Recent content by djones

Tough to argue with their customer and cashflow growth. Unless they are selling the energy and equipment at a loss there has to be a point they become cashflow positive..the next quarterly will be telling. As a longterm, underwater shareholder though “next quarter” has been said a few too many...

LPE (top pick): energy retailer focused on strata/apartment units. Very consistent revenue growth since listing - should start to see operating leverage take hold and profit/cash building soon. MAH: engineering contractor which continues to win big projects and should win another huge one from...

SMN - been tipping it every year... is this the year? Structural monitoring for aeroplanes, has a deal with Delta/Boeing and awaiting final final final FAA approval. Director and managements first tranche of options vest at $2. CR1 - shell company with cash and some land holdings next to LEG’s...

Heres my picks for the year: EMC - power efficient wastewater treatment technology targeting China with excellent management and high profile backers. OOK - shell controlled by Faldi Ismail from Otsana Capital who have reverse listed the likes of CR8 and DTZ. Smart team and skin in the game...

Awesome work Wysiwyg!

Re: NDL - NeuroDiscovery Another good buy by Kyle Haynes wife last night, looking good for October!

Some great results out for CRB today at a very tasty market cap for new investors currently as well.

MLM - Metallica Minerals Limited "A Queensland multi-commodity resource development company, with direct major interests in nickel-cobalt, scandium, zircon-rutile and limestone, plus strategic investments in coal, bauxite, tungsten, copper, gold and rare earth elements." Its not often you...

GMM Just a reminder if you like to be in small caps before results, GMM has results due out tomorrow or friday (next week on off chance its delayed) for its Shoemaker project (1st stage rc drilling) which is targetting high grade iron ore and manganese. Also at any time in July or August we...

Mid July at the earliest. I am on board today, Potash next to China with extras such as Shoemaker thrown in as a bonus - great value!

Some great results listed by this little company yesterday: http://www.asx.com.au/asxpdf/20110620/pdf/41z9pc9c92sk2j.pdf High grades and shallow. Definitely worth looking into!

Here is the updated broker report from the recent site visit by the brokerage, new conservative target of 26cents: http://www.syndicatedmetals.com.au/reports/SMD_11May25.pdf

Encourage everyone to have a look into SMD, with over 3,700sq km of leases in the Mt Isa area covering two very prospective faults (The Barbara Fault and the main Mt Remarkable Fault). They have been hitting some very good copper grades and with AOH price skyrocketing this is the 'smaller...

I encourage you all to have a look into this very undervalued gold explorer over the weekend. Current resource of 977,000 ounces of gold, $4 million cash and a market cap of only $15 mil. Management have big incentive to increase resource to 1.5 million ounces. PXGO's a great buy at 5cents.

It will be a small institutional placement not a SPP. Question is what amount will it be placed at and what will the funds be used for.