ShareHub Hotlist up 69.3% – Q3 positions


It’s been a cracking 3rd quarter for the sharehub top ten picks. The sharehub ended Q3 up 69.4%. It’s best performance since the 2010. Growth in Q3 rose 28.4% from Q2’s 41% total. It’s not all smiles of course. There is one poor pick in the top ten which has dented the overall performance. Xcite Energy is currently down 85% after failing to secure a new debt deal and partner for the huge 260mmboe Bentley field. It just goes to show that even booked ‘reserves’ are not safe from the wolf like claws of the market.

In second place is the Daily Mail top ten picks with a very decent performance up 7.7%.
And in 3rd place carrying the wooden spoon are the reigning champions, the Independent top ten with a modest 3.7% rise. Although worth noting that their picks were 9.5% down in Q2 so that’s a healthy recovery swing of over 13%. Still a decent 11 weeks left to go before the final results are in so all to watch for.

The sharehub top picks sport 4 multibaggers out of ten thus far. If Tullow continues to move higher, the 15%+ shorters should be feeling the heat. Which in turn, should bring in the 5th multibagger for the sharehub.

It’s clearly been a year of recovery for many commodity focused stocks. A recovery that many high paid analysts failed to call. If OPEC and Non-OPEC can continue to ‘talk’ positively about rebalancing/stability measures, then Q4 should continue to deliver solid growth for thesharehub top ten. A 100% increase yoy would be astonishing and is not out of the question.

Stocks to watch in Q4 are:

Ithaca – Stella Start up / production set to increase from 9kboepd to 25kboepd
Faroe – DONG asset deal completion & exploration drill catalysts
Amerisur – OBA pipeline, production / reserves increases / drill catalysts
Ophir – New Fortuna deal likely
Premier Oil – Agreement with bond holders on debt covenants
Tullow Oil – Progress on Turret damages case / oil production increases

PoO is key to all of the above and strength/weakness will no doubt contribute to volatility along the way. So be risk alert as always.

Q3 Results as follows:

1. Sharehub top ten up 69.37%
2. The Daily Mail top ten up 7.66%
3. The Independent top ten up 3.36%

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