From A Beach Somewhere

I last looked at Orthocell (ASX: OCC) on 26 April, and here's what I said: OCC - Got FDA approval and have now appointed USA distributors. There are more distributors to be appointed by June 30. I expect this share price to rise very nicely from now on and to bring a good medium-term return. Realistically, give the company 6 months to realise sales in the USA. Buy now, sell then. I really like this West Australian company, they are producing great products. Here we are, about 4 weeks out from that 6-month date and what has happened? The price got as low as $1.10 (from $1.29 in April) and then, just this month, news started to really roll in and it was good news. As I write this the share price has shot up to $1.46. Once again, I suspect these guys will suffer a little from Donald Trump's announcement and the market's misunderstanding of what that announcement actually means and who it affects. But I would expect these guys to settle on a new (higher) level shortly. And then...

I last looked at QMines (ASX: QML) on September 6 and they were just over 5 cents. They went up to just over 7 cents (just under my 50% prediction).  With the price pulling back to just over 6 cents, and the cash raising already done, and drilling underway, there is the chance of another good uptick in the share price. Be aware that there is still limited money available and another cash raising will be done this year, in my opinion. This is part of exploration companies, they are expensive to run. But when they get good results, the share price responds hugely. The other way to make money off these guys (and others like them everywhere) is to recognise that they are settled in for a long time, buy a rental property and get a "house to rent" notice put up on the company noticeboard. I will check again in a couple of weeks.

I last looked at Strike Energy (ASX: STX) in the middle of August and I thought they might be good for a quick 20% return. That day is almost here. There is news due at the start of October about completion of their plant and that should be very well received. This is the time, right now. I will check back in a fortnight to see how they went. At 10.5 cents today, anything over 13 cents is awesome.

I last looked at Clarity Pharma (ASX: CU6) in July. On June 1, the previous mention, they were at $2.16. In July They got over $4.60. Donald trump's ultimatum is once again sending confusion through the marketplace. The share price is currently $3.63 and I think it may drop a little further. Then I think it will rebound as news continues to flow in. Bear in mind that they are in a very expensive stage of their development. There needs to be a close eye run over their financials before investing. Like I have said before, i will stay out of biotech until after DJT is out of office. I will look back at these guys in March.

While reading DTR's annual financial report I noted that one of its Directors, Greg Hall, is also the Chairman of Great Boulder Resources (ASX: GBR), so I went and had a look. And there it was, plain to see. Another great opportunity for capital growth. With "a strong pipeline of news" Coming throught the rest of this year and well into 2026, this is a winner all the way. I reckon this is another one that will beat the banks and the market very nicely indeed. I will check back in January to see how it is going. At the moment, however, all my eggs are in the DTR basket.

A colleague asked me to have a look at Bayan Mining and Minerals (ASX: BMM) and what I found really surprised me (and it wasn't about BMM). First to BMM. Yes, they are in the REE space. Yes, they have the right ground. Yes, they look to have a good chance of having really good results with REEs. To my mind, their share price is too high, but I also don't think the market is going to let it drop any time soon. BMM is firmly part of the REE bubble that is expanding. When is their next big jump? If I were to get into BMM, I would do it now, ahead of their permitting through the Bureau of Land Management. And that is anticipated in October/November. Early exploration assays are also due in October, so it's a great time to get in. Just be aware that all they have done is a little testing and staking a claim. The claim approvals (permitting) is what the BLM is considering right now. It is unlikely, given the current political environment, that the applications will be denied. Jus...

Dateline Resources (ASX: DTR, OTC: DTREF) is my darling for a reason. It continues to deliver and deliver and deliver. And there are many lessons to be learnt here. I first got involved with DTR because all my reasearch indicated that they had excellent prospects and I thought that this would be a good way to increase my stock market capital. I introduced a couple of colleagues to DTR and they also got involved. In April 2025 I predicted that the share price would double in 3 months. So they got involved as that is a great return in a short time. Well, I was wrong. In a good way.  I had expected growth and I had faith in the science that had pointed towards even more opportunity and bigger assets than the company had confirmed or known about. I just felt that Dateline, like many tiny exporers, needed to go a long way before any meaningful growth happened. They had a measured 1.1 million ounces of gold and were right next door to Mountain Pass, America's only rare erths mine and pro...

Back in mid-July I said that Meeka (ASX: MEK) at 13.5 cents was a good buy and I even predicted it would double over the next 3 months. I put down some of my logic for that. They had poured their first gold and they had waited to do the pour until after their quarterly announcement. That meant that the pour, and any subsequent pours, would be included in the current quarterly. Let's see how they did, With the quarterly announcement still a few weeks away, the share price has gone up 5 cents to 18.5. I will check back after the quarterly (in early November to see how they (and my prediction) went.

I often hear share market activities called "gambling". It ain't. When you gamble, it's all or nothing. You don'town part of the horse or the slots machine. When you invest you become a company owner. But I was reading an article written in 1977 by Warren Buffet where he described share market investing as "prospecting". I kinda like that. It's much more accurate.

Karoon Energy (ASX: KAR) is building towards investment decisions and their buy-back has kept the share price low. Have a good look at the BoA presentation because I feel there might be some good results here to finish the year. I will check back in 6 weeks, but at $1.59 I wonder how much further the share price will fall (probably ready to drop to around $1.35 - let's see how accurate I was).

When you buy shares you are becoming an owner in the company, so be interested, even if you are only in there for a short time (you never know, you may even learn something that you use later). Also, the share price represents supply and demand. As the supply of available shares increases the demand will usually decrease (along with the share price). So, if you buy shares, get involved in Hot Copper and talk about them. Tell others about the opportunity. More people buying mens more pressure on supply.Less shares available means the cost per share is higher. Spread the news. Always remember that when you sell you can cause issues and problems if you are selling a large parcel of shares. By dumping a whole lot of shares onto the market you are flooding supply and thus pushing the price down. Is it better to take your time and sell in smaller parcels? I don't know. That depends on the stock, on the actual timing, on the circumstances at the time, and so on. My advice is: don't ju...

I last looked at Arovella Therapeutics (ASX: ALA) in July when the price was 8.8 cents. At the time, I said be a little critical and to check back in a couple of months. Well, the share prices has dropped to 8.4 cents. But I suspect with the AGM due at the end of October, I would expect some news before then. The news will probably be in relation to the planned Phase 1 trials. I feel the share price could go back up to 10 or 11 cents before the meeting (in anticipaton of news). After that, given a good Phase 1 trial, this will continue to improve throughout 2026. I will check back in late October.

Emporer (ASX: EMP) continues to grow. It just keeps delivering and will do so for quite some time yet. There's plenty of money to be made here. EMP is in the business of gas. Shell previously owned the well, and paraphrasing their words: We came looking for oil, but all we found was gas; so we went away." And so EMP is on a winner.

Sunshine Metals (ASX: SHN) has delivered nicely. Everyone I advised to get in, I have advised that they have made a good profit (up to 100%) and they should probably get out. I know at least 1 who is sticking around and waiting for the share price to triple from here. It all depends on how much you are prepared to risk. My advice is: if you are going to hang on to the shares, do lots of research so you know what to honestly expect.

With the CEO and COO of Dateline Resources (ASX: DTR, OTCQB: DTREF) both in America at the moment, (I expect they aren't there for a nice, hot cup of tea) I think that the pace will start to pick up. There will be some minor announcements and then, in about a month (in my opinion) there will be assay results for the gold and REE drilling, and then things start to get really interesting. Any shares that have shifted across form the ASX to the OTC boards are probably never coming back to Australia. So the price pressure on shares will also increase. So I remain very bullish and confident here. In fact, I wonder why you would want to be anywhere else (I think I have said that before). I suspect the gold results will be brilliant, and the rare earths results will be equally brilliant. I suspect that, in the wake of these results, the USA Government will throw a ton of cash at DTR to speed up the mining process. It looks like being an exciting finish to the end of 2025.

Beetaloo Energy (ASX: BTL) said that 2025 was their breakout year, and the breakout has begun. hey have had a steady increase to 31 cents over the last couple of months and don't look like slowing down at all. Right now is the right time to get in. I will track this one and check it out in a fortnight. Looks very promising.

Here's what I said on August 3: 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. Well, it's time to check back and I see that the price is now at 4 cents. This one has been a good little earner. They are looking at drilling later this year, so I would look for this one to continue to please investors.

On June 13 I said Lotus Resources (ASX: LOT) looked ready to jump (from 16.5 cents) and they did, spiking to over 22 cents at the start of September (when they did their equity-raising presentation). They have settled back at 18.5 cents, just below the offer price of the new shares (19 cents). With increased cash, these guys should jump again shortly as their uranium plant gets commissioned. Look for another 5 cents or so before the end of the year, but be ready to jump out once you have taken advantage of the spike.  Chek back in 6 months or so.

When I last looked at Invion (ASX: IVX) back on June 27th I predicted a 20% drop from 11 cents. Sure enough, they dropped to 8.8 cents. Then, in August, the price spiked resulting in a "please explain" letter from the ASX. There may be some leaks in this ship, leaks that give some investors a serious advantage. Be careful. 12.5 cents now, let's see what the next announcement brings

Purifloh (ASX: PO3) is one you won't find on the ASX. They have been delisted for 2 years (until Feb 2027). This is (I assume) because they continued to ignore their ASX reporting responsibilities. This will make it hard for them to raise cash and may even be a contributing factor in the company ceasing to exist. I will have a look in Feb 2027 to see if they are back.

Genesis Resources (ASX: GES) shows why you have to keep your eye on the ball. Have a look at their chart. Yes, they are still at 0.6 cents (the same as when we last looked in April), but go back a little. Yep, they spike hard. If you are game, now is a good time to get in as drilling is about to get underway, with assay results to follow. There could be a quick 50% gain here. But recent history shows that if you miss the spike you will have to wait some time for the next one. These spikes are hard to predict as management are not inclined to put much information out to the market. If it were me (and it won't be) I would preset a sell price and then set and forget. Good luck for those who dare to tread here.

Kairos Minerals (ASX: KAI) continues to bounce around the 2 cents mark. And while their drilling results are not startling, they are economic, especially witht eh price of gold. These guys are at a very early stage and I don't expect to see a lot happening here. I will check back in 6 months or so.

I looked at Raiden Resources (ASX: RDN) a month ago and said they were looking a little desperate. That was based on the emails they had been sending me, even though I had never been a shareholder. I had sent them an email a couple of years ago, but they never replied. Last month they were at 0.4 cents and they are still bouncing around that mark. And listening to other shareholders, they got badly burned by RDN when it dropped from highs of 5 cents and 6 cents last year. All anyone can do now is hold on and see what happens next. They are a real risk, but if their assays come in (later this month) with good results, you could realise a 50% gain in just a couple of weeks. Or it could just sit there doing nothing. Tricky one, this one. How big is your apetite for risk? 

People (quite rightly) point out to me that you can invest money n all sorts of places and often get good returns. So why (they ask) invest in the share market? Isn't that a huge risk? Couldn't you lose everything? Yes, the share market (aka stock mrket) is a risk, but then so is everything. Even just leaving your money in the bank is a risk. Yes, real estate has provided excellent returns (the media keeps telling us that). But here's the thing; if you invest in real estate and then you want to get your money back you have to sell it, and that can be a long and expensive process. That's after the lengthy process you went through to find the right property at the right price.  And what if there are no buyers? You are tying up a substantial amount of money for a long time. Your circumstances may change in that time and you don't have the flexibility to react quickly. The share market allows for much quicker access to your money. Your fees are lower and you have the ab...

I have realised that I am using terms that I am used to, so I will explain them as I go along. "Beating the market" means exactly what it says on the box: providing a better return that the share market did overall. Yoou could put all your money into a fund that follows the share market and that is the return you would get. That is very low risk, but it is still a better return than the banks. That's not for me. I like to take a few risks and try to beat the market.

I had Nova Eye Medical (ASX: EYE) down for a look at about this time. When last I looked (23/04) they were at 10.5 cents a share, now they're at 14.5 cents. That's a great return (almost 40%). They are optimistic (with good reason) about next year and I expect they will continue to exceed targets and increase sales and profitability. I will check back in late January. But these guys look like a safe place for your money than the bank, and they look like they will beat the market.

Dart Mining (ASX: DTM) continues is woeful way. I believe it's due to a lack of management foresight and understanding, and a weak Victorian government. I will have another look in a year or so.

I last looked at Meeka Metals (ASX: MEK) in August when they were at 14.5 cents. I said then that there would be a good profit in just 6 weeks and with the share price at 18 cents right now, that's a 25% increase. IN 6 WEEKS! Is there more to come? I believe so. The next quarterly will be accompanied by an announcement about gold. So look for a jump into the 20s in the next 6 weeks. I will check back at the end of October to see how my prediction went.

Emporer Enery (ASX: EMP) has been on my radar all year and they have barely moved. However, in my opinion, that is about to changr. The next 6 months will be exciting for these guys and their long-suffering shareholders. My predictions? An outstanding result. 3.9 cents today represents a good lift from when I first looked, but that will jump a lot further yet. Stand by, I think someone is about to light the fireworks.

Maronian Metals (ASX: MMA) were at 23 cents in May and are at 25 cents now. Doesn't sound like much, but that beats the banks. By quite a margin. The big question for shareholders is around the change (albeit temporary) in executive management. Will the new team hold up? How will this affect cashflow? Have they lost critical skills? It looks like the market is undecided. Watch this space. If one were to do a deep dive into the new management team one might find a company worth investing in, but I would have a good hard look first.

Advance Metals is on the roller coaster and I suspect will be for a while. The Victorian government doesn't seem to notice much outside of Melbourne (and these guys are properly regional) and there is still a long way to go with the locals. 4.4 cents in the middle of July, and 4.7 cents now. Yes, there is good gold there, but can they get at it before they run out of money? I'm not sure. I will check back after the next quarterly announcement.

When I last looked at Envoa (ASX: ENV) the share price was 0.6 cents and it is back there again. They are still checking rock chip samples in Brazil, but this should be an easy 15% gain by the end of September, maybe even a little more.

Dateline Resources (ASX: DTR, OTCQB DTREF) continues on its merry way upwards. For those who love to watch the share price on a daily basis it is doing damage to your heart (nothing goes up in a straight line). But for those who have longer-term aspirations, the trend is your friend, and the trend is up. The total shares on issue are now briken (approximately) into thirds. One third is owned by management, one third is in Australian investor hands, and one third is in American investor hands. And the Americans are still buying all the Australian shares they can. This means that in just 43 or 4 months, American investors have piled into this little Aussie company. Is the future good for DTR? Absolutely. REE rock chip assays are due any minute now and this will give the 24 cent share price a significant boost. And that's just rok chips. The results will be combined with other data to determine drilling points for a more accurate look at what's there. And the gold just continues t...

QMines (ASX: QML) are currently sitting at 5.4 cents. They are in the middle of a diamond drilling program with progressive assay results to start coming in very soon. If the results are good, and they indications are that they will be, this is one that could deliver a strong to very strong return on investment in a short time. By the end of September I expect the climb that started in June to kick back in with a 50% increase, and only going up from there. That's my expectation, yours might be different after you do your own research. I will check back in a fortnight to see what's happening.

Resources and Energy Group (ASX: REZ) is continuing to work through their issues and at 2 cents a share remain a good buying opportunity. Their gold is not being produced as quickly as they would like with a pour being completed every 3 months. Their aim is a pour every 3 weeks and that doesn't look far away. When they achieve that, look for the share price to jump. That level of gold activity in WA would probably mean that that arm of the company is self-funding, freeing up cash for other projects. I like these guys a lot.

Medallion Metals (ASX: MM8) has been another good earner. When I looked at these guys in July they were 25.5 cents and they were waiting on assay results. I suggested that shareholders believed in them and that they wold be a good little earner. And so it proved. They are at 40.5 cents today. Not too shabby for 2 mnths. Plus there is plenty more to come. These guys look like they have the right ground and they are assembling the right team. The grades are good and they communicate regularly. I still like these guys for a good investment, although you are now out of short-term and into medium-term.

Sunshine Metals (ASX: SHN) came through. It hit 2 cents this week, that's a 100% increase from when I recommended it. So I told those I recommended it to to sell. Did they? I know some didn't. I will check back in 3 months to see what has happened. 

I last looked at Titanium Sands in the middle of July. These guys are exploring in Sri Lanka and are being frustrated by the hold-ups and bottlenecks in dealing with the various levels of government. This means the project is going slower and costing more than was hoped or anticipated. Even the landowners seem to be getting nervous. I reckon they are going to have to raise cash very soon and I don't see that has happening any other waay than through a share issue. Current price is 0.7 cents and there was zero volume on trading yesterday. That says a whole lot. If they do launch a cash raising through an u=issue of shares, look for the price to drop to around 0.5 cents. That said, I wouldn't buy. They may indeed have the right land, but the delays and the significant lack of information coming from management would indicate that any cash put in would be tied up for a long time, almost certainly many years. And if the delays continue, there is a risk that it all just folds up and...

I have had a couple of looks at New Age Explorations (ASX: NAE) and wonder about what these guys have. With the weather warming up in NZ, and the share price at 0.3 cents, it won't be hard to find a profit if they do continue their promising signs with good results.They could equally find nothing, and the share price would drip by 1/3. This is a real gamble as there is not a lot of solidity in the resukts yet. By being close to other gold (at Hemi) does give these guys a chance. If they do find indications of gold then this could be a nice way to boost your trading money. There are planned drilling programs ready to start, so this is one to keep watching.