SUMMARY A look at CSL after the shock has subsided. Time to buy? We always talk about buying never selling? Should that change? IVC drops on no news on TPG takeover. Do we really need a bazooka, isn’t a sniper better? SMALL CAP PORTFOLIO 2.30pm Update – Volumes remain light and my ambition is low.…
SMALL CAP PORTFOLIO 2.45pm Update Some slippage still in the speculative lithium sector with PMT sliding again. LRS under some pressure as SLM slides again. So much hype in SLM, LRS has a stake in the company. POS remains under pressure with another 6% fall today. A11 still on the nose. WBT pushing ahead again.…
SMALL CAP PORTFOLIO UPDATES Suspect it is going to be a quiet day today. Plenty of people will have watched the Men's Final. A changing of the gurad there too. New governor and new Singles Champ. SPI down 2 and metals and mining maybe taking a break. The pause to refresh. POS – Black Swan…
Another year another challenge. It’s been a long time since we saw a bumper year with a 20% rise or more. Given the inflation we have seen last year, that would be a welcome relief to our superfund and the pension it delivers. Last year got off to a very promising start but it was…
Henry is away today. Back on Monday. This might interest some of you – turned up on the scans today – Atlantic Lithium (A11) – not participating in the fun.
This is the Australian Results Calendar for the upcoming results season. Before you rely on this: Errors and Omissions Excepted. We produce this on a best-efforts basis. Do not rely on it as gospel. We take no responsibility for you if these dates are inaccurate. Some dates are a guess, sourced from Reuters but even…
SUMMARY Stock of the Day – Azure Minerals (AZS) Huge run. Slightly vindicated in MP1.Phew. The Magnificent Seven Reboot on Nasdaq coming. More from Dr Jones on Critical Minerals. Much more. On The Call today talking ten stocks. Another good video channel for rock watchers. SMALL CAP PORTFOLIO 2.45pm Update Nothing exciting. Caution ahead of…
This is the Australian Results Calendar for the upcoming results season. Before you rely on this: Errors and Omissions Excepted. We produce this on a best-efforts basis. Do not rely on it as gospel. We take no responsibility for you if these dates are inaccurate. Some dates are a guess, sourced from Reuters but even…
SUMMARY Leo Lithium (LLL) roaring ahead again. Patriot Battery Metals (PMT) – Questions answered. Delta Lithium (DLI) – Is it still a buy? On the Couch Podcast released. Focus on Critical Minerals. LRS Where to from here? Why ESG isn’t that easy. On the Call tomorrow. More housekeeping too. 3.00 pm Update Both LLL and…
