramide's other non-uranium assets will also be transferred to NewGoldCo
which will become a separately listed public entity; these assets include the Lara
polymetallic property in British Columbia, the NSR royalty on the producing Cerro Colorado
gold mine in Mexico, and various shares in public and private entities held by Laramide including
one million shares of Aquiline Resources Inc. (AQI-TSX). A minimum of $2 million in cash will
also be transferred to NewGoldCo.

Buy MGA-T Mega Uranium Ltd -Toronto Stock Exchange

Stock = (MGA-T) Mega Uranium Ltd
Exchange = Toronto Stock Exchange (Agent)
Currency = CAD
Type = Buy to Open
Quantity = 300
Price = c$7.9
Gross = c$2,370.00dr
Net = c$2,410.00dr
Trade Date = 18 Apr 2007
Capitalised @ c 850 m CAD Mega are one of the best
positioned of the small- mid sized Ur miners.
from their website   .....

Summary Corporate Information March 2007

Business Summary:

Mega Uranium is a rapidly growing, internationally diversified, mineral resources
company focused on acquiring and exploring uranium properties worldwide.
It has uranium resources totaling 47.3 million pounds U3O8 in Australia,
and interests in uranium exploration projects in Australia, Canada, Argentina,
Bolivia, Colombia and Mongolia.
Currently the Company has cash reserves of approx C$80 million.

Growth Strategy:

Mega Uranium is building upon a successful track record of obtaining quality uranium deposits
and uranium prospective properties worldwide through acquisitions, mergers and farm-in agreements
with junior mining companies. Priority targets are high-grade, shallow uranium deposits that are amenable
to low-cost open-pit mining techniques. By acquiring economically viable resources that can be put into
early production, Mega aims to achieve its vision of becoming a mid-tier uranium producer in the near term.

- 15th IN RANKING OF JUNIOR COMPANIES BY URANIUM RESOURCES HELD WORLDWIDE

Interesting usefull site for commodities/gold

I picked this up from another blog.
Useful for commodities/gold trading.

The Commodity Futures Trading Commission

http://www.cftc.gov/

Interesting part is ...
Futures and Options Combined Commitments of Traders Reports
Chicago Board of Trade subsection gives long/ short positions of
commercial traders of gold

http://www.cftc.gov/dea/options/deacbtlof.htm

Commercial traders are now short gold.

Buy GYG Gyrus Group @ Share Centre

Basically a chart based / sector trend following buy.

Buy GYG Gyrus Group Plc Ord @ 478.36p

Buy CZQ-V Continental Precious Minerals Inc

Another Uranium miner
This one is mining in Sweden + SP has underperformed recently
despite good drill reports on previously explored land.

Stock = (CZQ-V) Continental Precious Minerals Inc
Exchange = Vancouver Stock Exchange (Agent)
Currency = CAD Type = Buy to Open

Quantity = 500
Price = c$2.82

Gross = c$1,410.00dr
Net = c$1,450.00dr

Trade Date = 17 Apr 2007

Buy 90 BCF BLACKROCK REAL ASS @ $15.19

Buy 90 BCF BLACKROCK REAL ASS @ $15.19

Net cost = $1,407.10

Basically world mining fund trading near 10 % discount.

C 7% yield

Gets income by writing calls on 1/3 holdings

US Sell seabridge sea + Powershares DB Agriculture

Disappointed with gold + Agricultural commodities as protection during selloff.

Gold is about to break out or go back to lower end of range.

Odds are for range trade I think. Still have DGL

10 Apr 2007 Sell 90 seabridge sea @ $15.74329.93 - breakeven

10 Apr 20070 Sell 70 Powershares DB Agriculture @ $25.4 - loss c 5%

Sold 3 may07 25 CMCSA Comcast Calls @ $3.05

Sold 3 may07 25 CMCSA Comcast Calls @ $3.05

Buy 3 x may07 25 Call18 May 2007 @ $1.900

Profit = 60% = $300

Buy LCSS Lewis Charles Sofia Property Fund - SC

Buy LCSS Lewis Charles Sofia Property Fund @ 95.55p

Sell NU Nufcor Uranium Sharecentre

Just profit taking to buy other shares.
Hold larger amounts in main acct.
Sold @ 409.25p
Bought @ 278p
Net Profit = 51%

Buy Cap + Ord Shares Ecofin Water & Powr Opportunities

Interesting fund which has done very well in recent years.
Just over 5% is unquoted Airtricity which should ipo at a
good premium whenever that may be + has a stake in NTR also
unquoted.
Have a look at the long list of investments
@ http://www.ecofin.co.uk/ecofin/

PURCHASE of ECWC Ecofin Water & Powr Opportunities Plccap Shs 1p
at: 650p at Sharecentre

Buy 650 ECWO ECOFIN WATER & POWER OPPORTUNITIES @ 188.45p
Net £1,243.55 at main acct

Buy more(SA-A) seabridge sea

Stock = (SA-A) seabridge sea
Exchange = American Stock Exchange (Agent)
Currency = USD
Type = Buy to Open
Quantity = 50
Price = $14.97
Gross = $748.50dr
Net = $764.45dr
Trade Date = 04 Apr 2007

Gold is close to breaking out (up) - if it does
this should be levered to that
+ reasonable hedge for market/dollar turndown
+ 4 down days followed by gap up us short term bullish

Sell (TIP-N) ishares lehman tips bond

Stock = (TIP-N) ishares lehman tips bond
Exchange = New York Stock Exchange (Agent)
Currency = USD
Type = Sell to Close
Quantity = 8
Price = $100.49
Gross = $803.92cr
Net = $787.97cr
Trade Date = 04 Apr 2007
Loss = 2%

This was a "safe haven" during market turmoil
Prefer to have it in equities now

SALE of BHP Billiton Sharecentre

SALE of  BHP Billiton Plc Ord
at: 1142.1200 pence on 04 APR 2007
bought @ 1008.20 4 weeks ago
Profit = 13.3%


Looks close to top of trading range.
May break out or turn back down.
If breaking out still have Rio Tinto

Sell part Aero Inventory AI

Still looks ok
Low PEG Good results
I am surprised it did not move more
Maybe it will move now I sold some
Want the cash + better to sell weaker performers
UK market at either close to short term top or about to break out

Sold 190 Aero Inventory AI @ 375p
loss = 2.4% = £33 net

Buy more Kodiak Energy

Topped up more Kodiak Energy

Rose on news yesterday of further updates due in next 6-8 weeks

Buy 500 KDKN @ $1.920.0

Comission = $40.00 Net = $1,000.00

Buy 3 Comcast calls -may 25 Call

Buy 3 Comcast calls CMCSA-N may07 25 Call @$1.90.00

Net $600.00

Options written (CNE-N) CANETIC RESOURCES

This pays a large divi also

Contract = (CNE-N) CANETIC RESOURCES nov07 15 Put
Exchange = Chicago Board Options Exchange (Agent)
Type = Sell to Open
Quantity = 1
Price = $2.65
Gross = $265.00cr Net = $255.00cr

Contract = (CNE-N) CANETIC RESOURCES nov07 12.5 Call
Exchange = Chicago Board Options Exchange (Agent)
Currency = USDType = Sell to Open
Quantity = 2
Price = $.9
Gross = $180.00cr Net = $160.00cr 

Net Total = $415

US Sell JnJ + QID

Sold JNJ + QID at small losses.

Sold JNJ - even though it looks
great value + is a " defensive" stock.
It is in a downtrend + looks like it is getting cheaper.

Sold QID - market direction unclear still but I think a
big lurch downwards less likely now.
+ Long term uptrends still in place

Stock = (JNJ-N) Johnson & Johnson
Type = Sell to Close
Quantity = 10
Price = $60.08
Gross = $600.80cr Net = $584.85cr

QID Sell to Close
Quantity = 40
Price = $54.03
Gross = $2,161.20cr Net = $2,145.25cr

Sell Sage Sept 260 Call

Some more defensive trading

16 Mar 07 Sell to open 1 Sage Group Plc sep07 260 Call @ 19p

Net Credit £153.20

UK buys NU + DDC

More of the same almost
Uranium + high dividend commercial property

26 Mar 2007 Buy 400 NU NUFCOR URANIUM @ 384.63p Net £1,558.71

27 Mar 2007 Buy 700 DDC DAWNAY DAY CARPATHIAN @ 132.18p Net £942.39

This fund is buying in Eastern Europe / New EU states.