Will The next acronym be SHIPSAPP?
Although the following have already had a decent run, I believe they have a lot of potential left in them. Will this be the next WAAAX?
Strategic Elements is a particular favourite of mine, it has so many balls in the air, and any one of them could make the company. Plus it is a Pooled Development Fund - no CGT.
Hazer - a Hydrogen play, probably the biggest and most advanced in Aus
IMU - immunotherapy for cancer. It is getting impressive results from stage 2 trials.
PushPay - I probably don‘t need to say anything about this company. With 68% growth this year I feel it underperformed.
Secos - biodegradable plastics. This is definitely a thing of the future. Secos is making money.
Alcidion - digitising hospital patient management. Hitting an inflexion point of positive cash flow.
Pointerra - 3D spatial data processing. I see promise in its recent acquisition and believe the market hasn’t fully appreciated what these boots on the ground in the US may bring to the party.
PME - I can’t see anything that will stop this company growing. I still regret selling at $12.80, but at least I did get back in at $28.
DISC: I hold positions in all SHIPSAPP companies.