Looking Ahead

 Well, the quarterly statements are all out and I have had some interesting reading, especially in relation to 1AI (I can't find a quarterly statement for IMC, it may be overdue and if that's the case there could be a short-term issue with the ASX).

The next round of quarterlies promise to be quite exciting across the board:
DTR should have a minerals update, or at least a preliminary mine plan update;
BOT will have the latest sales data out of Japan (that update is due any day now) along with how Korea and the USA markets are progressing:
IMC should be have some news about their Travelan trials (and yes, I communicated with management about using travel influencers to promote their product, and that is a big part of their approach with the US market0;
1AI looks to have exciting data coming online and the starrt of what could be massive steps forward.

All in all, an exciting three months ahead, followed by an election in November. And you can almost guarantee that the result will be contested and the ensuing fight will continue for some time. This will probably unsettle the US markets and that will flow on to other markets around the world. 

So, this quarter is a groovy one, the next one could be a bit of a struggle.

And that just means that there will be plenty of opportunity to make money (I am sure that the shorters are already planning to dive in heavily almost as soon as the next quarter results come out).

Just had a look at DTR depth and I see a note saying that the fair value estimate for DTR is 0.012, with the current share price at half that (0.006). I stand by my comments in the earlier post. DTR looks pretty good right now.