XEC 0.43% 2,115.7 s&p/asx emerging companies index

Another fiscal year begins...I'm of the opinion that the...

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    Another fiscal year begins...I'm of the opinion that the dealmakers may be moving quickly to get deals away whilst the market is buoyant, unless they have specific shells and projects to suit, that will weather any murky markets.
    Staying with my big holds, particularly AUE RC1 and AVM, which, has a little shareholder unrest at the moment, so, could be some activity there.
    Stocks post acquisition are something I usually avoid, my game being picking up stock early in the acquisition phase. However, I'm taking a shine to SAU and its deal for Iondrive. IEC as well, back to "pre" pricing. I can see a major liquidity move here with $3.5m worth of stock issued soon.
    PUA is on my radar, bit of a sleepy one but priced well, and could surprise.
    Still waiting for CPS Capital to reboot POW, JP's big holding makes it a favourite for me.
    ALB.....Formica has let a few deals go elsewhere, so, logical to assume he's waiting for something good here....now back to raise price
 
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