From A Beach Somewhere

Dateline Resources (ASX: DTR) has now entered a new phase. First of all, all the chatter over the weekend on Hot Copper (the chat-spot for investors) has been basically themed around: Go large or go home (and no one is going home). It seems like the interest in the company has suddenly picked up massively (and it wasn't insignificant before). Early results are due and people are getting excited. Watch for a jump today, a jump tonight in the USA, and another jump tomorrow. Having a look at the current state of play, DTR is now divided into thirds: One third of the shares is ownerd by management, one third is owned by Americans, and one third by Australians. This situation won't last long, but it is fu to witness.

Tivan (ASX: TVN) made their announcement early, and (quite frankly) it's a big one. Basically, the Government of Japapn is now a joint venture partner in their project. That is a huge tick of approval. Money will now flow in and the share price will climb nicely (in my opinion). Look for a high-level Australian government announcement about this and the strengthening of the Australia-Japan alliance (well, I would if I was the Minister or the Prime Minister, especially after the trip to China). There are still a couple of catalysts to make the share price jump again (after today's news): The Scoping Study - due to start in November; The tsart of the Pre-Feasibility Study in May next year.  Who would have thought that you could have bought these shares at 8.2 cents just last week. And today? We shall see.

Resources and Energy Group (ASX: REZ) look like they are still awaiting WA approvals. It could be a good time for a quick punt. Currently at 1.9 cents. I reckon those approvals can't be too far away. I will check back in a month.

Tivan (ASX: TVN) went into a trading halt today pending a (expect it to be large and very positive) announcement early next week. That should give me a nice looking line in my portfolio. Should be a great weekend. Updates next week. 

I last looked at Clarity Pharma (ASX: CU6) in late May and put them on the watch list. Well, it seems that the market has faith in these guys. The only real news has been enrolling participants in the trial, not even preliminary results, and the share price went up from $2.21 to $3.86. I reckon the shareholders are over the moon with that. This is a very crowded research area, but it looks like these guys may become market-leaders. If you like pharma, this is one of the few (at the moment) that could deliver a solid result... depending upon trial data. I will check back in 6 weeks to see what's happened.

Medallion Metals (ASX: MM*) seems to be in a little bit of a holding pattern while they sort out the environmental requirements. Once that is done they should be firing nicely. Look again in a month. Even still, it is 0.5 cents up from when we last looked.

Titanium Sands (ASX: TSL). I last talked about these guys on the 27th of June and since then the share price has increased 20%... basically, in a month. And they've got more to give. I will check back in another month. If you got in, you did good.

Advance Metals (ASX: AVM) show a simple truth. If you do your homework and get the timing right you can beat the banks and beat the market. For example, the banks will probably pay you around 4% a year. The market would love to return double that (8%). But looking at AVM... I can see some excellent returns in this undernoticed stock. Let's take a stab at 25% increase in share price in the next 6 weeks. Yeah, that's cool. I will look back at the end of August to see how the assays went and see if 4.4 cents went up to 5.5 cents.

I got asked about Javelin (ASX: JAV). Wow, these guys disappointed over the last 6 months. Let's hope their drilling campaign bears fruit, but my thoughts are there are better investments right now. Still, if your risk tolerance is high and you have plenty of patience, these guys shold deliver handsomely. At 0.2 cents I will check back in a month.

Emporer Energy (ASX: EMP) looks like it is starting to come out of its holding pattern. It should continue to build now right up to the approval of its EIS. A great time to buy. 

New Age Energy (ASX: NAE) has a bit of a weird name. They aren't in energy anymore having just sold their coal mine, and coal isn't a new age anything. Oh well, at least they can now focus on finding gold in Australia and NZ (after the weather warms up and the rains have finished - say, October).

Strata Minerals (ASX: SMX) are interesting. It looks like they are not careful enough with their information as the share price seems to move well ahead of any announcment. That said, the share price has slumped over 80% from over 5 cents to almost 1 cent.

I had it in my diary to look at Hammer Metals (ASX: HMX) about now and I wasn't surprised to see thet share price had dropped. I reckon it has a little further to drop. I will check back in a month. 

At 13.5 cents, Meeka Metals (ASX: MEK) represents great value. They have poured their first gold and are looking to ramp up production which means that the third quart announcement should be spectacular. Look for the share price to double in the next 3 months.

Arovella (ASX: ALA) is in an exciting and very competitive field of cancer treatments. There is a lot of money being sought by this sector and a lot of it will get lost. ALA is staring down some phase 1 trials and they are (of course) expecting amazing results. Have a look at their non-deal presentation and be a little cynical as you do so. That said, these guys could deliver teh results in an increasingly crowded sector. Check back in a couple of months 

Lotus Resources (ASX: LOT) looks ready to jump. Their decision to go it alone is not without risk, but it seems to carry significant rewards. Currently at 16.5 cents, a good third quarter should add 10-15 cents and a good fourth quarter should increase that further. These guys look set for an exciting second half of 2025.

Memphasys (ASX: MEM) continues to kick goals and it looks like a good medium-term bet will bear fruit here. With CE certification due in 6-12 months (and management working on trying to reduce that timeline), this could deliver nicely by early 2026. Right now the share price is less than 1/2 a cent, and there are almost 2 billion shares on issue. Can I see the share price doubling? Yes, it's biotech. But it is an ultra-competitive industry, so management will need to keep dancing right up until the last note. I will check back in 4 months,

 Emyria (ASX: EMD) is another one where the promises seem to be kept, just slowly, so slowly. Yes, they are in a growth field, but if management say they will do somethng, they should do it. Itcould be a good time to get in if you wish to agitate for change. Otherwise, just check back at the end of the year.

For whatever reason (no dea, actually), I had Maronan Metals (ASX: MMA) in my diar to look at. OK, I've looked and I didn't like what I saw. There seems to be unrest amongst the shareholders and secrecy from management. Add to that, they are trumpeting when their assay results are, frankly, quite ordinary. One to avoid, I think

Karoon Energy (ASX: KAR) has almost completed their buy-back. Once that it done the dust will settle quickly and we can see what the company is up to next. Stay watching.

Botanix (ASX: BOT) looks to be suffering (still) from the Donald Trump announcement that didn't have anything to do with them. That announcement set the whole biotech sector on edge and many companies are still recovering. Add to that what looks like fairly ordinary results so far and BOT has dropped significantly. All holders can do now is hold on. There should be good results coming through America's summer, and that should boost the share price. Also, BIT may look at selling their Sofdra division to big pharma as it falls outside the scope of the punishing Trump announcment and allows big pharma to capitalise on something. This is only my thinking and I have not heard anything like this come out of BOT.

Pancontinental (ASX: PCL) are on the cusp of a deal around their PEL-87 well. To be honest, they have been sitting on this cusp for a while, but due dilligence does take quite a bit of time. A deal can't be car away, and when it happens expect the share price to rocket. In fact, given the loose lips across the ASX. expect the share price to rocket BEFORE the news hits. It has been amazing to watch news get leaked ahead of time. One would think that management would have a better consideration for the company's owners (the shareholders) than they do. This comment is not about PCL, but about the ASX generally. PCL is at 1.1 cents. Can I see it hitting 2 cents or more? Yep. Just gotta get that farmin sorted. 

Let's catch up on Dateline Resources (ASX: DTR). These guys continue to move forward at a good pace. All the research I have done indicates the following: The gold system they are on is massive, far in excess of the 1.1 million ounces already announced; The REE system they are on is massive and where other companies meaure their results in parts per million, there is so much here that it will be measured in parts per hundred (in other words, as a %).; The listing on the OTCQB board in the USA has seen the Americans purchase a large chunk of the company and, in my opinion, those shares are not coming back to Australia. They will only continue to buy (and have indicated that they intend to take this share price to staggering heights); The Australian investors don't seem to understand the dynamics and are content to take small gains (making it a great buy on the ASX - especially for the American investors). There is a steady stream or results and news coming and that will get a lo...

Estrella (ASX: ESR), like TVN, is exploring in Timor Leste. Unlike TVN, ESR doesn't have much else, so this is quite a bit more risky for them. Still, they have a supportive government (in T-L) and the historical findings in that region are brilliant. Companies like TVN and SER are providing much-needed employment and infrastructure, along with pathways to specialised and professional jobs. This one is a slower burn than TVN, but good results will yield good share price movements. And with assays due in a couple of weeks this could see a nice shareholder return by the end of July. A risk, but if it fits your risk tolerance, the time to buy is now. I will check back in a month.

Tivan (ASX: TVN) is continuing to advance its explorations in Timor Leste. Being amongts the first-movers in that region should pay off handsomely, it will just take a little time. But with the share price currently at 8.5 cents, this could easily give an excellent return. Their joint venture with Sumitomo backs everything else up and removes most of the shareholder risk. So why hasn't the price hit 20 cents yet (as some shareholders see to feel it should have)? I believe it's simply because Donald Trump is claiming most of the mining news. That means that when TVN returns results (and I ecpect them to be great), they will look like they have come out of nowhere and will surprise many people. And the share price will instantly skyrocket. In my opinion, but you do your own research. When will that happen? I expect within the next couple of months.

I had it in my diary to see if the CEO of Eagle Mining (ASX: EM2) had finally stepped down. Since lising in 2018 at about 20 cents, the stock rose briefly to over a dollar before settling back at a heart-breaking 1 cent. Currently at 0.6 cents, the CEO leaving has had no impact on the share price. Yes, they presented to investors only 2 months ago, but they could probably do an update presentation. This one is going to be a long, slow burn. I will check back in 6 Months or so.

I looked at ENV on my way to another company and they look okay for a punt. Currently at 0.7 cents and at very early stages of exploration, still they have a couple of news items due that could push the stock up a quick 20% or so this month. I will check back in August to see how they went.