XAO 0.32% 6,614.3 all ordinaries

Short Term Trading Weekend Lounge: 14-16 June, page-16

  1. 4,225 Posts.
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    Signs Of … Apart from Rare Earths, Not Much Really

    SP 0-0.025: BD1, MEI, NVA, PM1, THR, TV2, VRC
    SP 0.026-0.05 BCB, CLI, IHL, IME, IOD, KPO, PUA, REF
    SP 0.051-0.075 CLA, FMS, OLI, OPN, ZNC
    SP 0.076-0.10 AGY, APC, AXE, BSX, CUE, VRX
    Broken over 10 Cents: ALC, BKT, GWR, MQR, PCK, NET, SVM

    Since things are so quiet, I thought I'd run my eye over a few watch lists I haven't looked at in awhile:

    BIOTECH (remember that?) BOT, MVF
    ENERGY: BRU, BUL, CUE, CVN, IPB
    FRACKING:
    HEALTHCARE: ALC, CYC, IHL, M7T, NAN, PCK, PME, RHC, SDI, SHL, VRT, ZNT
    COBALT: MEI
    COPPER: GWR
    GOLD:
    GRAPHITE: FGR
    LEAD:
    LITHIUM: AVZ, AGY, LTR
    NICKEL:
    POTASH: APC, SO4
    SILVER:
    TIN:
    ZINC:
    URANIUM: BKY, SLX

    Trying to grab a few inches next week with PM8 and PEK in Rare Earths, CLA (on a tear, but I still don't know why)
    Lithium - AVZ - still hopeful of a good result. Big boys games.
    Brine Lithium - BMG - expect drilling to start within 30 days
    Olympic Dam - FMG setup two JV's last week. Still hopeful for IVR to get one with it's Maslin's Tier One Prospect.
    (Relationship in the ARE/AIS JV not good. Reminds me of BPL/COB in the cobalt space.)

    Rare Earths - have to add LIN into the secondary list (along with the other bits of fluff).
    Option Agreement for a Rare Earths project in Malawi going through the Courts, but it will likely take a few months.

    https://hotcopper.com.au/data/attachments/1597/1597640-3ddc1220a5ff230bcd28ecdf63294727.jpg

    Fair dinkum, you swear some of these bits of fluff are "going places" and like a comet, they disappear just as fast as they came.
    Can't even remember their names after awhile ….




 
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