Hi @dockers26 - I'm running a very concentrated portfolio of 4...

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!