I like the list - ADO and AHZ are my two preferred (although I like CZD and NEU also).
Of the four I only hold ADO - believe its the pick of the bunch (reflected in the amount I hold - predominantly ADO)
I also hold PYC (agree that commercial success is a way off - so a really good bottom drawer stock)
I would point out that PAA is another that is (could be) close to commercial success. They have initiated a trial for their cancer drug PPL-1 in humans at the royal adelaide hospital AND they have begun the trial in dogs as well (the canine and feline cancer market is a MASSIVE untapped market at the moment). Management is good and the news should be flowing over the coming months as the trials come to an end.
Also owns a subsidiary company which I believe may already be cash flow positive selling a product called epichem.
massive upside considering it's trading range is between 0.008 - 0.012
cheers
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