INVESTMENT STRATEGY

VUL continues to execute as sustainable lithium demand surges. So what’s next?

Our investment Vulcan Energy Resources (ASX:VUL) has delivered everything it said they would do over the two years since we first invested. Heading into 2022, the company shows no signs of slowing down in achieving dual production of renewable energy and battery quality lithium chemicals with net zero carbon footprint.

Omicron, Inflation and Investment Memos

Many things can and do go wrong in small cap investing, so we found it was useful to note and understand what exactly went wrong with any of our companies that had a bad year, compared to what we thought should happen.

We Just Tripled Our Holding in TMR

We tripled our holdings in Tempus Resources (ASX: TMR) by participating in the placement last week at 14.5c.

Promising Results so Far… But there is Some More Work to Do…

Today 88 Energy (ASX: 88E) announced the interpretation of its ‘logging while drilling’ data. The progress results to date indicate multiple potentially hydrocarbon bearing zones have been encountered whilst drilling.

Tell Me Why: The 10 Reasons We Invested in ONE

Last Friday we announced our 2021 Tech Pick of the Year, Oneview Healthcare plc (ASX: ONE) - a healthcare technology company that enables ‘virtual care’ at the bedside for hospital patients. We promised that we would provide further analysis on why we have made such a large, long term investment and called ONE our 2021 Tech Pick of the Year…

Short Term Trade Update: What’s Happening to the CPH Share Price?

We put out a short note on Creso Pharma (ASX: CPH) to some of you that might have previously invested in the stock and not had a positive experience. After a couple of false starts, our plan is to ride this momentum over the coming weeks and hopefully recoup some of our previous losses.

We are Rolling the Dice on this One…

Long term Creso Pharma (ASX: CPH) shareholders have had a rough ride in the last 12 months. Last week the $20M capped CPH raised circa A$9M at $0.0291 per share, finally extinguishing the company’s debt and ridding the company of major con note holders that were hampering any share price appreciation.

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