High Conviction Small Caps – Johns Lyng Group JLG:ASX Takeover bid
Johns Lyng Group (ASX: JLG) Company News – Takeover bid
high conviction
High Conviction:SELL (take 17% profit) Gold Miners ETF GDX:ASX
The gold miners have now played catch-up with the Gold price and actually extended a further 11%. We see no further edge in holding the miners over the physical gold
High Conviction: Buy Boss Energy (BOE)
The investment case for uranium is more compelling than at any point in recent history, driven by a convergence of structural supply deficits, resurgent nuclear energy policy, and a dramatic shift in demand from the world’s largest technology companies—the so-called “Magnificent Seven” (MAG7)—as they race to secure clean, reliable power for their rapidly expanding AI and cloud data centers.
High Conviction: Re-Buy Newmont (NEM)
Newmont Corporation (NEM) is a gold company and a producer of copper, zinc, lead, and silver. The Company’s portfolio of assets, prospects and talent is anchored in mining jurisdictions in Africa, Australia, Latin America and Caribbean, North America, and Papua New Guinea