From A Beach Somewhere

Karoon (ASX: KAR) has almost finished their buy-back, and well ahead of expectations. Once that is over I would expect the share price to rise simply becaise there are fewer shares out there. Could be good for a short term (2-week turnaround) jump. $1.76 today. Let's see where they are in 2 weeks.

Emporer Energy (ASX: EMP) is still dithering around while they wait for the EIS to be approved (no one can say the government, particularly the Vic govt, moves quickly), and I reckon that will be around November. But once that happens the share price will explode. They have a brilliant resource (gas) extremely well placed. Shell used to own it. Paraphrasing Shell: "we looked for oil but all we found was gas so we sealed it up and went away." Ok. That means this one has the potential to deliver staggering results this year. I will check back in October. 3.5 cents today

Meeka Metals (ASX: MEK) is one that I have been recommending to friends and colleagues for a month now. The share price hasn't movedsince I last looked at the beginning of June, however what I have saying is... These guys did their first pour of gold, but they held off doing it until the next quarter so it won't show up until this upcoming quarterly. I reckon they were smart and that this will pay a good return (the quarterly should hit the streets at the end of October). So from now (14.5 cents) it is just 6 weeks and then take the profit and get out. I won't be as I am all in on DTR. I will check back in late October.

Javelin Minerals (ASX: JAV) is one to keep an eye on. Small cap, tiny explorer and miner. Have a small amount of gold at reasonable grades to mine in 2026. A bit of work to go on before mining starts. At 1/4 of a cent per share, watch this one for a good return. The advantage is that it can't go much further down and the upside is positive by about 100%. Check back in November, after the release of the next quarterly. Pay particular attention to cashflow.

Hammer Metals (ASX: HMX) has just released their latest findngs and they are underwhelming. The share price has dropped (to 2.7 cents) since we last looked a month ago. Based on these results alone, they have further to drop. I will check back in 2 months to see how they're going.

Research is the cornerstone of your investing. All succesful (long-term successful) investors devote plenty of time to research. Warren Buffet spent most of his day on research, and didn't spent very much time actually investing. Don't just rely on one source. Check out company announcements, dig deep into the ASX website (or whatever market you're in), follow hunches, look for odd links and see where they go. Keep a strong eye on Hot Copper, a discussion board for stocks. Read the AFR. Read blogs like this. Know about the industry you are looking at. Have some reasonable expectations about the next moves by the company (I have strong ideas about the next 6-12 announcements from DTR). Do your own research and do lots of it. That way you maximise the chance of making a profit. And after all, that is why you're investing: to make a profit. Actually, you're in it to try and beat the market. So give yourself every chance. And if an opportunity slips away while you were ...

Risk, it's everywhere, it's what the sharemarket is built upon. Let's get one thing out of the way, every share you buy is a risk, even a "blue-chip" share. Seriously. Yes, many people refer to investing on the share market, risking your money, as gambling. It absolutely isn't. It is investing. When you buy shares you own a part of that company. It isn't gambling, but it is risking. You have your own tolerance for risk (how big a risk you are prepared to take and for how long), and that is different to mine and different to anyone else's. And this is why the share market is so active. Risk buttons get pushed. For instance, the last 2 entries here show high risk investments (SVY and DRE), and they paid off handsomely But they may have returned average or below average results and dropped. That's the risk. And most of it is outside your control. The thing that you can control is the amount of research that you do. So do plenty of research. And don...

When I looked at Stavely Minerls (ASX: SVY) on June 26 I said they were looking good. And they have given a 50% jump in their share price since then. Another market-beater. They are very ctive at the moment with test-drilling. The next bit is getting assay results back and then diamond drilling to fully inform the results. Yep, on the results so far, these guys have further to go. As always, do your own research, make up your own mind, decide what level of risk you can tolerate.

I last looked at Dreadnought Resources (ASX: DRE) on 21 June and I said it had a little further to fall. It did. It fell 0.1 cents and then it started to rise again  It's at 1.2 cents. That may not sound like a lot, but it is a 50% increase in just 2 months. That beats the market. That said, their assy results are coming in and looking extremely good. I feel that these guys will continue to deliver strong returns to shareholders. If you're already in, get ready for a ride. The next drilling program starts in early September. Great opportunity right now. The next quarterly (due out about 28 October) will be very interesting. I will check back just before then.

Raiden Resources (ASX: RDN; DAX: YM4) has been looking (to me, at least) a little desperate, but that could be down to their new computer program keeping interested parties updated. That said, diving into where they are at, they look good for a 50% increase or more as assay results are confirmed.

Strickland Metals (ASX: STK) is in the fortunate position of discovering what looks to be a large gold deposit. Yes, there is lots of drilling and testing to go, but it looks like these guys are a long-term winner. Currently at 14.2 cents, good results should double the share price within a year, Try doing that with a bank deposit. And with the experts predicting a 5-10 year run on gold, a find like this is extremely signficant. Lots still needs to happen. More drilling, a scoping study, a feasibility study, more funding,and so on. A lot to gothrough before a final investment decision (including, if appropriate, a mining study). Would I buy gold bars or shares in STK? I reckon the shares will do better in the medium to long term.

Strike Energy (ASX: STX) is currently raising money through a Share Purchase Plan with a share price of 12 cents. Don't expect this to move until September 18 when the SPP finishes. After that, there will be a modest rise and then a dump as people try to take quick profits. If you have nimble fingers, this could be a good one for a 20% profit in 30 days.

Enova Mining (ASX: ENV) has rock chip sample assays due within the next 2 weeks. If they show good results for rare earths, I would expect the share price to go over 1 cent (currently at 0.6 cents). Yes, it's a risk (isn't everything) but the reward could be an alomost instant doubling of your money.  I can't get in, no spare cash. But I will check back at the end of the month to see what happened.

Yes, back with the Dateline Resources (ASX: DTR, OTCQB: DTREF) train. This one just keeps going and going. And it will keep on doing so. Lots more news to come over the next 8 weeks, leading into a Bankable Feasibility Study at the end of 2025 and a Final Investment Decision in early 2026. And that's for the gold. As for rare earths, there is test drilling being planned, followed by assays followed by (and this is speculative and my opinion, certainly not announced) US Government funding, investment by a major company (like Apple did with the neighbours Mountain Pass) and a (again speculative) rocket under the sahre price. DTR is the gift that just keeps on giving.

Karoon Energy (ASX: KAR) look to have almost completed their share buy-back well ahead of schedule. I will check back in a wekk to see what this does.

Estrella (ASX: ESR) continues to have wins im Timor Leste. However, the market isn't yet convinced about T-L (see other explorers there like TVN). I suspect the market wants to see concrete results before getting too excited. The time to jump in to ESR? October. Their Scoping Study is due in November. I will check back in mid-October to see how everything is progressing.

I had Janus (ASX: JNS) down for a relook at this time. These guys are continuing along. I like what they are doing, but I feel they are getting hamstrung by Donald Trump's focus in producing more oil. In an ideal world, JNS would be an outstandiing long-term investment that just keeps on delivering. Right now is a good entry point, but I don't ecpect the share price to move much.  I will check back in 3 months.

I know that Dateline Resources (ASX: DTR; OTCQB: DTREF) is my current darling but, as I have said to many people, why would you be anywhere else? These guys have plenty of announcements coming up, let's see if I can predict them correctly. Tomorrow (4 August 2025): the new COO takes up his position. The same week: results from the field-testing for rare earths and from the field testing for gold. Then the drilling plan for testing for gold, and the drilling plan for testing for rare earths. Then the start of testing and indicative results from those 2. Then the assay results from the testing. Now, bear in mind that these 7 announcements are part of a much larger picture. The gold results will feed into the Bankable Feasibility Study due at the end of 2025, and the rare earths will feed into any grant application with the USA government. The share price jumped 11% on te OTCQB board on Friday night (Australian time), so I expect the ASX to open at 14.5 cents on Monday morning. I said...

Elixir Energy (ASX: EXR). Back on the 8th of June I said they were worth a punt and within 3 weeks they had climed from 2.6 cents to 3.5 cents. That's better than a 25% increase in a short time, beating the markets and the banks. They look to be on their way down again, so this is a check back in 6 weeks. 

Sunshine Metals (ASX: SHN) have been a little slower than I expected. I know I said they would be good around the enf of July, but I recently updted that to the end of August. So now is a good time to get in and a bad time to get out.

Tivan (ASX: TVN) continue to kick big goals, but the market just doesn't care. The massive Japanese company Sumitomo weighed in with support - no change to share price. The Japanese government weighed in with support - no change to share price. The Australian government weighed in with support - no change to share price. I wonder if the market remembers their previous mismanagement and doesn't trust them. Time for me to take a small loss and get out. But I will check back in 4 months to see if it is time to jump in again.

Pancontinental (ASX: PCL) continues to potter along despite being in a really good location and management say very little. While I still believe these guys will deliver, I had some bills to pay and it was time to get out. They are still a good medium-term proposal, so I will check back in 4 months.