Top member reports
No meetings
Consensus community valuation
The consensus valuation is for members only and has been removed from this chart. Click for membership options.
Contributing Members
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Trading halt
stale
Last edited one year ago

QPM has entered a trading halt pending the announcement of a capital raise.

Read More
#Bear Case
stale
Added 2 years ago

Concern isn't that the project won't go ahead since project has full offtakes and financing and is probably at the high end of capex, accounting for the high inflation environment. Main worry is the cost of capital and project schedules.

Have noticed lots of retail holders as well.

Read More
#Considerations
stale
Added 2 years ago

Hey @tbra97 I don’t have any great insights to offer on QPM sorry, it has always been a bit of a speculative play for me and my position in my real portfolio is not as big as the strawman one. 


I accumulated my position between 3.6 - 8c and trimmed some at 20c. I noticed it had shown up in monthly letters recently of a few resource specific funds more recently which increased my confidence. That combined with what looked like exaggerated selling which may have been in part tax loss related is why I thought it looked a decent bet at 12.5c

Read More
#Considerations
stale
Added 2 years ago

@ArrowTrades I've been stalking your recent purchasing of QPM and that it's been a 12+ month SM portfolio holding of yours around similar and higher levels.


Curious to hear some ideas from you if at all possible. I retain a small holding IRL from about 15c and have taken advantage of bounces and pullbacks. With money on the sidelines I'm considering a heavier weighting of QPM than I've held in the last 12 months but plenty of other options around as well.


Not personal advice, clearly but I am definitely curious to hear some of your thoughts on recent allocations.

Read More
Valuation of $0.235
stale
Added 3 years ago

Moving average down price range:

Buy at $0.215

Sell at $0.26

Read More
#Bull Case
stale
Added 3 years ago

#tailwinds

Nickel added to the USA’s “list of critical minerals” which positions Australia nicely to service their demand

https://www.afr.com/world/north-america/australia-well-positioned-to-supply-critical-minerals-to-us-20211109-p597bg


Read More
#Bull Case
stale
Added 3 years ago
Read More
#Bull Case
stale
Last edited 3 years ago

Political Tailwinds:

If you cast your mind back to the last federal election, climate change was hot on the agenda and it was feircely debated in the pre-election campaigns. There were buses of climate change advocates travelling the country attempting to deliver their message. This was well received in some areas, and in other towns not so much. In North Queensland for instance, these campaigners where essentially chased out of town. Why? Well if you'd listened to the successful candidates of those seats, they stated that there was so little industry in parts of NQ, including Townesville, that if you took away mining or mining related industry, there would be very little job and economic growth prospects left.  People were crying out for jobs and others were trying to take these opportunities away from them. This formed the basis of their entire campaigns at that time. As such, it doesn't suprise me that the TECH project has strong political support and given the context it makes sense to me that they would help to push it through. From an investor point of view this de-risking makes it particularly more attractive, at least while we have the same government.

Note: this is not a political post per se, it is to highlight significant tailwinds for the company as it pertains to investing. I am in no way interested in a politically charged  discussion on strawman or otherwise. 

Read More