SER

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1.9¢ strategic energy resources limited

They have capital with investments so I'm not concerned with...

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ionyxs

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21/03/24

23:31

Post #: 73004210
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Originally posted by Baby Doc: ↑

Datt is a well known stockpicker, no question there, he's pretty smart. The interesting thing is that he is beholden to no other organization but his own. If he's smiling like a cheshire cat these days its because he's done mighty nicely these past few years. And no, I don't think his success can be attributed to luck - he's dedicated and his researchers are pretty savvy.

Datt obviously invests in his own fund, Datt Capital. We know about that. But he also quietly puts his personal family money in a rare few companies that might not always suit Datt Capital's clients.

WA1 was one such example, he put a lot of personal money into this ticker. His timing was impeccable and this one trade rocketed him into orbit. I am not sure if he will stick around in WA1 - only time will tell.

SER is another company he keeps loading up on. Datt's presence on the SER register is not necessarily a buy signal. But with over 2000 ASX companies demanding my research time, his positions definitely pique my interest.

In my lifetime I have met many junior mining and exploration CEOs who look me in the eye and lie through their teeth. More often than not, these guys have minimal skin in the game. Datt has obviously done some homework and been impressed by the SER team. He has seen fit to invest his personal family cash into SER, for whatever reason.

I've spoken to the SER CEO and am, so far, happy at what I see. Of course, like everyone else I'm not happy at the prospect of further dilution. However, it would seem as if they are careful with money and are trying hard to get major players to pay for drilling. Fingers crossed. If there's something down there, on territory they control, these folks are the likeliest to find it.

BTW if you want an explorer that is dilution-proof, try TLM - great team, enormous territory, and with incoming royalties funding exploration. I declare my interest in this one.

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They have capital with investments so I'm not concerned with dilution especially seeing though Fortescue are footing the bill on their largest expenses so far.

I'm really interested to see how Ionic plays out when they list on the TSX. SER's 87M holding may pay out well.

Should find out soon enough

SER Price at posting: 1.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 1.9¢		Change 0.000(0.00%)		Mkt cap ! $12.71M

Open	High	Low	Value	Volume
1.9¢	1.9¢	1.9¢	$844	44.44K

Buyers (Bids)

No.	Vol.	Price($)
5	307388	1.8¢

Sellers (Offers)

Price($)	Vol.	No.
1.9¢	551082	2

View Market Depth

No.	Vol.	Price($)
5	307388	0.018
2	1117647	0.017
3	936541	0.016
7	2681665	0.015
7	2533471	0.014

Price($)	Vol.	No.
0.019	551082	2
0.020	1576666	5
0.021	782356	4
0.022	1308637	3
0.023	1000000	1

Last trade - 10.08am 16/08/2024 (20 minute delay)

SER (ASX) Chart

They have capital with investments so I'm not concerned with...

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They have capital with investments so I'm not concerned with...

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