Thanks for running the comp again.
My picks are:
CSL
CTD
DDR
FID
SEK
Printable View
Thanks for running the comp again.
My picks are:
CSL
CTD
DDR
FID
SEK
To add a bit more interest to the competition this year I think we should add any “experts” picks and other interesting selection methods to see how they track against us.
Here’s a few ideas:
*Claude Walker
XF1, MWR, ALC, EOL, PME
https://www.yourmoney.com.au/busines...ntial-in-2019/
*Most Shorted Stocks
JBH, SYR, GXY, ORE, ING
https://www.shortman.com.au/top
*The Big 5
CBA, BHP, WBC, CSL, ANZ
https://www.marketindex.com.au/asx300
*Hotcopper Top Discussed (31st Dec)
*Best Performing 2018
*52-Week Highs (Top 5)
*52-Week Lows (Top 5)
*Forager Top 5
*Pie Funds Growth Top 5
*Pie Funds Growth2 Top 5
Thanks for running the comp ........ my picks:
AAD
BRL
PAB
RLE
STO
My picks
AOG
FXL
PGC
NKP
AJX
All equities presently held. Thanks for running the competition
Thank you WizAlvin for a great job in 2018.
APT
APX
ALU
XRo
A2M
I see AAD have been removed by the ASX ....... can I have WHC instead ........
BRL
PAB
RLE
STO
WHC
thks
A2M More to go here
BNO Having another try, now off a low base
SM1 The same as A2m
WBC I am sure that banks will survive a massive correction if it eventuates
XRO Probably because that is where I will end up at the end of the year.
I don't hold the last two. Overweight in 1 and three. Less than ten grand in 2.
Thanks wiz and Jenny.
Money to come. Just waiting on the final results for 2018. You never know.
Slight update:
CMM - Gold play trading at 6.8c, major shareholder just turned down 11.4c takeover offer
NTC - undervalued telecommunications equipment provider, takeover soon imo
LPE - energy for apartment units
SMN - structural health monitoring for airplanes
UBI - test strips for medical devices (below their soon to be cash backing)
My picks: EVN... {healthy looking gold producer}
GOR..... {gold production starting this year}
SAR {similar to EVN}
AZS {silver explorer in Mexico}
AC8 {medicinal cannabis}
Heavily weighted to precious metals as they are inversely related to the US$ index. I am betting on the US$ index falling for a number of political reasons.
I will put my money where my mouth is :) and contribute $10 to JB's prize fund at 12 3405 0035299 50.
Right ... finally, think I've got my 5 picks down most Bullish on Gold .vanadium-Aussie east coast gas(much the same as 2018) ... my picks follow this >>
IRC-GOLD WA Kal -Gold explorer & developer - 1moz+ resource 1H19 target .. in the merger agreement with MRP will give new company Large prime Gold permits nearby (one area surrounding KAL Superpit) -many major miners within trucking distance-Vanadium interests
EAR-GOLD-Soon to be WA Gold producer NST largest S/H promising exploration upside-
WWI-GOLD High risk high reward- South African nano-cap play will surpass 4moz Gold resource ,Pilbara assets surrounded by RIO in recent buy-up that has true 10x bagger potentional for 2019 Gold Bull-
RLE-Gas east coast Aussie - High gas resource to marketvalue Vs peers ,all anns to date point to positive flow rates from lastest twin well program .. MOU with STO -- offtake Gas agreement to fund 6mill development. HUGE demand shortfall inplace for east coast gas export trains , domistic gas under pressure
TMT-Vanadium- High Grade project DFS should bring major Chinese interests to the table ..
All takeover targets IMHO nano-micro caps values
Resources with copper and Biotech for me this year. My picks are FAR, RXS, XAM, MSB , AML. , I'll put $20 in the pot. Thanks for running this.
Arv, brl, rle, sgc, wwi
Gidday,
AVL - Spec Vanadium play.
BUL - Spec CSG average play. Some interest may result in their NT permits too.
CTP - I have bucket loads of these. Set to triple contracted gas sales any day...will be producing most BOEPD/EV of any stock I can find by a wide margin with multi TCF drilling target of Dukas by farmin partner Santos in Q1-Q2.
OEL - Been hammered on this one! It's trading down 50% on a few months ago after a couple of uneconomic drills and obviously the oil price meltdown. I think oil will recover at some point during CY2019, and OEL has leverage to this. A lot of more drills to come too.
RLE - Spec CSG play. Will they hiss gas in CY2019?
I've kept a relatively strong oil theme but dropping out some plays from last years comp - reasons below:
BRU - They keep disappointing and I just think Ungani is a difficult field. While they sold 50% of the field at a good time with good cash now in the bank...they have a large corporate overhead and rarely achieve what they set out to do. Some big targets in 2019 that have been in the works for years. Could be a game changer...but could equally be disappointing. Will watch from the side lines. I reallocated funds to CTP.
HZN - I sold out when they had trouble with their PNG permits. Was lucky enough to lock in some solid gains over 18 months. Strong oil business but I think they have held up probably too strong relative to other oil companies in this recent downturn...esp given their high net debt position. I reallocated funds to CTP / OEL.
FDM - Highly leveraged US shale play. Will FDM be a victim if oil prices stay too low? They have a continuous drilling program and need higher oil prices to make each marginal drill work economically.
SXY - It's come off it's highs a fair bit (down nearly 50%) but they will be spending a large amount of capex over the next year and probably enter a net debt position without increasing production materially. I believe the market will reward production over / investment this year for SXY.