Weekly Fundamental and Technical Analysis Prospects - Week Starting 12th Feb 2017 (No. 252)
Here’s this week’s FA and TA List. The newer items first and those carried forward from last week towards back of list (some of the items from last week have a time horizon of more that one week).
All listed market caps are undiluted (and do not include escrowed shares) (Note: Max time for any entry on list will be 4 weeks after which time it will be removed).
Important Note: Remember just because it appears on the list does not necessarily mean it will rise in price... it may actually fall or do nothing. So it is critical that you perform detailed research on each stock first and make your own mind up to whether invest or not. I suggest you run a stop-loss at all times when trading/investing. How tight your stops are depends on your threshold to risk and financial pain. Lastly I take no responsibility for the accuracy of the information provided by the Hotcopper posters that have contributed leads/tips to the Short Term Trading Competitions below as I do not have the time, nor resources to research and verify the information that has been provided by them. Best of Luck.!
Weekly Fundamental Analysis Prospects
HMX - Copper, Cobalt, Zinc Gold, Moly, Rhenium in Queensland Near Mt Isa [13/02/2017]
Cap $11m Cash $2.4m SOI 197m Hammer Metals is a junior base metal and gold explorer primarily concerned with large areas of 2600km to the east and south east of Mt Isa Prospects include very high grade copper at Kalman Also high grade Re, Mo, Au It is deep, 600m plus Cobalt is at Millennium Project 3mt @.14% Co, .35% Cu Ongoing work Copper Gold prospect acquired from CYU near Mt Isa Dooley™ for P.M. Yes He Can Emus live in pairs or groups, sometimes alone and feed by day. Or night Russell Coight 13
Poster: speckledjim1 (STT Accuracy: 57.7% - Ranking No.9 )
http://hotcopper.com.au/posts/22536971/single (Mcap: $11.1m)
ZYB - Tech - Managed Sharing of Files [13/02/2017]
MC @0.8c = $5.126m Cash $2.067m as at Dec 31 Quarterly EV only $ 3.1m SOI approx 640m Zyber are now once again a shell. Since vending in zyber they have consolidated, lost 2 ceos, lost the only customers they had and been unable to prove their technology works. They aren't even capable of hinting at an acquisition in their quarterly. With all this in mind, Peter Wall is still on board and love him or hate him, he sometimes pulls a rabbit out of the hat. We've seen two recent volume spikes and sp is holding up which makes me think an ann is imminent. Please be warned that DUO/ZYB has been and remains one v of the most flea riddled, mangy dogs in tbe asx pound so tread lightly and set a tight stop. All IMO and I'm no expert. 11
Poster: Over reaching (STT Accuracy: Unknown)
http://hotcopper.com.au/posts/22553018/single (Mcap: $5.1m)
STL - ATM machines in Australia [13/02/2017]
MC: $23 mill Price: $0.39 StarGroup Limited (STL) is a vertically integrated banking technology business and specializes in the sale, deployment and operation of ATMs, cash handling and other banking equipment in Australia. The company has 3 and soon to be 4 arms: Star Payment Systems: This division of the group is involved in ATM deployment in Australia. The business has 348 active ATMs at 30 June 2016. StarATM: This division is involved in ATM sales, ATM Software and Support Sales. StarPOS: StarPOS is involved in EFTPOS Deployment. The business commenced the deployment of EFTPOS facilities by virtue of a wholesale EFTPOS/payWave agreement it signed with the payment processing Company, namely First Data, whom provide the EFTPOS terminals and switching processing of the EFTPOS terminals. StarLink: is the soon to be new arm of the company after the acquisition of Indue Limited is finalized this month and will provide ATM switching and processing. A switching company issues an electronic funds transfer to take place from the customer’s bank account to the switching company’s account. Once the funds are transferred to the switching company’s bank account, the switching company sends an approval code to the ATM authorizing the machine to dispense the cash. The diagram below explains the benefits of the new acquisition: upload_2017-2-11_12-28-58.png The ability to let winning trades run will make all the difference if you are able to cut your losing trades early.
Poster: Green X (STT Accuracy: 17.6% - Ranking No.47 )
http://hotcopper.com.au/posts/22538222/single (Mcap: $23.2m)
GME - Nickel Cobalt in WA [13/02/2017]
MC: $26 mill Price: $0.06 GME Resources Limited (GME) is mineral exploration focusing on nickel, cobalt and gold operations. GME's primary focus is on the development of the NiWest Nickel/Cobalt Project in Western Australia. Mining and processing activities at their Devon gold mine have concluded leaving the company with a $6 million profit and in a strong financial position to pursue further initiatives in their Nickle/Cobalt asset. The NiWest project is at an advanced stage and will be development ready once the flow sheet design has been finalised. The project is unique in that the nickel and cobalt can be extracted efficiently using uncomplicated low capital heap leaching methods as opposed to the conventional capital intensive autoclave processing circuit. During the last quarter the company commenced work on updating the NiWest Resource estimate to JORC 2012 and this work is nearing completion. The Company believes that the NiWest project has the potential to generate significant market interest with Lithium–ion battery manufacturers. Nickel and cobalt in sulphate format is required as precursor material in the production of many of the cathodes in the rapidly emerging automotive and mobile storage battery market. The ability to let winning trades run will make all the difference if you are able to cut your losing trades early.
Poster: Green X (STT Accuracy: 17.6% - Ranking No.47 )
http://hotcopper.com.au/posts/22524593/single (Mcap: $27.7m)
MAT - Gold and base metal explorer Australia [13/02/2017]
Gold soon to be producer + gold / nickel/copper explorer SOI: 144.7mil, unlisted options 17.02mil @.25 -.3c Top 20 hold 55% SP: 22c, MC: 31mil (Feb 10 2017) COH: 9m As at 31 Dec 2016 EV: 19m actual cash in bank = 1.4m 1.8m est spend next qtr - 1.3m on exploration. No development costs. Lake Carey Gold Project - Fortitude gold deposit Indicated and Inferred Mineral Resource Estimate of 6,289,000t @ 1.9g/t Au for 385,300 ounces of gold (MAT announcement to the ASX 1st September 2016) - 600mill est. 40k oz per year. 15ye LOM all statutory approvals required to commence mining activities are anticipated shortly. Purchase & mine development costs to be funded from Matsa’s existing cash and liquid assets. Lake Carey Gold Project - Bindah Shear extension 91 of 177 planned verticle aircore drillholes completed over the previously untested Bindah Extended gold target with assays awaited Lake Carey Gold Project - Sunrise Dam South Farm-in Farm in and JV agreement signed with private company Raven Resources Pty Ltd (Raven) This abuts AngloGold Ashanti’s Sunrise Dam project and extends the Bindah Shear extension 130 aircore drill holes are planned Paisali Base Metal Project Thailand - Chang 1 Copper Prospect results strongly support potential for economic copper mineralisation at Chang 1 Diamond drilling in progress on a mix of geochemical and structural targets Three further holes (CH109 – CH111) are planned to test interpreted fault positions in early 2017 227 infill soil auger samples have been collected and assay results are awaited KILLALOE PROJECT (GOLD/NICKEL) 11 licences - previous gold exploration has been carried out on three licences: (E63/1018, E63/1199 and P63/1672) which is subject to with Cullen Resources Limited (MAT80%, CUL20%) remaining licences are held 100% by Matsa except for E63/1655, which is JV between Matsa (85%) and Yilun Pty Ltd (15%) S2 Resources Ltd’s (S2R) has high grade gold at its Polar Bear project - highlighted a gold “corridor” which can be extended SE fro ~20km into the Killaloe project area News catalysts mining approvals "anticipated shortly" (March 2017) PFS report is "well advanced" geological interpretation and resource model are currently being updated including results of the recent drilling, and is expected to be completed in Q1 2017 Soil Auger sampling results corporate last FY - Matsa’s 30% share in the Mt Henry gold project was sold to Metals X Limited for 6.6M MLX shares valued at $8.1M. Matsa maintained its interest in Bulletin Resources Limited (BNR) at around 27% through to commencement of production in the Nicolsons Gold project (BNR 20%) and subsequent sale of the asset to Bulletin’s joint venture partner Pantoro Limited (PNR) 11
Poster: bond00what (STT Accuracy: 35% - Ranking No.36 )
http://hotcopper.com.au/posts/22535975/single (Mcap: $31.8m)
LNY - Gold Explorer NZ [9/02/2017]
MK $9 3023m shares Laneway is an emerging gold producer. The long wait for a ML nearly over and expected Q1 share price will multiply on announcement after a long 18month wait. Agate Creek Gold Project (100% owned by LNY) Mining Lease Application (MLA 100030) In February 2015 the Company lodged a Mining Lease Application (MLA 100030) with Queensland’s Department of Natural Resources and Mines (DNRM) over its Agate Creek Gold Project (the "Project"). The total area under the MLA is 689.3 Hectares covering the Sherwood and Sherwood West near surface high-grade prospects as well as prospective extensions to the known mineralisation areas and the planned locations of necessary infrastructure to support mining operations. The Environmental Authority is in place (EPSL03068015) for the proposed mining operations. The main outstanding requirements to enable grant of the ML are finalisation of the last of the landowner and Native Title agreements with negotiations progressing. Laneway has initiated Land Court proceedings with the final land owner to determine compensation for the Mining Lease. The Land Court process is well advanced with submissions from both parties complete. The Court’s decision regarding quantum of compensation payable is expected in Q1 2017 Agate Creek MLA with mine layout The grant of the ML will be an integral milestone in the Project’s progress towards commencing high-grade (low strip ratio) open cut mining operations at Agate Creek. The Company plans to process the high-grade ore from the Project at a 3rd party processing plant and is progressing arrangements for this. Utilising an existing processing plant will significantly reduce the capital expenditure and time to first gold production. 88E, NSL, GMC, MUS, LNY, REV, MSR
Poster: Wayn077 (STT Accuracy: Unknown)
http://hotcopper.com.au/posts/22442003/single (Mcap: $10.6m)
AJC - Energy (Anthracite Coal) [9/02/2017]
Current SP: $0.006 Market Cap: 10.4 Million SOI: 1,559 Million Sector: Energy (Anthracite Coal) Cash – ($ 1.81 Million) RIVERSDALE ANTHRACITE COLLIERY On 16 October 2016 Acacia Coal entered into a Sale and Purchase Agreement with Coalvent Ltd to acquire a 74% interest in the RAC, with its partner African Onca to acquire the remaining 26%. Drilling and feasibility studies completed previously have demonstrated the RAC as a high grade, low impurity anthracite asset that is ideally positioned to service a South African anthracite market facing significant shortages in low impurity product, as well as provide product into the seaborne market for export. Screen Shot 2017-02-07 at 11.14.09 pm.pngScreen Shot 2017-02-07 at 10.55.05 pm.pngScreen Shot 2017-02-07 at 11.13.49 pm.pngScreen Shot 2017-02-07 at 11.18.52 pm.png I do believe the catalyst which will cause the significant re rate will be the announcement of the name of “World Largest producer of Ferrochrome” who intends to buy all of RACS output and also the future offtake agreements with other blue chip customers. As for my research I know that Samancor is the second largest producer of ferrochrome and subsequently the second largest consumer! Which leaves me with speculating that it indeed the Non binding LOI is with Glencore ( MC ~45 Billion). I am just speculating here so don’t take my word for it! Screen Shot 2017-02-07 at 11.56.29 pm.png From the presentation Screen Shot 2017-02-07 at 11.22.49 pm.png Screen Shot 2017-02-07 at 11.06.12 pm.png Screen Shot 2017-02-07 at 11.21.09 pm.png Price Couldn’t find an upto date price but this is as of mid last year! Screen Shot 2017-02-08 at 12.31.09 am.png ASX Peers So Far (ASX:ATU) Atrum Coal NL is one of the only other ASX stock which a massive anthracite deposit and has a MC of ~111 Million. Now I have feeling AJC might be able to replicate the re rate of other stocks I have held but its not certain and it might never happen. NSL – Iron Ore in India (The announcement of MOU with Wei Hua Group Co Ltd) which caused the start of massive re rate. GMC – MANGANESE in Indonesia (The announcement about the 10 million funding which got it moving) Had entries of 0.8c(NSL) and 0.5c(GMC) . AJC – Now with AJC I believe the main catalyst would be the announcement of a binding agreement with the Major anthracite consumer. AS always please do your research before investing.
Poster: onix786 (STT Accuracy: Unknown)
http://hotcopper.com.au/posts/22448210/single (Mcap: $9.4m)
RTR - Gold and base metal explorer [9/02/2017]
MC: $6 mill Price: $0.025 Ready To Rumble…………......Rumble Resources Limited (RTR) is a mineral exploration and development company with a focus on gold and base metal sectors. It is essentially a shell and did nothing last quarter apart from reviewing its project portfolio to rationalise costs with no on-ground exploration activity occurring. Last November Mr Brett Keillor, a geologist with over 30 years’ experience in the mining industry was appointed as technical director. Brett has worked across a diverse range of commodities with expertise in targeting large gold deposits and identifying company making projects. Since his appointment he has facilitated introductions to a number of advanced resources projects. RTR stated in their quarterly that they are now at advanced stages of due diligence and negotiations in relation to the projects that met the Company’s stringent criteria. The company has around $1 million in the bank with Jason Peterson being a substantial holder at around 8% of the company. Since the appointment of Brett the share price has steadily climbed from around 1.4c to 2.5c. Even if the company does not release an announcement regarding an acquisition during the next 4 weeks the share price should exceed 25% of it’s current value if the upwards momentum in the share price continues. upload_2017-2-8_16-47-42.png The ability to let winning trades run will make all the difference if you are able to cut your losing trades early.
Poster: Green X (STT Accuracy: 17.6% - Ranking No.47 )
http://hotcopper.com.au/posts/22463231/single (Mcap: $6.7m)
MEB - Health - diagnosis of mental health disorders [9/02/2017]
MC: $56 mill Price: $0.365 Cash in bank: $18 million Medibio is developing products to diagnose depression/anxiety/stress based on heart rate patterns recorded during sleep. A placement occurred in November for $13.5 million and was brought forward from Q1 2017 to fast track 2017 activities. One week later they announced a binding agreement with Medtronic, the world's largest standalone medical technology development company. During December MEB reported excellent results from their pilot depression study at John Hopkins University which is intended to help support FDA clearance of their depression algorithm. A big supporter of the company in the recent placement was the global investment fund FIL, who have continued to buy on market after the placement with the latest change in substantial holder notice being released today.........FIL now holds 10% of the company. Company activities for Q1 2017 include: publishing of study results; completing a study into their stress product; completion of their depression exploratory study and commencement of a confirmatory study to support their FDA submission in H2 2017. The exploratory studies are effectively a scaled up version of the JHU pilot study where data across 60 patients will be collected and analysed. This is currently underway with data being collected and evaluated across three Clinical Research Organisations in the US. The confirmatory study will start post exploratory study. I recently spoke to Kris, the company CEO, where it was confirmed that the conclusion of the exploratory study and the commencement of the confirmatory study are both still on track to be completed and initiated this quarter respectively. The increased funds from the placement has allowed the company to fast track enrollment into the studies and they are now enrolling around 10 participants per week. By now enrollment into the exploratory study is, or will be very close to being completed and they will be able to roll straight into the confirmatory study without delay. The ability to let winning trades run will make all the difference if you are able to cut your losing trades early.
Poster: Green X (STT Accuracy: 17.6% - Ranking No.47 )
http://hotcopper.com.au/posts/22468715/single (Mcap: $56.4m)
CCZ - Shell Company? [9/02/2017]
MC: $4 mill Price: $0.014 Shell....... In December the company raised 500k through a placement managed by CPS, who are also introducing potential assets to the company to acquire. The funds will be used for working capital and preliminary due diligence on a number of corporate opportunities that have been presented......blah, blah, blah.......basically there has been a bit of interest shown this week and even a whiff of these guys being close to an acquisition could see the share price move sharply higher. The interesting thing about this shell is the Jason Peterson/John Della Bosca connection......there has been a theme over the years of JDB and JP both being T20 holders in a number of the same shells. JP has obviously advised JDB in regards to investing in shells, some of which, such as RAP, have done very well. JP and JDB are T20 holders, along with a number of the CPS broker team. upload_2017-2-8_18-48-10.png The ability to let winning trades run will make all the difference if you are able to cut your l
osing trades early.
Poster: Green X (STT Accuracy: 17.6% - Ranking No.47 )
http://hotcopper.com.au/posts/22466042/single (Mcap: $4m)
STL - ATM machines in Australia [9/02/2017]
(ASX: STL -STARGROUP LTD) SP: 4.4c MC: $24.67Million Cash: $1.7Million Shares: 594,000.000 Top 20 57.83% as at 6th Feb 2017 Website: www.starpaymentsystems.com.au Financial technology company Stargroup Limited is the only ASX listed company deploying ATM machines in Australia and importantly, the only listed ATM company having a direct ownership interest in the manufacturer of its ATM technologies, namely NeoICP, a south Korean private company. Stargroup Limited became the exclusive distributor of the cash Pod ATM range including the recycler ATM, back office and payment technologies in Australia for the next 5 years on 7 August 2015.Stargroup Limited, via its wholly owned subsidiaries, StarPOS and StarApps, is also an EFTPOS and pay Wave technologies provider and developer of the source code in its terminals via its 5 year distribution agreement with West International AB, a Swedish NASDAQ listed company, to distribute next generation EFTPOS payment terminals and solutions in Australian and New Zealand. (The above information has been extracted from the Investor Presentation 6.2.2017) (https://hotcopper.com.au/threads/ann-investor-presentation.3208007/?post_id=22398062#.WJrwfX9p8ug ) Catalysts: stl snip 1 8.2.2017.PNG Please DYOR as this is not a buy or sell recommendation Cheers GF
Poster: gamefisherman (STT Accuracy: 31.9% - Ranking No.40 )
http://hotcopper.com.au/posts/22469924/single (Mcap: $23.2m)
PXS - Australian pharmaceutical research company [9/02/2017]
(ASX: PXS -PHARMAXIS LTD) SP: 30c MC: $89.34Million Cash: $29,425,000Million = Cash and cash equivalents at end of the December 2016 quarter Shares:319,000,000Million of which 50% are Institutional Shareholders Website: www.pharmaxis.com.au Pharmaxis (ASX- PXS) is an Australian pharmaceutical research company with a portfolio including two respiratory products approved in various world markets, and a research pipeline focused on areas of high unmet clinical need in inflammatory and fibrotic diseases. Please click on this link that will take you to a two page summary of the Company http://www.pharmaxis.com.au/assets/Documents/pdf/02016/2016-07-04-Pharmaxis-Overview.pdf Catalysts: Mergers and Acquisitions are happening in the Marketplace where PXS is active and it is held by some that the Company could become the subject of a takeover. Strong Cash Position Pending: As noted above the Company also expects to receive approximately $25 million from Boehringer Ingelheim when it commences a phase 2 trial of PXS?4728A in the second quarter of 2017. https://hotcopper.com.au/threads/ann-investor-presentation.3208007/?post_id=22398062#.WJr45jt96Uk http://www.*.com.a...is-chairman-buys-shares-on-market-170142.html Reported on the 8th December that “Pharmaxis Chairman, Malcolm McComas has acquired 200,000 shares on market for a total cost of $54,167”. Investors and shareholders are usually comforted when a Chairman, Director or members of the Executive Team purchase stock in their Company with their own money. According to Pro-Active Investors: The share purchase took place in early December 2016. Pro-Active Investors have also come out in the media with the following commentary: Pharmaxis is considered an enticing target for drug acquisition and partnerships as it continues to develop its fibrosis and inflammation drugs. The company is looking to build on its prior drug commercialisation success which saw it do a deal in 2015 in with a potential value of over A$750 million. The successful drug was to treat the liver disease, non-alcoholic steatohepatitis (NASH). Pharmaxis is targeting LOXL2 to reduce liver fibrosis and the liver disease NASH and has received strong interest from large pharmaceutical companies. Mergers and acquisitions are increasing in the fibrosis and NASH space and there is evidence of structural pressure on big pharma to drive this M&A trend further. http://www.*.com.a...ti-million-euro-milestone-payment-172455.html Reported that: Deal values for phase 1 assets in fibrosis remain high with Gilead Sciences, Inc. (NASDAQ:GILD), Allergan and Bristol-Myers Squibb Co (NYSE:BMY) all acquiring anti fibrotic drug programs in the last 6 months with upfront payments for these deals all over US$100 million and total deal values often in excess of US$1 billion. Mergers and acquisitions are increasing in the fibrosis and NASH space and there is evidence of structural pressure on big pharma to drive this M&A trend further with the number of increasing over the last five years. Despite a large number of drugs under development to treat the metabolic and inflammatory drivers of fibrosis, Pharmaxis is one of only a few companies developing drugs that directly target fibrosis itself. Its program should therefore attract significant interest from big pharmaceutical companies who are looking for assets to help build and differentiate their franchises in this large, competitive and valuable market where there is still a high level of unmet need. https://hotcopper.com.au/threads/ann-appendix-4c-quarterly.3190544/?post_id=22206386#.WJsCcH9p8ug http://www.pharmaxis.com.au/assets/Documents/pdf/02016/ASX/2016-11-29-PXS-AGM-Presentation.pdf Please DYOR as this is not a buy or sell recommendation Cheers GF
Poster: gamefisherman (STT Accuracy: 31.9% - Ranking No.40 )
http://hotcopper.com.au/posts/22471394/single (Mcap: $97.3m)
PNL - Coal in the US [9/02/2017]
(ASX: PNL - LTD) SP: 57.5c MC: $112.3Million Cash: $10,925,000Million as at Dec Qtr end Shares: 193,100,000 Directors 28% Aus Super 9% Instos other 7% Silverlake Res 12% High Net Worth 44% Website: www.paringaresources.com Paringa Resources Ltd (ASXPNL) is an emerging US based energy provider developing the high margin, low capex Buck Creek Mining Complex located in the growing Illinois Coal Basin. The Buck Creek Mine Complex is located in the Western Kentucky region of the Illinois Basin which is one of the most prolific coal producing regions in the United States. Paringa controls approximately 35,000 gross acres of coal leases within an area of interest of approximately 72,000 acres. The Buck Creek Mine Complex has a JORC Measured and Indicated Coal Resource Estimate (“CRE”) of 224 million tons of high quality thermal coal. pnl atttach 1 8.2.2017.PNG pnl attach 2 8.2.20-17.PNG Capital Raising During the quarter, the Company completed a placement of 19 million shares at an issue price of A$0.42per share to institutional investors to raise A$8 million (“Placement”). The proceeds from the Placement will be used to complete an updated BFS for a potential two coal seam operation at the Poplar Grove Mine in early-2017 and to provide funding for the Company to commence development of the Poplar Grove Mine by mid-2017. Please DYOR as this is not a buy or sell recommendation Cheers GF
Poster: gamefisherman (STT Accuracy: 31.9% - Ranking No.40 )
http://hotcopper.com.au/posts/22471877/single (Mcap: $122m)
ADR - Health - manufacturer of smart inhalers [9/02/2017]
Market cap 34m, cash 30m approx and no debt. ADR is a manufacturer of smart inhalers for respiratory diseases such as Asthma. The stock has been hammered from 50c down to 20c due to the release of escrow shares and when the escrow shares were finally soaked in Jan 17 a sub holder decided to sell... Regal who had 8.7m shares on 18 Jan 17 would have all the time in the world to sell the shares in the market as 12m shares have been soaked since 18 Jan at asx alone... so I think Regal is either out or definitely close to be out... now with 5m EV only, this stock looks very good IMO and once the supply is done it should run hard IMO Why I like it? few points 1.Top 6 holding 44% of the company and top 20 holding 83%. 2.Recent raise at 50c from Fidelity International. 3.A constant seller at these levels which should be done any day now keeping in mind off market transfer of $750k last week. 4.First JV with AstraZeneca - giant biotechco worth $78b... AstraZeneca using smart inhalers for COPD study and if successful it would be game changer for ADR... If successful Astra might use these inhalers for their two drugs generating some $4.4b revenue... Astra drungs are called Symbiocart and Pulmicort... Could be a real monster like a few baggers only if successful which IMO is highly likely... As ADR has been trialing their products for 15 years and have done many successful trials... 5.Focusing on supplmentary agreements with 3 large companies... Logos of GSK Novartis and Boehringer shown in the preso announced on 26 October 16 page 12... 6. Multiple products nearly 20 smart inhalers. Due to the use of these inhalers, 59% improved mean adherence in adults and 180% in children. 7. FDA Approval Expected before the end of 2016. Some exciting achievements: The company is already in revenue stage with the technology already developed. It has multiple revenue streams. Over 70 registered designs and 10 patents with 22 pending. Already over 89,000 devices sold even though the company only recently started with a soft commercial launch. Huge potential as they expand into major markets Some other key points making this co a very exciting investment opportunity IMO... - Multi-billion dollar market, company information quotes $50 billion. With EV of only $30 million ADR only need to capture a small slice of the market to be hugely successful. -The Smartinhaler platform already used in over 30 countries and 65 projects and listed in 56 peer review journal articles. - Clinical data has proven the Smartinhaler platform can improve medication adherence by up to 59% in adults, 180% in children and reduce severe episodes by 60% in adults - Agreement with AstraZeneca, one of the world’s largest pharmaceutical companies. ADR retains its intellectual property under the deal - ADR had an oversubscribed IPO at $0.50 in August 2015 and reached a high of $0.72. Currently trading near all time lows. July 2016 $8million raised from investors at $0.50 per share. - The board is extremely experienced with many previous successes in the biotech and healthcare sector. The capital structure is tightly held with the majority of stock held by a small number of investors. The company has FDA 510k application filed and is targeting approval. This is a no buy recommendation. Please double check facts and figures. Buy sell or hold is based on individual risk appetite. Cheers I am not a financial advisor so none of my posts should be taken as financial advice. 15
Poster: forrestfield (STT Accuracy: 58.8% - Ranking No.7 )
http://hotcopper.com.au/posts/22470995/single (Mcap: $34.4m)
CFO - Fire Resistant Products [9/02/2017]
CFoam Ltd SP : 52c MC : 48.62m Shares: 93.5m CFOAM Limited is a US based carbon product development company. Their patented CFOAM carbon foam was designed to meet growing demand for ultrahigh performance engineering materials in the military, industrial, aerospace and commercial product markets. Produced from powdered metallurgical coal using a highly proprietary manufacturing process, the resulting material is virtually pure carbon, but in hard, open cell material form. Originally developed by Touchstone Research Laboratory, the Company undertook an asset purchase agreement through its wholly owned US subsidiary, Carbon Innovations, to purchase all infrastructure and IP related to the production of CFOAM. The Company now has 100% ownership of IP for CFOAM manufacturing and end use applications. From December Announcement: Sales of PFOAM have already been awarded pending execution of the license agreement. Selling price margins are expected to significantly exceed that of other CFOAM® products. From February Announcement: PFOAMTM licence agreement commercial terms finalized with sign off by both parties expected on or before 6 February 2017. Following execution of the license agreement, production of PFOAMTM to satisfy current purchase order(s) commences immediately. PFOAM™ license agreement - commercial terms are fully agreed, and agreement to be fully executed and announced in the immediate near-term. This license agreement provides access to patents and intellectual property related to the production of a graphitized/densified carbon foam product. This product, derived from a mesophase pitch feedstock, has thermal conductivity properties greater than aluminium and copper. PFOAM™ feedstock already procured, and inaugural PFOAM™ billet production, to satisfy pending customer orders, successfully completed We should see an announcement within the next couple of days to announce that the PFOAM agreement has been signed.
Poster: AussieJosh (STT Accuracy: Unknown)
http://hotcopper.com.au/posts/22464128/single (Mcap: $45.3m)
REV - Realestate investment software [8/02/2017]
MK $2.7m 84.5m shares 65% tightly held top 20 only finish $200k in the red and only a matter of time to being profitable. Very successful management team that continue to achieve milestones. Partners Domain Group, Verdi Plus and Century 21. Real Estate Investar Achieves 250,000 Member Milestone Highlights of the December 2016 Quarter include: • Membership increased to 250,124 members as at 31 December 2016, a 64.1% year on year growth; • Cash receipts grew by 7% over the previous corresponding period to $1.0m; • Net cash outflows used in operating activities improved to $0.2m, significantly reduced from net outflows of $1.6m in the previous corresponding period and $0.9m in the September 2016 Quarter; and • Real Estate Investar commenced promotion of a new Premium Membership focused on assisting members to purchase investment grade properties and generate property sales commission revenues. Real Estate Investar Group Limited (“REV Group” or “Company”) (ASX:REV), a leading provider of online services to Australian and New Zealand property investors, has released its Appendix 4C statement for the 3 months to the end of December 2016. Receipts from customers for the 3 months to the end of December 2016 grew 7% over the previous corresponding period to $1.0m. Net cash used in operating activities for the quarter was $0.2m representing a significant improvement over both the $1.6m net outflows from the previous corresponding period and the $0.9m net outflows from the September 2016 Quarter. During the December 2016 Quarter the REV Group grew its member base to 250,124 and achieved its IPO forecast of 250,000 members as at 31 December 2016. Member numbers grew 64.1% year on year, and more importantly the profile and engagement data collected on these members increased by 218% year on year. The strong increase in members, along with the data collected about these members, provides a strong platform to drive the transition of the business to sales commissions using this data to match investment grade properties to quality purchasers. In December 2016 the Company launched a new Premium Membership focused on assisting members to purchase investment grade properties based on their engagement and profile data. REV Group expects that this new membership will drive strong growth in property sales commissions in the second half of FY 2017. Real Estate Investar Group Limited Level 6, 330 Collins St, Melbourne, VIC, Australia, 3000 ABN: 39 141 276 959 Clint Greaves, CEO of Real Estate Investar commented: “The highlight of the last quarter was exceeding our IPO forecast of 250,000 members along with the significant increase in member engagement and detailed data about our members and their property investment intentions. This provides us with a strong platform to help more people invest better and to grow our property transaction revenues through the second half of the financial year. “During the quarter, we launched a new outcome focused membership to ensure everything we do is aligned with assisting members to purchase investment grade properties that meet their individual criteria. Our new Premium Membership is designed to assist first time and existing property investors through every step of the process, from setting buying criteria to obtaining finance pre-approvals and ultimately identifying individual properties that are most likely to meet the outcome each member desires. Mr Greaves continued, “With our new membership offering and key partnerships in place, we are looking forward to a strong second half to FY 2017 where we will continue to increase our engagement with our significant member base and most importantly increase revenue from commissions associated with the direct sale of investment property.” Key Initiatives in FY 2017 Following the achievement of our prospectus forecast for FY 2016 and strong growth in members past 250,000 at 31 December 2016, the focus for the REV Group is now to drive revenue growth with a strategy based on the following key activities: 1. Increase the number of members using REV Group products and services; 2. Increase the volume of engagement and profile data captured around each member to allow for better matching of investment grade property; 3. Convert high quality members into Premium Membership customers; 4. Grow sales of investment grade property to all members to increase commission revenues; 5. Extract complimentary property investing related services revenues; and 6. Look for further Australian and New Zealand organic and acquisitive expansion? opportunities. 88E, NSL, GMC, MUS, LNY, REV, MSR
Poster: Wayn077 (STT Accuracy: Unknown)
http://hotcopper.com.au/posts/22441880/single (Mcap: $2.9m)
WKT - Lithium in Namibia and Tanzania, as well as Graphite in Tanzania [8/02/2017]
SOI: 116 mil Sp: 10c Mc: $11.6 mil Cash: $430k plus $700k recent raise Walkabout Resources is a Graphite exploration and development company with its flagship Lindi Jumbo graphite project in Tanzania. Has been on my watchlist for a while and todays DFS announcement gives compelling risk/reward scenario compared to peers. Not sure if I'm missing something or the market misses something but looks very under valued. The least I can expect is a double in sp in the short term. Here's a snippet of peer comparisons from their earlier scoping study. They have now a DFS under their belt so things are moving forward. WKT NEWS.PNG Massively favourable financial metrics compared to the other higher priced hopefuls. Highest grade, highest recovery and lowest capex and opex - what's there not to like? For outstanding returns use hindsight trading
Poster: Stockrocker (STT Accuracy: Unknown)
http://hotcopper.com.au/posts/22437515/single (Mcap: $14m)
ARS - Gold and base metals explorer NSW and WA [8/02/2017]
Re-tipping this as still awaiting drill results. So much for being ahead of schedule
I'm no expert.
Poster: Over reaching (STT Accuracy: Unknown)
http://hotcopper.com.au/posts/22439108/single (Mcap: $8.9m)
AYR - Gold Cobalt in WA [8/02/2017]
SOI: 967M MC: $8.7M @ 0.9c Cash: Approx. $1.5M Drilling has begun at the Great Goulburn prospect for Cobalt. The Great Goulburn prospect lies within the Ophara project in an area which is known to have significant Cobalt mineralisation. Thackaringa, to the east of Ophara, is now controlled by the recent IPO Cobalt Blue Holdings (ASX:COB), bringing a strong focus on cobalt development in this region. There are six historical drill holes completed at Great Goulburn and four intersected significant cobalt-gold mineralisation over a wide spacing. Planning for the RC drill program is well advanced and will complement pervious drilling and aim to better define the mineralisation over approximately a 1km strike. Source: Ann 15/12/16 AYR have recently applied for additional vacant ground at the south of the project, expanding it's holdings by 58 square kms to 314 sq kms. Drilling was expected to be completed in 8 days from the 30th of January. Sample analysis is expected to take a further 3 to 4 weeks. Source: Ann 30/01/17 EC Andy Viner stated “We are fortunate to have timed the review and application for this area when markets are looking for new sources of Cobalt to meet Lithium battery related demand”. “...past explorers were targeting....Copper-Gold, so Cobalt was not a focus and hence they have left some other interesting cobalt gossans similar to Great Goulburn for us to follow up”. Source: Ann 31/10/16 The recent placement was to fund exploration at the Ophara Cobalt-Gold project in Broken Hill which will be designed to define the size and grade of the Great Goulburn prospect and contribute to the JV with DRM at Horse Well Gold project. Hartley’s are acting as lead broker. Source: Ann 8/11/16 upload_2017-2-7_10-29-20.png Source: Ann 30/01/17 http://finance.yahoo.com/news/trumps-military-plans-could-send-010000868.html Cobalt prices upload_2017-2-7_10-45-25.png 12
Poster: nytryda (STT Accuracy: 54.5% - Ranking No.11 )
http://hotcopper.com.au/posts/22427459/single (Mcap: $9.7m)
IVR - Silver ICOG explorer in the upcoming Gawler Corridor in SA [8/02/2017]
MC: $22 mill Price: $0.04 Investigator Resources Limited (IVR) is a metals explorer focusing on silver, copper and gold discoveries in southern Gawler Crator, South Australia. The company has recently appointed David Ransom as the non-executive chairman. David is a geologist who has spent the last 17 years of his 45-year career as an analyst/portfolio manager at Acorn Capital specialising in the juniors. The company's silver project (Paris) has an inferred mineral resource estimate of 8.8 million tonnes grading 116 grams of silver a tonne for 33 million ounces of contained metal and is aiming for an updated resource estimate during this quarter to facilitate scoping studies in mid 2017. The silver price is up around 10 per cent in the last 30 days. At the company's copper-gold prospect (Nankivel), a survey with induced polarisation geophysics was completed in December 2016 with the results and refined targets expected this month. Follow up drilling the new targets is expected to commence soon after the consultant’s target recommendations are received. Disruption is affecting production at some of the world’s major copper mines which account for 10 percent of global supply. Permit issues at Grasberg in Indonesia, the threat of strike action at Escondida in Chile and the impact of floods in Peru could all lead to a disrupted start to copper supply in 2017, leading to a strengthening copper price. The ability to let winning trades run will make all the difference if you are able to cut your losing trades early.
Poster: Green X (STT Accuracy: 17.6% - Ranking No.47 )
http://hotcopper.com.au/posts/22437986/single (Mcap: $23.4m)
Short Term Trading Week Starting: 13th Feb, page-11
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