-
2019 picks $20 donated into the prize pool
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
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu
-
Member
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.
-
-
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.
By the way - it's upside_down, not upside_umop
-
Originally Posted by JBmurc
REMEMBER GUYS> If ASX comps players want to put their money where their mouths are on their 5x picks become a donator and put least $10 into the tin >
Prize payout(to those that enter + donate $$) - 90% to the Winner 10% runner-up (free entry to the two comp runners Wiz + jenny)
For 2018 > Payout=Winner $468!!!! -runner-up $52
the account>>> ASB- 12-3405-0035299-50 JBmurc cut-off date 23rd of January so get the gorse out of the pocket let those moths free and
get those picks in >>
I think some discussion has to be had - my thoughts 1st 2nd 3rd - wooded spoon.
Be aware of wizards, for they are subtle and quick to anger.
that not forbidden is mandatory.
Anyone but o'brien
-
Member
Originally Posted by duncan22
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)
GXY,AUZ,PLS,PO3,SRO
*Best Performing ASX200 2018
ALU, APT, BVS, IEL, SAR
https://www.fool.com.au/2019/01/02/t...x-200-in-2018/
*Dogs of the ASX200 2018
AHG, AMP, ASL, ORE, SYR
https://www.fool.com.au/2019/01/02/t...x-200-in-2018/
*Closed 2018 On 52-Week Highs
EVN, WAT, IKE, IFT, D20
*Closed 2018 On 52-Week Lows
SGP, PSI, ATL, ERA, TGO
*First 5 IPOs
CLB, RRZ, UWL, MPH, SPT
https://www.asx.com.au/prices/upcoming.htm
-
Originally Posted by wizAlvin
I think some discussion has to be had - my thoughts 1st 2nd 3rd - wooded spoon.
Yes more than happy to change the Prize pool payout for 2019 add in a 3rd and wooden spoon .. put your vote forward either stays the same 1st(90%) -(10%)runner-up
I'm guessing along the lines of 1st -80% 2nd-10% 3rd-5% woodenspoon 5%
personal I like the basic 1st - runner up format
Also don't forget only donators can win any of the prize pool
10x guys have donated so far will get names up soon
Last edited by JBmurc; 02-01-2019 at 03:47 PM.
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu
-
Member
quite often in competitions there is a random element to it, maybe a smaller prize to a lottery winner.
one thing we should do though is, amongst us, decide on a way of distributing prize money fairly early on in the year then writing it down as an addendum to the rules. it neednt be hard and fast from year to year.
-
on going ask if anyone has a FREE end of day ASX meta data source please.
Be aware of wizards, for they are subtle and quick to anger.
that not forbidden is mandatory.
Anyone but o'brien
-
Hello from Europe,
Cant get worse than last year!
Going to only include a few speculative companies from a diverse set of backgrounds.
FLC: Water treatment in china finally kicking off, stagnated last year as large promises of cashflows not delivered. Base well set for this year.
DAV: Huge potash resource in Germany, potential to drill only a few holes and get to indicated category.
NCO: New textile technology to be commercialised. Some traction gained this year, but actually heading towards agreements now.
SPZ: have been lucky with this one, lets see if I can get lucky again. Good business that has lost a lot of faith from the market, now undervalued.
VMY: lets see if there is a uranium bull market this year shall we?
“If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have the power to revoke at any moment.” ― Marcus Aurelius
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks