The Brains Trust, page-8086

Well, if I'm going to flap my gums about how the forum should be, I should provide some tips, before retreating back to my cave.

Multi-month plays:

SVM:
- Middlemas
- Saprolite hosted graphite of a largely jumbo flake style, likely amenable to battery chemistry.
- Ultra low cost (capex/opex); DFS to come
- Further JORC drilling underway
- Graphite getting coverage again in fin media circles
- Capital environment more favourable. Note large recent funding rounds from BAT and SYR
- Tranche 2 placement stock to hit market this week. Could be the time to position, while still at lows

RHY:
- Novel colorectal cancer detection bio.
- CSIRO spin-out
- Play as you would any bio - besb
- Look for any weakness at or after listing this week or wait for a base if it runs away on you
- Same stable as ABR and good supporting brokers

BOT:
- Bio/MM
- besb

QNL:
- High grade Cobalt/Gold in Austria, from a very good stable. If not set, wait for base maybe but i'll be adding around low 4s if it gets there.

FYI:
- My preferred HPA stock, on a RR basis
- Peers are HEG and ATC
- HPA sector has tailwinds ahead, due to LED market and HPA used as the separator in LIBs

DXB:
- Watch for loose CR stock, as they are raising at a low and should be last raise till Phase 2 trials are done. See previous trial results for significance of the company and what they are doing.

1AD:
As per DXB; a bio stock for 2018

Multiweek/month:

TKM
BCB
DDD
VPC
CLY

Shells:

KBU
https://hotcopper.com.au/threads/serpentine-technologies.3795333/page-3?post_id=29092490

DMI.
Tight register, mining shell. Will go hard on any halfway decent acquisition.

EMP/OC
O&G shell with quality register, trading at lows and some similar T20 names as DDD and BMG, which have both been stellar performers.

SPX
Recent raise. Great looking shell, don't chase, wait for a bit of basing if possible.

Hope that's of some help and usual disclaimer, dyor and talking my book, as I own all of these names.

ps: @Andrew1234 that's not the one