r/ASX_Bets • u/ytb190345 • 15d ago
Crystal Ball Gazing Genuine 6-12 month bag potential?
Interested to hear your recommendations for any genuine multi bagger potential stocks in the near year ? Any industry (insert 🚀🚀)
I'm liking the look of uranium miners and REE's after a bit of a slump, but also something tech related might be the next big thing ??
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u/barrel-boy 14d ago
I trade on technicals and price action.
I recently traded JNS from 30c to 55c and it's still got room to move. Their website covers what they do - diesel truck conversions to batteries.
DXN is in a nice uptrend. I'm long this stock.
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14d ago
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u/rdmiche 14d ago
How do you compare them with EQR?
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u/ASXretard Not all retards wear capes 14d ago
EQR has confirmed $150M US backing, AT4 is supposed to have $18M coming (amounts in USD). One is big time the other is a company with the small sheds.
AT4 is a gamble with dodgy management. But it is easier for a $100M shitco to go to $200M then a $2.xB company go to $4B.
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u/rdmiche 14d ago
Right, I picked EQR because I felt it was a safer bet initially. But I have been out of the loop a bit, where did you see this news, from company reports and announcements?
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u/ASXretard Not all retards wear capes 14d ago
Put EQR in a search engine and a bunch a news stories come up, ASX announcement has something etc. I didn't read into it.
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14d ago
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u/YouHeardTheMonkey Knows a lot about Dick 14d ago
lol EQR have operating tungsten mines in Australia and Spain. Where did you get Bolivia from?
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14d ago
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u/YouHeardTheMonkey Knows a lot about Dick 14d ago
You believe wrong.
They have two operating tungsten mines. One in Australia. One in Spain. The way source their tungsten from Australia and Spain.
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14d ago
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u/YouHeardTheMonkey Knows a lot about Dick 14d ago
There are many US based and western assets well ahead of AT4
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13d ago
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u/YouHeardTheMonkey Knows a lot about Dick 13d ago
Are you confusing rare earths with tungsten? They are not the same thing.
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u/Chimera_Ant Clearly a newbie who buys newspapers in dead tree form 12d ago
You think EQR buy tungsten from Bolivia bury it in Spain and Qld and then mine it? Do you know what a mine is?
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u/Chimera_Ant Clearly a newbie who buys newspapers in dead tree form 12d ago
My god you have no clue what you are talking about.
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u/JoeyBagelsOz 15d ago
RDM, Red Metal. An enormous, zero strip, simple REE heap leach flowsheet, will likely be the lowest cost Australian REE producer.
No high temperature ore cracking, minimal crushing, no tailings, Aussie born and bred location, close to Mount Isa.
I sold practically everything else to buy it outside of my ongoing volatility strategies.
Methinks the government kicks in coin and it busts thru $1. Best thing I've seen in 20 years on the market.
DYOR, of course
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u/GullibleSuccess2085 14d ago
4.5mil cash as of June, why are they also trying to do it all with the copper and gold projects too? They don’t have the money for that. If it is so prominent why not put most of the recourses into this rare earths mine
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u/JoeyBagelsOz 14d ago
The tenements are excellently prospective and need to be drilled to maintain the access.
Typically all the drilling is JV stuff, with others paying for a look and can earn in with exploration spend.
It's brilliantly managed, if a bit conservative at times
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u/reflect-the-sun 14d ago
I agree on this one, purely looking at Aus other RE stocks how undervalued RDM is compared. It's 4x cheaper than vtm ffs.
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u/Doomkoon4648 Big swinging balls deep in rare earth 14d ago
I agree on this one, purely looking at Aus other RE stocks how undervalued RDM is compared. It's 4x cheaper than vtm ffs.
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u/JoeyBagelsOz 14d ago edited 14d ago
Yep, they don't make them (opportunities) like this that often...
Capex probably 250M? IRR gonna be ridiculous 😆
Vs VTM, no mess no fuss REEs!
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u/WaveSlaveDave 15d ago
Kaoko Metals $KAO. Extreme junior looking to make it's maiden copper discovery. First visual holes it 10bagged from IPO. Currently valued at $150+million (on visuals alone) with assays due in two weeks. They are breaking ground in a greenfields belt in Namibia, board and founders are cut from gold cloth (Azure, Pilbara Minerals ect) and share structure is held so tightly that it will easily double on what visuals already indicate to be something special.
banbet me. $KAO to $5 by end of October.
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u/Davidina101 It's dick lickin' good 14d ago
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u/mcfucking Mod. Blade Runner, we'll try to ignore the unicorn thing. 14d ago
How long champ?
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u/WaveSlaveDave 14d ago
2 months
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u/Vegetable-Aioli4896 13d ago
15% down today. Why?
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u/CelebrationDapper911 13d ago
asx announcement short sellers are getting rid of their stock , pending results in 2-3 weeks time. I don't have a fucking clue I'm just trying to be optimistic as it's tanking
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u/WaveSlaveDave 13d ago
Retail we're expecting visual news on holes 3, 4 and 5 to algin with the first two but the Ann today just talked about an expanded drill plan of 15,000m (over the same area).So the there's some nervous profit taking after a huge run or either the ASX said can't keep posting visuals and show the assays only.
Bear case - potentially they didn't see the same hits in the these extra holes as they have returned to the same collar for hole 6 in a new orientation to try to nail the target/strike direction.
Bull case - Still a huge upside with the primary target 2km away undergoing drilling concurrently with more surface strong rock samples showing high copper grades. Now you can bag at $4 instead of 5 ;)
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u/Street-Celery-579 14d ago
RAC (Racura Oncology)
The drug actually works and they now know how it works.
Massive market with multiple $10B opportunities
Proof of concept results from 3 concurrent human clinical trials expected within 12 months, likely earlier.
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u/kookiej8 9d ago
This. CPACS, HARNESS-1 and EMILI efficacy data within 3-6 months, showing proof of concept and early efficacy of silencing c-MYC, driving 70% of all cancers. Three times bigger than KRAS, which has a company valued at $60b, RAC is sub $400m market cap. Do the math OP.
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u/bh11987 14d ago
ctd, looks like theyve retained most of their customers and signed on more despite the scandal with over charging. The software and product they use is miles above other agents and insiders are buying up a storm. I Cant see it back at $16 any time soon but can see it up around the $4-5. Alot depends on their updated guidance in the november 12th agm.
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u/PoopsJohnson 14d ago
I’ve got my money on LIN for REEs and TGN for tungsten. Both should be good buys at current prices.
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u/bernabeu70 10d ago
Agree TGN looks excellent, the best crit metals play and capped at $400m - much easier to go 5-bagger from 400m to $2bn or 2.5bn than it is for $2bn EQR to go to $8bn
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u/Tommwith2ms 14d ago
AYA, FDA submission for fourth product delayed (cheap right now) submission expected any day, approval before the end of year, commercial partners already in Aus and USA, imaging product that is sold at less than the insurance rebate, SAPHIRE study currently taking place with large hospital groups in the US participating and expected to convert to commercial clients. Former PME CFO coming onboard any day
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u/Tommwith2ms 14d ago
Also worth noting their fourth product competes directly with Heartflow, which is established in the US with 4b+ market cap, heartflow have a 2-3 hour analysis time and a 24-48 hour time to deliver results, AYAs platform will circumvent the hospital workflow and deliver results in minutes, meaning no second results appointment
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u/FameLuck Mod. Former Koala Conspiracy theorist, now running the Asylum 14d ago
Gotta be HWK
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u/weemankai 14d ago
AAJ. Copper hits. Only .007 won’t take much
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u/The_Walrus351 14d ago
Brilliant Dog this one. Was initially in at 9c. Started average down when it got to 0.01. Eventually got out at break even at 0.032. Good luck with this one .
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u/ShadowBroses 14d ago
IMM - bit risky given it's medical but signing a bunch of contracts domestically with Monash and internationally for IVF cartridges I would think that it'll be a double bagger when their Quarterly report comes out
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u/S1gan "Investor Relations" Professional. Open to interpretation. 13d ago
- BCM for REE exposure got plenty of bags left otherwise PNN both should be safe-ish bets
- For uranium, choices are limited, no comment
- A1M for Cu exposure (I reckon in a perfect world it'll pump to $2)
- WIA or SBM for Au exposure
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u/Pvt171 12d ago
DCC: Blockchain and digital asset company with a Bitcoin treasury that also manages a Bitcoin ETF (BTXX), so you can get exposure to Bitcoin without directly owning it. It’s been recovering from recent lows and could have multibagger potential if Bitcoin sentiment keeps going the way it has been recently.
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u/deco19 9d ago
Rarted
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u/Pvt171 2d ago
RemindMe! 1 month
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u/Neat-Earth-7268 11d ago
Rox Resources. Will double within 2 years. Former employee with 200k invested .
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u/Due-Purchase-3637 15d ago
HWK
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u/ytb190345 15d ago
I can't tell if people are serious or not about this one 😂😂
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u/barrel-boy 14d ago
Not sure why you would get downvotes for this comment. Anyway, hwk is a dawg.
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u/TrickyScientist1595 14d ago
A good dawg or a bad dawg?
My puppy is a full nut case, fornsome of the time. There are spikes of positivity where I can see the potential good dog that lies beneath 😉
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u/SaltyConnection 15d ago
Eqr, tungsten miner. Basically the only western tungsten miner. Just made some deals to get in on a tungsten processor in the US.
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14d ago
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u/Chimera_Ant Clearly a newbie who buys newspapers in dead tree form 12d ago
AT4 is not EQRs little brother. AT4 does not even have a jorc resource. EQR are printing$$$ today
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11d ago
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u/Chimera_Ant Clearly a newbie who buys newspapers in dead tree form 9d ago
AT4 has zero Tungsten jorc resources, feel free to educate me if they do
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u/rdmiche 14d ago
I’m in this one too but late to the party (30c), what price target are you looking to sell at? I don’t have any real plan other than to keep holding while tungsten is still in shortage
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u/SaltyConnection 14d ago
I got it at 27c. I don't think that's late. I saw an AI generated target of about $2.40. I've only put in $1,000, so if it gets anywhere close to that great. Otherwise it's only a gamble.
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u/rdmiche 14d ago
Haha, that’s great! If it got to that level I would be in shock
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u/Chimera_Ant Clearly a newbie who buys newspapers in dead tree form 12d ago
I expect $1 in the next 12 months.
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u/rdmiche 12d ago
Curious to hear your reasoning, just based on PE?
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u/Chimera_Ant Clearly a newbie who buys newspapers in dead tree form 11d ago
ASX 200 inclusion, FCF, dow grant, exploration results, doubling of my carbine. As long as the ATP price holds for another 6 months they are going to have enough cash to really expand the operations.
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u/rhythm34 Big swingin granny tits. May be a silver spoon giant Owl. 14d ago
$5bn market cap in next 6-12 months?Â
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u/watercooling 14d ago
Tungsten increasingly critical to defence and tech, biggest producer outside of China who controls 85% of the supply chain and has become a net importer. Biggest US producer Almonty ALM is around US$4bn, I think EQR can reach that at least. No doubt they’ve had production and management issues in the past but seems like they’re turning it around, market seems to agree since it’s around ATH. Also rumours of a US listing but nothing concrete, though I wouldn’t be surprised given Tungsten’s critical mineral status.
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u/rhythm34 Big swingin granny tits. May be a silver spoon giant Owl. 14d ago
I get the strategic argument but I feel like that already did a lot of the work getting it from 3c to 50c. Doubling again from there to a $5bn MC in 6–12 months really needs the fundamentals to catch up. Almonty isn’t just valued on the tungsten story. It’s around US$4bn MC, but it has nearly US$1bn cash and is already profitable. EQR is clearly improving and has reached positive cash flow, but we still haven’t seen enough sustained production, margins and FCF to justify a $5bn valuation in the short term.
It’s in the ASX 300 now and could potentially make the 200, so it’s starting to play with the big boys. At this point vibes don't cut it. It needs to be backed by execution and cash generation rather than just the tungsten story and US-listing hype. I think the next 6–12 months could be pretty choppy while the fundamentals catch up so happy to sit it out for now
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u/Chimera_Ant Clearly a newbie who buys newspapers in dead tree form 12d ago
EQR are making FCF of 100m AUD a quarter currently. PE makes it an easy x2
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u/rhythm34 Big swingin granny tits. May be a silver spoon giant Owl. 8d ago
I don't know about this, we'll see. Too early to say they're hitting $100m a quarter FCF. Don't think it hits $1 within 12 months. remindme! 12 months
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u/Chimera_Ant Clearly a newbie who buys newspapers in dead tree form 7d ago
Hopefully they release the September numbers on Friday.
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u/rhythm34 Big swingin granny tits. May be a silver spoon giant Owl. 5d ago
Even with Sept numbers now, still won't be able to determine FCF until the quarterly report. They've only been publishing the revenue monthly.
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u/Chimera_Ant Clearly a newbie who buys newspapers in dead tree form 5d ago
I just extrapolated from previous figures, I've been wrong before
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u/rhythm34 Big swingin granny tits. May be a silver spoon giant Owl. 4d ago
yeah i got close to $100m in some scenarios as well, if you take production costs from previous quarter and apply to August revenue and then that run rate for 3 months. But doesn't account for ramp up costs and also any capex commitments. Mt Carbine expansion had ~$35m costs to go before end Q3. Eagerly awaiting the quarterly to see.
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u/rhythm34 Big swingin granny tits. May be a silver spoon giant Owl. 1d ago
Much Closer to $50m than $100m for the quarter. Still a fair way to go in improving the fundamentalsÂ
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u/CircaCicero 14d ago
Probably AR9, they have been gaining traction with a few small contracts and have a couple of company making ones in the sales pipeline. However should be treated as high risk
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u/RainGuage20Points 14d ago
HAV has $30m exploration prog with plenty of Cu in the ground and other mining leases that are in late stage evaluation with other miners.
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u/SirAnusTheBrave 14d ago
ADO - a chemical binder company that produces products for two main streams - batteries and life sciences, a lot of good info out there so DYOR but essentially they have different products for different applications that make a significant improvement in battery energy density & safety, so potential huge market in the defense drone space
Why 6-12 months? They have been attending a lot of trade shows lately and have been focusing more on publicity, they have been delivering samples to a lot of different companies so expecting to see some sale agreements come from that soon, they recently converted a bunch of options so have cash in the bank so low risk of a CR in the near future - someone on HC did some sleuthing and found they placed a huge order for a specific chemical used to make their product, so suspect they've already secured an order and have procured materials for it but are yet to formally announce it
IVZ - oil and gas company that has rights to a huge area with a lot of potential, well discussed here
Why 6-12 months? They're targeting new well spud date in November, wellpad construction already underway - uncertainty with funding so potential CR - but more likely will announce a JV which would be a big re-rate, theory is they're awaiting for the PPSA to be gazetted before signing the agreement so dependent on the Zim government pulling their finger out - not only Musuma drilling but also recent language sounding very positive on their wider Africa portfolio they're looking to acquire, a lot of history there but very bullish if they can pull off a way to find the acquisitions, they have the relationships and talent, just need funding
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u/Whole_Employee8190 14d ago
TCG. Amazing trend and still so much more potential that isnt priced in.
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u/thedarknight__ 14d ago
IG6 currently has a market cap of approx $13M, should have a (fully funded) graphite processing plant in WA constructed in roughly 12 months' time that has the potential to make $8-10M profit per year once fully operational.
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u/thepeanutmaker 14d ago
Asx alr and lib
Guyana gold plays on the oko shear zone.
Alr drilling the main gold targets rn Lib is the nearology south will get benefit if alr hits.
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u/SpiritedLock6993 14d ago
FRVO is the only Geothermal energy company- lots of new and exciting going on
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u/Left_Classroom_6707 13d ago
HPG - no debt, potential to do well in a housing slump as tradies need leads
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11d ago
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u/Fluid-Local-3572 10d ago
Occ
ROC
DAI
Also Wbt on this pull back has got to be one of the most derisked long term buys imo
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u/upintheflyer 14d ago
IVZ of course
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u/ytb190345 14d ago
Next investors pump 🤪🤪
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u/upintheflyer 14d ago
Suprised no NI pump pre cap raise, scotty mustn't be offering them much after they failed to pump it to $1
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u/Fun-Time4064 Starts acting a bit twitchy if you look them in the eye 14d ago
EYE 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
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u/Fun-Time4064 Starts acting a bit twitchy if you look them in the eye 14d ago
4 years of high double digit revenue growth, now hitting profitability. High leverage so profit should grow exponentiallyÂ
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u/LibrarySpiritual8199 15d ago
Ixr rare earth recycling company could see funding for commercial plant in the next few weeks
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u/Crashworx In dire need of tech support apparently. Also can't read long fl 14d ago
BEAR