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HCH

3.23%

90.0¢ hot chili limited

nice picks here Redapplecart! I've had my eye on a few of...

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Kiwigold2025

52 Posts.

28/01/21

16:31

Post #: 50511785

Originally posted by redapplecarts: ↑
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
Expand
nice picks here Redapplecart! I've had my eye on a few of these including ASN, ADN, AVZ and LRS. you mentioned a few of them are no longer cheap at current levels. I was wondering if you felt that way about any of the aforementioned stocks? might be a bargain to pick one or two of these up on the current dip.

I was considering pulling the plug on HCH as the lack of news from Cortadera North is starting to concern me a little.

would you say we are fairly valued at the current share price? no love from the market that's for sure!

HCH Price at posting: 3.8¢ Sentiment: Hold Disclosure: Held

3 Upvote

0 Great analysis

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(20min delay)
Last 90.0¢		Change -0.030(3.23%)		Mkt cap ! $136.2M

Open	High	Low	Value	Volume
92.0¢	93.0¢	90.0¢	$70.14K	76.45K

Buyers (Bids)

No.	Vol.	Price($)
2	2799	90.0¢

Sellers (Offers)

Price($)	Vol.	No.
91.0¢	6237	1

View Market Depth

No.	Vol.	Price($)
2	2799	0.900
2	7046	0.895
10	37560	0.890
3	10000	0.880
2	7873	0.870

Price($)	Vol.	No.
0.910	6237	1
0.920	2945	1
0.930	13614	1
0.940	20000	2
0.950	7277	2

Last trade - 16.10pm 26/07/2024 (20 minute delay)

HCH (ASX) Chart

nice picks here Redapplecart! I've had my eye on a few of...

Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter

Nine's staff strike as Paris Olympic coverage begins

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

Red Hawk upgrades Blacksmith with DSO mineral resource at the Eagle Deposit

Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

	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

nice picks here Redapplecart! I&apos;ve had my eye on a few of...

Top Stories

Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter

Nine's staff strike as Paris Olympic coverage begins

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

Red Hawk upgrades Blacksmith with DSO mineral resource at the Eagle Deposit

Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

nice picks here Redapplecart! I've had my eye on a few of...