Manuka Resources (ASX: MKR) – Australia’s only near-term silver Manuka Resources is positioning itself as the only near-term silver producer on the ASX. The company’s Wonawinta Mine in New South Wales is fully permitted and infrastructure-ready, with a confirmed 10-year mine life and planned output of 13.2 Moz silver.
At current silver prices above A$70/oz, and an AISC of around A$31/oz, the project has one of the highest operating margins in the sector. Metallurgical issues from previous operations have been resolved through a new log washer, clearing the way for restart.
Manuka recently restructured its debt, replacing a Hong Kong lender with a consortium of existing shareholders — significantly improving financial flexibility. A binding term sheet with non-bank lenders is now in place to fund the restart, targeting first production and cashflow in Q1 2026.
Additional leverage comes from the Mount Boppy gold project (feed-ready ore) and the large-scale Taranaki vanadium–titanium–iron sands project in New Zealand, which could become a future growth pillar.
With financing near completion and silver momentum building, Manuka stands as a high-leverage, near-term play on rising silver prices.
Please, do your own research!
Value
3 Things: Fear, Bitcoin, And The Doji Candlestick PatternIt was in the night i was taking a walk and then
i heard a viper. It hissed at me.
It grabbed a frog with one swift.It bothered me
because i am usually used to hearing them vipers.
But this time i was scared.I always
use auto suggestion. From the bible
it says "You shall trample the great lion and the snake"
Fear is real, but confidence is not acting
in the absence of fear its acting in the presence of it.
People will mistreat you so that
you have fear this is the fear that stops
action.
If you can act in the presence of fear
who knows what you will find
at the end of that action
Look at the RSI below its showing you
very good strength on the bitcoin price action
Bitcoin has found its support.This means
people holding bitcoin are not willing to sell anymore
at this price..This is your entry right now.
Remember do not use margin
just buy the actual bitcoin
and stuff it in your hardware
wallet
You can see the fear by the Doji candlestick
pattern.
Remember these 3 things:
Doji - which means indecision or doubt or fear
RSI - which means price strength
Support price - which means buyers are not willing to sell
Be prepared for the next Bitcoin bull market by
December of this year.
Rocket boost this content to learn more
Disclaimer:Trading is risky please risk management
and profit taking strategies.
Also feel free to use a simulation trading account
Before you trade with real money.Do not use margin.
To know where you are, you need a Compass. Opendoor Technology's ( NASDAQ:OPEN ) recent surge (20x of lows) caused me to wonder what the theme is. After all, rarely is a movement motivated by nothing.
I've determined the only logical conclusion is the correlation of Real Estate to interest rates.
Opendoor is a REIT disguised as a tech company and without the hefty dividend. While they offer tools for homeowners to exit / enter homes quickly, they really are just operating a fat inventory of housing. This is a difficult asset to manage at scale and of course is why they had a difficult 3.5 years after IPO AND the quickest increase of interest rates since the 1980s. This post isn't meant to talk trash on OPEN. I am very happy with what the asset did and may very well continue to do.
Compass, Inc. ( NYSE:COMP ) operates a set of tools to allow real estate agents a simpler buying / selling process for their clients. A very similar value proposition to OPEN, but without the heavy real estate inventory on the balance sheet. The lack of bloat on the balance sheet allows COMP to focus on their main customers intently. What this means is a decrease in interest rates will likely allow their base to do more business and frankly a significantly larger amount of business when compared to 2022-2024.
The current DD is simple.
* COMP price-to-sales of 0.7, i.e. they're market capitalization is 70% of their annual revenue. This means they are trading at a discount to their current business model and NO growth is priced in.
* Interest rates are coming down next week. The only question is if the Federal Reserve will lower rates by 0.25 of 0.5. If you think I'm just making this up, check out this link --> www.cmegroup.com
* The chart suggest Compass has completed a multi-year Cup and Handle pattern. The end of the handle is generally quite bullish. As well, the volume profile notates only a single node of transaction volume above at about ~$13.5. Outside of that level, it's wide open above without much price resistance.
My main price target for this trade is IPO value, which is around ~$18 aka 100% away.
Taurus Acquisition:24/7 Customer Support for Client SatisfactionTaurus Acquisition is a financial services company recognized for its consistent, client-centered approach. One of the most appreciated aspects of the platform — frequently mentioned in Taurus Acquisition reviews — is its 24/7 customer support, designed to ensure that every trader and investor can receive timely help regardless of location or time zone.
In today’s global market, accessibility isn’t just a feature — it’s a necessity. Traders operate around the clock, and financial platforms must be equally responsive. Taurus Acquisition has addressed this challenge by providing continuous customer assistance, ensuring that every inquiry or issue is resolved without unnecessary delay.
Why 24/7 Support Matters
Modern investors expect more than automated responses or limited-hour service. They want real communication and reliable feedback when managing funds or executing trades.
That’s why Taurus Acquisition made the decision to implement full-day support — to give clients direct access to human assistance anytime.
This approach is often highlighted in Taurus Acquisition reviews, where users note the speed, politeness, and clarity of communication from the support team. Many mention that even late-night or early-morning issues are handled with professionalism and urgency, something still rare in the financial services space.
Building Trust Through Responsiveness
Client satisfaction in trading and finance depends heavily on transparency, reliability, and communication.
When traders know they can contact a live support team 24/7, it enhances their confidence and reduces stress during market volatility. Users repeatedly point out that Taurus Acquisition’s constant availability helps them act decisively, especially in time-sensitive trading situations.
Consistency is another key factor. Reviews often emphasize that responses are not only fast but also informative and solution-oriented — helping clients fully understand their options rather than receiving generic answers.
What Clients Are Saying
Across multiple Taurus Acquisition reviews, traders highlight:
Prompt responses via chat and email, even outside typical business hours.
Professional and respectful communication.
Clear explanations of platform updates and trading functions.
Real assistance during account setup, verification, or withdrawal steps.
For many users, this round-the-clock service isn’t just convenient — it’s what sets Taurus Acquisition apart from other brokers. In an environment where reliability equals security, continuous support becomes a sign of a legit and trustworthy broker.
Commitment to Client Satisfaction
Taurus Acquisition positions its customer service not as an add-on, but as a core part of its operational philosophy. The company’s mission is to provide an experience where traders feel informed, supported, and in control at all times.
By maintaining open communication channels day and night, Taurus Acquisition reinforces its reputation as a reliable platform that values its users’ time and trust.
In the competitive world of finance, 24/7 support is no longer optional — it’s a standard of professionalism that the company proudly upholds.
About Taurus Acquisition
Taurus Acquisition Ltd.
22 Bishopsgate, London, England, EC2N 4BQ
Company Number: 07705676
Taurus Acquisition is a financial services platform focused on delivering accessible, transparent, and responsive solutions for modern investors. With continuous support, flexible account options, and a commitment to long-term client relationships, the company aims to make trading more confident, efficient, and secure for users worldwide.
Taurus Acquisition Review: Your First Step Into Online TradingFor most beginners entering the world of online investing, the first question is always the same:
Which platform should I trust, and how do I actually start trading safely?
This article walks you through a simple beginner’s roadmap and provides a short, data-based look at Taurus Acquisition — what to know, what to expect, and how to build steady results without unnecessary risks.
Is Taurus Acquisition Legit?
Before trading, every investor asks one crucial question — is this broker trustworthy?
Based on available data and verified user reviews, Taurus Acquisition appears to operate transparently, offering clear deposit and withdrawal terms, responsive support, and solid account security.
That doesn’t mean risk-free trading — but it does provide the level of reliability new traders need to get started. Trust in your broker is the foundation of every trading decision you’ll make later.
Taurus Acquisition Review — What Beginners Should Know
User feedback highlights several advantages that make the platform beginner-friendly:
Simple onboarding – quick registration and verification.
Intuitive interface – essential tools without unnecessary complexity.
Smooth learning curve – allows you to start small and grow gradually.
Active support – real responses, not templates, especially for technical questions.
A Step-by-Step Roadmap for New Traders
Create and Verify Your Account
Registration is fast. Use only official payment methods and complete your KYC verification for smooth future withdrawals.
Make Your First Trades
Start small — focus on liquid assets like Bitcoin or Ethereum.
Avoid chasing “hype coins” early on. Your first goal is to understand execution, not to chase instant profit.
Build Your Position Gradually
Never go all in.
A good rule of thumb: invest 25–30% of your planned capital first, keeping reserves for averaging or adjustments.
Manage Your Risk
Only invest what you can afford to lose.
Always set stop-losses.
Keep your exposure small — 1–2% of your account per trade.
Simple discipline often protects beginners better than any strategy.
Keep a Trading Journal
Record every position — entry, exit, reasoning, and outcome.
A consistent journal turns random trades into a measurable process.
Building Consistency
Sustainable trading isn’t about luck — it’s about repetition and control.
The best traders focus on:
Process over emotion.
Risk management over profit chasing.
Planning and adaptation.
Combine Taurus Acquisition’s tools with structured habits, and you’ll see results grow steadily instead of chaotically.
Today, Taurus Acquisition stands out as a legit and accessible platform for those starting their trading journey.
If you follow a methodical plan — from account setup to journaling and consistent reviews — you give yourself the best chance to grow sustainably.
Remember: markets reward patience, not rush.
Learn, adapt, and think long-term.
That’s how traders evolve from testing platforms to building lasting success.
VIX vs BrentAs long a crude oil price has a large impact on inflation rates, it is relevant to measure against VIX index which measeures market volatility at SP500. Last years this index is no longer measuring stock status but big 5 or 7 tech companies. Anyway there is still a strong relation between this two values
ASX:NVX premium to Nasdaq:NVXCrazy thing with ASX:NVX is how the Aussies are buying it hand over fist... its primary listing is on ASX. We have an ADR listing on NASDAQ that represents 4x ASX shares per Nasdaq share. It's currently trading at a 1.9x premium on ASX to the NASDAQ price! Use these charts to track the premium.
Rising Inflation Expectations Put the Fed’s Credibility to the T
Rising Inflation Expectations Put the Fed in a Tight Corner
The latest release of the U.S. Consumer Inflation Expectations came in hotter than anticipated, rising to 3.4% in September, compared with 3.2% previously and a 3.1% consensus. This seemingly small uptick carries significant weight. It suggests that American households increasingly believe inflation will stay elevated, posing a new challenge for the Federal Reserve, just weeks after its controversial decision to cut rates.
For a central bank whose credibility hinges on anchoring inflation expectations, this is a warning sign. Rising expectations imply that monetary policy may already be too loose relative to price pressures, leaving the Fed with little room to maneuver between supporting growth and restraining inflation.
What It Means for the Fed
The Fed’s recent hawkish cut, a 25-basis-point reduction paired with strong rhetoric on price stability, was designed to balance two mandates: sustaining a slowing labor market and restoring confidence in inflation control. But this new data complicates that message.
A move from 3.2% to 3.4% may seem modest, but it represents an unanchoring risk. Once inflation expectations drift upward, they tend to reinforce real inflation through wage negotiations, spending decisions, and business pricing. Historically, the Fed has treated such shifts as policy alarms, often responding with tighter stances or more cautious forward guidance.
If expectations continue to rise, markets may start questioning whether the Fed’s current stance is adequate. Instead of debating “how soon” the next cut will come, investors may pivot toward “whether the Fed can cut at all” in the near term.
Implications for U.S. Markets
The reaction in financial markets could be twofold:
Read full analysis on my website
darrismanresearch com
Rigetti Computing: The Quantum Hype Doesn't Add Up to ProfitAs of October 6, 2025, the stock trades around $40, giving it a market cap of ~$13 billion. This is totally absurd for a firm with declining revenue and massive losses.
This analysis substantiates a bearish outlook, highlighting why shorting RGTI makes sense (FOR ME) amid hype-driven volatility.
I'm not picking only on Rigetti. I believe other quantum companies are also ripe for shorts. This exact same analysis can be applied to NYSE:IONQ , NYSE:QBTS , NASDAQ:QUBT and $NASDAQ:ARQQ. These companies trade between 500x and 3000x their sales.
Back to NASDAQ:RGTI , the company is in a profitability abyss, with revenue of $1.8 million in Q2 2025, while operating expenses were $20.4 million.
At this speed, their cash will burn real fast and the company will be forced to issue more shares, diluting/suppressing its price.
Are are some more important points:
Rigetti's P/S ratio is at 1500x (WTF!)
The stock went up 4,800% in one single year (LOL)
They mostly sell vaporware
The current price is just nonsense hype and there are no fundamentals to sustain it
The intrinsic value of this stock is a very small percentage of the current price. Consequently, the stock is due for a strong correction.
I'm just sharing my personal opinion and journey. Do your own due diligence.
Why I like Spotify stockI'm going to explain the reason I believe Spotify is a good investment, there's a few reasons. I'm basically using Spotify as a defensive anchor in my portfolio. First I'm going to explain the fundamentals, and the formula for this never changes. The discounted cash flow model, is a mathematical formula used to value companies based on the expected revenues they will generate over a number of years. I have made my own model for the stock, and compared it with others models. The number I have come up with is $700 per share, meaning that anything less than $700 per share I would consider the company undervalued. This is my margin of safety I will not pay more than the perceived intrinsic value for the company, but the opportunity last week to buy shares at $680 was attractive to me so I added to my position, quite a substantial chunk of my portfolio is on Spotify.
Another reason I like the stock despite because I'm looking at the capital actually needed in the business. Whether that's a good investment for me depends on how much I paid for the business, in the end. Some great businesses operate on negative capital, subscribers pay in advance, there are no fixed assets to speak of, the receivables are not that much, and the inventory is nothing. Basically what I'm trying to say is that great consumer businesses need relatively small amounts of capital to run. I like this kind of businesses but so does the rest of the world and so they can become very competitive. I believe Spotify has a competitive advantage in their business model that's relatively defendable considering how long they've been around.
From a technical standpoint the stock has been in a range for a couple months, a break out to one direction or the other is inevitable eventually. My price target for the short term, maybe the next 12 months is $800, I'm going to just hold the stock, with no stop loss, because this is not a trade, to me this is an investment. I've had the stock in my portfolio for a few months and have been pleasantly surprised by how well it balances with some of my other positions. Monitoring my portfolio daily, I really enjoy just watching the markets and listening to some Spotify.
SMGR.JK long target 3000 within 3 monthsPT Semen Indonesia (Persero) Tbk ( IDX:SMGR ) is moderately bullish over the next 3 months, with potential for 10-15% upside from the current price of 2,710 IDR. SMGR, Indonesia's state-owned leading cement producer, is poised for a rebound driven by a confluence of technical recovery signals and improving fundamentals.
The stock has underperformed the IDX Composite benchmark YTD, trading at a depressed valuation (PE Ratio (TTM) of 69.49 but forward P/E of 25.84, with a 3.55% dividend yield), which creates an attractive entry point for value-oriented traders.
SIG reported "early signs of growth" in H2 2025 cement demand after a -7.4% Q1 drop, driven by infrastructure tenders. Aggressive pricing competition has eased, lifting blended ASPs to multi-quarter highs.
Trading at 0.42x book value (undervalued vs. peers), with fair value ~3,618 IDR (25%+ upside). Analyst consensus is neutral (11 firms), but max targets hit 3,500 IDR on infrastructure bets.
Buy on dip to 2,650-2,680 IDR (WRPC lower band + VAP support), add on break above 2,800 IDR (channel midline + Stoch buy confirmation) for full size.
Long position on SMGR ( IDX:SMGR ) with a target price of 3,000 IDR, anticipated within a 3-month horizon, contingent on technical confirmation and favourable market conditions. Tight initial stop at 2,600 IDR.
Lamb Weston Holdings | LW | Long at $51.32Lamb Weston Holdings NYSE:LW , the potato / French fry king, has gone through a tremendous downturn since 2023. Yet, earnings are forecast to grow 22% per year into 2027. Debt is quite high at 2.5x and this company, like many others, will significantly benefit from lower interest rates in the future. If the US experiences another way of inflation, Lamb Weston Holdings could be on the beneficiary side of things.
From a technical analysis perspective, the price has entered my "crash" simple moving average zone. Typically, this area signals a bottom, but it's not guaranteed. I foresee the daily price gap near $50 being closed in the short-term before a true move up. A dip to $47-$48 is not out of the question. Regardless of trying to predict bottoms, at $51.32, NYSE:LW is in a personal buy zone.
Targets:
$62.00
$68.00
$77.00
Acadia Healthcare Company | ACHC | Long at $21.98Acadia Healthcare's NASDAQ:ACHC stock has fallen nearly -76% in a year, primarily due to weak 2024 results, missed revenue and EPS expectations, and a soft 2025 revenue guidance. Ongoing federal investigations into billing practices and lawsuits have further eroded investor confidence. However, it is currently trading at a price-to-earnings ratio of 7.42x and earnings are forecast to grow 7.07% per year. The profitable company is trading at a good value compared to other healthcare companies. Debt-to-equity is relatively low (0.64x), but legal risks (DOJ probe, lawsuits) strain margins.
The stock has entered my "major crash" simple moving average territory and there is a lot of downward / selling pressure. But, more often than not, this area (which... I caution... still extends down near $16) can often signal a temporary or longer-term bottom. Personally, this is a buy area ($16-$21) even if it turns into a short-term bounce in 2025. But I believe the overall market moves in the S&P 500, etc. will guide this stock more than anything at this point (unless more bad news about the company emerges).
One thing to note is that there are open price gaps on the daily chart near $17, $10, and $8. These gaps, which often (but not always) get closed in the lifetime of a stock, are a potential signal for further declines - at least at some point. There could be a drop near $16, then a $10-$20 bullish price increase after that, followed by more declines (trapping investors). Time will tell, but NASDAQ:ACHC is currently attractively valued. From a technical analysis standpoint, it is in a personal "buy zone", even if purely for a swing trade.
Targets:
$27.00
$33.00
$39.00
Institutional Absence & Retail-Driven Liquiditywww.forexfactory.com
The current market environment reflects an absence of strong institutional conviction, with price rotating inside overlapping value areas as uncertainty from the government shutdown limits directional discovery. Without key economic data to anchor narratives, orderflow is dominated by retail participation, where stop-losses and emotional reactions provide the primary source of liquidity. This creates volatility spikes and false auctions that lack sustained follow-through, making the market prone to choppy, stop-driven moves rather than genuine intent. In such conditions, caution is essential, with asymmetric opportunities found only at extremes of value areas or in response to major liquidity events that can reintroduce institutional activity and restore directional flow.
$KTOS - Conglomerate of nothing?Kratos is a technology, products, system and software company addressing the defence, national security, and commercial markets. However, Kratos has built its whole pitch around being more than a “test services” company, yet most of its revenues are still test/demonstrator programs.
Why the priced in expansion is unlikely:
- Size & capital base: Kratos does ~$1.1B revenue with single-digit margins. To go from testbed shop to prime contractor, they’d need billions in infrastructure, engineering, and political capital, which they do not have.
- Customer choices already made: The USAF CCA Increment 1 decision was pivotal. They passed over XQ-58 Valkyrie. That was the clearest shot Kratos had at scaling into a production UAV program.
- Hypersonics (Mach-TB 2.0) are testbeds only; the operational hypersonic weapons are led by Lockheed, Raytheon, Northrop.
- Competition: Anduril, GA-ASI, Boeing, Northrop all have deeper pockets, lobbying, and trusted supply chains.
- DoD prefers scale & reliability: Kratos is a “nice to have” cheap option, not the strategic backbone.
- History of promises: Kratos has been saying “we’ll pivot into production” for years. Yet most revenue is still target drones and test contracts. Track record suggests a structural ceiling.
As such, the current $15 billion market cap implies many current test contracts will expand into real production at scale and provide incredible revenue growth, which seems very unlikely.
Our base-case DCF model (GAAP net income based): equity value ≈ $2bn ($11.67/share), compared to a current price of $88/share. The shares screen materially overvalued on fundamentals.
Technicals:
Entering a short at $88, being close to Fib level of $90, and RSI signalling overbought. Looking to start taking profits at $80, and $72.
Hensoldt (HAG) - Overly optimistic? [Bear Case]Business model: Hensoldt is a German defence-electronics pure-play: ground/air radars, optronics/periscopes, electronic warfare. Their order book and revenue backlog is benefiting from Europe’s continuing rearmament.
Why pricing looks rich: At ~€100+/share, the market appears to discount flawless conversion of the rearmament wave into sales and cash, sustained high-teens margins, and minimal programme/approval risk well beyond 2030. My GAAP-based DCF (9% discount, –1% terminal) values equity ≈ €20/share (DCF model snapshot), far below the market.
Trading multiples at today’s price (as of Sep ’25):
- EV/Rev: ~5× FY25.
- EV/E (GAAP): ~116× FY25, ~85× FY26, ~72× FY27
- Compared to other defence companies, these current and future multiples are far above the average, requiring much greater growth in income, which seems unlikely.
For today’s price to be ‘fair’, the market is effectively assuming:
- Hensoldt’s 2030 revenue guidance is exceeded and margins significantly improve from current levels.
- Contract wins versus close competitors in various revenue drivers, for example vs. Thales/Saab on large NATO sensor programmes (not just German programs).
Technicals:
The stock is approaching a recent all-time high, also corresponding with a Fib level as resistance, but with fading momentum, future defence spending globally already priced in, entering a short at €104.
Deere and Company is a stapleIt looks like a good time to buy Deere shares, I have done an evaluation on the perceived intrinsic value of the company. To back up my philosophy about what I think a "good deal" on the shares is, I have included a technical analysis including a trendline being touched for the third time at a measured Fibonacci retracement.
Looking ahead five years, based on the revenues the company is expected to generate according to wall streets current estimates. I have used the discount cash flow model to determine what I believe a suitable margin of safety would be to buy and hold shares of Deere. I am taking into account, the time value of the investment by measuring 5 years ahead, the risk to me at this point is very low. $570 seems to be a fair price taking into account all the fundamentals, I have been holding the stock for some time, but am increasing my exposure to 5% allocation in my portfolio.
Naturally I like the stock because I have worked around these machines a lot in my life. So I have a good understanding of how the company will make money and why the company will make money. The current price of a share is $461, while the intrinsic value according to my model is $570, essentially that means the shares are about %25 undervalued right now. I would personally rate Deere a buy despite the short term headwinds the company faces, we need them.
GBP.USDA very hard hit 2 day rally on the dollar. Lets unpack a few things about the recent data outlook.
Good news across the board - the market that was once "priced-in" isn't anymore after the UKs fiscal stance on the public sectors borrowing making price swing from the latest US rate cuts up until now amounting to around 400 points. Reactive or not ? Have we collectively stopped questioning the feds credibility ? Or are we finding a balance because the UK doesn't look so attractive than 2 weeks ago ?
Recent data points from the UK has lead me to believe that the economy is slowing. The economy slowing around the busiest period of the year ? This stance already makes you question. Although there is a more "natural" stance on the UK in accordance to their preliminary data outputs in relation to GDP, my next question is what happened in Q2 ? Q2s data outputs of GDP from the US was expected to beat its consensus, but we need to drift back into the question of "is this natural?" - the answer is no, the market reacting to a Q2 data input I think is efficiently acceptable but not a justifiable way to take advantage of the same way monetary policy in the UK is hawkish. This is because of the headline risk traders where afraid of - tariffs - the activity in Q2 was huge, thus, inflating the report we have had today.
We've been at this price before but this time its a 1.35 target. The euro is a sound investment against the dollar whilst the pound follows. I am in positions across the board ranging from 1.345 up until now, I am potentially taking advantage of how the market has been very reactionary based off singular data inputs that do not focus on the end of year narrative & the effects from this year. Given the path of rates, we are expected to keep cutting up through next year in the US, inflationary pressures add on which today those "good" data input were heavily emphasized in the price because it is "good". But the school of thought is that a positive or negative reading should not automatically make an input from a perspective of bullish or bearish. There are questions, theories that neglect data outputs. Why do you think there are times news reacts badly to good news which doesn't align with the nominal belief that it is good ?
In a sense we can try and capture all angles, but in this short summary I have captured a few that fuels the belief in a target as such. The markets swing high to now swing low is somewhat exaggerated giving no escape to those who are hedged or locked in. There is a release going to happen and it may be as vicious as the one today but on the upside. Unless there is breaking news the fed will pivot from their projections or if there is some external headline event moving the dollar, what you are witnessing now is a pure TA play powered by aggressive buyers trying to close the gap. While the UK remain neutral on rates, they have also considered shrinking their borrowing, giving a blow onto their QE program which that so called program was reactionary when Powell mentioned it.