Skip to main content

Posts

Showing posts from October, 2023

DTR - A no-brainer

 On the face of it, DTR looks like a dead dog. It ain't. Right now, the share price is hovering around 1 cent which makes it extremely affordable. So what does DTR have? A gold mine, a strontium mine, strong indications of an excellent rare earth elements resource, a Board and Management team that believes so stronly in the business that they have a lot of skin in the game. The rare earths are particularly exciting as there is a whisper that the US military (yes, DTR opertes in San Bernardino, California) may move to nationalise all of America's rare earth supply as elements of critical importnce. And that will push the price up, and thus the share price os every rare earth producer. DTR is just a 5-minte drive from the massive Mountain Pass mine, and they are building, on-site, a rare earthsproceiing facility - so very limited trucking costs for DTR. The gold is substantial. There is a lot of it, and that will provide long-term income to the company. Gold is always good. The s...

BOT - Always Surprising

 So here's why I like BOT. Theere's the good and the bad, so it's a nice balance. First the bad. They screwed up with their FDA application for SB, their lead product. Yes, they were only minor mess-ups and easily fixed, but they simply should not have happened. The fix means about another 6-month wait before things explode. And this is great news for investors who want to get in on the action. Why should they? Because I am expecting to double my money after those 6 monnths. And that's not a bad return. It beats the banks and it beats the market. Now the good. Read the above and add this: The Board and Management team are all experienced and very knowledgeable (the mistake previously alluded to aside); There are more great products in the pipeline, and all they are waiting for is SB to get going to provide the capital for the next stage; and there is a strong possibility of a takeover by big pharma after the FDA approves SB (thishas been strongly recognised by the Board...