From A Beach Somewhere

Dateline Resources (ASX: DTR, OTCQB: DTREF, FES: YE1) is already up 25% on its recent low and there seems to be no looking back. This could be the last chance to get on at a price this low. I am suspicious that there will be a solid flow of news propelling the share price forward at a rate that will make your tax accountant's eyes water. As well as exploration results, DTR is fast-stepping into becoming a miner. Let's see what we know. They are planning to produce 75,000 ounces of gold a year from a plant that can handle 2 million tonnes a year. That's a 90% recovery of a grade of 1.3 g/t. Any extra gold will just extend the life of the mine. So, if they triple the amount of gold (through exploring the high priority gold sites identified), that would extend the life of the mine past 25 years. 25 years producing gold! Think about that. That would mean being in at the very start of a serious gold producer. AND they have a stockpile of 1 million tonnes (6 months of processing ...

Here's what I said in early August: 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. Well, here we are at the end of November and the market has certainly woken up to the new management and the share price has more than doubled to 24 cents. I know a few who got in with me and they are very happy. These guys will continue to deliver for the next year or more. Will they continue to increase the share price by over 100%, probably not. But they are a safe bet to continue to increase their share price at a slow, steady rate. I'm out, but I will check back after their first quarterly of 2026.

Pancontinental (ASX: PCL) has had a full year of exploration. The share price has slid, and I think this is due to shareholders not understanding how long it takes to bring oil production online and due to short-selling. The share price is under a cent and looking like really good value. They have had majors looking at the farmin opportunity since late May, which means that their due diligence and modelling is almost complete. So now might be a good time to jump in ahead of any major oil company interest. It's a punt, but the upside could be a massive rerate and increase in share price.

At the start of November, QMines (ASX: QML) was at 5.5 cents and I suggested waiting until the share purchase plan was completed. It is now over, and the share price is still at 5.5 cents, but not for long. I can see this pushing past the 52-week high of 7.3 cents as the company continues to drill and update its mine plan. AND THEN I can see a significant number of shareholders taking profits and forcing the share price back down again. Let's see what happened when I check back in April, after the release of their first quarterly for 2026.

When I last looked at Genesis Resources (ASX: GES)I said that they were due to spike in price again, and they did. I was conservative when I said 50%, and they actually got as high as 100% increase. So if you got in, great work. Will it jump again? In the short term it all depends on the assay results that are due any day now. I would expect an announcement early next week. Let's check back in a fortnight and see what happened.

Just 3 days ago I suggested that Resolution Mining (ASX: RML) had a lot to love. Now there's even more. They are in a trading halt ahead of exceptional news. That will come out early next week and I will check back then.

As I said 6 weeks ago, New Age Explorations (ASX: NAE) needed to focus on drilling. Well that has started and I suspect the first results are at the assay labs. So now would be a good time to get in, ahead of results. Also, there is news to come out of Otago. That's a couple of catalysts that could jump the share price. Let's see in January. 0.3 cents now

A couple of weeks ago I suggested that the Janus Electrical (ASX: JNS) share price would drop back. Yep, it did that. Now, at a smidge over 10 cents, this represents a good bargain for medium term holders to add 50% equity. I will check back in April to see how they went.

I last looked at Stavely Minerals in October (ASX: SVY) just after that had jumped from around 1 cent (in June) to over 2 cents. They have slumped back, so what's going on? Well, for a start, the company (on the face of it) isn't producing anything like they value that the company itself expected. For instance, there are 90 million options (not that many in the overall scheme of things) that are set to expire at the end of this year because their exercise price is 7 cents and the share price is currently 1.3 cents. So there's a bunch of investors (and staff perhaps) who are set to lose that investment value completely (that's always the risk with options). It seems like the directors have been given replacement options at 2.5 cents, and that could indicate where the company is heading over the next 2 years. SVY discovered their resource 6 years ago and is still drilling to explore it. Are there any plans to start mining? With assay results due, this could be good for a ...

Hot Copper sent out a blast about Saint George Mining (ASX: SGQ) so I decided to have a look. The blast was about their latest results with SGO trumpeting their rare earths and Niobium find and comparing it to Mt Weld (Australia) and Mountain Pass (California, right next to Dateline Resources). On the face of it, the results look amazing, but the share price didn't budge. In fact, it even dropped a smidge yesterday. What's going on? Well, niobium isn't a rare earth, but it is used in superalloys, so their announcement was confused and confusing. This doesn't reflect well on management, nor on the company that wrote the announcement. A little more research shows that the find was in the very fast-moving REE district in Brazil, where there is yet to be a processing facility, so shipping is a serious issue. And while a facility is being built, there is a real lack of expertise to run it. Almost all of that expertise is at Mt Weld, Mountain Pass and China. As the real estat...

I hear from a charting expert that Resolution Minerals (ASX: RML, OTC: RLMLF) is looking promising, so I took a small position. Last time he said this they really jumped. Whatever happens, I like RML as they are in (as I have said before) a similar position to DTR. These guys could be fun to play with. I'm in. And since they are chasing NASDAQ listing, this will reward those who want to hold for the medium-long term as well. What's not to love?

Ok, here we go. Red Mountain (ASX: RMX) lists officially on the American markets tonight (OTCQB: RMXFF). This has worked very well for LKY and DTR, and has significant upside for RMX as well. Do I see RMX as continuing to be a good buy? Absolutely. I will check back in a month to see how they went. Update. Just out of interest, my wife heard my thoughts and bought into RMX. They went up 26% in 2 hours. Now that's nice.

 When I last looked at Melbana (ASX: MAY) they were at 1.5 cents and I said they were worth checking out about now. Well, the price has dropped to 1 cent. Their trading halt led to the price dropping, and they look like they shot themselves in the foot a bit with damaging their A-2 well. However, they seem to be picking up and carrying on, so there would be a good 50% jump in November if the spudding goes well. Watch this space and check back in mid-December.

Sometimes a company's share price performance just defies logic, and that's how I feel about Locksley Resources (ASX: LKY)> Don't get me wrong, this is not any sort of price envy, but I remain concerned that this house of cards may collapse. My advice is that anyone considering investing in these guys do careful research and really understand what any announcement is saying, really saying. Read every word of the announcement so that you are fully informed yourself. In truth, this is NOT what the market seems to be doing. It is running on hype and if the right words are in the headlines and the summary, then the hype continues on. There's no way that, in my opinion, LKY should be this highly priced, but it has been much higher and could even get back there again. There is a good chance that any investment in LKY will return a good 25% profit from here, so a clear "sell" point is a must. 25% is a great result and can quickly build available capital.

Way back in May I suggested than Kingston Resources (ASX: KSN) wouldn't be going backwards any time soon. At that time, the share price was 8.9 cents; today it is 13 cents. That's a 50% increase in just a few months. You can't get that at the bank. Drilling is about to start, and will continue throughout 2026. Results before April 2026. Watch for the monthly throughput to get past 30,000 tons and to increase further in the next financial year. That's not a lot. Recent getting rid of debt is a good thing. And management is focused on growing the business, without doing an equity raise. The mine life at the moment is 5-6 years, and that's not very long. More exploration will be needed to extend the mine life. They are working towards the mine funding the future growth of the business.  November and December are predicted to be higher grades, with a 25% growth in gold grades in November and December. Next quarter should see a break-even and a profit reached this financ...

When I last looked at Enova Mining (ASX: ENV) I suggested that they would go up 25% in the very short term , and so they did. They have settled back lower at 0.75 cents. I remain concerned about where they will get their rare earths processed, Brazil is a long way from anywhere. Still, most investors won't pick up on that and I feel that the REE slump has turned a corner, so these guys are a potential good buy. I can see a 50% increase in the short term. I will check back in Feb 2026 (after their quarterly is released) to see how I went.

As I said last time I looked at Advance Minerals (ASX: AVM) they needed to look at their finances. They have done that AND announced good news from their Mexican activities. This means their share price has doubled (after peaking much higher). My thoughts are: Mexico: great opportunity but this may be overshadowed by geopolitical pressures. The storm season continues and this leads short-term uncertainty. Myrtleford: Great results, but I still don't see community engagement. I am predicting 12 cents by January 1.

 It was time to look back at Javelin Minerals (ASX: JAV - at the moment JAVDH) and I think the new code is prescient. JAV DickHead. A big consolidation will have frustrated shareholders (as the DTM one would have done), and drilling with a "drill for equity" plan indicates a lack of money. There's a long way to go before this one makes any money for shareholders. Back in a year.

Checking back on Memphasys (ASX: MEM) and I see that these guys have moved their business a tiny amount but the market wasn't impressed. And I ain't surprised. Yes, this latest announcement builds on previous activity between these 2 companies, but it is a tiny, tiny move. It does, however, make me think that this  will build as time goes by, but it is very small and very slow. I feel that there is a strong move towards IVF and gene selection and this is only going to increase. This makes MEM a good long-term play. Short-term I would question their ability to penetrate the market and get sales, but if they can get past that, this is a multi-bagger. Buying now (at 0.4 cents, yes, less than 1/2 a cent) will see it bear massive fruit in 3-5 years if they can keep going and improve sales. Just put it in the bottom drawer and check it annually.

Here's what I said when I last looked at these guys (4 October): On 26 April I said Arafura Rare Earths was worth watching for their rare earths. At that time they were at 19.5 cents. Since then they have dropped as low as 17.5 cents but have since rebounded to 21.5 cents. Wit a Share Purchase Plan about to finish and credit news due to flow in (I expect it to be positive), ARU could be good for a quick 20-25% jump as they approach their Final Investment Decision. I will check back at the beginning of November to see how it went.  Well, I was wrong... in a good way. The share price peaked at 48 cents (yep, more than 100%) and then, like everyone else, they dropped and have settled at 27 cents... oh, a 25% jump (see above). What will they do from here? Well, they have a Share Purchase Plan underway and have set the price at 28 cents. So I don't expect the price to move before that Plan is concluded. They aim to raise up to $50 million and I feel that they will be heavily over-su...

Well, I still haven't heard from Dart Mining (ASX: DTM) about the question I posed. I note, however, that they have put me on their contact list and keep sending out announcements to me. Their share price continues to decline, their shareholders remain unimpressed and I don't blame them. This is one miner to steer well clear of. I will check back in a year, 4 cents now after a big capilat reduction.

With plenty of time having passed, Dateline Resources (ASX: DTR) looks like it has started its rebound. Still news to come from stockpile assays, new gold assays, rare earths assays, funding, the BFS and probably stuff I don't yet know about. It's clear to me that, despite claims to the contrary, the OTC markets (where it is listed as DTREF) follows the ASX lead.  Where will this go? Those who play with charts have predicted that the next proper resting place is at $1.09 and that this will happen this year. That's going to be a wild ride. I do know that there are those who hold $1 a share as a significant milestone. And the Americans (see the note above) have indicated that they want to take the share price much higher than $1, much higher. So there's plenty to see here and a fun ride for participants.

I was asked to find a copper play, and so I went digging (pun intended) and I unearthed Hillgrove Resources (ASX: HGO). And at 3.3 cents, it looks really ready to double in value. In the past year, major players (like BHP) have been focused on acquiring small miners. This strategy of "buying production" is becoming more common as a way to increase output in the face of challenges like labor costs and declining ore grades. Economic copper percentage are typically from 0.2-1%, so HGO's percentages are right up there and look like making the company a takeover target, which could be a big return on today's price. They have over 3 billion shares out there, so that's an issue. But the company is cash-positive and revenue-positive, so that's good. I suspect this will double before 2026. I will check back soon. Meanwhile, I have taken a small position.

Here's what I said in mid-September: 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). I was right about the drop, down to $1.41 (that will have made the shorters happy). There has been a bunch of management changes and some infrastructure challenges, this is a "I am not confident" call. I will check back in June next year.

Has Medallion Metals (ASX: MM8) peaked? When I last looked at them they were 40.5 cents after a big jump. Today they are at 41 cents. Yes, there was a further rise in the meantime, but what's happening? I think investors might be sitting back and watching everything unfold here. There is the acquisition of another asset, and a final investment decision due on their gold, and I expect that to be a strong "Yes, let's mine the hell out of this." While everyone is waiting, it could be a good time to jump in. Another strong finish to the year expected here. Make sure to do a bit of research yourself first. On for a January check-up.

On September 6 I noted that Meeka Metals (ASX: MEK) had gone up 25% in just 6 weeks, and I said that there was more to come with the Quarterly Announcement pushing the share price into the 20s. After hitting 25 cents, the share price today is a tad over 21 cents. Another great return by this micro cap. And with significant underground mining activity to come online in December, these guys still have a way to go. Look for a nice Christmas present from this little Santa.

Strickland Metals (ASX: STK) is building towards a major milestone, their maiden Resource Estimate. That's due this year, and there isn't much of this year left. At a current share price of 16.3 cents, I can't see this one drifting much lower, but I can see a good 25% return just before the resource estimate is announced. Look for this to jump ahead of the news. Yes, there are plenty of very ordinary results, but there ae some good ones as well. I expect that the price will jup past 25 cents. I will check back in January

I had a look at Pivotal Metals (ASX: PVT) and I see there's a lot going on. Micro Cap explorer that looks to be fully funded for the next round of exploration through a share release. The prospectus was live for just 24 hours, and I note that their major shareholders didn't seem to participate. I wonder why. That said, they have a drilling programme coming up this month and that could give a very healthy Christmas present if they get the assays back in time and the results are good. It is more likely to be a great start to 2026. I don't see these guys as a long-term hold, but I do see a very healthy return from right now. Getting out after the assay results come through. I will check back in January.

I know I shouldn't get emotional about stocks, but I do really like Orthocell (ASX: OCC). And these guys look they are on the bounce-back and will deliver very nicely throughout the rest of this year. Great products, really exciting industry, management that keeps meeting milestones and kicking goals: What's not to love? $1.22 today. $1.50 soon? I would expect so. Look again in a month.

Here's what I said a month ago: 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. Well, here we are and the share price is bouncing between 9 and 10 cents. With some exciting milestones about to hit, I reckon these guys are a lower-risk investment that should deliver nice returns by the end of the first quarter 2026. I will check back at the end of April when the quarterly comes out.

Maronan Metals (ASX: MMA) seems to be really pissing their shareholders off, and for that reason it is a no go for me. I am not sure what argument they have with their shareholders, but it will involve a substantial holder (I reckon). Steer clear.

Dateline Resources (ASX: DTR) continues to be stymied by backlogs. Also, a major shareholder has sold a large amount of shares, causing the share price to drop. I reckon we are at, or very close to, the bottom and will soon rebound. But it's going to take some news. It's a good thing there is lots to come: 1 Gold assays from the stockpile, 2 Gold assays from 3 high priority target 3 REE assays from up to 3 targets 4 Funding to come in This means that DTR is simply an exercise in patience as we build towards the BFS and the building and commissioning of mining equipment. And remember, the stockpile is 1 million tons which will supply cashflow for 6 months. I still love everything about DTR.

I like where Janus (ASX: JNS) is going. But I think that the recent price rise is going to drop back.  Imagine, for a moment, a future where Janus introduces their hot-swappable batteries into a single model of (say) a Toyota car. They have the batteries, they have the network. That would be a significant moment in Janus' history. If I were a shareholder, I would be asking management about a future like that. That said, The share price should drop back and settle a little. Check back in a fortnight.

Resolution Minerals (ASX: RML) continues with strong gold results. And their share price should jump significantly today. It looks like being a "Make Money" Monday.

Here's what I said in June: Melbana Energy (ASX: MAY). Their share price is languishing and I don't expect this one to do much until the start of Cuba's dry season in November. Until then, it's a talkfest and planning session. Come November, drilling should start properly, more exploration should happen. I reckon these guys are worth a look in mid- to late-October. Since then the share price has dropped to 1.5 cents. But with the season about to change and drilling about to start, I expect the share price to jump 50% pretty easily. And then, as I am writing this, they go into a trading halt. Let's check back in a couple of days.

In the wake of today's announcement about EXIM interest in Locksley (ASX: LKY) look for strong interest in LKY today.  I think the market will respond very positively. Bear in mind that there is a lot of work to do before funding is committed, but the market should like this announcement and respond positively. It looks like a good day to make money.

 There you go. Things happen that you can't predict. QMines (ASX: QML) have extended their share purchase plan to the 7th of November and their share price has settled at 5.5 cents (the Plan price). This tells you that they probably couldn't raise the cash required from their existing shareholders.  It's a mining company in the middle of a global mining frenzy. There is a lot of competition for raising cash. But to not get the support they sought from their existing shareholders says a lot.  Hmmm. I would let these guys settle for a while. I will check back at the end of November to see how it all rolled out.

Strike Energy (ASX: STX) is conflicted. On the one hand they have good progress, and on the other they are facing court proceedings that will be costly and will divide their attention. Still, at 11 cents, I can see this jumping 20-50% by the start of 2026. I will check back in January to see how I went.

When I looked at Dreadnought Resources (ASX:DRE) on 30 August I said they were a great opportunity right then. They were at 1.2 cents and I suggested that the recent tiny drop in share price would reverse. It did. It got over 4 cents at one point. Yes, triple your money in less than 6 weeks. They have dropped back to 3.1 cents and, I suspect are still looking for a settling point. DRE seems a little over-optimistic to me (aka they fall a little outside my risk envelope). Why? Well, they certainly seem to have the ground and the gold, but they are using higher valuations than others on their gold and there is still a lot to be done. I suspect that the share price will fall to around 2.5 cents, or a bit lower, before it settles. I will check back in Feb to see how they went.  I have had time to really think about this. These guys are supposed to be professional but they are leaving too little margin for error, margin for price movements in gold, here. As it's my money I invest with, ...

Emperor Energy (ASX: EMP) continues to bounce around (what looks to be) a new baseline around 7.5 cents. These guys are set to BOOM! They have the right ground (ok, water) at the right time. Their environmental plan should be finished soon and their near-term catalysts look good, as long as they can hit them. One thing concerns me is that their recent presentation covered a lot of known fact. But there was plenty of forward-looking in there, so it's not too bad. They certainly seem to have been getting on with the job of better understanding their assets.  These guys remain, in my opinion, a great opportunity to build serious investor wealth in a relatively short time frame. As I have said before: a no-brainer. I will look back in January.

Back at the start of August I suggested that October would be a good time to jump into Estrella Resources (ASX: ESR). At that time they were at 3.9 cents. Now, they are down to 2.9 cents. Their scoping study still remains uncompleted, but that's probably because it's not quite due yet and they have a lot going on. They have started drilling and testing and the indications look really good. So if your risk tolerance is high, now might ne a good time to become a shareholder. Once they define their limestone deposit, things will progress quickly as they already have a buyer. Timor-Leste, it has to be said, is highly prospective. This means it is high risk. But with a friendly government and fertile ground, these guys could really kick some goals and deliver a great return to shareholders. I reckon you could easily double your money in three months. Yep, the share price could hit 6 cents. But they have to start achieving some of their milestones. As I said, high risk, but well wort...