Next Investors

[Stockbailx]

Ran into Sum; fairly decent correspondence, just a few days ago and I thought talking about there stock picks, that are fully DYOR and well explained as to what are there reasons of Investing and adding to there Portfolio. After reading there E-Book on the do's and don't s of trading small cap stocks. I found it a brilliant in-sight into trading stocks and a luxury of learning and obtaining trading knowledge especially in the small caps sector, where most of us trade...

So on that note I promote this thread for discussing there stock portfolio and recent picks and of course your own, an excellent thread for DYOR...

If you haven't received an email from the NEXT INVESTOR. Please read and follow the link bellow. Excellent read and topics for beginners. Giving you the ability to obtain there research and be apart of there excellent due diligence..

https://stocksdigital-pdfs.s3-ap-southeast-2.amazonaws.com/NI-SmallCapStocks-e-book-final-version10.2.pdf

 

[Stockbailx]

Thought I'd be the first to be apart of this thread by talking about the latest Stock Pick Pentera Minerals... PFE

Pantera Minerals (ASXFE) is an early stage explorer about to drill for high grade iron ore right next to billion dollar iron ore producer Mt Gibson Iron (and all their infrastructure).
PFE just listed on the ASX this morning after raising $7.0M at 20c. PFE has a market cap of $13.95M (at 20c, undiluted), with an enterprise value of ~ $6.95M. trading @ 0.40c Today...

Its ticking all the boxers, with eight good reasons to invest and sounds like it would make for a good trade in the near future if not now.

Here is a quick summary - we will dive deeper into each point further down:

First drilling in the next few months - could drive a re-rating in the stock

High grade hematite (iron ore) - rock chip samples of 55% to 68% - these are good early signs. How much and how high grade will depend on upcoming drilling. High grades are good for beneficiation and direct shipping.

Right next to export facilities - no stranded deposit. 5km from deep water port and $1BN capped producer Mt Gibson Iron.

Takeover target? We think so, if PFE can successfully identify a high quality iron ore resource.

Iron ore is trading around ten year highs - increased likelihood of mergers and acquisitions during commodity super cycle.

Tight capital structure and low EV - Enterprise Value of $6.95M on ASX listing, with a big portion of stock in escrow (the majority of our holding is escrowed for 2 years).

One of very few Indigenous CEOs on the ASX -PFE has a strong relationship with the traditional land owners and has ESG credentials.

Ex Mt Gibson Exploration manager - he must know a good iron ore project when he sees one.

 

[rederob]

The most important sentence in @Stockybailz link is this:

"Above all, remember when it comes to small cap stocks – these are all risky investments, and you must only invest what you can afford to lose."​

 

[Stockbailx]

Well put . like everything else in this game, don't listen to others (hype) DYOR. Shows some good insight...But I quess it's also a BYO.

Interesting to see how there stocks pan-out. Could do with the intel..

 

[Stockbailx]

It's a game we all play. I mean PFE has just started and they make for reasoning as to why it's a pick. i mean started just very recently @ 20c and already its @ 40c. How long ago there IPO was established I don't know. But I can only get it on a 15min chart 1month..As stated it should progress well..

 

[aus_trader]

It's a game we all play. I mean PFE has just started and they make for reasoning as to why it's a pick. i mean started just very recently @ 20c and already its @ 40c. How long ago there IPO was established I don't know. But I can only get it on a 15min chart 1month..As stated it should progress well..

Holly smokes ! One of my Speculative Stock Portfolio picks is already in their portfolio of stocks. I just read their research report on the next gen renewable energy junior Province Resources Ltd(PRL) and they've touched on the same investment rationale for buying the stock, great to see

 

[peter2]

Easy to show how profitable we are by misplacing a decimal place.


Honest mistake no doubt.

S3 are upfront about informing readers that they make money by publicising their portfolio and providing favourable investment outlooks on the companies they invest in.

Exercise extremely conservative risk management please.

 

[rederob]

It's a game we all play. I mean PFE has just started and they make for reasoning as to why it's a pick. i mean started just very recently @ 20c and already its @ 40c. How long ago there IPO was established I don't know. But I can only get it on a 15min chart 1month..As stated it should progress well..

You can get free charts by the minute:

Details of PFE share structure and equity here.

 

[aus_trader]

You can get free charts by the minute:

Details of PFE share structure and equity here.

Good stuff @rederob , I use tradingview as well since only End-Of-Day data is available for local sites including brokers unless you pay premium data subscription fees !

 

[aus_trader]

Easy to show how profitable we are by misplacing a decimal place.

View attachment 128620
Honest mistake no doubt.

S3 are upfront about informing readers that they make money by publicising their portfolio and providing favourable investment outlooks on the companies they invest in.

Exercise extremely conservative risk management please.

Over a 1000% before it gets off the blocks !

 

[Stockbailx]

PRL Top Pick of the year for the year for Next Investor, whom they this, among other interesting points about PRL in their latest email. Up 500% from when they first picked it up. Sounds like it seems to want to travel North. Interesting to see how it pans-out in the coming weeks and so on. Had this to say;

Now the good news is…

...that PRL seems to be emerging from its “quiet execution phase” with Managing Director Dave Frances appearing a few times on the public relation trail with a couple of video interviews in the last 48 hours that we share below.Now we know that PRL has PLENTY of cash in the bank so they don’t need to do a cap raise, so the sudden flurry of videos might signal PRL is about to emerge from its quiet execution phase and start dishing out the news. We will see over the coming weeks.

To see if it makes for a good investment at This time; ( Bottoms Up ) Lacks Volume Consistency..

 

[Stockbailx]

We added our third investment for 2021 in Iron Ore Explorer Pantera Minerals (ASX:PFE), and we only have a couple of months to wait before their first drilling campaign in October.
There was a lot of trading when PFE came online but it seems to have since found a base around 35c to 40c. But we will know for sure next week as some traders may still need to leave the scene. We hope that in the lead up to drilling, the company can achieve the greatness of the band sharing the same name

88E had another great run this week and continues its more civilised gradual move upwards compared to its wild spike to nearly 10c and subsequent fall back to 2c in March.
While those who invested in and held 88E during 2020, when it spent the year at ~0.8c, are pretty happy with the current share price at 4.8c, 88E continues to be a polarising story online after some people got burned trying to trade the March spike

EMN’s share price looked pretty interested in moving up this week closing at 71.5c as the broader market catches on to the battery metals thematic — most battery metals stocks had a good run this week. A spin-off from VAL doing very well with its Lithium Projects. Producing battery metals for electric cars in Europe. EMN sounds promising.

BPM announced progress on our favourite of its projects (Lead-Zinc at Hawkins) that it plans to drill before December. We are holding a relatively big position in BPM and after an initial spike it looks pretty comfortable at ~35c for the time being. As always, we expect a run up in the lead up to drilling and are patiently waiting till then.

 

[Stockbailx]

Notice on VUL Branching out int the Big Leagues @ Germany, Europe;

Our 2020 small cap Pick of the Year and Zero Carbon Lithium rising star Vulcan Energy Resources (ASX:VUL) is no longer so small, and now looks set to get even bigger. VUL just announced that a 430 year old investment bank is going to list the company on the main German stock exchange, opening them up to huge amounts of new capital by providing access to German and European institutional investors.

This is a major step in VUL’s evolution to be a more German/European story which we think is a smart thing to do given that its project is located in Germany at the heart of the EU electric vehicle market.

Opportunity for new extravagant Investors, As VUL expands globally in a very successful market. VUL shares soared last week as they seem to have it all covered if your got the bicky's..

 

[Stockbailx]

PFE still climbing since inception, up 10% early this morning. shows a strong backing as it moves into operations in October..

 

[Stockbailx]

Our long held investment Tempus Resources (ASX:TMR) has FINALLY started drilling for gold again now that the 2021 Canadian summer drilling season is here.

TMR has now completed 14 drill holes...

FOUR of these drill cores have been submitted to the assay lab for testing of gold grades…

This morning the results are back for the FIRST hole...

The main intersection of the first hole was bonanza grade with 4.00 metres at 31.2g/t gold from 122m down-hole depth, including 1.50m at 52.1g/t and 0.50m at 72g/t gold.

 

[Stockbailx]

Los Cerros’ (ASX:LCL) giant gold system in Colombia’s prolific Mid-Cauca Porphyry Belt just keeps on getting bigger.

The region, dotted with many multi-million ounce gold deposits, has already delivered LCL significant gold hits at its Quinchia Project, where it aims to deliver a maiden Mineral Resource at the Tesorito South prospect at around the end of the year.

LCL yesterday announced further broad zones of gold porphyry mineralisation had been identified as it continues to expand the Tesorito South porphyry discovery and open up new areas for exploration.

LCL’s latest drill hole (TS-DH270, “hole 27”) has delivered further broad zones of gold porphyry mineralisation as it continues to expand the Tesorito South porphyry discovery and open up new areas for drilling.

LCL struck gold mineralisation at depth, with assay results from drill hole 27 featuring:

36m @ 1.01g/t Au from 116m; and

72m @ 1.00g/t Au from 188m; including 6m @ 2.05g/t Au from 254m.

This indicates that the deeper envelopes of gold mineralisation are still open and the system is much larger than previously thought.

 

[Stockbailx]

Back in April we wrote that nickel explorer Galileo Mining (ASX:GAL) had identified an EM conductor that showed similarities to Sirius’ Nova-Bollinger EM conductor that led to a $1.8 billion nickel discovery.

Last week we wrote that GAL had started drilling it.

GAL has the same team that was behind Sirius. Nickel is a key electric battery metal.

Today, GAL announced that the first two drill holes to test it’s Sirius-like EM conductor intersected massive sulphide mineralisation.

 

[Stockbailx]

AJX Making solid gains this morning on top of announcement of, UPDATE OF SALES of there Bio-Cool Products AJX certainly capitalizing on the market with gains these previous weeks. Just no stopping it at this time...

Had this to say;

After 12 months in “quiet execution mode” our long term investment Alexium International (ASX:AJX) appears to finally be ready for a strong year of revenue growth, market expansion and news flow.

Today AJX announced “strong sales” of its new environmentally friendly mattress cooling product - we will cover how this news helps progress our overall investment plan for AJX in today’s commentary.

AJX is a US-based company which develops and sells environmentally friendly advanced performance chemicals for flame retardancy and cooling, was first added to the Next Investors portfolio at 6.5¢ in March 2020.

Certainly a good investment, due to the exposer, they have in a demanding market...

 

[Stockbailx]

Our 2021 small cap Pick of Year, Province Resources (ASXRL) is aiming to develop Australia’s first renewable energy powered “Green Hydrogen” project in a proposed partnership with “keen to turn green” global energy super major Total.

After spending a fair bit of time trading sideways around 13¢ after raising $18M in May, PRL finally looks ready to move upwards again.

 

[Stockbailx]

Next Investor have a new Pick...

ASXXB​

DXB is a $46M ASX listed biotech company that has developed a treatment for inflammatory diseases, such as kidney and respiratory diseases.

DXB’s treatment for inflammatory kidney disease has passed Phase 1 and Phase 2 clinical trials and they just raised $20M to fund Phase 3 trials over the next 12 months - into potentially a billion dollar market.

In biotechs, a Phase 3 trial is the final phase of testing a newly developed treatment on a group of people before the drug can be approved for sale to the entire population. As a treatment for a rare disease, DXB’s drug qualifies for fast track approval for sale.

Passing these Phase 3 trials and being (fast track) approved to sell their kidney disease treatment is our main bet with investing in DXB.

DXB’s kidney treatment is targeting a $1 billion plus market if it passes Phase 3 trials. From there, DXB will either partner with a big pharma company to licence their treatment or it will get acquired.

DXB’s treatment also has potential applications for lung inflammation for symptoms of COVID induced pneumonia AND COVID respiratory complications.