One member made a very sensible suggestion for a Biden Basket. A basket of ASX stocks that could benefit from Biden . Very sensible suggestion. I watched Jokin’ Joe on CNBC this morning. He was almost looking Presidential. The new agenda is likely to include stimulus spending and investment in multiple areas of the economy,…
Rare Earth Part 2 Last week I wrote an article highlighting the rare earth sector. The main focus was naturally in Lynas (ASX: LYC) and it was good to see the stock doing well yesterday plus the other stocks that I talked about. Greenland Minerals (ASX: GGG), Armour Residential (ASX: ARR) and Avino Silver & Gold Mines…
Rare Earths Part 1: Someone is going to pay for this. Cold War 2.0 sees a new front emerge. Donald Trump has shrugged off CV19 in the space of days. Something that will only add to his aura for his supporters but apart from his return to health, and the theatrics surrounding his helicopter landing…
This week we look at a speculative battery technology stock that has enjoyed (if that is the right word) a volatile run on the ASX in recent weeks. Now the dust has settled from the much-anticipated Tesla Battery Day, its time to have another look at Novonix (ASX: NVX). What does NVX do? The company is…
There are not many ways to get involved in the hydrogen business on the ASX, however, one that springs to mind is Hazer (ASX: HZR). Plenty of talk at the moment on hydrogen and alternative renewables, especially after Elon Musk and Tesla (NASDAQ: TSLA) held their battery day. Nikola was in the hydrogen business. HZR…
It is interesting sometimes to look back at momentous turning points. For us, that was late March. I thought it would be a good idea to have look back at my March ramblings in Henry’s Take especially on small caps and the overall strategy of the team.
