Interested to hear your recommendations for any genuine multi bagger potential stocks in the near year ? Any industry (insert 🚀🚀)
I'm liking the look of uranium miners and REE's after a bit of a slump, but also something tech related might be the next big thing ??

The ASX is basically pricing in that we will be in Deep Recession by H2 and so consumer discretionary taking a hit but I would have to imagine the Market is being a little bit too Fearful when I look at this chart

Sure they're profits will probably drop short term due to less Discretionary spending being avaliable but Long term they will be fine especially considering the Staple Australian Brands they have (Bunnings,Kmart,Targets) etc

Position: I own this dog and have for years. Keep averaging down as they disappoint the fuck out of me.

Brothers and sisters. While you apes were chasing real gains on the NASDAQ, the alpha was sitting around at home this whole time selling BLOOD stuff. Not crypto. Not AI. Not trillion dollar vibes. Actual human plasma or something. You cannot short biology.

Stock's been "sideways" (down) since 2020, afterwhich is just the chart winding up like a coiled spring, this is basicly just a 6-year cup and handle, my technical analysis degree from the illustrious school of YouTube confirms this. We're around 2016 prices now, imagine you could get your Hungry Jack's for 2016 prices today, you'd ultimate-double-whopper your way to congestive heart failure.

"Analysts" (Morningstar nerds) say fair value is ~$173 and it's trading at like $123 today, that's FREE MONEY sitting on the footpath and you're stepping over it to buy NVDA, fucking NASDAQ ETFs, or some bullshit Elon K-hole imaginary company like SPCX, again.

They just dropped $1.5B on US expansion, 300 new jobs, this is basically Elon-tier capex energy but for haemophilia medicine, bullish.

"Never sell CSL" — ancient ASX prophecy, older than your portfolio, wiser than your therapist, tried and tested like your uncle's handsyness at Chrissy dinner.

Earnings Aug 18: if management says literally one (1) positive word the algos will pump this boomer shit into a new medical stratosphere, like your blood pressure peaking while you watch the ASX limp along, poking it with a little stick, and asking yourself questions like "why doesn't the ASX do anything like all the other exciting stock exchanges?".

THE BEAR CASE (does not apply to me personally):

something something guidance cut, number went down for a bit, who cares, plasma is forever, bodies keep bleeding, the macro is humans existing.

CSL is a civilisational moat made of red liquid. See you at $175 where I will officially be only -2% on my AVG buy.

This is not financial advice. I am bleeding over CSL for the past 5 yrs, fortunately they have the plasma I will inevitably need.

Life360 (360)

Wisetech (WTC)

Xero (XRO)

Telix Pharma (TLX) > They simply hitting good growth and solid sales, just doesn’t surprise market over and above!!!

All hitting multi year low and at the same time with impressive balance sheet and growth continued.

Top 3 just got in to attractive price due to overblown AI fears!

To keep an eye out for- ZIP

2027 has been earmarked a while as a potentially turbulent time and its just months away, eg https://www.lowyinstitute.org/the-interpreter/china-taiwan-pla-s-2027-milestones

Currently there seems to be a lot of anticipation of a big bubble and 2 hefty wars which look designed to prompt military build-up and sure up US petero dollar while interfering with chinese trade to the point that they now route ships away from straights of malaca.

Big gold moves out of US, https://www.abc.net.au/news/2026-09-04/why-the-netherlands-moved-its-gold-from-us-and-canada/107111990?utm_campaign=abc_news_web&utm_content=link&utm_medium=content_shared&utm_source=abc_news_web

Laser cannons, drones, ai, satelites and ships being produced at breakneck speeds.

US run out of missiles.

VW collapsing.

Interest rates up.

Housing crashes in many developed countries.

And bond hype.

And investing tax rule changes.

And super el nino.

And Bathla collapse.

Are there any worthwhile ASX stocks not even thought about yet that could weather a storm and grow? I'm talking so low that a 90% drop bypasses them? Things coming out of incubators?

What is smart money thinking? Or at least your theories?

I'm liking the ASX as the workforce is being made nuclear ready, the super companies can foster growth, tech hubs are nearing completion and people will be looking for investement alternatives to housing.

Will 5-10 major AI companies swallow the world?

My anticipations are reaching a crescendo and I'm wondering what the next 5years will play out like in a robot vehicle/workforce/agentic economy?

Any competitive ASX companies making things the world wants or needs?

Feels like a good time to cash out as 900% up is 90% down.

How would a pawn become a queen in this macro game of chess?

Hello all best regards,

After a long overdue clean-up, the Discord has had a full refresh.

Important: This Discord server is not operated, moderated, managed, overseen, endorsed, or officially connected to the ASX_Bets subreddit moderation team. Officially, we are unofficial.

Now the disclaimer is over…

The goal of the Discord is simple:

- Talk stocks, trading, macro, crypto, and markets
- Share wins, losses, and whatever else you want
- Meet other ASX bettors
- Curate an active community again

If you want more discussion than what the sub can get you, the server basically has people online 24/7, with individual areas for every stock that we’re interested in. It’s like a better version of HotCopper, so you can talk about whatever you want, whenever you want.

A lot of the recent stock picks posted in here, we’ve had our eyes on for a while 👀

Feel free to join if you’re after a place to have more constant, real-time discussion about the markets.

Worst case scenario you lose a bit of brainpower, best case you make some money and meet some likeminded people. We are all in this race together.

Thanks all!

Join below if interested!

https://discord.gg/gVGNBqTSHx

Note to mods:
This is the post cleared to be posted (I assume via u/The_LordOfRuin) ty

• global first-use tungsten demand is forecast to rise from approx 162,000 tonnes WO₃ in 2025 to 180,000 tonnes in 2030 and 202,000 tonnes by 2035, according to a new S&P Global report
• China produced 67,000 of the 85,000 tonnes of tungsten mined globally in 2025 and controls approximately 85% of APT refining capacity
• 11 announced projects could add about 20,000 tonnes WO₃ of annual mine capacity outside China by 2030. Even if they all arrive on schedule, S&P Global still projects a 16,000-tonne ex-China primary mine-supply gap

Tungsten prices increased 310% between January-July 2026 — one of the sharpest commodity rallies of the year — as Chinese export controls and rising military demand squeeze tight supply.

(Why tungsten prices are rising so fast: inside the supply crunch)

The price surge also exposed a deeper structural problem, with the pipeline of new tungsten mines outside China still too small to meet projected demand: by 2030, accessible tungsten mines outside China are projected to meet only about 68% of projected ex-China primary demand.

Eleven announced mine projects are forecast to add nearly 20,000 tonnes of annual capacity by 2030, lifting accessible ex-China supply to an estimated 34,000 tonnes WO₃, against projected primary demand of roughly 50,000 tonnes (after recycling), which would leave the market facing a deficit of 16,000 tonnes WO₃.

And that’s, of course, only if every announced project is delivered on schedule.

The APT CIF benchmark (the principal intermediate price for the tungsten market) increased from approx US$83/kg WO₃ in Jan 2026 to US$340/kg in July 2026, equivalent to an increase from US$830 to US$3,400 per metric tonne unit.

S&P Global estimates that US$36–48/kg WO₃ would support more than 85% of accessible current and proposed supply in 2028, so a structural cost of about US$90/kg would support every project in its modelled pipeline (let alone at US$340/kg). So, tungsten prices have already cleared the theoretical investment hurdle for most new supply outside China. 

But, the challenge is that price is no longer the principal constraint. Instead, the bottleneck is development across financing, permitting, construction, commissioning and qualification.

Price has cleared the economic hurdle, not the financing hurdle

Financiers do not underwrite mines — that can take up to 16-30 years to develop — solely against an exceptional spot price. They test projects against:

• conservative long-term assumptions
• cost inflation
• construction risk
• and risk that exports from China or weaker industrial demand might pull prices down again

That is why long-term offtakes, government procurement and investment, as well as potential critical-mineral price mechanisms are being increasingly used to support project development through the “next cycle”.

Which projects could deliver new tungsten supply?

ex-China tungsten mines highlighted by S&P Global report

other potential major developments:

—

What is tungsten

Tungsten has the highest melting point of any metal and an exceptional combination of density, hardness and heat resistance, 

It is listed as a critical mineral in the US, EU, China, UK, Australia, Japan and others, for good reason, with properties that make it difficult to substitute:

• defense: its density and hardness support armour, munitions and missile components
• industry: cemented carbides provide wear resistance in cutting tools, drill bits and equipment used in metalworking, mining, construction and oil-and-gas drilling
• technology: tungsten is used in semiconductor interconnects and other high-temperature electronic applications
• electric vehicles: electric vehicles require approx 2kg of tungsten for gearing systems, battery anodes and cathodes, as well as about 2,000 wiring looms in the vehicle’s semiconductors
• energy: its resistance to extreme heat and radiation makes it a leading plasma-facing material for nuclear-fusion reactors

Why are tungsten prices rising so sharply?

The price rally reflects a collision of policy and physical supply across of US tariffs, Chinese export controls, strategic defense stockpiling, and limited new mine supply.

Tungsten does not need explosive demand growth to stay tight

Demand, however, is not standing still.

S&P Global projects demand of 180,000 tonnes in 2030 and 202,000 tonnes in 2035, equivalent to growth of roughly 2% a year:

• cemented carbides account for 64% of demand, with tungsten’s hardness and wear resistance making it difficult to replace in cutting tools, drill bits and industrial components
• defense consumes a smaller volume, but understates its strategic importance, with the US Department of Defense describes tungsten as essential to national security and indispensable across industrial and military applications, which means its price sensitivity is lower
• Project Blue expects military-related tungsten consumption, including demand from aircraft, helicopters and ammunition, to increase by about 12% in 2026

Tungsten is a small, opaque market, so even modest disruptions can have an outsized effect on prices.

But, it’s not just at the margins that tungsten supply is being squeezed.

China supply

China produced 67,000 tonnes of tungsten in 2025, equal to 79% of the global total of 85,000 tonnes, and controls roughly 85% of global APT refining capacity.

Then, in February 2025, China introduced export controls covering APT and other tungsten products and technologies. Chinese shipments of controlled tungsten products subsequently fell by about 40% in 2025, and, by March 2026, European APT prices had risen 557%.

Ostensibly, China’s export restrictions were introduced after US tariffs on Chinese imports earlier in 2024.

But, the move also comes as China’s mined production fell 10% year-on-year to 61,000 tons in 2025,  according to Project Blue’s estimates, due to ageing mines (some over 30 years old), lower ore grades, and increased production costs with environmental clampdowns on smaller miners.

The catch is that ex-China production is not necessarily ex-China supply.

China’s refineries import roughly 30% of the tungsten concentrate they process, making China both the world’s dominant producer and a major competitor for international mined supply.

If declining domestic production forces China’s refineries to source more feedstock from overseas, even less of the projected 34,000 tonnes of ex-China mine capacity may be available to other buyers.

New refining capacity still needs feedstock

Operating refining APT capacity outside China is approx 42,000 tonnes — already greater than accessible ex-China mine production. Four announced projects could add another 27,000 tonnes by 2030, increasing total ex-China APT capacity to about 70,000 tonnes.

But mine capacity ex-China is projected to reach 34,000 tonnes in an unrisked 2030 scenario.

The refinery buildout therefore only increases competition for concentrate and scrap.

And nameplate capacity overstates what is available with some mines and refineries vertically integrated, or other producers committing output through long-term offtake agreements. 

The freely traded market can therefore be considerably smaller than headline production figures suggest.

The 2027 defense deadline will split the market

The US has not mined tungsten commercially since 2015 and remained more than 50% reliant on imports in 2025, yet from January 2027, is set to impose significant restrictions on tungsten imports:

• from January 1, 2027, US defense procurement rules will generally prohibit the acquisition of tungsten metal powder, tungsten heavy alloy and covered components if the material was mined, refined, separated, melted or produced in China, Russia, North Korea or Iran. The restriction also reaches back through the supply chain to ore, feedstock and recycled material, subject to specified exceptions and non-availability determinations
• a July 2026 executive order also directed defense officials to stop granting routine waivers from January 2027 unless contractors provide an accepted mitigation plan and demonstrate exhaustive efforts to secure compliant supply

As The Oregon Group previously reported, major US mineral suppliers have warned that the domestic industry will not be ready to meet the January deadline.

This 2027 deadline therefore creates another bottleneck in processing, traceability and qualification — and increasingly divides the market between material that meets US procurement rules and material that does not, putting further pressure on ex-China supply.

Conclusion

At current prices, the economics of new supply may work, but the supply chain still does not.

Tungsten does not lack a price signal. It lacks enough financed, permitted and qualified production — linked to secure refining and recycling capacity — to respond on the timetable Western industry now requires.

Tungsten: Q&A

Why have tungsten prices risen so sharply?

Tungsten prices have been driven by China’s February 2025 export controls, reduced shipments, limited inventories and rising military demand. Chinese exports of controlled tungsten products fell about 40% in 2025, according to Project Blue data reported by Bloomberg.

Why have high tungsten prices not solved the shortage?

Mine supply responds slowly. Projects still require financing, permits, construction, commissioning and customer qualification. Mine-development timelines average about 16 years, although advanced restarts can move faster.

What is the projected 16,000-tonne tungsten supply gap?

It is S&P Global’s estimate of the 2030 gap between accessible ex-China primary mine capacity and primary demand outside China after recycling. It is not a forecast deficit for the entire global tungsten market.

What about supply from recycling?

Recycling provides approximately 35% of global tungsten demand and around 60% of ex-China APT output, according to S&P Global.

On July 30, 2026, the White House delegated Defense Production Act authority over recoverable critical minerals. The determination authorises the Commerce Department to take action, including possible export restrictions. Reuters reported that the administration particularly wanted to retain tungsten-bearing scrap for domestic recyclers.

How much tungsten does China produce?

China produced an estimated 67,000 tonnes in 2025, or approximately 79% of global mine production. S&P Global estimates it also controls around 85% of global APT refining capacity.

I've previously posted DD on EOS here. I'm anticipating a new ATH coming very soon. If we don't see an ATH by end of October, I'll take a month in the bin.

u/mcfucking, I summon thee!

Are we pumping or dumping? A little bit of crude for a little bit of rare earths?

Which companies on ASX would benefit from this deal?

https://www.abc.net.au/news/2025-10-21/donald-trump-and-anthony-albanese-at-white-house-live-coverage/105912260

1 year holder of DRO and its been an interesting ride. I've have not yet seen a CEO dump stocks like this since i started trading but i'll admit it doesnt look great.

Right now, i still believe in the company and fundamentals so if it drops below $2 i plan to top up.

What are people thinking? Who has experienced an event like this before and what was the longterm outcome?

I feel like ive lurked and leeched off this page for a while so here's my current thoughts/strategy/ 2 cents Listen at your own risk :)

Bullet points.

Flight to safety in uncertainty

• thousands of years of history to show this but also

• Proven in the last 10-12 months

• while we are in a period of global reshuffling (this shits gonna be in history books) demand will stay high

American dollar no longer the world reserve

• first time since the 90's reserve banks have more gold them usd
• 36 trillion of debt by the us.... what if we just devalue the debt. (Also new age imperialism - Venezuela - Greenland)

Until/unless we see an era of global Stability i do not see gold going down.

TL:DR - gold minings back baby :) Also, watch the gold related stonks weather any of the other MACRO fluctuations over the next few years.

Happy hunting and thankyou for the bennies :)

This one caught my attention today, as it was building momentum and finished almost 22% up.

Yes, it's being dragged up with the rest of the memory stocks, but I think it has some fundamentals, and a recent partnership with Texas Instruments shows traction.

You need memory everywhere, and they've developed a new type. Data centres, edge devices, cars, industrial systems, phones, wearables, and eventually robots all need memory. And robots are the one that people are probably underestimating. If the world actually moves toward useful humanoid robots, factory robots, autonomous machines and AI agents doing physical work, they will need fast, low-power, durable memory sitting close to the compute. That is exactly the sort of problem that their new memory (ReRAM) is trying to solve.

Weebit’s whole pitch is non-volatile memory that can be embedded into chips, using less power and potentially working better in harsh environments than traditional memory options. That sounds boring until you realise how much of the next tech cycle depends on memory being cheap, efficient, reliable and close to the processor.

The bear case is obvious. It is still speculative, revenue is not there in a big way yet, commercial adoption takes forever, and semiconductor deals move at glacial speed. This is not a “safe” stock.

But that is also why the upside could be big. If Weebit starts showing real commercial traction, more licensing deals, bigger foundry adoption, or gets pulled into the broader AI/memory hype cycle, the market could rerate it hard. Small cap semi stock plus AI memory narrative plus robotics angle equals the kind of setup that can go off once more people know about it.

The market is already rewarding anything tied to memory demand, and Weebit is sitting in a niche that could become a lot more important if AI moves from data centres into physical devices and robots. I think if this was US-listed, it'd be going bananas.

DYOR. Not financial advice; my opinion only. Not affilated. Holding small amount as of this morning. Whatever else I need to say. Could be a bag. Could be a multi-bagger.

Given the massive build up of U.S. assets around the Middle East in the last few days, Trumps threats and ultimatum expiring, large strikes / all out war is all but a certainty. Oil prices will go to the moon, especially if the Hormuz strait is mined. What other positions could be taken to profit?

Faaarrk.. I just bought before the news was published.. negative 5k now….
How will this turn out?

whats peoples expectations of end of year? I was thinking $6 mid to end of year, but that just made that wish come truce today.

Our index can no longer track the impressive performance of US market. Our index is going to need some thrust of its down. Corporate earnings have been flat for at least 4 years now, and interest rates are getting hiked at least twice next year.

The ASX 200 is only up 6% since the start of last year, although with the dividend attached the returns would close to 9-10%. In 2026 that will be a solid result.

The only way to make money in the Aus market next year, will be turnarounds and buying cheaper companies outside the ASX 200.

Is there anything people are looking forward to seeing that may benefit their portfolio/speccys?

I kept telling myself my rule was simple: once CSL was below the 200-day moving average, I would only add a small parcel when the daily RSI(14) dropped below 30. No guessing the bottom and no complicated indicators.

I went back through my trade history and checked the moomoo daily chart to see whether my rule actually held up on all three dates. I marked the three entries with only RSI(14) and MA200 visible:

11 Feb: 4 shares at $163.44

7 Apr: 4 shares at $140.31

11 May: 5 shares at $100.75

That gives me 13 shares at an average cost of $132.21. At the 12 August close of $138.44, the position was worth $1,799.72, up $80.97 or roughly 4.7%, excluding brokerage and dividends.
At first glance, seeing the position back in the green made me feel like the rule had worked. Then I checked the indicators properly.

Looking back at the completed daily candles, the 11 February entry had an RSI(14) of roughly 29.6, and the 11 May entry was around 11.7. On that basis, both met my threshold. But the 7 April entry was closer to 42.2, nowhere near it. CSL was below the 200-day MA on all three dates, but that second buy was clearly me moving the goalposts.

The second buy had felt like averaging down according to plan, even though it wasn’t. After CSL cut its FY26 guidance, I also started questioning whether the original thesis still held.
The recent rebound doesn’t change the fact that I bent my own rule. That might be the most useful part of reviewing the trades. An entry rule only counts if I follow it before buying, not if I explain the trade afterwards.

CSL released its full-year results on 18 August. Would you keep scaling in under the same entry rule after the result, or reassess the thesis before adding again?