RHY

  Too good to be true... and I have already profited from it!

And coming originally from CSIRO, this is too good and IS true. However, if the current bigger research shows otherwise, then you can kiss your investment goodbye! CSIRO is not private and is also not known for shonky research!

https://rhy.irmau.com/site/PDF/59ea7425-7146-4325-adf7-b98566a3ef10/InvestorPresentationDecember2020

ARR and other REE stocks

 None of the recent REE stocks I bought, have performed outstandingly.  ASM has but it was bought and 'given' earlier this year.

Both ARR and REE have gone backwards.  However, rather than despair, I call this a great opportunity to top up and I have been doing that.  China's childish behaviour in punishing countries where the government has disagreed with its policies, means many technologically advance countries have to rely on their own source of material and that means...  Australia.  That includes lithium, too; the final product.

Korea and Japan were removed from China's customer list for REEs.  And the US has become wary of its dependence on China for REEs.  Meanwhile EU has in the last week formulated a policy on low coarbon lithium (with VUL as the main beneficiary).

Today, I collected another small parcel of an REE stock :-)

VUL

I first heard about VUL from Next Small Cap.  It didn't do much except to fall a little each time I topped up!  And then suddenly it swung upwards when the market cottoned onto it.  Hence, it is my best performer this year.  The good news is... it might even be better after tonight!

https://www.nextsmallcap.com/company/vul/?utm_medium=email&utm_campaign=VUL-UA11&utm_content=VUL-UA11+CID_09ba7e259b29bd9bade1a9532d9d2de8&utm_source=SD&utm_term=FIND%20OUT%20MORE

Energy stocks

 As Covid 19 pandemic set in, I sold ALL our energy stocks.  Transport is down everywhere on Earth.  However, recent optimism saw the price of oil spike.  But you wonder if the logic of that when the pandemic is getting worse almost everywhere except in Oz, NZ and China.  And more severe lockdowns have been imposed.

Yes, stay away from transport stocks too although I re-entered into SYD to get a foothold before the vaccine optimism comes true.