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…

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

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…

I was posting I would top up the Hynix/Samsung a few weeks ago, when they were down 20% from the peak. Now, Hynix is do…

Following the govt CGT change and the June (26) sell off, my view is the junior miners present prospective investment o…

In investing, heaven and hell is only separated by a thin line. In the case of Tencent Music, it went from the industry…

This non-AI bear market has been brutal. Interesting to me that Hynix / Samsung are now trading like a casino despite c…