u/lilbob

The author argues Novocure has been declining but is turning the corner after beating revenue targets, and that its newly FDA-approved pancreatic cancer treatment is a massive new revenue source the company needed. The catalyst is the FDA approval and a medical director already prescribing it, with the benefit framed as reduced pain and fatigue and roughly two extra months of life. The main risk implied is skepticism that two months of added survival is meaningful, which the author counters from personal experience.

The author argues Kodal Minerals is transitioning from explorer to revenue-generating lithium producer, with the first ~20,000 tonne shipment of lithium compounds/ore delivered and another shipment arriving in weeks. Revenue realization plus rising Chinese lithium futures prices and increased demand/price per tonne should support the stock. The author dismisses the recent China-Mali news selloff as a market-maker push to accumulate, noting Kodal is largely owned by a Chinese company that will support trade between them. Main stated risk is the China-Mali geopolitical news that caused a selloff.