Good Afternoon and welcome to the end of another week, I’m Jon Davidson and this is HotCopper Highlights, a segment where we go over which companies, threads, and announcements were catching the most eyes this week, from well loved (or despised) forum favourites like Droneshield and Invictus, to newer emerging hype stocks like Stakk Limited and Atomic Eagle.
Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.
Or whatever I just find interesting to be honest. If you’d like to see something change with this segment, get in touch – you can find my email on the website, and I don’t bite all the time.
Let’s kick off with the most viewed and this week Invictus Energy taking the crown after the company’s long-awaited deal with the Qatari royal family to have it come on board and establish its gas project in Zimbabwe fell through. Turns out the Qataris aren’t interested in Invictus’s project anymore, but that didn’t shake the steadfast loyal power-users who seem to have a full time job defending the company on the forums.
Elsewhere, Atomic Eagle on the boards not because of anything it’s done, really, but because it’s recently listed and hasn’t capital raised itself into a hole; and at the same time, uranium prices are back to $100 a pound American – which mightn’t even reflect the real price behind closed doors on long-term contracts. And the everything rally helps, too.
Finally, Botanix Pharma once again converting some investors into the Church Of The Risk Off as growth in subscriptions for its anti-chronic-sweating drug fails to grow as fast as some would like over in the US; it remains to be seen if perpetual sweating under the armpits can make a biotech giant.
And as for the most discussed?
4D Medical dropped its quarterly this week along with a new freebie of its software being sent to a university in Chicago with investors net bullish on the move, though as it currently stands, 4D Medical has a market cap around $2B and no revenues to speak of. If it gets indexed in March, which is likely, short selling will likely intensify.
Elsewhere, American Tungsten and Antimony falling around -15% late week after Trump rattled the materials sector at home and over there too, or Washington at least, with unconfirmed reports getting around the Pentagon might not be offering neodymium price supports to explorers after all, at least not on its own – the latest we know is that the US wants allies to do the same. Here we go.
Finally, Pilbara Minerals, of course, also generating chatter; it too released a quarterly lateweek and while most comments were positive the stock actually sold off -4% intraday, which I would assume is a mix of profit taking and perhaps a perception that the price mightn’t charge too much higher, given it’s back to 2022 levels on nothing but everything rally momentum alone.
That’s HotCopper Highlights for Week 5 of the year, I’m Jon Davidson, have a great weekend and we’ll see you on Monday.
Join the discussion: See what HotCopper users are saying about XXX and be part of the conversations that move the markets.
The material provided in this article is for information only and should not be treated as investment advice. Viewers are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions. For full disclaimer information, please click here.