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

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.

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

@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.