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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Al_Tannr who wrote (19440)	4/7/2006 11:31:09 AM
From: Al_Tannr	Read Replies (3) \| Respond to of 37387

French investment game -- Oops, I mixed up the game URLs. Sorry, I'm reposting a correct version here. This Quantel warrant was one of my picks in a French stock picking contest. I am "alatan," recently placing 10th to 15th here (in the list in the right-hand column, showing choices and 2006 performance): \| jmpacquet.free.fr This contest could be interesting for those looking for investment ideas in France. Here is a list of the participants' choices, with year-to-date performance and popularity of each stock: \| jmpacquet.free.fr Interestingly enough, past contest results indicate that the most popular choices are not the best ones. Most participants come from a couple of French discussion forums on small caps. Among my choices in this game, I would still recommend Completel (CPT, NL0000262822, CLTLF.pk). Completel is not cheap. But it is developing a large fiber optic network in France and selling IP and phone services to businesses. Completel should benefit from the transition to VOIP, as well as being able to undersell France Telecom. Soitec (SOI, FR0004025062, SOTTF.pk) may still be a good buy, although it has doubled this year. It manuctures the special silicon wafers used by AMD (among others). Quantel and Soitec represent the best of French high tech and R&D. I would also strongly recommend Orco (ORC, LU0122624777, ORPGF.pk) or one of the two Orco warrants. The best warrant is probably ORCBR(LU0234878881) -- it runs to 2012, with a "clause de forçage" that could apply after nov 2007. Orco is a very dynamic property developer in Eastern Europe. It is well rounded, dealing in office space, residential development, shopping centers, and vacation resorts. Here are a few articles about Orco in English: \| boursorama.fr \| cbw.cz \| boursorama.com \| praguepost.com All the above articles are indeed in English (even if the forum postings begin in French). The fourth is about Orco's founder's wife, and helps explain the family links with Eastern Europe. Here is the French presentation of Orco's latest results (and NO the pdf.pdf not a typo ... at least, not until the company corrects the name): \| orcogroup.com Despite the above discussion, I should say that probably 75-80% of my investments are in raw materials and energy: uranium, base metals and "would-be miners," some silver, revolutionary energy technologies, O&G ... mainly Canadian companies. I have somewhere between 50 and 100 companies in my portfolio. Alan

To: Al_Tannr who wrote (19440)	4/8/2006 7:12:13 AM
From: Crossy	Read Replies (3) \| Respond to of 37387

Alan, many thanx for the thorough coverage on Quantel you provide us here - actually you mentioned aspects that even I was unaware of and I thought I had researched the company pretty well.. Hmmm... so much for "thorough DD" <g> Also your mentioning Completel and Orco is appreciated - to the point that I took note of the tickers. Completel might get interesting in the mid term for myself and ORco is a type of company something a friend of mine has been looking at recently.. best rgrds CROSSY

To: Al_Tannr who wrote (19440)	6/5/2006 8:47:11 AM
From: Crossy	Read Replies (2) \| Respond to of 37387

re: QUA.PA - Quantel €25.50 Great news for Quantel holders ! US distribution base for medical lasers has been widened considerably with the following deal biz.yahoo.com Synergetics Announces New Three-Year Agreement to Distribute Quantel Medical Ophthalmic Lasers Monday June 5, 8:30 am ET O'FALLON, Mo., June 5 /PRNewswire-FirstCall/ -- Synergetics USA, Inc. (Nasdaq: SURG - News) announced today that it has signed a new three-year distribution agreement with Quantel Medical of France. Under the agreement, Synergetics will gain distribution rights in the United States and Canada for Quantel's Vitra(TM), the Company's newest ophthalmic laser. Synergetics will have exclusive distribution rights for the operating room and non-exclusive distribution rights for the ophthalmic office. The Vitra(TM) is believed to be the world's smallest, portable ophthalmic laser. ADVERTISEMENT "We are very excited to offer our U.S. and Canadian customers the Vitra(TM), which I consider to be the finest ophthalmic laser available," said Gregg D. Scheller, President and Chief Executive Officer of Synergetics. "Our previous venture into the laser market resulted in modest results. With this agreement, we will be able to offer our customers a truly competitive product through our existing sales organization." "We are very proud that our new laser, The Vitra(TM), has been chosen by Synergetics," said Marc Gasnier, Chief Executive Officer of Quantel Medical. "This laser has been mainly designed to be used in the operating room, and Synergetics is a market leader in the U.S. for the devices that are used in vitreoretinal surgery. This agreement with Synergetics will give us a great opportunity to penetrate the ophthalmic laser market and should increase our market share in the U.S." Quantel Medical is the Medical subsidiary of Quantel (EUROLIST: FR38242) a publicly-traded French company and one of the pioneers in diode - based medical lasers as well as a military laser supplier. Synergetics' prior distribution relationship with Quantel led to this new agreement. Both companies believe the United States and Canadian markets for these types of lasers (together with related accessories) exceed $28 million annually. About Synergetics USA, Inc. Synergetics USA, Inc. resulted from the September 2005 combination of Valley Forge Scientific Corp. and Synergetics, Inc., bringing together their respective unique capabilities in bipolar electrosurgical generators and design, and manufacture of microsurgical hand instruments. Synergetics USA, Inc. designs, manufactures and markets medical devices for use primarily in ophthalmic surgery and neurosurgery and for other healthcare applications. Its products are designed and manufactured to support micro or minimally invasive surgical procedures. In addition to its surgical devices and equipment, it designs and manufactures disposable and non-disposable supplies and accessories for use with such devices and equipment. It also manufactures and sells bipolar electrosurgical generators and other generators, based on its DualWave(TM) technology, and complementary instrumentation and disposable products for use in neurosurgery, spine surgery, pain control and in dental applications. Synergetics sells its products primarily to hospitals, clinics and surgeons in approximately 70 countries. About Quantel: Founded in 1970, the QUANTEL Group has made its mark over the last ten years as a leading world specialist in laser technology for scientific, industrial and medical applications (ophthalmology, dermatology). Present in France and the United States, with its Big Sky Laser and QMInc subsidiaries, the QUANTEL Group achieved total sales of M euro 37 ($47M) in 2005, evenly distributed between scientific and industrial (52%) and medical (48%) laser applications. Pamela G. Boone, Chief Financial Officer Synergetics USA, Inc. (636)939-5100 synergeticsusa.com