Before we start, something worth pointing out. MV of Chanjet is only Rmb1.2bn. It has net cash of Rmb1.3bn. Basically, we are buying the bu…

I came across AALIA while looking for a good Middle Eastern restaurant in Sydney and decided to try it after seeing the…

AGR has been a difficult stock to hold. While it has since secured its operating license and is now a producer of phosp…

Here is the story after Towzen. Felt strangely unfulfilled, we stopped by Frango (which was a few doors down). Frango i…

It amazes me how vary ramen can be. When I think of ramen, I just think of the thick creamy broth ramen from Gumshara.…

We were walking around in Chatswood today (Monday). We came across Lily Ice Cream. Same location as former Ben and Jerr…

If you are thinking how else to make money in Bitcoin, worthwhile to do some work on the miners. To be honest, the list…

Came across two articles today. CME is going to launch a futures contract on compute.. https://www.cmegroup.com/markets…

Harrow reported Q2 result... Quick update post Q2.. Few points: 1. If we just look at the P&L, it was ugly. Sales only…

Conclusion is I would hold the position. If your view is AI capX stays strong in 2027, the aggressive move is to add to…

Gold has bounced to around US$4400. The aussie small cap gold miners have been particularly tough in recent months. Sen…

The stock has pulled back recently.... Writing up my latest thinking on Matsa. Background and financial Matsa is clearl…

It is interesting to see the gold price jumped to almost US$4300 in the past few days. There are now chatters that gold…

Look at this headline, USA and Japan worked together to prop up the yen. See Pic 2. The ¥ (as a currency) has weakened…

Since the last update, Bitdeer has dropped to around $9. Looking at the semi stocks, the AI trade has run out of puff a…