http://www.scribd.com/people/view/3786-anon-495257 This a feed for documents on Scribd written by anon-495257 30 Fri, 09 Mar 2007 11:54:33 GMT Fri, 09 Mar 2007 11:54:33 GMT http://www.scribd.com/doc/7692/2007-01-17-CannacordAdams Daily Letter | 1 19 January 2007 Rio Tinto plc RIO : LSE : £25.51 HOLD ↓ Target: £26.00 ↓ Damien Hackett 44.20.7050.6641 damien.hackett@canaccordadams.com Nicholas Pickens 44.20.7050.6646 nicholas.pickens@canaccordadams.com COMPANY STATISTICS: Recommendation: 12-month target price: Price: 52-week Range: Market Capitalization (Million): Hold £26.00 £25.51 £23.52-£33.22 £26,081 2007E 27,366 14,005 7,723 6.68 5.70 0.95 4.9 9.0 13.0 9.2 1.8 51.2 44.3 -22.3 35.1 29.9 2.8 2008E 25,154 11,707 6,275 5.92 4.63 1.00 5.4 11.1 11.5 7.8 1.9 46.5 39.0 -39.7 22.6 23.5 2.3 Metals and Mining -- Fri, 09 Mar 2007 11:54:33 GMT http://www.scribd.com/doc/7692/2007-01-17-CannacordAdams http://www.scribd.com/doc/7690/Broker-Note-AIM-Resources-27072006-Seymour-Pierce Research Alert Thursday 27 July 2006 Stocks covered in this note Stock/sector Analyst Mkt cap (A$m) Recommendation Page Contacts Research Team Head of Equities Richard Ratner 020 7107 8037 richardratner@seymourpierce.com Head of Research Jim McCafferty 020 7107 8070 jimmccafferty@seymourpierce.com Deputy Head of Research AIM Resources 3,4,5 Charles Kernot 80.6 Buy 2 FTSE All Share – recent performance 3150 3100 3050 3000 2950 2900 2850 2800 2750 1 8 15 22 29 5 MAY FT SE ALL SHAR E - PR IC E IND EX 12 19 J UN 26 3 10 17 J UL 24 Alan Matthews 020 7107 8021 alanmatthews@seymourpierce.com Fri, 09 Mar 2007 11:48:41 GMT http://www.scribd.com/doc/7690/Broker-Note-AIM-Resources-27072006-Seymour-Pierce http://www.scribd.com/doc/7688/Broker-Note-AIM-Resources-27072006-Seymour-Pierce Research Alert Thursday 27 July 2006 Stocks covered in this note Stock/sector Analyst Mkt cap (A$m) Recommendation Page Contacts Research Team Head of Equities Richard Ratner 020 7107 8037 richardratner@seymourpierce.com Head of Research Jim McCafferty 020 7107 8070 jimmccafferty@seymourpierce.com Deputy Head of Research AIM Resources 3,4,5 Charles Kernot 80.6 Buy 2 FTSE All Share – recent performance 3150 3100 3050 3000 2950 2900 2850 2800 2750 1 8 15 22 29 5 MAY FT SE ALL SHAR E - PR IC E IND EX 12 19 J UN 26 3 10 17 J UL 24 Alan Matthews 020 7107 8021 alanmatthews@seymourpierce.com Fri, 09 Mar 2007 11:44:14 GMT http://www.scribd.com/doc/7688/Broker-Note-AIM-Resources-27072006-Seymour-Pierce http://www.scribd.com/doc/7684/Broker-Note-AIM-Resources-22122005-Seymour-Pierce Research Alert Thursday 22 December 2005 Stocks covered in this note Head of Equities Stock/sector Analyst 3,5 Contacts Research Team Mkt cap (£m) Recommendation Page AIM Resources Charles Kernot 13.4 Buy 2 Richard Ratner 020 7107 8037 richardratner@seymourpierce.com Head of Research Jim McCafferty 020 7107 8070 jimmccafferty@seymourpierce.com Deputy Head of Research FTSE All Share – recent performance 2850 Alan Matthews 020 7107 8021 alanmatthews@seymourpierce.com Key Indices UK FTSE 100 FTSE All Share FTSE Mid 250 Close Daily % chge Research Analysts Gerald Farr 020 7107 8332 g Fri, 09 Mar 2007 11:39:53 GMT http://www.scribd.com/doc/7684/Broker-Note-AIM-Resources-22122005-Seymour-Pierce http://www.scribd.com/doc/7667/Broker-Note-Tanzanite-One-28072006-Williams-de-Broe W Reaction Comment Tanzanite One Tanzanite One shares have fallen significantly since March, and are now trading some 65% below their peak of 275p. The current share price implies that the market is factoring in no increase in price per carat received over the remaining life-of-mine, compared to our forecast of a 5% per annum increase. At the current price, Tanzanite One shares appear very attractive, trading on PERs of 7.7x 2006 and 5.5x 2007 with a 5.1% 2006 forecast dividend yield. Year end December Sales (US$m) Pre-tax profit (US$m) EBITDA (US$m) EV/EBITDA (x) EPS (US¢) P/E (x) FCFPS (US Fri, 09 Mar 2007 10:44:24 GMT http://www.scribd.com/doc/7667/Broker-Note-Tanzanite-One-28072006-Williams-de-Broe http://www.scribd.com/doc/7652/Broker-Note-Oilexco-24102005-KBC-Peel-Hunt KBC Peel Hunt Ltd 111 Old Broad Street London EC2N 1PH Telephone: +44 (0) 20 7418 8900 Facsimile: +44 (0) 20 7417 4646 www.kbcpeelhunt.com Recommendation Old New BUY BUY Recent Price 186p Mkt Cap. (£m) 290 Company Oilexco (OIL) Sector Oil & Gas Comment Blackhorse Well Forecasts No Change Oilexco (OIL) – Blackhorse well– FCAST: No Change, REC: BUY Oilexco’s Blackhorse well appears to have intersected at least 80 feet of gross hydrocarbon bearing pay in Jurassic aged sandstones. The questions are: how much of this is oil, how much gas? What are the flow rates? The answers should be k Fri, 09 Mar 2007 10:31:22 GMT http://www.scribd.com/doc/7652/Broker-Note-Oilexco-24102005-KBC-Peel-Hunt http://www.scribd.com/doc/7651/Broker-Note-Imagination-Technologies-08122004-Evolution Evolution S EC U R I T IES www.evosecurities.com 8 December 2004 Imagination Technologies (IMG) Mkt cap: £126m 120 Sell Price/Target: 67p/55p Net cash: £8m Trading update IMA GIN A T ION T C HN OLO G E IE S FROM 5/12/03 T O 7/12/04 DA ILY 110 This is news? Imagination have signed a licence deal with a start up – we need more than this if full year numbers are to be achieved and if the company is to avoid returning to the market in the next 18 months – remains a SELL 100 90 80 70 60 50 DE C J A N FE B MR A APR MY A J UN J UL A UG S E P OCT NOV DE C HIGH 11 .00 4 5 3/04 L / OW 5 6 Fri, 09 Mar 2007 10:21:38 GMT http://www.scribd.com/doc/7651/Broker-Note-Imagination-Technologies-08122004-Evolution