2023 ASX End Of Year Stock Picking competition

[RRR]

Thank you Wiz

IVC
OFX
AT1
HMY
SHL

[JBmurc]

Yes that time of year trying to narrow down my picks to 5x >> 2022 Cy was a cracking start of the year for me ... sadly APIL onwards 2H22 hasn't been anywhere as good as to why my 22 pick had a ripping start to tale off >> O&G lithium was explosive ... GOLD woeful ...base metals lost much of their momentum during the year ..

Still think we are moving into the 2nd stage of a Commodities BULL market after major breather during 2H22... some my picks follow this thought ...

#1-MAY----O&G monster discovery 6Bill+ appraisal well commencing during the 1H23 ..

#2-LRS----Lithium , Halloysite/kaolin REE ,copper .... great project has has great run 1000%+ over recent years but much more to come..

#3-BSE---- Mineral sands--HM REE - cashflow king Vs cap ... Toliara project approval will be a game changer for the SP .. should happen 23Cy

#4-AEE--- recent spec purchase U308,Vanadium ..Global energy demand forecast to increase 200 - 300% by 2040..... makes sense we could see price spike in energy minerals....maybe next year ???

#5-ITM -- GRAPHITE . REE


so as you can see .... nil GOLD picks first time since ASX comps first started years ago ... so prob GOLD will have a cracking good year ... I do hold NAE but so hard to pick only 5x so my >>>>

JBMurc guest picks

NAE
AHQ
CE1
POD
CNB

Many thanks for the efforts Wiz .... I do have your bank account will flick you some coin during the year for the efforts

[troyvdh]

JB...good man.

[Sous87]

Hi Wiz I’d like to join in this year if I may.

IXR - when mining licence approves these guys will have their doors kicked in with US and EU demand. Not only that but also developing the tech that separates the REE, very exciting.

MAY - what JB said!!

VR8 - Small cap Vanadium, but great DFS, really needs to kick on with Offtake agreements and financing but 23 could be their year especially if VFRB’s attract more attention.

ITM - Exciting graphite prospect.

AS2 - 25 fingers in 20 pies, very active Company, absolute long shot but every deck needs a point of difference!

[pedro.nz]

Many thanks Wiz for all your efforts - much appreciated.
(Also agree with comments re adjusting for dividends - methinks it's not worth the effort)

My picks are as follows...

DXB
E25
MAY
IGO
PLS

[nomis]

1 - AVZ
2 - BRN
3 - CBA
4 - MAY
5 - LRS

Thanks WIZ

[clearasmud]

FYI.
HMY.
JRL.
SMI.
VR8.
Thanks Wiz.

[wizAlvin]

to date :

Apostle 95 : 2022 tickers


apostle95:1,1,ADV,0.011,0,1,20220104,go,0
apostle95:2,1,CZN,0.038,0,1,20220104,go,0
apostle95:3,1,HUM,0.92,0,1,20220104,go,0
apostle95:4,1,HLX,0.016,0,1,20220104,go,0
apostle95:5,1,PAN,0.27,0,1,20220104,go,0

Jay : 2022 tickers


Jay:1,1,ACF,0.465,0,1,20220104,go,0
Jay:2,1,AVZ,0.79,0,1,20220104,go,0
Jay:3,1,QPM,0.17,0,1,20220104,go,0
Jay:4,1,LPE,0.15,0,1,20220104,go,0
Jay:5,2,SXY,4.61,4.65,1,20220104,CASH,0
Jay:5,2,MAY,0.085689061,0,2,20220530,go,0

Aotea : RNU,BRN,LRS,TLG,ARU
Percy : ACF,DDH,JYC,XRF,XTE.
duncan22 : Flc,lpe,ccg,ubi,trp
Paddie : BLU,EXE,MAY,NWE,MEK
gmatt : CNB,GBR,HMX,IKE,SKO
RRR : IVC,OFX,AT1,HMY,SHL
Jbmurc : MAY,LRS,BSE,AEE,ITM
Sous87 : IXR,MAY,VR8,ITM,AS2
pedro.nz : DXB,E25,MAY,IGO,PLS
nomis : AVZ,BRN,CBA,MAY,LRS
clearasmud : FYI,HMY,JRL,SMI,VR8


Percy Guest : AER,ATP,,CNW,HMY,KNO,
Jbmurc Guest : NAE,AHQ,CE1,POD,CNB

[wizAlvin]

Please note : Feel free to change your picks any time up until end of year.
ALSO please note - if you need some extra time into next year for reasons - let me know please. i do understand seeing the various crisis events about us.
regards to all.

[Paddie]

Hi Wiz,

EXR Elixir Energy (not EXE)

Many Thanks
Paddie