V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players. This latest video conference focuses on Tim Boreham’s hot stock picks for 2022.

Who doesn’t love a good stock tip?

When it comes to small caps, Tim Boreham is one of Australia’s best-known share analysts and business journalists, with more than 30 years of experience writing for major business publications.

Last year he fired off 19 hot stocks to watch in 2021 – 11 of them soared by an average 94%. Gains that included four triple digit dazzlers.

That’ll do Tim. That’ll do.

Except it won’t because readers begged us for more from the oracle in 2022.

It feels like a bigger ask. It feels like now’s the time for an ultra-cautious approach to stock selection as we wait to see, as Boreham puts it, “if the global economy will succumb to the ill-effects of the Western world’s astonishing debt splurge”.

Nah, let’s go for broke. Beyond the overhyped tech stocks and the tired by now pay later sector, Tim reckons there are still bargains to be found.

Among this year’s elite group of 19, we’ve roped in company heads from four of them – gold and lithium specialists Firefinch, rare earths hopeful RareX, cancer-fighter Imugene and diagnostic specialists Radiopharm Theranostics – and run the ruler over their potential.

Together with Tim, Stockhead finds out a bit more about what’s in store for the quarter in 2022.

Session 1 – Expert Interview

Sky News and CNBC business journalist Oriel Morrison interviews Dr Tim Boreham, Stockhead columnist.

Tim is one of Australia’s best-known small-cap share analysts and business journalists. He has more than 30 years of experience writing for major business publications. He is known for the highly-respected Criterion investment column which ran for many years in The Australian newspaper.

Session 2 – Company Presentations

Firefinch (ASX:FFX)  Interview
Michael Anderson, Managing Director

Dr Michael Anderson has extensive management and technical experience built up over a 30-year career in Africa and Australia. Michael recently joined Firefinch from Taurus Funds Management where he helped to lead the fund’s investment into numerous West African gold producers.

Firefinch (ASX:FFX) Presentation
Michael Anderson, Managing Director

Firefinch is an ASX-listed gold miner and lithium developer, with two outstanding assets in Mali – the Morila Gold Mine and Goulamina Lithium Project.

Jeremy Robinson, Managing Director

RareX (ASX:REE) is a rare earths company focusing on developing the Cummins Range Project in Western Australia which it acquired in September 2019.

Imugene (ASX:IMU)
Leslie Chong, Managing Director and CEO

Imugene is a clinical stage immuno-oncology company developing a range of new treatments that seek to activate the immune system of cancer patients to identify and eradicate tumors.

Radiopharm Theranostics (ASX:RAD)
Riccardo Canevari, CEO

Radiopharm Theranostics is focused on the development of radiopharmaceutical products for diagnostic and therapeutic uses in areas of high unmet medical need.


The views, information, or opinions expressed in the interviews in this article are solely those of the interviewee and do not represent the views of Stockhead.

Stockhead does not provide, endorse or otherwise assume responsibility for any financial product advice contained in this article.