Australian (ASX) Stock Market Forum

VYS - Vysarn Limited

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Been trading very strongly in recent days looking to push back to its all time highs.

News on the US deal, Silica, and Moolap plant commisioning and performance could easily push MHM over $2
 
i believe this is the best growth story on the ASX

in laymans terms
MHM take salt slag out of landfill and process it for a tidy profit
where do you find salt slag - in landfill anywhere in the world that smelters Aluminium

quarterly states expec first plant in US in 2012 processing 200-250 thousand tonnes per year from one plant.

READ THE QUARTERLY it does not disappoint
lots of news due soon

the growth story is that you can build a plant anywhere that salt slag exists

current market cap around 140 million

not unrealistic to see market cap at higher levels

aiming to enter ASX300 this year.

disc. i hold and will continue to hold
 
craigj said:
i believe this is the best growth story on the ASX

in laymans terms
MHM take salt slag out of landfill and process it for a tidy profit
where do you find salt slag - in landfill anywhere in the world that smelters Aluminium

quarterly states expec first plant in US in 2012 processing 200-250 thousand tonnes per year from one plant.

READ THE QUARTERLY it does not disappoint
lots of news due soon

the growth story is that you can build a plant anywhere that salt slag exists

current market cap around 140 million

not unrealistic to see market cap at higher levels

aiming to enter ASX300 this year.

disc. i hold and will continue to hold
Click to expand...

I have gone all in here and just outside the top 20. No better stock on the ASX will go up or have potential to go up as this one. This stock is the only one I own.

Look forward to the news flow soon.
 
lioness said:
I have gone all in here and just outside the top 20. No better stock on the ASX will go up or have potential to go up as this one. This stock is the only one I own.

Look forward to the news flow soon.
Click to expand...

Lioness... from memory you had an all-in on SDL? I guess that did work out for you (I hope) but didn't that teach you a lesson about diversification? Pretty random things can happen (e.g. plane crash with whole board on it) and I personally don't want random events to kill my wealth.

For the record I like MHM but going all in is never my style. Just something for you to consider and good luck.
 
I think Marcus Padleys theory of 1 stock portfolios has got some merit. I know I have kept only a very small number of stocks and at one stage was down to one and doing well. I have diversified basically because I think there are a least a few that offer outstanding potential.

I think MHM is in that bracket.
 
basilio said:
I think Marcus Padleys theory of 1 stock portfolios has got some merit. I know I have kept only a very small number of stocks and at one stage was down to one and doing well. I have diversified basically because I think there are a least a few that offer outstanding potential.

I think MHM is in that bracket.
Click to expand...

Sorry for off topic but i think 1 stock is crazy town...making money is so easy when its all spread out and de-risked...all in is exactly what it is, often translates to all or nothing. :2twocents and on a stock like MHM that's double crazy town...even if you have money to lose your better off just spending it.
 
So_Cynical said:
Sorry for off topic but i think 1 stock is crazy town...making money is so easy when its all spread out and de-risked...all in is exactly what it is, often translates to all or nothing. :2twocents and on a stock like MHM that's double crazy town...even if you have money to lose your better off just spending it.
Click to expand...

Even if i had money to lose, I should spend it? What type of advice is this? Crazy statement.

Yes, I have it to lose, but have set goals to retire before I do spend it.

Diversification does not make you rich, just above average, if your goal is to be in the 1% bracket like mine, you must increase risk to extreme. That I have done, let's see how it plays out now.
 
lioness said:
Even if i had money to lose, I should spend it? What type of advice is this? Crazy statement.

Yes, I have it to lose, but have set goals to retire before I do spend it.

Diversification does not make you rich, just above average, if your goal is to be in the 1% bracket like mine, you must increase risk to extreme. That I have done, let's see how it plays out now.
Click to expand...

My "crazy " statement was based on you saying "I have it to lose" and my interpretation of that meaning you have over a couple of hundred K in this stock that your willing to lose.

From my perspective of life and money and suffering and where i want to be in a few years...with a couple of hundred K spread across 25 good stocks, averaging in at significant lows...i could guarantee me a nice spot on the Beach at Batu Ferringhi in 5 years time...no problem, no risk.

I'm happy if i end up in the top 35% ~ the money you already have "to lose" is the money i need to retire on...good luck with your punt.
 
lioness said:
Diversification does not make you rich, just above average, if your goal is to be in the 1% bracket like mine, you must increase risk to extreme. That I have done, let's see how it plays out now.
Click to expand...

To be in the top 1% you only need to earn ~$200K a year. You certainly don't need extreme risk for that.

But we've discussed your strategy enough in the wrong place imo.

Decent announcement today by MHM but there isn't much follow through on the buying. I would think a positive quarterly report after commissioning would be a good story as it illustrate the cash flow potential of the technology.
 
So_Cynical said:
My "crazy " statement was based on you saying "I have it to lose" and my interpretation of that meaning you have over a couple of hundred K in this stock that your willing to lose.

From my perspective of life and money and suffering and where i want to be in a few years...with a couple of hundred K spread across 25 good stocks, averaging in at significant lows...i could guarantee me a nice spot on the Beach at Batu Ferringhi in 5 years time...no problem, no risk.

I'm happy if i end up in the top 35% ~ the money you already have "to lose" is the money i need to retire on...good luck with your punt.
Click to expand...

Cynical,

Eben if I had 200K to lose, I wouldn't waste my time shopping, buying crap for the sake of it. I already have everything I need, just could lift it to a finest extremes which we all don't need. I have much more than a few 100K in this by the way. $5 will see me buying in Mosman for cash.

As for SKC, that means I am already in the top 1%. Thanks.
 
mhm is a lower risk play than most because they are already generating an income to justify the current market cap

the potential of what is about to occur with overseas operations is not priced into the share price yet

i bought in 18 months ago and wont consider selling till years to come

the current dollar value in my portfolio is over 50% it is great to be overweight a stock with so many positives
 
MHM has been hit hard since late July/early Aug but yesterday saw the stock close up 10% with strong buying in the afternoon.

If we see a continuation of that buying today and close in the green then I expect that the downtrend has been broken and we should see a move to $1.

I anticipate that it will consolidate at this level until we hear some news on the much anticipated US expansion. However if the overall market powers ahead then I would also expect MHM to follow seeing as it was trading a circa $1.20 before the "crash".
 
Great announcement just out by MHM (IMO).

A new revenue stream has been identified with "black doss".

We are talking to potential partners in the US and Canada

We are also talking with other companies including Aluminium can producers.

It seems as though management were anticipating that we would have signed off on our first US plant but now, but the emergence of this potential revenue stream has made them have to reconsider the plants location.

I now expect that it wont be until early 2012 when we get the signature, but it should be worth the wait given the additional revenue that can be generated. We may also get a signature for more than one plant.

As always DYOR. I will do a write up on my blog about the announcement later today/early tomorrow.
 
Not the best of days for MHM down almost 6%.

Whenever the market is down MHM gets hit hard, but then when the market is up it always takes its time.

Still very positive from a long term perspective, I am just waiting for details on the US expansion and associated funding before topping up.
 
Has MHM bottomed ?

We need news to push MHM back up to its highs. Moolap is working extremely well now we need to finalise the US expansion.

Weak to the Strong is happening as we speak :)
 
MHM had a good day today surley the lows are now in !!

Looking for continued upward trend and US expansion news to break.

MHM could then challange its former highs in the right market sentiment !!
 
Selloff has been somewhat suprising but the market is in fear mode.

A stable market and we should get news of he US which is what the market is waiting for.

Those selling now may regret it imo..
 

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