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WA8 could be one to add to the list, have picked up some options...

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aceryx

1,239 Posts.

61

04/05/25

11:29

Post #: 78910529
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Originally posted by ammie: ↑

This week was the last week of quarterly reporting so quite a crazy week. Not as many quarterlies of interest this week compared to last but still there were a few that I've added to my watchlist but don't hold:

CNQ - CleanTeq Water does stuff like water and waste water recylcing and remining and rehabilitation of mine tailings. Quarterly was solid and was operating cash flow positive although this was helped by government grants and incentives. Without that, they would have been slightly negative. The day after their quarterly they announced a desal contract win in Europe. $1.2m to design a plant. Subject to successful completion of that the next stage will be initiated with a value of $9.4m. They have a market cap of $13m so I thought that was impressive. Not much movement on the market. Design stage is about 28 weeks. That would mean that the second stage decision will be around Dec. Quite a long time away so on the watchlist for now. Chart may have bottomed and might be about to turnaround. Too early to say. Not an interesting chart yet.

3DP - Pointerra - shocker of a quarterly. Last quarter they said they expect to be cashflow positive going forward. They blamed the disappointment on "some material invoicing milestones pushed in Q4 FY25". I do hold a small amount of this one. SP got smashed, down around 30%. Another for the watchlist and possibly a buy at current levels depending on the level of confidence in their ability to deliver next quarter. Market cap around $46m.

REM - Remsense Tech - market cap around $11m - they do 3D visualisation or modelling. Cashflow positive. Woodside renewed their virtualplant subscription during the quarter. They were also engaged by a TIer 1 Oil and Gas company during the quarter. They have a strategic partnership with Chevron and are exploring opportunities with Shell. They also do work for Newmont and have resumed discussions after a pause due to Newmont's acquisition fo Newcrest. This is probably my positive pick of the quarterlies in this last week. Chart is in an uptrend over the last couple of months. Definitely one for the watchist. With potential upcoming news and given the size of the company, the quality of the companies they do work for and the fact that they are cashflow positive, I'm considering taking an initial position.

Other announcements of interest:

WOA - Wide Open Ag - plant protein food products - big jump in SP on announcement of distribution agreement in China and then fell back to where it started on a clarification announcement. Overall trending up but tends to have these days of sharp rises quite regularly. Market cap around $13m. Definitely one for the watchlist.

DXB - Dimerix - announced a licensing agreement in the US with milestone payments. They have a Phase 3 trial for a rare and fatal kidney disease which has no FDA approved therapies. Still clinical stage. SP nearly doubled on the announcement. I don't hold so am waiting to see how the SP settles before making any decisions. I think there are a few holders on this forum so well done to anyone holding. A nice win.

DTR - Dateline Resources - SP rocketed on an announcement re Trump approving a second mine after years of stalled permitting. Great for daytraders. May need to raise capital.

Seems there could be a few companies that benefit from Trumpy. It looks like there might be some hope for AVZ courtesy of Trump and I saw on the BOC threads that there is a chance the Trump my get involved there. Only hearsay. I wouldn't touch BOC with a bargepole but others are obviously willing to take a punt.

RSG - Resolute Gold - acquired some projects in Cote d"Ivoire from Anglogold. These announcements are always interesting. I don't know how good the acquisition is but have RSG on my watchlist as a result of the acquisition.

Once again, more for the watchlists here rather than any action. Companies that I don't normally look at but have come up on my radar from reporting and announcements.

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WA8 could be one to add to the list, have picked up some options for it. Looking like another great antimony play except their management is good
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0 Great analysis

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