Short Term Trading Weekend Lounge: 2-4 Nov, page-68

Hey mate. I guess the dream for holders of these proxy stocks is that they get lucky enough to be early investors in something exceptional. Whether management will ever realise that asset value and elect to return it to holders is another question. 

I held DEG, ARV and VXR during the Wits 2.0 thematic but haven't revisited since because the volumes haven't returned. I feel like the conglomerate hype might have another leg in it eventually. Watched KLA when it first listed since Sprott seems to have the golden touch, but the liquidity wasn't there so I passed. Not holding any goldies right now which is unusual for me. 

ARE/AIS are my highest conviction plays right now too leading into drilling later this month (hopefully). Would expect both these to run once drilling begins despite the weakness in commodities. I just want to be holding something that goes into meltdown over a "massive sulphides" type announcement and Torrens seems like it fits the bill

Also holding a slab of TNG which I think are the most likely to have a successful Vanadium mining operation of any ASX-listed plays. It may take them a couple more years to get it humming but the commodity price has been cranking upwards and I think that the mining license and finance are both likely to cause re-rates. Voting to remove the chairman at the moment so a risky and possibly rewarding time to be involved.