Club Mulgoa

Tuesday, January 19, 2021

EDE and TAS

 I have raved about EDE's technology but the investor world is both oblivious and uninterested in it.  Its parent company is TAS and that is neglected too.

I kept buying but for both, the share prices have been miserable but it is one stock I have kept faith with.  Today, I note TAS rising from the ashes!  Its options used to be worthless but now even they are worth exercising!  When they had rights, either they were ignored or unwanted by many of their own investors.  But I never stopped buying at 2.8c and 4c in the last 12 months.  It is now worth 7c.

Fund managers bear no interest in these companies because they are too small.

AXE

 Australia produces some incredible advances in technology.  One of them makes it feasible to perform quantum computing at room temperature.  Until this invention came along, it requires extremely cold temperature.

Perhaps I should have topped it up while it was dawdling recently!  But being regretful or using retrospectology is not part of my investment strategy.

Not only does it produces its own graphene, it also owns a graphite site but yet to mine it.

The CEO is Lebanese.  With a name like Mohammed Choucair, you know he must be brilliant and he holds a PhD.  His fellow researcher in the company earned merits and PhD too for his work in the same field.

After a long investment, today our investment in this stock has gone up by nearly 6X.

Friday, January 15, 2021

VUL mind boggling!

 https://www.nextsmallcap.com/company/vul/?utm_medium=email&utm_campaign=VUL-UA12&utm_content=VUL-UA12+CID_7ef677e0bd1056176fedf72aa83f9586&utm_source=SD&utm_term=FIND%20OUT%20MORE

It is unbelievable that within a year, this stock has gone up by net 24X what we paid for.

The post-tax profit after cost is nearly 10X what it is worth today!  The cost of mining the lithium is expected to be recouped within 4 years.

I am glad that I bought more when investors were ignoring it in the beginning.  I sold 3 'small' parcels recently but that was before I knew that there was going to be a PFS and the share price had been rocketing upwards without any good announcement.  Still we have a lot left...