Short Term Trading Weekend Lounge: 7-9 Dec, page-18

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Sector

35,472 Posts.

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08/12/18

18:26

Post #: 36794823
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Originally posted by Dazedandconfused: ↑

Hi Sector

As always... I will be investing in the 'honesty and integrity' sector... not many companies to choose from however.

Gold... 100% agree... fwiw on HC we have a very good commentator posting regular videos with his thoughts @nordesmic [ he has a website with all past videos available https://www.youtube.com/channel/UCOnrqrR8h63PsvUgK-l6CXQ ] for anyone wanting to see plenty of stock specific analysis I personally rate him highly.
On the ASX I think it will require a bit of homework and to only buy the stronger chances. If the markets keep falling it will create a liquidity event and cash will be very hard to come by. Producer margins need to be good. For a junior to do well the story has to be very compelling. The Witts 2.0 story is slumbering but very much alive..imo.

The transition to EV's is real and will be creating massive demand. Companies with good deposits capable of producing 'Class 1' nickel [usually only from sulphide deposits] are the ones to watch [ https://www.mckinsey.com/~/media/Mc...ass act/The future of nickel A class act.ashx ]

There is a growing buzz around the news BHP hit very high grade Cu in the Gawler Craton... if that continues we could see something like the Pilbara lithium rush/craze as in 2017. Personally I have a useful position in AIS. As with WA lithium there will be only a couple of genuine winners and a lot of 'look at me' types. I very much like the prospects for Cu over any of the other commodities because its future seems absolutely locked in. Things like gold and uranium require moves from big interests to get going [which they might very well do... but copper is a self starter imo.]

In the tech space... I have a well and truly underwater position in FGO which is an AI Co. Still have the faith with this one. But things like fintech, I think, are doomed in this market [as it seems to be shaping up]. Longer term I think there are some beauties which will come through this very strongly. Really like RFX in the battery space but timing the buy is going to be essential to making it worthwhile. It is a company on the cusp of commercial success imo. For the same reason/proviso I like SES [biodegradable plastic]... however I really doubt these will be star performers, I like them for their steady freddy aspect i.e. should be growth stocks over several years. Another one I watch closely is TLG... constantly falling in price and no signs yet of any commercial contracts but definitely in the right tech space with a lot of credibility..imo.

I found the bio space too hard for me... so no opinions there.

One thing for sure in my opinion... 2019 will be a year in which you better not need to raise capital.... 'Shylock' will have his knife sharpened and ready.

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Thanks for the insights D&C,

Any gold stocks that stand out for you?
I like RSG, and GCY for a turnaround punt on rising AUD $, plus a few juniors...WCN is a bit hated from past, but I think offers really good value at $1.5m EV and a gold JORC near 1/2 mill + shallow Nickel Cobalt in WA.

Raising money 2019..
here's an IPO site of potential floats some may not know,,
https://www.upcomingfloats.com.au/

XAO Value at posting: 5,757.9
3 Upvote

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