I have HYT- white hydrogen gig in Kansas (pure punting) could be a jackpot of $1 north or nothing! DMP- a sus FY25 and after that they are back to growth once improves unit economy of stores. Their annual report will be interesting to see! ACW- my fav, phase 2 trail results soon then phase 3 and if FDA approves then another Telix. Alzheimer & Depression are $30b market & my wife is a doc, she said they can nail this…mid 2025- trail results will be ok then this stock will pull back for another raise for phase 3 OPT: let’s see if she goes to $3 in 18 months. They are at phase 3 and after that FDA. They did successful phase 2 in 2019. They got injection for blind people. EOS: defense budget $100b and EOS is still at tip of ice berg. lockheed Martin, DRO, ASB all are ripping APX- not big position,, only put 20k units at 49c..I think they can’t mess this up anymore! AD8 was low ball $6 & still holding…it will be $50 stock in four years from the look of it…it is painful to see its retracements 60% from the top! FMG- 30k reserve for below $15 entry LLC with rate cuts will be a turn around…I liked their three years strategy…if they can roll out, stock price will double plus divis. APA same, with white hydrogen goes back foot, renewables comes back into front foot with rate cutting environment. ZIP as usual
