Hi @dockers26 - I'm running a very concentrated portfolio of 4 stocks at the moment. The holdings are WA1, MMI, BIM and AEV.
- I was late to the WA1 party at $3.60 but its been a great stock - generational discovery in my view.
- MMI we all know about.
- BIM is drilling for rare earths and niobium in Canada - they are onto a confirmed carbonatite (similar to WA1) - tiny market cap so hitting anything should see a rerate. Drilling in the 1970's hit good grades as shallow depths so just need to replicate it. Also have an interesting copper project in QLD
- AEV have a huge phosphate resource in NT. They are ticking along and getting their approvals in place. Slow burn and management are only so-so which is disappointing. The resource is tier 1 though and phosphate is a greatly needed commodity in EV batteries plus fertiliser.
WA1 and MMI are for now and delivering, BIM for drilling over the next 6 months and AEV is probably 12 months away from good SP appreciation (but should be good when they do rerate).
Not cross promoting, just answering the question before anyone comments!
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Last
3.9¢ |
Change
-0.001(2.50%) |
Mkt cap ! $231.6M |
Open | High | Low | Value | Volume |
4.0¢ | 4.2¢ | 3.9¢ | $283.3K | 7.050M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 1434667 | 3.9¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.0¢ | 300000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 1384667 | 0.039 |
8 | 3176868 | 0.038 |
8 | 2447470 | 0.037 |
4 | 358252 | 0.036 |
9 | 3241006 | 0.035 |
Price($) | Vol. | No. |
---|---|---|
0.040 | 300000 | 1 |
0.041 | 1029329 | 4 |
0.042 | 250000 | 1 |
0.043 | 1013095 | 2 |
0.044 | 2430950 | 5 |
Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
MMI (ASX) Chart |
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David DeTata, Managing Director
David DeTata
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