JUST my humble opinion for 2014 only but I think ADO gets a couple of good signings through the year and has a high probability of trading 20-30c and a medium probability of 30-40c and a low probability of trading 40c+
PYC is just a massive bundle of latent potential - I think this year that gets unleashed and pharma try all over the place to opt into a psychedelic drug delivery breakthrough and maybe someone even tries to buy it all. The mode to 3-5c is just removing the discounted value for bad management and lack of cash so we are around a neutral level. Going forward it has the right ingredients to got 10-20 or even 30c but that depends on so much happening I can't give it a fair probability.
LYC is my attempt to lay down an interest in something I believe will be valuable over 10-20 years. I like rare earths and potash or phosphate for that timeframe as well and biotech. These are based on global demographics. I also like energy but not sure what.
ADO Price at posting:
17.0¢ Sentiment: LT Buy Disclosure: Held
