Thanks again for sharing this! The Tungsten play for Andrada is under appreciated given the grades found at Brandberg West and how much more exploration there is to be done. Aterian crazy cheap right now.
Thank you again for a solid write up Charles, appreciate all the work, time and effort that goes into this. I have been reading up on a stock called KEFI that probability isn’t quite a 10 bagger. I feel the current share price is proving attractive and considering starting a position. Have you researched this stock, what is your general consensus if you don’t mind me asking
Thanks as ever Charles - so much good food for thought.
I think your "Bottom Line" section for me is really key and I'm trying to learn from its perspective in terms of how I allocate my more adventurous / high risk investments. Watering plants is a good analogy and I continue to understand its implications through some challenging learning.
Keep writing & sharing - I look forward to your articles.
I had my first 100x bagger last year DTR:ASX .. had 6x ———10x to 30x baggers since 2019 .. have sold early another 4-5 stocks that 10x bagged .. I love hunting out muti-baggers .. they need special ingredients.. but my thinking out of 10x potential muti baggers I’ll get 2x 100% right and see massive gains 3x will gain but not reach my muti-bagger targets .. 3x that will flatline year later with modest gains to losses and 2x that will massively disappoint.. now what I do is positional trade as no one has a crystal ball so some stocks I sell-down if I feel negativity on updates .. others I add on the way up .. you get what effort you put in .. for me it’s 50-60hrs+ pw .. and a strong network +Ai .. goal to reach USD$6mill net worth within 2yrs(50yrs old) I’m more than half way there
Just wondering ......in your disclaimer you say this "We may be financially motivated to cover these stocks." Does this mean you may have been commissioned by the company to write up that particular company ? Or does it simply mean you may own the shares personally ? and would thus benefit from any upward price movement . Or indeed both apply ? It would be useful to know so that I can risk weight your stock opinions accordingly . I very much enjoy your work but would risk weight the former and the latter differently in making a decsion to buy into the stock or not as well as my own opinion factored in .
It can mean slots of things - that I hold a position, that an investor has asked for a favour and I like the company, sometimes I've taken fee shares with a lock-up, that it just looks attractive at that point....or whatever. It's just boilerplate so you know it's not financial advice.
I make more money with blue chip work, this is more of a passion project and I only work with companies/people I really like on a personal level and think will do well. There is some risk though.
For reference, portfolio rose >110% in 2025, but several stocks fell sharply. These are ideas, not advice.
Thanks again for sharing this! The Tungsten play for Andrada is under appreciated given the grades found at Brandberg West and how much more exploration there is to be done. Aterian crazy cheap right now.
Have you had a look at East Star Resources?
Should add a thank you on kendrick (got nervous and sold out on the way up)... a mistake!
Never a mistake to make money. Yep, looking at East Star but in the pipeline not imminent.
Thanks for this! You don't see Jubliee in this 10-bagger category?
Doable but not a microcap.
Thank you again for a solid write up Charles, appreciate all the work, time and effort that goes into this. I have been reading up on a stock called KEFI that probability isn’t quite a 10 bagger. I feel the current share price is proving attractive and considering starting a position. Have you researched this stock, what is your general consensus if you don’t mind me asking
I think a very good bet now but all in the execution and building a mine is never straightforward.
Thanks as ever Charles - so much good food for thought.
I think your "Bottom Line" section for me is really key and I'm trying to learn from its perspective in terms of how I allocate my more adventurous / high risk investments. Watering plants is a good analogy and I continue to understand its implications through some challenging learning.
Keep writing & sharing - I look forward to your articles.
I had my first 100x bagger last year DTR:ASX .. had 6x ———10x to 30x baggers since 2019 .. have sold early another 4-5 stocks that 10x bagged .. I love hunting out muti-baggers .. they need special ingredients.. but my thinking out of 10x potential muti baggers I’ll get 2x 100% right and see massive gains 3x will gain but not reach my muti-bagger targets .. 3x that will flatline year later with modest gains to losses and 2x that will massively disappoint.. now what I do is positional trade as no one has a crystal ball so some stocks I sell-down if I feel negativity on updates .. others I add on the way up .. you get what effort you put in .. for me it’s 50-60hrs+ pw .. and a strong network +Ai .. goal to reach USD$6mill net worth within 2yrs(50yrs old) I’m more than half way there
Just wondering ......in your disclaimer you say this "We may be financially motivated to cover these stocks." Does this mean you may have been commissioned by the company to write up that particular company ? Or does it simply mean you may own the shares personally ? and would thus benefit from any upward price movement . Or indeed both apply ? It would be useful to know so that I can risk weight your stock opinions accordingly . I very much enjoy your work but would risk weight the former and the latter differently in making a decsion to buy into the stock or not as well as my own opinion factored in .
It can mean slots of things - that I hold a position, that an investor has asked for a favour and I like the company, sometimes I've taken fee shares with a lock-up, that it just looks attractive at that point....or whatever. It's just boilerplate so you know it's not financial advice.
I make more money with blue chip work, this is more of a passion project and I only work with companies/people I really like on a personal level and think will do well. There is some risk though.
For reference, portfolio rose >110% in 2025, but several stocks fell sharply. These are ideas, not advice.