Watch-List highlights

 IMC presents to the coffee microcaps conference and the share price drops? Let's see if we can determine why. Well, the conference said, apart from December's revenue figures, nothing new. This is a Board that doesn't seem to understand their primary market. One would have thought that record sales meant share price growth, but other factors are at play here. They need need need a strong social media presence and a strategic placement with influencers. The Board needs some youth involved, some 20-30 somethings who get the interent.

IMM has commenced its Phase III trials and looks promising. Anticipate results to start flowing at the end of 2026. Biotech is always a risk, but if it fits your risk profile, now is the right time to buy. Should be an excellent return on good results. Bad results will see the share price plummet.

BP8 are in the seaweed business. And they are still at the hunter/gatherer stage. Terrestrial farmers, if they want to grow anything, first thing they do is secure the land. These guys don't seem to have secured the ocean floor that delivers their product. I could be wrong, but I can't be bothered to dig to that depth.

DRO was suggested to me by a colleague. Since he told me about them they have doubled in price and look to still be climbing. So there's more to be made here if you're quick.

PMT is for tthose who have a liking for lithium. Will lithium rebound? That's the big question. Just keep an eye on this one.

DRE - I have always liked these guys. Drilling will start in June with assays due (probably) late August. Have a look back in mid-June.

ADC has a mineral resource update in late 2024. This doesn't seem to have helped, despite increases across the board (why else would you do a resource update except to show an increase?). The problem faced here is the same problem everyone is facing: almost all of the IP for rare earths, almost all of the experts, all are in China. And we know how that is working. When the market changes, it will change rapidly for a lot of rare earth producers. When will that be? Not this year. Willneed to raise more cash in that time. Look for that event and look at investment options after that.

How's your appetite for uranium> LOT looks like it is worth a look in July.

LDX looks like it will continue to deliver solid results and returns to investors (through an increased share price).