Forum Archive Index - July 2000

["Mark Hubbard" <mhubbard@es.co.nz>]

> TLS sure looks interesting after falling away since April. With all their
> "irons in the fire" must be a good bet for the future.  Big 11m turnover
> last Fri !  Seems like delayed reaction to recent news.
>
> WAL looks like another, mentioned by Mark. They have a very smart wireless
> modem which they have now sold to customers in Singapore & the Middle
East.
>
> GUD  also is worth a look.  GPG have recently bought a stake (7.6%) at the
> moment.  This was a successful Coy manufacturing Auto parts (Filters
> etc.)  Then they bought Sunbeam which had been a dud ever since it
> floated.  From then on it was downhill.  Has been rising steadily since
GPG
> got in.
>
> I hold GUD.  Wish I had some spare cash for TLS and WAL


As stated in previous posts, I'm currently looking for good investments on
ASX. I've found the first two, which I'm trying to purchase today: BRZ (I
recommend you do your research on this one, looks very attractive to myself
based on fundamentals), and NIX (Nautronix Limited), riskier, as its had a
lousy year, but for the long term I believe offers good returns as operates
in an industry with high entry costs, plus NAB and CBA have just purchased
20% of the shareholding in over the last month, implying they see value
also).

So:

BRZ - good for long term, and as a trading proposition at current low price
IMO.

NIX - purely a long term value investment, possibilities of losses short
term.

If anybody else has been following these ASX shares I would be interested in
opinions.

Cheers


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