ASX

Various-Fig8813

It’s great that you moved from BTC to the stock market, but there are a few structural issues worth pointing out. 1. **Your portfolio isn’t as diversified as it looks.** Even though DIA, VOO, and QQQ track major indexes, they’re all US-based and overlap heavily. If US large caps fall, all three are likely to fall together. Adding **international exposure** (for example, STOXX Europe 600, Nikkei 225, or ASX 200) would improve diversification. 2. **Bonds aren’t about chasing returns.** Bond ETFs mainly reduce volatility and provide dry powder for rebalancing during downturns. Even a small allocation can improve risk-adjusted returns, especially if volatility was an issue for you with Bitcoin. 3. **Dividend ETFs aren’t necessary unless you need income.** They don’t automatically outperform growth-focused funds and can be less tax-efficient. If it were me, I’d simplify the US equity exposure, treat QQQ as a tilt rather than a core holding, and add either international equities or a small bond allocation instead of dividend ETFs. *This is my personal opinion.*

Murky-Pin7299

Yancoal (YAL) on the ASX. Aped in at $6.80 a year and a half ago. It’s now at $4.79. I’m down $44k on 24,500 shares. I offloaded some a while back to invest elsewhere.

Orange_Codex

50% gains for EOS (ASX) since I mentioned it. I bought SLS instead.

Horcsogg

Well I meant on ASX and TSX, 99% of the stocks were not halted there.

Orange_Codex

I don't think it's too late. My average is $26; I think it can reach $80 once Golden Dome contracts drop. There's also ASX:EOS as a NATO alternative, and ispace from Japan (more similar to Momentus).

Orange_Codex

Stocks I recommend but haven't mentioned much: **PYXS** (first-in-concept with a smallish, locked-up float awaiting Q4 data release) and **INO** (developer of DNA immunotherapies for HPV-linked tumours expecting imminent approval). **CELZ** is looking like a godsend, developing cell lines for diabetes and chronic back pain. Topline data is expected by May 21st 2026 but its cash runway can last until next October. A rare chance to accumulate. Stocks I recommend and have mentioned a lot: **PLSR** (poised to dominate global supply of a rare and eldritch isotope); **SLS** (producing the closest thing we have to a generalised cancer survivability drug), and **HUI** (a.k.a. **HUIPF**), pursuing green hydrogen recovery from petrochemical and construction industries in the Middle East. I also called out ASX:**EOS**, which is up 13% in five days and has plenty of room to run. You all know **INTS** already. Never do your own research. The value of your investment can go up as well as further up. 110% of retail accounts make mad racks from tips off Reddit. Sell your wife's jewellery right now. Obey the voices. Not financial advice.

MagnesiumKitten

\- Everyone is crazy or speculating until it’s true well that's what high-risk speculation and investing is all about sometimes I'm still trying to figure out what you don't like about Buffet's investing style or the idea that it's usually a bad enough to buy something overvalued AMKR is a good company, just stupid valuation right now Moderate Risk 36% undervalued in April 77% overvalued in December Target -38% ASX another good company 17% undervalued in April 55% overvalued in December This one has a -26% target Here you picked good stocks and hopefully you bought them at those April lows and they're ridiculously expensive and you should sell em off before prices normalize to reality again I still think you're picking a lot of risky companies and not taking valuation seriously enough, but you do pick some good ones. it's good timing with the risky ones \- AMKR, another one sorta but you would’ve had to buy it like EXACTLY when it hit a specific price fast definately //////// SMCI, excellent company in theory, but it could be a value trap at the moment, and it'll recover 65% from it's undervalued thing in a year, but it has a very good trajectory for growth the problem is, how screwy is the valuation right now. It's not a buy at the moment but it's cheap, but it'll take time to see if the problems improve ........ Well SMCI have their problems with the financials In October 2024, Supermicro's auditors, Ernst & Young resigned after raising significant concerns over the company's internal controls, board independence and accounting practices. The company created an independent special board committee comprising board members and external counsel to evaluate issues raised by Ernst & Young, which would later find no evidence of misconduct. On February 25th, 2025, the company filed its annual report, just before the end of its extended deadline. Supermicro included an additional note in its filing, saying "it had identified material weaknesses in internal controls over financial reporting", and in response to those issues, "plans to hire additional accounting and audit employees, and to upgrade IT systems."

Responsible_Kale_869

And I wana clear, I use numbers and revenues aswell. Don’t wana make it like u NEVER look at income statements, balance sheets, cash flows. 100 percent. But it isn’t the end all be all of my investment criteria. Why? I understand they understand. So im putting you on now, nobody else will ever tell you something like this. You have to know that they manipulate and fuck over numbers too, to get shit the way they want it to be. Look at SMCI, that is still if not the biggest prolly top 3, ai chip racking/ data center plays. But they had this massive fraudulent thing going on with there revenues and how they were being reported no? You can’t think they don’t know you know. You gotta know they understand everything you do but to a 100000 percentile. How i see, if you have like 20k or more to your name and you value invest cool. But having 5k under, it’s gonna be a long ride. You’d have to switch your money every couple months to a different equity. if you wanted to see even a x5 of your money within a year from these massive market cap companies. They just don’t always move that way like even Netflix right it was 300 in 2022 before the split. That’s an amazing price, amazing company, amazing return. It still was only a 4-5x in 3 years tho. You see? But someone who bought ONDS this year x9 they money. AMKR, another one sorta but you would’ve had to buy it like EXACTLY when it hit a specific price fast. Personally I own ASX. And will DCA this one. I’m not tryna b dim tho. I just honest with people you can’t say it’s speculative if I understand when and where, society will have a mental change for something and begin to follow it. Everyone is crazy or speculating until it’s true. Then they just were “lucky” or “insider trading”. You guys don’t even know what you’re battling against in the stock market man. There are people who no matter what price a stocks get to, can immediately make it -50percent. And there’s nothing you can do about it

timee_bot

View in your timezone: [Tuesday, 9th December, 9 PM EST][0] [0]: https://timee.io/20251210T0200?tl=Locksley%20Resources%20Ltd%20(ASX%3A%20%24LKY%2C%20OTCQX%3A%20%24LKYRF%2C%20FSE%3A%20%24X5L)%20(%E2%80%9CLocksley%E2%80%9D%20or%20the%20%E2%80%9CCompany%E2%80%9D)%2C%20invites%20shareholders%20and%20investors%20to%20attend%20a%20live%20Investor%20Webinar

Successful_Note_7699

Believe it or not, I have never ever posted on Reddit before. For some reason I get your feed. You are right about REE in 2026. *DTREF. Dateline Resources. Down the street from Mountain Pass-MP. The only thing is mountain pass doesn’t have any Gold. DTREF has a lot. Current administration has multiple times already called their Colosseum Project the 2nd REE mine in the United States. Their government/private deal is upcoming. Seriously. Company stated they will announce “when permitted to do so“. Gold, Ree, and the only Strotinum mine in the United States. $.18 on OTC/ASX. Up from $.01, down from $.44. Perfect Load. Thank me later. *Again, this is my first and probably only post ever on Reddit. I just saw the above mention from that dude. Just never really use Reddit. This will be one of the leading mining stocks in 2026, for multiple reasons.

griffinrc

Locksley Resources (ASX: LKY) had its trading halted on December 3, 2025, pending a significant announcement, likely related to a major capital raise (up to $15M institutional placement) or a critical minerals tech partnership in the US, as the company focuses on domestic US antimony/critical minerals supply, aligning with US policy for strategic materials. The halt, requested by Locksley, aims to allow the market to digest important news, potentially involving US government funding & strategic projects, with trading expected to resume by December 8, 2025, or sooner.

fousekis7

Look for NMG:ASX

GetRidOfFIFPlease

UVA on ASX. To be changed to MEX tomorrow Company is called UVRE currently.

GetRidOfFIFPlease

UVRE on the ASX (ticker changing to MEX tomorrow) is my gamble. Veteran exec chair & director. Tier 1 gold exploration locations. Multi million oz gold mines a scattered a few KM's away from their locations. They'll hit.

ohgodthehorror95

Interesting. Yeah I've recently been looking into small caps located outside the US. The ADRs for some of them are super illiquid unfortunately. Almonty Industries, for instance, probably got a little boost when they expanded their listing to the ASX and Nasdaq. I appreciate your reply though, I'd I'll definitely give them a look some time 👏

fact_not_salty_tears

Hmm, should be on e-toro. It's on the Australian Stock Exchange (ASX) and e-toro does allow/offer ASX trades so hmm, it could be still offered there under the old ticker ORA. If that isn't the case, you ask e-toro where it is.

fact_not_salty_tears

Hmm, try these brokerages for ASX: webull, e-toro, interactive brokers, moomoo, IG. The company was called Ora Gold up until October last year, when new management and new \*old ground\* changed the trajectory entirely. \*I say 'old ground' because that Garden Gully area once had some old mines that had been abandoned about 80 years ago. The old timers only used to go down 50 metres deep in mine shafts. The old timers missed the good stuff there altogether. New management (the CEO of New Murchison Gold is a geologist who worked for banks) recognised the area as being rich with untapped gold veins. That's why this is so good. There's a saying in mining here in Australia: "The best place to find gold is underneath old gold mines" and it's 100% true in the Murchison area- gold veins in the Murchison often run \*vertically\* and they've been known to go down well over a kilometre. The twin veins of Crown Prince lode may have high-grade or even bonanza-grade grade a lot deeper than 400 metres.

Macready123

Which ASX stocks do you like?

DegenWhale_

ok sir Australia + Canada = Only tier 1 mining places worth shit (africa = will nationalise and steal all your gold) ASX listed small-mid caps are trading at a discount for some unknown reason AUD demoninated gold is best since AUD is a risk on currency Two above I mentioned are best 'value' at current buys

HAL-_-9001

ASX:VYS - Smallcap vertically integrated water services provider in Australia. Founder led. Always under promise, over deliver. Profitable. Scaling nationally. Opportunistic acquisitions. Excellent execution. Generational opportunity with investment by water companies. Perfectly positioned to play a role.

NomSaneMan

Mate, it’s basically this: the Yanks are going hog-wild building data centres ’cause AI’s chewing electricity like a starving dingo, and now the big dogs on Wall Street are buying and selling futures on that future power demand — kinda like betting on how hot the grid’s gonna run years from now. So instead of punting on miners or banks, they’re punting on whether these giant shed-full-of-computers will need heaps more juice or not. If they’re right, they make coin. If they’re wrong, they get pantsed. And because America sneezes and the ASX catches the flu, all this yank-level wizardry makes our energy stocks wobble like a kookaburra on a powerline.

halffocused

Australian ASX\_Bets degen here. You peoples' stock market controls ours. Someone explain to me in Aussie slang, like I'm retarded, what's going on with this data centre futures shit

DegenWhale_

GDX is honestly garbage for wallstreebets Buy ASX listed miners if you want a lambo (they are priced for 3000 gold) WGX BC8 etc etc

Prestigious-War3630

# What are the best stocks/ETFs should I focus on starting from next year? For some context, I'm a 16 year old Australian that's looking to invest some money into the ASX, but I'm very new to investing and have only done some research on what the stock market is like, all the different types of things I can buy, how buying and selling works etc. I have also looked into some ETFs that I think are quite good (VAS, VGS, SEMI, IVV, VHY), but now I have more money to deposit into my account, I want to begin to buy some stocks. I currently have a casual job that earns me around 300 per month, and my main goal is long term investing, and making the money growth over a long time, like 20-30 years, or maybe even 'till retirement. I have a low-moderate risk tolerance, which is why I have only chosen ETFs so far. I'm not sure where to start though, and what type of research to do. Should I look into bigger companies like NBA, BHP, Wesfarmers etc., or pick out some different types of investments like commodities for example. I'm still looking towards ETFs cause I know they're lower risk and generally grow over time, but I also want to expose my money to something higher risk with long term growth potential. The past year gold has been flying, and I've seen some people say that it will continue to have a bullish trend, so I'm also considering that as well. ASX: GOLD ETF is the primary one. Overall, I just want some help on what to buy for steady, but also occasional risked growth, especially stocks and which sector is best to buy. I'm currently still doing research, but it would also be great if anyone could help me on what type of research to do, like analyzing historical performances, or deeper statistics something like that. Thanks

Peliviestiposti

EQ Resources EQR:ASX rocket has started! Get on board with cheaper tickets while You still can. Australian tungsten company is only capable tungsten supplier on west when China has closed its market. Tungsten prices has been climbing and it will keep climbing. EQR will be 10-bagger next year from now, meyby even more depending about trade war. This is the best REE play at the moment. Ive been trying to scream about but no one sees anything. Check comparison between Almonty Imdustries and EQ Resources, their value and their production rates. You will find liiiitle contradictory.

Peliviestiposti

$EQR from ASX gonna be ten bagger during next year. Tungsten prices are rocketing, China has closed export, western suppliers are shitting on their pants and cannot fullfill demand. EQ Resources will be big winner on this race and I have little bit over 2mil pcs of share. DYOR !

Orange_Codex

Get in on ASX:EOS to shoot those bastards out the sky. (Unironically one of the best long-term space defence plays on the market.)

BoysenberryHappy2462

Register with IBKR and start investing. The ASX tracks the S&P500 but with worse returns, and of course we don't have anything close to the Mag7.

fact_not_salty_tears

Dude, New Murchison Gold (NMG) shares on the ASX. Shares will triple by end of 2026 and may even go higher IF they can get another gold mine up and running. Q-Why do I claim this? A-Because they're on the second biggest gold intercept on Earth for 2025. Over 17kgs of gold per tonne in a thin 30cm layer with 8kgs gold per tonne layer above it and another 6kg layer below it. Here, see the list below: That Garden Gully is loaded with gold. At least 3 other sites with high-grade hits there from core sampling. The Crown Prince mine began digging in September and the revenue alone for October will be around $29mn. That amount coming in from 1 mine, in its first full month of operation, is HUGE. What's even more astonishing is that NMG hasn't even got to the bonanza-grade layers yet. https://preview.redd.it/la1hq0uszw1g1.jpeg?width=1808&format=pjpg&auto=webp&s=af6d9c6df6cdea50d4e4c904ed7ad5aa7c0064d9 It's undervalued and it's making good money NOW. It will make even more money as the crazy good layers of gold are reached. NMG on the ASX. You'll need to sign up with Webull, e-Toro, Interactive Brokers or IG if you're in the USA, as robinhood won't let you buy shares on the Australian stock market.

Orange_Codex

SLS and AZTR are my Q4 biotech plays. SLS has a far better product and prospects, but AZTR's float is tiny - even moderate results will send it up 200-300%. PLSR is also dropping new appraisals soon. If their helium-3 scales up with recent land purchases (i.e. +1,000%), we enter the fusion age and they become a three comma company in waiting. Next month, I plan to take big positions in HUI (Hydrogen Utopia International) and either ASX:EOS or INTS depending on the current state of INTS's cash flow. I'm still mad I sold INTS two weeks before it ran 600%. That's the last time I let reserve split fears shake me out.

PanzerBiscuit

And? Does any of this change the fact that their board is made up exclusively of finance bro's and hoe's with no technical or operational expertise? Show me the geologist? Show me the mining engineer on the board? Their ASX announcements are seriously lacking in any substance, in terms of their TREO basket breakdown, or on the details around their antimony ingot. Needs more metallurgy and comprehensive assay data. Also, on the topic of their REE project. It abuts Mountain Pass. Now...I don't know if you know much about Carbonatites, or Exploration in general. But If I was MP Materials. I would have done a preliminary look around my flagship project, looking for any additional targets. Seems suss that LKY has managed to peg ground around Mountain Pass. I'm not saying that the big boy don't make mistakes. They do. And American companies aren't that great at exploration. But. I can almost guarantee that MP has had a squizz at these and gone "nah, not for us". Also, Carbonatites are zoned to buggery. Mt Weld is a classic example. 80% of that carbonatite is barren AF and has no economic concentrations of REE's.

Orange_Codex

Stocks with real 50x potential: Sellas Life Sciences - GPS is the closest thing on the market to a generalised survivability solution for common cancers (est. 5 years). Hydrogen Utopia International - advanced plans to supply Middle Eastern petrochemical and construction sectors with green hydrogen and methane (est. 10 years). Pulsar Helium (LSE:PLSR) - discovered a potentially world-changing reserve of helium-3 (est. 10 years). Avalon Advanced Materials (TSE:AVL) - sitting one of the world's largest undeveloped REE reserves, with high concentrations of iridium and samarium (est. 10-15 years). Electro Optic Systems (ASX:EOS) - veterans of directed energy and astrophysics perfectly set up to dominate space warfare and domain control (est. 10-15 years).

TheOnlySafeCult

tip for new uranium baggies: look at BMN on the ASX on Sunday nights if you want a sense of what's going to happen on Monday to your calls

Powerful-Conflict251

ASX:SDV dont forget the AUSSIE [https://www.livewiremarkets.com/wires/buy-hold-sell-the-hottest-asx-small-caps-right-now-and-2-on-the-rise](https://www.livewiremarkets.com/wires/buy-hold-sell-the-hottest-asx-small-caps-right-now-and-2-on-the-rise)

EasyTalk9555

Food waste is a global issue worth trillions of dollars. A small food biotech business based in New Zealand seems to have found a way to reduce it significantly. Zoono listed on the ASX has been working for over 3 years now and developed a regulatory approved coating applied to food packaging. Check them out. Recent price action and announcements have been crazy. With more deals on the near horizon, this is definately a penny stock to watch!

halfrepshalfretail

I think Zip is a good buy as well, only listed on ASX though and pricier in terms of valuation

mamallamadrama28

Right now, Novonix... ASX or US market analysis, but keep in mind it's headquarters are in Oz, but tech and materials operations are all on US soil

Orange_Codex

Ooh, a competitor for my favourite anti-drone boi: Electro Optical Systems (ASX:EOS). They have near-identical stock price trajectory. Overall, I prefer EOS. It's been working with directed energy - both for weapons and space domain control - for forty years. It also makes automated observatories and remote weapons. Really future-proof. DroneShield can't compete with EOS's counter-UAS platform Apollo on price-per-shot (the defining metric for counter-UAS), nor the range and numbers at which drones can be disabled. But DroneShield is a personnel weapon. Apollo is not. That makes them complementary, rather than exclusionary. If one does well, so will the other. The reason we've seen share price decline is partly because drones are not as 'topical' as they were when Ukraine dominated the news cycle, partly because drones don't *actually* make things like tanks and helos obsolete (any more than bullets make infantry obsolete), and partly because large-scale investment has returned to high-end peer enemy systems. The big bucks are all in the Lockheeds, Rolls-Royce, and Rheinmetalls of the world.

Kabirwala

There is no company listed on ASX as MNG

Bricked45

You don't want ASX

Chuck_Ponzi

***Might want to give it a rethink mate. I've traded DRO successfully for years. It's one of the largest companies on the ASX*** ***Why do you want to close out your Euro positions?***

Sensitive-Radish-292

I stick away from ASX as the companies listed there have so many shares and frequently dilute... its a very specific market and not really my thing. I mostly invest on nasdaq but i do hold positions in euro markets as well... although I want to close them as soon as possible

Chuck_Ponzi

***Great post mate, thnak fo the details.*** ***You familiar with DRO or EOS? Both trade on the Australian Exchange ASX.***

Chuck_Ponzi

***DRO and EOS on the ASX.*** ***Cutting edge counter drone products.***

Orange_Codex

Torn between INTS and EOS (ASX).

joycaptain

They also have a JV with Silex (SLX.ASX) in Global Laser Enrichment, which is the world's first uranium laser enrichment recently achieving TRL-6. check out SLX.ASX for more information

Surandy70

The valuation of Fermi is astounding compared to some of the valuations for other energy companies looking to provide power to AI data centers. There's the likes of Pembina Pipelines going through the approvals process to build a 1.8GW natural gas combined cycle plant for a hyperscaler in Albert, Canada, rumored to be Meta. Then you have ASX listed Kalina Power (KPO) with plans for up to 1.7GW of natural gas combined cycle power plants across 5 sites (half of that for AI data centers), also in Alberta, Canada worth only about $40m.

Orange_Codex

I'm picking up INTS and EOS (ASX) Monday pre-market.

DrawingContent935

Made an earnings play today too - made $4k pretty good. Look out for ASX (ASE Technology) they’re looking prime for a breakout tomorrow

fairytaleresearch

$NVA New PR: Anchorage Alaska, October 28, 2025 - Nova Minerals Limited (“Nova” or the “Company”) (NASDAQ: NVA) (ASX: NVA) (FRA: QM3) ) is pleased to announce that it has commenced procurement of critical mining and processing equipment for its Estelle starter antimony mining operations and associated downstream antimony refinery at the deep-water Port Mackenzie, Alaska, with first production of military-grade antimony trisulfide targeted for 2026/27. [https://capedge.com/filing/1852551/0001493152-25-019819/6K/file/2](https://capedge.com/filing/1852551/0001493152-25-019819/6K/file/2)

ben_cav

For me it’s pretty much: - which sector seems promising - who are the best players in that sector - are any of those stocks in an attractive position to buy. (This step might require waiting a long time) Late last year / early this year I was looking into anti-drone tech (in response to the war in Ukraine), which lead me to ASX:EOS Later on I was looking into resource mining for lithium (based on chip / semi conductor demand), which lead me to ASX: PLS, and ASX: LTR More recently I’ve checking out consumer staples. (Based on a weakening economy). That lead me to NYSE: EL. This also got me to sit on NASDAQ: PRAA, which I most recently bought in on (this is a short term bet though. We’ll see how it goes)

ben_cav

I’m in Australia so I trade a lot on the Aussie market (ASX), but also do a bit on the US market. Please do your own research on these companies and make your own call if you’re interested I’ve been selling off ASX: EOS on the recent rally, but now I’m look for opportunities to buy back in since I believe the company is very promising. They do anti-drone defence. It’s a bit too volatile right now to make a call, but give it some time, might have a clearer picture. EOS was my golden goose this year Recently bought in at $2 on ASX:NXL and doubled down at $2.70. Promising company, promising direction with investment in proprietary AI software solutions for existing business models. I still think the stock is in an attractive position, They also have great shareholder reports that are worth reading before buying the stock. ASX: NVX is hovering on a strong base of support. The company has very strong short term return if you can time it right. I was very close to buying, but missed the rally a couple weeks ago. Sitting on this one in case another opportunity comes With regard to US stocks I recently went long on EL. This is a bet the company and the industry. Consumer spending in this current and future economy will spend more on small ticket consumer items over big ticket. EL is at an attractive right price now, and seems like a good long term bet Been sitting on PRAA for a while. Again the price is currently very attractive, and seems to have successfully retested a base of support. I’ve made a partial purchase recently, which is already paying off. I think the industry (purchasing and reclaiming debt) could be lucrative medium term, but I’m generally not too interested in the sector or very inspired by the company. Also decided to fully cash out on my NVDA, and AMD stock. NVDA is too expensive for my taste, and I don’t understand well enough what is happening in AMD to cause the recent rally to be so big, so I decided to just take the win and leave. I’m staying long on intel (for now), and holding a partial position in Google. That sums up my takes over the last 3ish months for me.

ben_cav

I was the same, but now I do very well I hold mostly ETFs, but keep my eyes on opportunities in the market. I’ll buy and/or sell a position on a company maybe once every 1-2 months. What I do is research companies / sectors / the best players in industries I’m interested in until I have a stock I find promising. Then I play the waiting game, looking at what the company is doing, where the industry is at. where the price is at, and other metrics like P/E and what consensus is on the stock. Waiting until the price is what I want or the company is in a position I like Every day, instead of doom scrolling, it’s just scrolling through a handful of stocks I have my eye on… seeing if anything have changed When you buy you keep in mind your fundamental reasons for buying, and the price you’re targeting. Over time, you adjust if needed, until you’re fundamentals tell you your ready to sell. Sometimes you miss the opportunities, but by being patient and doing due diligence, you can have a much higher accuracy This year, almost every single trade I’ve made has been extremely profitable. My best trade was up 800% on the final sale (ASX: EOS if you’re interested). My only issue this year has been not buying enough when I’m confident, and selling off too much too soon. If you have spare cash, and no clear opportunities, just chuck it into an index, and if you ever feel restless just remember “the stock market is patient people profiting off impatient people”

Orange_Codex

They were overbought. People are realising that mines and infrastructure take more than a single administration to build, and require huge dilution to fund. Though NASDAQ and ASX REE stocks are by far the worst hit. My LSE and EU buys are 10% down since the rally, and Chinese just 3-5%.

mintyhippoh

ASX opens soon, Ive got an order in for LYC that probably won’t fill

7Zarx7

ASX:RML following Trump Albanese meeting. Aus listed, US stibnite (antimony ore) mine pulling 50% with three months of assays pending. 10x

thupkt

I lost a $1,000 bet on this as I was SURE he meant Atlas Pearls on ASX

Horcsogg

Lost a lot on ASX stocks today too lol :(

Think_Commercial2658

SLX.ASX, PDN.ASX, BOE.ASX - Uranium miners and technology developer in Australia. Reasoning: with all this AI build up we going to need a lot of energy. Nuclear energy. If Nvidia, AMD and AVGO will build all the infrastructure for Open AI in order to power it you will need 7% of yearly uranium extraction. Just for Open AI. Australia got huge underdeveloped uranium deposits and is friendly with US. Long shot, months, years. I don't have any other ideas.

PreciousSweetPotato

Does anyone know much about RML ASX (RESOLUTION MINERALS) Apparently they have a meeting with US President on 20th October. I just bought 5000 shares for 500AUD\~, seeing where it goes. I'm new to this so not sure what I should be looking for haha. Any thoughts?

Seadog98

Minerals are the play. China won’t buckle, Aus is the US new ally. I’m loading up here on dips. Entered UUUU today on that giga dip. Also loading up on some ASX micro caps as US likely to partner with Aussie. COB (Cobalt Blue), LYC (Lynas), ARR (American Rare Earths), NTU (Northern Minerals)

Seadog98

I entered UUUU today on that giga dip. Also loading up on some ASX micro caps as US likely to partner with Aussie. COB (Cobalt Blue), LYC (Lynas), ARR (American Rare Earths), NTU (Northern Minerals)

Delamoor

The big US ones ATM are ABAT, UMAY, UUUU, USAR, and others I'm Australian though, so for me COB, RMX, PLS, LYC on the ASX.

Sea-Champion-9289

I think theres some wave riding right now. because there was a lot of buying an hour out before US close and the ASX marhet is set to open in a couple hours. I cant find a fucking headline though. It could be whales for all we know

commsnek

Sector rotation into ASX listed rare earth shitcos as a safe haven 

Bursucel-trader

Let’s load on that. I can find all the tickets on ASX u just need to allow Australia trading in your platform. Search them with full name. 

RoCNOD

He’s not moving at all. He’s only sold a few positions. Like LAC. He’s investing also in ASX

Ginkel

He's moving on to several companies that trade on the Australian Stock Exchange. ASK isn't his play... He even discusses the various companies he's interested in and why. People who lack critical reading skills are the reason ASX is seeing atypical activity today.

DEFECTIVEAFRICAN

why not ASX

kaapooj

what's going on on the ASX?

DEFECTIVEAFRICAN

are you buying on the ASX or Nasdaq

WillingCommittee

Where do you see he’s moving to ASX?

Graayworm

ASX with a light pump today

DeepestWinterBlue

No but there is movement and he’s gone into a new stock ASX. Unless he has more cash sitting on the side then he likely sold to go in on his new stock.

DeepestWinterBlue

He’s already moving on to ASX

DeepestWinterBlue

People already moving into ASX

Xynthexia

NVX:ASX, Novonix, batteries

pottyputterpooper

Rare earths gonna continue mooning tmr. ASX listings on fire right now

Keinermagmich

Something Like this : You are a rational investment analyst with zero bias or sugarcoating. I will give you a list of stocks or investment ideas. You analyze them honestly, directly, and fact-based — no hype, no marketing talk, no wishful thinking. For each stock, provide the following structured breakdown: 1. Investment Case – What is the business model and the realistic narrative? 2. Growth Potential – How big is the real addressable market? Is scalability achievable? 3. Risks – Technological, financial, geopolitical, or management-related risks. 4. Fundamentals – Valuation (P/E, P/S, debt, dilution), with honest context. 5. Catalysts – Which realistic near-term news or events could drive the share price? 6. Verdict – Is it a speculative trade or a long-term core investment? Assume I invest €500 per month into high-potential individual stocks — I am not looking to diversify widely, but to find asymmetric opportunities with outsized upside and manageable risk. I prefer companies under €50 M market cap, tradeable via Comdirect (EU, US, TSX, ASX, etc.). Avoid scams, pink sheets, spacs and dead liquidity. Highlight binary catalysts, re-rating potential, and upcoming 6-12 month news. Always include hard facts and sources when possible. Be blunt: if a company is junk, overvalued, or pure hype — say so.

7Zarx7

For friends; ASX:i88- 200% spike on announcment. Timeline: (Australian time); Thursday announcement, Friday slight correction, Saturday Trump announces tarrifs, ura price holds then pops \~2.5%. tomorrow you can trade it on asx whilst markets still closed in US for another day. With readings 15,000x usual reading on U3O8. [i88 announcment this week pre tarrif](https://infiniresources.com.au/)

7Zarx7

ASX:i88- 200% spike on announcment. Timeline: (Australian time); Thursday announcement, Friday slight correction, Saturday Trump announces tarrifs, ura price holds then pops \~2.5%. tomorrow you can trade it on asx whilst markets still closed in US for another day. [i88 announcment this week pre tarrif](https://infiniresources.com.au/) https://preview.redd.it/t3qfjnotsjuf1.jpeg?width=1080&format=pjpg&auto=webp&s=3da083badf828d28ce6b07f0dc35d6d98729fac7

Boogster26

Has anyone read up about $PCK? Has just been granted the first of its kind FDA approval for their painchek AI app. Super small cap on the ASX, but now has the scope or the American market

Any_Leg4414

I've seen you post this a couple of times here. But some concerns... The Aussie sub gave it a lot of hate due to poor management, and some thinking a realistic time to production of anything is closer to 5+ years. Thoughts? Also the ticker in the use for OTCMKTS: ARAFF [https://www.reddit.com/r/ASX\_Bets/comments/1nx90tt/arafura\_rare\_earths/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/ASX_Bets/comments/1nx90tt/arafura_rare_earths/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)

Any_Leg4414

Seems promising on paper, but the Aussie sub gave it a lot of hate due to poor management: [https://www.reddit.com/r/ASX\_Bets/comments/1nx90tt/arafura\_rare\_earths/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/ASX_Bets/comments/1nx90tt/arafura_rare_earths/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)

Oprahmate

Trigg mineral on the ASX is much much better and tiny MC in comparison. It’s expected to launch on the NASDAQ early 2026

farmerwolf1

PCK (on ASX) for exposure to only AI medical device for detecting pain in US. Got FDA clearance yesterday.

EatAlbertaBeef

They're listed on the ASX but their main facility is in Chatanooga

Acceptable_Risk_295

Lol come over to ASX bets where every third user is a shill for penny mining stocks

Boogster26

Have a look on their website under the ASX announcements for the info release.

SPAC_Time

Repeating some news from yesterday, for those who ask "Think the government might want to invest in my critical metals SPAC?" : Reuters updated the article about CRML , with the following quote from the White House: **"Hundreds of companies are approaching us trying to get the administration to invest in their critical minerals projects,"** a senior Trump administration official told Reuters in response to a request for comment. "There is absolutely ***nothing close*** ***with this company at this time.***" Perhaps a CRML deal will happen, perhaps not. Then yesterday after market close, the following ( non SPAC ) news: Trilogy Metals Announces Strategic Investment by US Federal Government "VANCOUVER, BC, Oct. 6, 2025 /PRNewswire/ - Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ) ("Trilogy Metals", "Trilogy" or "the Company") is pleased to announce that the Company, South32 Limited (ASX, LSE, JSE: S32; ADR: SOUHY) ("South32") and Ambler Metals LLC ("Ambler Metals") have entered into a binding letter of intent **with the U.S. Department of War ("DOW"),** led by the Office of the Undersecretary of Defense for Acquisitions and Sustainment ("OUSD (A&S)") and the Office of Strategic Capital ("OSC"), for an investment to advance exploration and development of the Company's Upper Kobuk Mineral Projects ("UKMP"). The UKMP are held by Ambler Metals – the Company's 50/50 joint venture with South32." "The DOW intends to pay approximately $17.8 million to South32 in exchange for 8,215,570 common shares of Trilogy Metals that South32 currently holds and a 10-year call option to acquire an additional 6,161,678 shares of Trilogy Metals from South32 at a price of $0.01 per share" TMQ stock closed at $2.09 yesterday, currently around $6.75 premarket today.

SPAC_Time

From earlier today, Reuters has updated the article about CRML today, with the following quote from the White House: "[Hundreds of companies are approaching us trying to get the administration to invest](https://www.reuters.com/business/trump-administration-eyes-stake-company-developing-greenland-rare-earths-mine-2025-10-03/#:~:text=%22Hundreds%20of%20companies%20are%20approaching%20us%20trying%20to%20get%20the%20administration) in their critical minerals projects," a senior Trump administration official told Reuters in response to a request for comment. "There is absolutely nothing close ***with this company at this time***." ***Also today***: [Trilogy Metals Announces Strategic Investment by US Federal Government](https://www.prnewswire.com/news-releases/trilogy-metals-announces-strategic-investment-by-us-federal-government-302576247.html) "VANCOUVER, BC, Oct. 6, 2025 /PRNewswire/ - Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ) ("Trilogy Metals", "Trilogy" or "the Company") is pleased to announce that the Company, South32 Limited (ASX, LSE, JSE: S32; ADR: SOUHY) ("South32") and Ambler Metals LLC ("Ambler Metals") have entered into a binding letter of intent **with the U.S. Department of War ("DOW")**, led by the Office of the Undersecretary of Defense for Acquisitions and Sustainment ("OUSD (A&S)") and the Office of Strategic Capital ("OSC"), for an investment to advance exploration and development of the Company's Upper Kobuk Mineral Projects ("UKMP").  The UKMP are held by Ambler Metals  – the Company's 50/50 joint venture with South32."

SpaceCatVII

They are upside down and the ASX is a kangaroo market 🦘🦘🦘

Beginning_Cause_8487

DRO on the ASX. DRSHF is on OTC market. Both correct in fact. Thanks for addind

MajesticBread9147

I have two long term holds. ASE Technology (ASX) A Taiwanese company that is the market leader in outsourced semiconductor packaging and testing. Semiconductor process nodes can't shrink too much more before we get into issues, which is why many companies are not focusing as much on die-shrinks to increase performance but instead more advanced packaging. You see this with the increased use in 2.5 and 3D packaging, chiplets, SiP and the like. This trend is across the electronics industry, from auto manufacturers, the main CPU and GPU designers we all know, as well as SOCs used in cell phones, and combined CPU/GPU SOCs designed by big cloud providers used for AI training. The company is well diversified within the industry, and is the main player in their space, so isn't reliant on the current AI hype train to succeed. They have lower margins than TSMC however they have a significantly lower PE and PEG ratios and pay a 3% dividend which I reinvest. They are investing heavily into new equipment and factories to support the latest and highest margin technologies that they work with, but are still diversified across pretty much all semiconductor packaging beyond just the high end. The company doesn't get a lot of hype, and isn't captured by a lot of semiconductor ETFs, so while it absolutely is positive impact on the AI hype cycle, they are much less likely to be severely hurt by a bubble popping the hype cycle compared to NVIDIA or TSM, especially with their diversification. **Secondly, since we need to power the datacenters**: First Solar(FSLR) Basically zero debt, 0.57 PEG, and 28% profit margin with a huge backlog and new factories coming online this year. They make most of their panels in America and despite that and their large margins they were the first solar company to achieve sub $1/watt pricing over a decade ago. Their panels don't use silicon and instead use a different semiconductor (CdTe) that allows an efficient thin film deposited on glass (as opposed to sliced silicon crystals) meaning they use less material, and this semiconductor is significantly better in high heat environments, whereas silicon panels get less efficient when they heat up. They focus exclusively on grid scale solar projects and contracts, so their revenues are more predictable and less sensitive to interest rates than rooftop solar. Current government policy can't change the fact that utility scale solar is by far the cheapest and fastest way to add electricity to the grid in a time when fossil fuels are set to become more expensive due to both increased exports and domestic demand, and nuclear projects, even SMRs take significantly longer and cost significantly more. Lastly, I think $CLS is still fairly valued as a growth play. They are an advanced electronics manufacturer and large manufacturer of high speed network switches that are used in hyperscaler datacenters. Every server rack, and at multiple connections upstream has a switch, and networking is very important for ML workloads because large amounts of data needs to be sent between different servers quite quickly. They are the market leader in 800G switches which is the cutting edge right now. And while this is a good portion of their business, they also do healthcare technology,rack integration, general electronics design and offer services to better automate factories, which is important if we are going to bring manufacturing back. There are dozens of cloud companies, most of whom are unlikely to last til 2030, but Celestica will last, and every cloud company uses something made by them. They even make components and contracted out design and manufacturing for companies like Juniper and Dell. They beat last quarter earnings expectations by 50%, have a 30% ROE, and are expected to grow their EPS by 28% each year over the next five years. It's my largest holding by far.

francis-02

Hi I literally can't find an up to date graph of the ASX200 (Australia) vs S&P500. Can anyone help? Thank you

Chuck_Ponzi

**Anybody here trading DRO on the ASX?** **She be very, very good to me.**

MightyModidily

ASX : DRO Droneshield. made a killing this week

ITA_Coffee_Addicted

Nono, it's LKY on ASX exchange. The full name is Locksley Resources LTD

regenzeus

Lower valuations. Uranium is a commodoty and at the end of the day it doesnt matter where it comes from in a supply shortage. Australians hate uranium and nuclear. Thats why dont invest in it. On the ASX only australians invest. Therefore the valuations are laughably cheap.

SnooPears7162

A brothel in Australia listed on the ASX about two decades ago