Hi @ammie
On the matter of how we handle tips/comp... I don't see a reason to rush. I am sure it will sort itself out. If nothing emerges after a few weeks I am very tempted to start a parallel thread and see how it goes.... but it would be nice to see what other people think.
I don't feel confident enough to put forward tips for 3/12 month gainers. But... fwiw... this is my current strategy. I am holding only 2 stocks atm. AIS = 65%, FGO = 23%, cash =12%. I have loaded up on AIS because I believe the Torrens project is the single best thing I have seen since I started trading. It is certain the anomaly is mineralised... what the gamble is all about is 1st)... are the grades commercial [i.e. 1.5% Cu or better]... if commercial..2nd)... how clean is the Cu [i.e. the metallurgy]. The drilling of Torrens begins in a few weeks....if it is a successful trade it should start to reap rewards by March, but, it will be a continuing story which will probably run for about 18 months. I see AIS as a very prospective swing trading stock and I will be very happy to buy and sell it [with the long term idea to accumulate it].
The other stock, FGO, is one I have a very high conviction about. However, there are some significant negatives. 1st).. I am convinced the stock has been massively manipulated down. This makes trading/holding a tricky thing [very, very easy to get capital locked up and suffer huge opportunity costs]...2)... the management are doing everything right to make this company a success but adoption of the tech is going at a very slow pace. The general market downturn is likely to make that even worse. I intend to keep going with it but I hesitate to recommend it because it is in no way a straightforward trade or an easy bet.
Beyond that I am watching 2 companies in which I think I will try to accumulate. But again the market conditions will be a major headache for both. I think RFX is something which should begin to do well from here on. Everything is in place.... but now they need the orders to start coming in the door on a regular and recurring basis. I won't be buying until I see that happening.
The other one is SES. This is a company which has been around in various forms for nearly 10 years. They are now 100% committed to the biodegradable plastic side of their business and they have structured the company for success. Again, the criteria is they can continue to increase sales before I will start to buy.
I don't try to know the whole market and I am not much good as a trader. I concentrate my energy on knowing as much as I can about a few select companies which take my eye. In that regard I have a few others which I am considering and following... DEG [well leveraged regards the conglomerate gold story], BCT [selling a platform technology which might flourish], BLG [another company which refuses to lie down and die with a promising tech story], ALK [minor gold producer with very conservative management holding an interesting rare earths deposit ready go... but a serial non-performer], TLG [Graphene with high quality graphite resource... tech for the future and the most interesting player in my opinion].
As I see my next 12 months... I will be trading mainly AIS and sometimes FGO [when it offers the opportunity] with the aim to accumulate both as very long term holds. And that's about it.
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