The market is doing well, considering we are having Anzac...

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    The market is doing well, considering we are having Anzac holiday tomorrow, and a short trading week with participants likely on extended holiday. Animal spirits certainly showing -and yes, even dogs are showing some resurgence (Its a good time to recalibrate and switch holdings to better quality stocks).

    An important consideration in selection of small/microcaps is if the business has achieved business traction and not trading at exuberant levels. This is why I think TNY came out of its slumber yesterday to put on another 16.8% for a total to date amazing  gain of 34.7%. And this under the radar stock TNY is still at just $27m when it has already generated $4m annualised revenues with a firm agreement with Lego and a monthly active user base that is growing very rapidly. Compare that to a stock like Yojee with a market cap of $86m with a bloated share base and an annual revenue under $1m with no business progress to show for. But people still buy it to speculate on price movement.

    From those tech stocks from the last boom of 2017 2H that I have been involved with, the ones that have done well have been PME, TTT, XRO and DUB and they continue to scale higher ever since despite the December market meltdown. PME for instance was trading at just under $8 and has now surpassed $19. Because all of them (except TTT) have already achieved business traction and continue to solidify their business growth.

    My view is that strong IP stocks catering to a growing global demand like PNV, VHT, DUB, AD8 , EVS and even TNY can be the future >$1b stock.


    Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7
    0   OPPORTUNITY STOCKS Date stock mentioned in Its Over thread Open price on date stock mentioned 23/4/19 Close Change% Potential Upside
    1 1 XRO [XERO]   11/2/19   $ 46.200   $ 54.280 17.5% Phase 3-4 ; growth & getting in profitability
    2 2 MYE [MASTERMYNE]   11/2/19   $ 0.840   $   0.845 0.6% Phase 4- growth
    3 3 CLV [CLOVER]   11/2/19   $ 1.525   $   2.030 33.1% Phase 4- growth
    4 4 SFC [SCHAEFFER]   12/2/19   $ 14.480   $ 13.500 -6.8% Phase 4-growth
    5 5 YOW [YOWIE]   [closed]   19/2/19   $ 0.070 $   0.090 28.6% Phase 3-validated; shareholder conflict
    6 6 CAT [CATAPULT] [closed]   21/2/19   $ 0.640 $   0.840 31.3% Phase 3-validated; governance issue
    7 7 PME [PROMEDICUS]   21/2/19   $ 14.45   $   18.71 29.5% Phase 4-growth
    8 8 VHT [VOLPARA]   6/3/19   $ 1.185   $   1.845 55.7% Phase 2-3 -validating & ramping
    9 9 NST [NORTHERN STAR]   8/3/19   $    8.87   $ 8.26 -6.9% Phase 4- defensive growth
    10 10 ANO [ADVANCED NANOTEK] [re-opened]   8/3/19   $    3.05   $ 3.99 30.8% Phase 4-growth
    11 11 CYL [CATALYST METALS]   13/3/19   $    2.30   $ 1.85 -19.6% Phase 1-positive discovery
    12 12 NUH [NUHEARA] [closed]   13/3/19   $ 0.069 $   0.061 -11.6% Phase 1-2 nearing validation; governance issue
    13 13 MWY [MIDWAY]   14/3/19   $ 3.980   $   3.550 -10.8% Phase 4- growth
    14 14 D20 [DUXTON WATER]   27/3/19 $ 1.530   $   1.505 -1.6% Phase 4-defensive growth & scalability
    15 15 PNV [POLYNOVO]   1/4/19   $ 0.760   $   0.955 25.7% Phase 2-3- validated & ramping & getting into profitability
    16 16 DUB [DUBBER]   8/4/19   $ 0.925   $   0.870 -5.9% Phase 2-3- validated & ramping
    17 17 TTT [TITOMIC]   8/4/19   $ 2.300   $   2.450 6.5% Phase 1-positive discovery
    18 18 EVS [ENVIROSUITE]   10/4/19   $ 0.170   $   0.160 -5.9% Phase 2-3- validated & ramping
    19 19 AD8 [AUDINATE]   10/4/19   $ 6.290   $   6.010 -4.5% Phase 3- validated, ramping into profitable growth
    20 20 TNY [TINY BEANS]   23/4/19   $ 0.605   $   0.815 34.7% Phase 2-3- validated & ramping & getting into profitability
    21   LOTTERY STOCKS          
    22 21 4DS [4DS]   20/2/19   $ 0.067   $   0.073 9.0% Phase 1-positive discovery
    23 22 BIT [BIOTRON]   20/2/19   $ 0.090   $   0.086 -4.4% Phase 1-positive discovery
    24 23 ACW [ACTINOGEN]   20/2/19   $ 0.054   $   0.054 0.0% Phase 1-positive discovery
    25   COMPOSITE RETURN%       9.8%  
    26   SMALL CAP ORDS RETURN% SINCE 11/2/19       6.9%  
 
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