lundi 2 janvier 2012

2 compagnies inconnues...à mettre sur la ' watch list '


SANW.q

http://www.swseedco.com/

A growing population, seven billion, and an increasingly sophisticated diet among China and other developing nations have created rapidly increasing global food demand. According to Food and Agriculture Organization (FAO) data, China’s per capita intake of calories, protein, and fat were well below the world average in 1975, but are now well above the world average. Expect this trend to accelerate in China, as well as India, Pakistan, Indonesia, and other developing nations.

The problem is that there's not even close to enough food, while challenging growing environments routinely wipe out crops.

That's where S&W Seed comes in. They breed and develop proprietary alfalfa seed varieties that grow in harsh climates. Global demand for SANW's products just keeps soaring higher. We're expecting their financial strength and solid operational position to translate into further gains in its share price this year.

ENSV.otcbb

http://www.enservco.com/
Libya without Ghadafi, much like Iraq after the removal of Hussein, or Egypt with the digression of Mubarrak, will be much less stable. A power vacuum will cause Libya's already divided tribal nation to fragment into warring factions, set on competing for power and settling old scores.

Meanwhile, America, Russia, and China will jostle for influence in this oil-rich flashpoint. China had 30,000 workers in Libya (ChinaUSFocus) before the civil unrest began, and their eyes are squarely set on fulfilling their domestic energy demand. Russia has major influence in the region, and will not cede its interests to China and America easily.

This will create higher oil prices, greater volatility, and a higher risk premium built into costs of the commodity. Due to less reliable overseas oil supplies, America will look to further increase domestic exploration and production.

We're expecting Enservco to be a big beneficiary of this trend. This small, thinly-traded company provides well-site services to our domestic market. They are just turning profitable, have a double-digit growth rate, and are a huge takeover target.

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