Australian (ASX) Stock Market Forum

Your top 3 holdings and why you hold them

QRN -Purchased in the early staged
LYC - Goodness of rare earth
ISF - No idea why, biggest regret, but its making a comeback after 6 months.
 
FMS Flinders Mining - Iron Ore Deposit in the Pilbara.

ADN Adelaide Resources - Gold/Copper deposit in Tennant Creek, Copper deposit on Eyre Peninsula.

EXM Excalibur - Gold deposit in Tennant Creek. I got 'em cheep, just need patience.

These are not my preferred holdings.
I cut the flowers and was left with these weeds! :eek:

Currently looking at FCN Falcon Minerals - Nickel at Collurabie.
Also AXE Archer Resources - REE, Graphite, Copper, Gold and Manganese in Sth. Aust.. :)
 
WPL we are married and she’s got most of my money, she gives me pocket money regularly. She says if I hang around she will make it worth my while. Just gotta love her.

CFU the Au pair girl, been around a while, so I have paid her some money but I wonder if she hangs around the new kitchen too much, I think she left the kids in the park once too. Not sure I trust the kids turn out well for having her around.

EDE the new office girl, looks pretty and a few of the lads think she is hot. I bought her a few drinks. Gotta watch her though she could get me into trouble, or I might wanna run away with her one day.
 
Like your post Jblocker

CSL - Aussie girl who brings me stuff from foreign countries. She has been an amazing performer but now with the dollar rising her foreign gifts are less attractive. Stunner!

WPL - Keeps going, some makeup problems but she is promising big things for next year. Can't wait for the New Years Eve party. Lovable!

CFU - Says she has the goods but always seems just out of reach. I think she will come good though. Sexy!
 
was recently in SSN/SSNO but got over 60% weighting till I sold. great story

what did I do with the money, very recently acquired

1. GPP. Illiquid microcap ($3.5m) Holds more than that in ATR-asx alone (ATR is in re-rating Zirconium sector and at new 12 months highs). All other JVs (WA gas in v large tenement (3000sq km) above RED GULLY/EGO finds) Brown Coal, CTL, copper tenement, and another Vic coal deal worth $2.8m are free. I keep buying anything under 6c. Any news from the WA gas JV with UIL, and multibagger from here.

2. TRF.(41c) Leveraged to Iron Ore (IFE-asx) and Gold (ROL-asx). So undervalued its a joke. Holdings/JV interests are worth more than Mcap. Can IFE deliver by end 2011. If they do TRF should be $1.

3. NGX. Gold. simply put, can they turn it around over the next year and get 100oz+ pa (that's my punt at 65c) illiquid and low. has dissappointed plenty.



eyes on IPX...

ok, I've realized I like illiquid undervalued stocks ;-)
 
No. 1 holding SSC
Expecting a substanial re-rating on commencement of mining and potential take over offer

No. 2 holding AVI
Attracted to AVI buy the board & directors, very impressed by McSweeney on akm & gbg etc. Expect a similar style result, attracted to sweeden rather than 3rd world nations with corruption & killers.. High % chance the project will actually come to fruition

No. 3 holding AKM
Expecting further drilling to result in a huge coking coal resource, hoping for a similar play to RIV
 
WPL we are married and she’s got most of my money, she gives me pocket money regularly. She says if I hang around she will make it worth my while. Just gotta love her.

CFU the Au pair girl, been around a while, so I have paid her some money but I wonder if she hangs around the new kitchen too much, I think she left the kids in the park once too. Not sure I trust the kids turn out well for having her around.

EDE the new office girl, looks pretty and a few of the lads think she is hot. I bought her a few drinks. Gotta watch her though she could get me into trouble, or I might wanna run away with her one day.

Like your post Jblocker

CSL - Aussie girl who brings me stuff from foreign countries. She has been an amazing performer but now with the dollar rising her foreign gifts are less attractive. Stunner!

WPL - Keeps going, some makeup problems but she is promising big things for next year. Can't wait for the New Years Eve party. Lovable!

CFU - Says she has the goods but always seems just out of reach. I think she will come good though. Sexy!

Love it!!

My top 3s

ZGL - A Singaporian beauty that really blossomed recently. Don't be fooled by her beautiful figures - she makes heavy mining equipments. Despite an elegent share price chart, she's still cheap. :1luvu:

WHC - A socialite who's trying to get herself married off has attacted the attention of multiple suitors. The proposals are coming in thick and fast and she doesn't care about their nationality - Chineses, Indians, Koreans... Some people might think she's a sl**, but a girl's got to look after herself, especially after many of her peers (RIV, CEY and Felix) are all married off. She will however be mindful of what happened to that Macarthur girl, who got dumped for being too snobbish. :1luvu:

MHM - A mysterious girl with hidden assets that can one day turn her into a bright star. But she's got her feet firmly on the ground and is quite self-sufficient in generating income even before her true talents are revealed. :1luvu:
 
CBA - 9%, Good growth, stable business with a pretty respectable dividend.

ORG - 15%, An old friend, it's future continues to look bright, a NSW labor garage sale made things all the more brighter.

MND - 29% A very old, very dear friend, one of the best run businesses in the country. Consistent performance. I believe this is the company that will let me retire in a few years.
 
MND - 29% A very old, very dear friend, one of the best run businesses in the country. Consistent performance. I believe this is the company that will let me retire in a few years.
Agree. It's the one company I really regret selling when I sold the whole p/f at the start of the GFC.
 
ZGL...she makes heavy mining equipments...
WHC... many of her peers (RIV, CEY and Felix) are all married off. She will however be mindful of what happened to that Macarthur girl, who got dumped for being too snobbish.
MHM - A mysterious girl with hidden assets...
Good choices SKC, like your style there.
 
WPL we are married and she’s got most of my money, she gives me pocket money regularly. She says if I hang around she will make it worth my while. Just gotta love her.

CFU the Au pair girl, been around a while, so I have paid her some money but I wonder if she hangs around the new kitchen too much, I think she left the kids in the park once too. Not sure I trust the kids turn out well for having her around.

EDE the new office girl, looks pretty and a few of the lads think she is hot. I bought her a few drinks. Gotta watch her though she could get me into trouble, or I might wanna run away with her one day.

Time for some new dates. And a bit more fun.
WPL: Still my old girl , she was little down last week, looking a little better, but must diversify.. hafta look at her new bloke, the last little fella has shot through...

KSC: Coming from a trucker family this one loves going on long drives, and now that she is driving in the west, I will love to watch her moving her figure up the road. I am gonna hitch a ride I hope she brings home lots of goodies.

COU: One of those cute girls in the accounts dept, nice and neatly dressed, she looked at me over those glasses and gave me a wink, I asked her out to coffee. She said she will pay!

(oh EDE - has run of with my money, but she is still in touch. And CFU is still in the kitchen come out with a couple of hors d' oeuvres but I didnt get any, when is the big roast coming I am getting very peckish)
 
CCV - Bought at .595 strong growth & high quality, little competition high profit margins loaining system being rolled out in the UK
DGX - Market cap $15mil Order book 1.1bn, spare debt capacity. reports 24th/8
 
1. CBA Started buying them in 1992 at $6 because I bank with them, and have bought more every year since. Go on a holiday each year with the dividends. Will never sell them, just keep buying more whenever I can.
 
HSN.

Bought some at 90c in June, and another parcel at 80c when the price dipped last week. Have valued them at $1.00 (DCF) by my calculations, and will sell them if they reach the target. In the meantime will hold for dividends. If the price dips below 80c, will buy some more.
 
(1) Cash
(2) Cash
(3) Cash.

So I can short this market.
Short SPI and tonight if signalled FTSE and DAX.

Not buying anything LONG
There will be plenty of time to pick up bargains---when they are bargains.
Thats when NOBODY wants to buy anything!

That time will come.
 
Come on Techa, where's your sense of humour?

Can't believe no one has mentioned dear ole AUT. Miss Universe winner last year, has had a bit of a "brazilian" of late but still makes the cut. Has been adding a few pounds but is still a great ride.
Also agree with SKC, MHM should become our meal ticket for the next few years.
And if picking up off the street was your style, then HOG should be given a second look, stands out from the other ladies, has had her pants pulled down a lot lately however new suspenders about to be doned.

Phew! I need a cigarette and a lie down.:p:
 
Time for some new dates. And a bit more fun.
WPL: Still my old girl , she was little down last week, looking a little better, but must diversify.. hafta look at her new bloke, the last little fella has shot through...

KSC: Coming from a trucker family this one loves going on long drives, and now that she is driving in the west, I will love to watch her moving her figure up the road. I am gonna hitch a ride I hope she brings home lots of goodies.

COU: One of those cute girls in the accounts dept, nice and neatly dressed, she looked at me over those glasses and gave me a wink, I asked her out to coffee. She said she will pay!

(oh EDE - has run of with my money, but she is still in touch. And CFU is still in the kitchen come out with a couple of hors d' oeuvres but I didnt get any, when is the big roast coming I am getting very peckish)

Come on Techa, where's your sense of humour?

Can't believe no one has mentioned dear ole AUT. Miss Universe winner last year, has had a bit of a "brazilian" of late but still makes the cut. Has been adding a few pounds but is still a great ride.
Also agree with SKC, MHM should become our meal ticket for the next few years.
And if picking up off the street was your style, then HOG should be given a second look, stands out from the other ladies, has had her pants pulled down a lot lately however new suspenders about to be doned.

Phew! I need a cigarette and a lie down.:p:

Appreciate the humour gents, but can we have the real reasons now please?! ;)
 
Cheers Joe.

Ok, I'll start.
AUT- After a stellar year in 2010 winning the gold medal, AUT has continued to add value and credibility being on target for it's 60 well drilling program in 2011 and achieving incredible production results. Will end the year with over 5000 boepd. Is due for a re-rating and once POO settles down from it's current volitility I expect to see AUT 0ver $4.00.
MHM- This aluminium salt slag recycler is about to go global with impending US announcements due. Geelong plant has proven technology works and is now very profitable. No more need for landfill sites for the aluminium nasties.
HOG- Incredible results from first well of mainly gas and second well due to come on line by years end. With own gas plant being built, production and capacities will be increased. Very high production numbers and profit potential for such a low MC.
Good Luck.
 
My current top 3.

(1) Cash

(2) UXC - a fling only. Recently broke up with her abusive and loss-making boyfriend called the Field Solutions Group, UXC is trying to rebrand herself as a pure and innocent IT outfit. I am willing to go on a few dates but I've got a stop loss at the ready in case things don't work out.

(3) BMN - another fling. She once had radioactive good looks but now suitors are few and far between. A Chinese man is approaching her and she's thinking hard about whether to accept his proposal, even though the diamond on offer is heaps smaller than before.

Committed relationships are not my thing these days. Look at the girls I loved in the past.

ZGL - A Singaporian beauty that really blossomed recently. Don't be fooled by her beautiful figures - she makes heavy mining equipments.

ZGL has lost her beautiful figures, luckily I dumped her at her prime.

WHC - A socialite who's trying to get herself married off has attacted the attention of multiple suitors. The proposals are coming in thick and fast and she doesn't care about their nationality - Chineses, Indians, Koreans... Some people might think she's a sl**, but a girl's got to look after herself, especially after many of her peers (RIV, CEY and Felix) are all married off. She will however be mindful of what happened to that Macarthur girl, who got dumped for being too snobbish.

Well. She was too snobbish. The bachelors fell away one by one and she's now all alone in the wet QLD rain. And the irony is that Macarthur girl is now getting all the attention.

MHM - A mysterious girl with hidden assets that can one day turn her into a bright star. But she's got her feet firmly on the ground and is quite self-sufficient in generating income even before her true talents are revealed.

Well I still facebook her every now and then, but she's no longer my top 3. She kept telling me that she will make a lot of money, but she was just draining my wallet all this time. Never pays for anything when we go out. I will probably call her again if and when she get a job and have some income.

I think I will play with short term relationships for a while yet.
 
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