Thread by @BigBiteNow

1/13
Been focused on other things for a few days but a few thoughts on shares I hold, given the perceived turmoil.

Main focuses for me for a while now, has been shares exposed to Covid, battery metals (incl. energy storage) and gold.

#HZM #BCN #ACP #GDR #AVCT #SRB #BMN

2/13
The events of the last few days if anything strengthen that stance.

In terms of Covid (and I tread carefully because both my stocks have other things in their locker), its a waiting game on both.

I think 1 strong update from #GDR and it moves much higher from here.

3/13
In terms of #AVCT, an update, one way or the other is pending, whereby the exact progress of BAMS/LFT tests, should be made clearer.

I see no reason for concern and the lockdown measures announced today in the UK, only go to strengthen that argument. Nothing has changed.

4/13
#AVCT need to deliver on their implied promises on quality and back it with the manufacturing capacity.

I stand by my 7m sales per month target and given sufficient time, I think such an achievement, will create a far more successful company with diagnostics as its enabler.

5/13
From a gold perspective, I believe #SRB has much going for it, simply because I believe progress is far ahead of what the market is prepared accept just yet.

Q3 is going to come out at +$,1900 prices and so a positive update on Covid safety measures and so a

6/13
signal that something close to normal production (c. +10,000 oz), can be achieved in Q4, when added to a solid (+8,500oz) Q3, should put us in good stead for a more sustained rise in the valuation.

The recent pullback in gold is for me, an opportunity rather than threat.

7/13
On the battery metal front, whatever happens over the shorter term, it is now abundantly clear that EV is going to expand at a rapid rate and that means lower 1st quartile cost mines, are going to be in demand.

There are of course other pressures such as local politics etc

8/13
So each opportunity should be taken on its own merits.

When it went under 6.5p, #HZM for me became the pick of the bunch with #ACP not too far behind, be it they have more to prove right now.

#BCN is quiet but is still in a very good place financially and progress wise.

9/13
So there will come a time when I will look to add because its a really good lower 1st quartile project, that should go on to create great returns from these levels.

#BMN is perhaps a slower burner because V prices are suffering and much of its valuation is based on

10/13
what it does in the steel sector space and there lies much uncertainty.

However, it has energy storage cards up its sleeve and so for me, it was a buy at 13p and is certainly so at closer to 11p because at some point prices recover and BMN as a big producer, will benefit.

11/13
I have others which I very much like such as #TILS, which I think is great value at 140p, considering how much news flow it has on offer, these next 6-9 months.

#YU for me is another one, be it again perhaps a slower burner but I am not buying to make a buck tomorrow,

12/13
I am buying for what I believe it will deliver over the next 2-3 years. I don't see them being as adversely affected by Covid lockdowns, as the market would have us believe, because I think UK Gov support + more M&A, will see them come out better than the £12m MC,

13/13
I see right now.

Again, all of my investments are approached with this 2-3 year projection in mind.

In time, I wish to delve into more detail on these and other ideas, through more detailed written analysis (not 25 post long tweets). Hopefully it will be of worth to some.