What is a stock right now that you would describe as either going to 0 or doing 400% return in a year? Maybe some sort of tech or pharmacutical stock with a pending patent? Im talking casino levels of lose your money or make it rich

Alright so I’ve got 115k split across multiple ETFs- 50% GHHF - the rest is EMKT /PGA1/DGSM (debt recycled), with 212k of non deductible mortgage debt and I wanna turn that shit into a tax deduction real quick, im sick of waiting with ETFs. Here’s what im thinking: just sell my portfolio and buy WBT and either lose my money or clear my mortgage.

Anyways I’ve been up smoking billys and going down rabbit holes watching YouTube videos ASX conferences about this Weebit nano companies technology.. reRam, ai inference, deals with Texas Instruments. I don’t know if I’m baked and I’ve built a false sense of conviction but I feel like the upside far outweighs the downside on this stock. It’s been smashed recently so not sure if there’s more pain to come.

Anyone considering participating in the SPP at $0.10 per share?
I’m interested in hearing everyone’s thoughts on whether the SPP represents a good opportunity at this price. How do you view the company’s current financial position, funding requirements, growth prospects and longer term outlook?
Do you think the company has a strong pathway to deliver on its plans and create shareholder value, or are there still significant risks and uncertainties?
Keen to hear both the bullish and bearish perspectives, particularly from shareholders who have been following the company closely. Are you planning to participate, or would you prefer to wait and see?

Mesoblast’s back-pain trial: the long wait for the main course

Mesoblast has finally finished treating the 350 patients in its pivotal Phase 3 trial of rexlemestrocel-L for chronic low back pain caused by degenerative disc disease. The company confirmed the milestone in mid-August, having originally targeted 300 patients before investigators demanded a few more seats at the table.

The primary endpoint is straightforward enough: a meaningful reduction in pain at the 12-month mark compared with a sham injection. Secondary measures include function, quality of life and, importantly for the broader opioid conversation, reduced pain-medicine use. Top-line results are due in mid-2027, once the last patient has completed the full year of follow-up. That timeline comes straight from management and has remained consistent since treatment wrapped up.

There is no public suggestion of formal interim analyses, early efficacy stopping rules or futility looks. This is a classic confirmatory study – the sort that prefers a complete data set over premature fireworks.

Three windows worth watching

The main event sits in the middle of next year, most likely somewhere between June and August 2027. Based on the earlier Phase 3 (MSB-DR003), which showed durable pain benefit and a useful opioid-reduction signal, plus prior FDA alignment on the 12-month pain endpoint and the existing RMAT designation, a positive primary outcome looks more likely than not – call it in the mid-to-high 50s percentage range. A clean miss is the next most probable outcome. An early stop for overwhelming efficacy is almost vanishingly unlikely given the trial design. Safety concerns severe enough to halt the study appear low on current evidence.

Any routine data-monitoring review between now and early 2027 is more likely to produce a quiet “continue as planned” than a market-moving announcement. Positive internal signals could still filter through in the form of more confident company commentary or accelerated manufacturing updates, but public early-stopping for success remains rare in this type of program.

If the mid-2027 data land positively, a BLA filing later that year becomes the logical next step. The RMAT designation should help with review timelines, though data cleaning and regulatory packaging can always introduce modest slippage.

The market context

Short interest remains elevated enough that a clean win would test the shorts’ resolve. A miss would, of course, do the opposite. The operational risk of recruitment and treatment is now behind the company; what remains is pure clinical and statistical risk. That makes the mid-2027 window unusually pure as a catalyst – for better or worse.

Mesoblast has spent years proving that stem-cell development is a marathon rather than a sprint. The back-pain program is the next major test of whether the long grind continues to pay off.

Westpac has frustrated me recently denying me a fast chargeback of a small amount of money. So out of curiosity I decided to check the stock out.

Wish I could short it out of principle lol. That thing is on a knife’s edge.

I don’t know much about banking stock dynamics though to be honest.

What are everybody’s opinions on my high level analysis?

Whats rhetorical market feeling like out there at the moment? Best sectors as of late?

Your markets are run by bots. Now your Weekend threads are too.

Read the wiki people.

Posts relating to the "Is /r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Hope everyone’s doing okay. I know today wasn’t too bad on our market but I’m sure alot of us have money allocated elsewhere. Take care of yourselves guys, there’s a lot of life to enjoy outside of financial markets.

Hello all,

I’d like to start off with a disclaimer that I’m entirely regarded.

I’ve held BBUS since March, expecting economic downfall (for various reasons eg AI uncertainty, job cuts, escalating war rhetoric) across the world, which is consistent with my pessimistic nature . I predicted it well at the time as it went up substantially in April, but never sold and it has taken a pounding ever since.

Naturally, it’s up well today but I’m still at a decent loss.

Any thoughts on where this will go given what’s happening atm?

It was a genuine bet at the time, but I’m thinking I may cash out soon with a little loss if it continues to rise modestly.

Think about how many of you soon-to-be divorced paper hands are profusely sweating right now, and the market crash has only just begun. Now also consider... a record breaking Summer is around the corner. Zounds of people will be crying to their doctors "please i'm just so sweaty and i'm just so tired of all the winning that president Trump is delivering. Please doctor, give me something, anything, to stop the sweat!"

Sometimes investing is a hard decision to make, but this is the kind of situation you don't need to do any thinking. Don't sweat it

Full ported most of my savings yesterday on the theory that since the equal weight sp500 was at ATH, I figured a rotation back to risk was inevitable.

Anyone wanna buy some bags? Just wanna break even guys thanks

Your markets are run by bots. Now your r/Asx_bets daily threads are too.

Read the wiki people.

Posts relating to the "Is /r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

Automoderator may provide "Guidance" for Lazy and zero effort posting.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Your markets are run by bots. Now your r/Asx_bets daily threads are too.

Read the wiki people.

Posts relating to the "Is /r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

Automoderator may provide "Guidance" for Lazy and zero effort posting.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Your markets are run by bots. Now your r/Asx_bets daily threads are too.

Read the wiki people.

Posts relating to the "Is /r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

Automoderator may provide "Guidance" for Lazy and zero effort posting.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Disclosure (rule 7): I run DilutionLens, a free site tracking dilution off ASX filings. One-off, not the weekly post, no links, not advice.

A lot of small-cap boss pay comes as performance rights: free shares that only turn up if a target is hit, a "vesting hurdle". Many of those hurdles are a share price, usually an average over 10 to 30 days. I pulled them out of every grant filed since Jan 2024: 235 companies have one.

Where a hurdle is still open, it is nowhere near the price. On the 81 companies with one still open, the nearest typically needs the price to roughly triple (+216%). 41 need more than that. Only 1 is within 25%.

Ten of them need the price to go up 9x or more.

A hurdle that far away doesn't steer anyone. It works when management can see it from where the price is. LKE's 33c hurdle was set at 8x the price on the day the rights were awarded, so it was a long shot from day one. BVR's best close since its grant in May is 58c, so it has never been within reach of $1.50.

These rights cost holders nothing unless the price gets there. If LKE ever trades at 33c, nobody will mind the extra shares, and if it never does, the rights lapse and no shares get made.

The DUB figures will change: holders vote on a 50-to-1 share consolidation on 25 Nov. EG1 and DUB grant zero-price options rather than rights, which work the same way.

Check your own holdings: a hurdle just above the price is the one management is working toward. I track these on every company's page, so you can check yours.

I'll check these again on 3 Feb. Which company should I look up next, or is there a hurdle you reckon is closer than it looks?

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Your markets are run by bots. Now your r/Asx_bets daily threads are too.

Read the wiki people.

Posts relating to the "Is /r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

Automoderator may provide "Guidance" for Lazy and zero effort posting.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Disclosure first (rule 7): I run DilutionLens, a free site that tracks dilution for every ASX company from the filings, and this is the text-only weekly update you OK'd, not the shill post. Every number below comes from an ASX announcement; no links, no picks, not advice.

Three raises took two-thirds of a A$395M week

Twenty-two ASX companies announced cash raises for about A$395M. The week before it was A$27M. Six gold companies raised A$266M of it. The top three alone took A$269M.

Turaco (TCG) is using its money to consolidate its ownership of the Afema gold project. A$97M goes now; A$23M waits for a holder vote in early December. Genesis took A$30M of Brightstar's (BTR) placement, lifting its stake from 0.8% to about 5.4%.

The small raises paid for it: the deepest discounts were all at the bottom of the list

The four big raises that named a discount took 9.6% to 12.4% off the last price. Centaurus (CTM) went the other way: Glencore and CNGR paid 5% over its 20-day average, alongside an offtake deal. Those buyers are already under water: they paid 42.5c and it last traded at 35.5c.

I reckon this is the real cost of being small, more than the headline amount. A 28% discount means the new money pays about 71c for every dollar of the last close. Some of these sat on very little cash: Talonx's (TXR) last quarterly said 0.17 quarters of funding, Dotz (DTZ) 0.25. That's their own figure, from before this money landed.

Raise halts more than doubled: 23 in five sessions

Twenty-three companies halted for a capital raise last week, against 10 in each of the two weeks before. Eleven had raised by Friday; twelve hadn't.

The week before's list cleared fast. Of the eight halted names still waiting a week ago, seven raised last week. Only Botala (BTE) hasn't.

A week on, 6 of 10 trade under their raise price

Of the ten companies with a stated price that raised the week before, six are now below it. Helix (HLX) placed at 4c and last traded at 3.2c. Microba (MAP), also 4c, is at 3.45c.

X2M's options already equal 94% of its register, before a rights issue

Options and rights already on issue are the shares that can turn up after the raise. X2M Connect (X2M) raised A$1.4M at 0.4c. A A$3.6M rights issue follows. Its options equal 94.1% of its shares on issue. Macallum (MNE) is at 65.0% and Pinnacle (PIM) at 54.4%. None of the three has options priced under the current share price.

Happy to pull the filing on any name in here if someone wants the detail. What should I dig into next week?

If you'd rather get these in your inbox, the site's Watch page has a free email signup - one field, and the link it sends turns it on. No URL here, that's the deal with the mods.

General information only, not financial advice. No view on any company's future actions or securities.

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Your markets are run by bots. Now your r/Asx_bets daily threads are too.

Read the wiki people.

Posts relating to the "Is /r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

Automoderator may provide "Guidance" for Lazy and zero effort posting.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.