Skip to main content

Posts

Showing posts from September, 2024

Underwhelming

That's how I would describe the latest BOT presentation: Underwhelming. Yes, we sharehollders have no idea what's going on at the companay level, in fact, all we get is history. But, given that they had all this extra time available to them, there seems to be a disconnect between their promises and their achievements. And it looks like the market agrees. Let's look at the recent past: September 2023 - FDA applroval expected, but not granted due to a coouple of issues with the instruction sheet. The company said: That's actually okay because we don't want to lauch across Christmas when there will be extra salary expenses for us and it will be winter. We will go for July and hit the ground running then. Next FDA approval date was July 2024. BOT spent its time correcting everything to the FDA requirements and "putting all the pieces into place". July 2024 - FDA approval granted. Immediately a cash raising was announced, and this stifled any possibility of sha...

The 17th

 BOT continues to create higher highs and higher lows ahead of the webinar on Tuesday the 17th of September. After that, there could be a nice jump and then a steady, slow climb as we count down to the first sales data out of the USA *hopefully, early in the first quarter of 2025),

I Didn't Expect That

 Wow. I didn't expect DYL to drop quite . Ilike that. But then again, I didn't expect the Federal (Australian) government to come out so strongly against nuclear power. And that's what I think this drop is about... a short-term political blip. Worldwide demand for uranium remains high and will only get higher, which indicates that DYL has a solid future of growth ahead.

My Take on DTR

 Despite me saying that there was a good profit-taking opportunity with DTR about a month ago (and there was), the company remains, in my opinion, a good long-termer. Right now the share prices is 0.5 cents, and many see that as a high risk buy. And it is (let's get real). But it's also very heap. So if you adopt the "add 20% to the price and then sell" approach, these shares are a great opportunity to do that quite quickly. However, tehre is something else to look at with DTR... Their corporate presentation (released on July 24 2024) has lots of interesting data, but page 12 (since retracted after instruction from the ASX) lists some timeframes that give a clearer overall picture. Ther will be a little bit of news this year in the form of a resource update, and that is expected to grow by almost 50%. That's one catalyst for a share price increase, especially with the price of gold being as high as it currently is. And it (coincidentally) will clash with the USA P...