Wentworth Securities

I wish I was writing this note a year ago, however optimism and reality work on different timelines. Nonetheless, given the opportunity at the doorstep, we think investors should revisit the opportunity that is Firstwave (FCT). Firstwave has recently had their cloud security platform technology globally validated, first by CISCO,... Show More

Wentworth Securities

In Nov 2017 GBR rallied 208% on the announcement of the major discovery at Mt Venn (top assays 4.3% copper and 0.1% cobalt). There was broad mineralisation, and large strike - at 7.5km strike. Note, GBR has only scratched the surface, literally, with a reconnaissance drill program at Mt Venn.... Show More

Wentworth Securities

Lithium (Li) Companies have had an incredible 6-9mths, most 2x or 3x higher. So you could be forgiven to think they were ripe for some news to temper the run. The news that has seen weakness across the board is that Chilean Corfo (Govt) said it had struck a deal... Show More

Wentworth Securities

The AWE board has unanimously recommended MIN's offer to acquire the company via a scheme of arrangement. The jewel for MIN is the Waitisa gas field in the Northern Perth Basin, which has strategic value given the energy intensity of MIN's current and planned operations (AWE has a 50% interest... Show More

Wentworth Securities

It is all about size, speed and cost. For a reader who has not looked at Titomic (TTT $1.17) previously, a good starting point is to consider that TTT aims to have operational (March 2018), the worlds largest metal 3D and additive manufacturer (AM) printers, with a build size of... Show More