HCH is a standout! But is there anything else in the mining market worth a look at?, page-68

All IMHO. Here are my mining stocks. Anybody using this must DYOR. I've included my purchase price, as I always aim to hold for 12 months to minimize CGT. Some I wouldn't buy at the current prices.

	Code	Purchase $	Last $	Mkt cap	Comments
1	IXR	0.013	0.040	121 M	Shallow large scale REE in Uganda. Still drilling. Expect significant resource upgrade. Very low cap-ex and opex. Potential massive NPV to mkt-cap ratio. IMHO, this is worth 0.20c
2	ADN	0.052	0.280	592 M	Shallow, low capex/opex kaolin resource in SA (Aust). Currently valued close to old NPV. High value halloysite has nanotech potential, with large upside. Expect cement use to replace ceramics. Anticipate DFS Q2, with much higher NPV. Will mine soon. Nanotech has the potential increase value dramatically, whilst ceramics form solid foundation worst-case.
3	AVZ	0.072	0.215	620 M	Shallow, high grade lithium and tin in DRC. FID due soonish. First offtake achieved. Tenders already gone to mkt. Finance and offtakes are the key obstacle, with high capex required, but low opex following. NPV is only based on one of their resources, so still massive upside.
4	AUZ	0.029	0.029	119 M	Bought this for exposure to cobalt. Potential large NPV to mktcap ratio.
5	QPM	0.033	0.075	65 M	Bought this for exposure to cobalt. Their tech seems to be progressing well.
6	HCH	0.048	0.040	125 M	My only loss so far. This should change by year's end.
7	BSX	0.371	0.495	156 M	Bought this for exposure to gold and cobalt
8	LTR	0.116	0.450	814 M	Lithium resource in Aust. Best for exposure to Lithium price increases in safe jurisdiction
9	LRSOC	0.018	0.036	62 M	Has a few good irons in the fire, but still much work to be done. Most recent is a halloysite-kaolin resource. If it contains halloysite in sufficient quality and quantity, then LRS should sky-rocket.
10	ASN	0.031	0.105	81 M	Long shot, with huge upside. Lithium, bromide and uranium in USA. Some nearology in Aust. Massive NPV to mktcap ratio for US project.
11	IBG	0.011	0.023	22 M	Super long shot. Greenland zinc. Massive NPV to mktcap ratio. Funding is key. Currently reworking DFS and seeking funding.
12	MEP	0.081	0.160	82 M	Bought it for leverage to ADNs IP, as they own half IP in halloysite tech