Mate have had a ripper year or should i say 5 months of it. Was trading Crypto pretty heavily last year and got a few multi bags in the tail end of the ASX spec run.
I got a few on the ASX to keep me in the game which i will post about shortly, but my thinking is we will have a repeat of last year where markets will fire up from Oct on wards. So basically staying in cash to see the signs of volume again for both Crypto and ASX.
As for sectors, i think it will be more about potential hyped stocks that sitting in lows which will see a run and this could be in any sector. But i have to choose which sector i think will shine, Uranium ( VMY low cost near production and DYL have some very high grades ) , Bio ( inc weed ) , EV related will shine. Have been trying very hard to find a good Nickel stock but it's proving to be difficult.
Regarding EV's, i think from now till 2020 will be all about manufactures getting set or set up with the likes of BMW, VW, Toyota and few other key players bringing out a range for sale, around 2022 will see them starting to cut cots if not sooner. EV related mining will just go from strength to to strength, the biggest moves are yet to come. Obviously i'm still a big advocate, but only cos i feel this has major potential for long time and ASX has is known for digging dirt.
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BD1
SOI: 742m
Cash: $1.2m
MC: $10 mill
Developing non-invasive cancer diagnostics. Has news flow in bit's over the next 6 months with lung test in Dec, IMO will be the big one. 8c target if the keep kicking goals by EOY.
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CAZ
SOI: About 250 mill
Cash:$1.7 mill
MC: $14 mill
Co/Mn play next to $150 mill CLA. Pure Nearology play for me, if the hit grades i may stay otherwise i think it will run just on anticipation with some news flow. Suspect few months hold to see gains. Chart wise BO from 4c, back tested 5.5 area so i suspect support there. IMO this is just mug punters playing around anyway and the bigger gains will come on news flow and when peps start to believe next CLA story.
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HGM
SOI 550m SOI
Cash $7.4m
MC $32 m
This is the silver tuna for mining specs.
Looking at drilling Ni/Co/Cu with monster past historical grades in Nov .
https://hotcopper.com.au/threads/ann-121-hong-kong-investor-presentation.4147366/
Preso worth a good read, has gold and few other bit's going.
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ACW
SOI: Shares: 60om
Top 20 good for %54
Cash: $5.5m
MC: $40m
This is my silver tuna in bio stocks
Developing drug for Alzheimer’s disease.
Top management, ex Pfizer VP, well funded for it's current phase 2 tests, ... If successfully done, ACW could see takeover targets in the billions.
Leading investors enter register:
• USA specialist biotech investor Biotechnology Value Fund L.P.
• Australian institutions Platinum Investments Management and Australian Ethical Investment
On track for last patient enrolled in Q4 2018 and top line results in Q2 2019 which is a long way away but happy to hold.
Lastly, Graphite stocks moved of base early in the year and looked good for a BO but then ASX went dead and so did the charts however, i'm starting to see a lot of decent news come out of this sector that is suggesting the FA is getting hot and the TA should see it catch up. One to watch for sure
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