18 Share Tips – 14 February 2022
Elio D’Amato, Spotee Connect BUY RECOMMENDATIONS West Wits Mining (WWI) WWI has approval for its 4.3 million ounce Witwatersrand Basin Project, and is expected to produce later this month. South Africa is a good mining jurisdiction and the Witwatersrand area has a long history of delivering gold. Exploration drilling at the Mt Cecelia project should…
18 Share Tips – 7 February 2022
Tom Bleakley, BW Equities BUY RECOMMENDATIONS Dropsuite (DSE) This company’s software platform enables cloud back up and data protection. The company’s December activities report highlights strong quarter on quarter growth from its loyal customer base. The company has a low customer churn rate below 3 per cent. Cash on hand of $21.6 million enables opportunities…
18 Share Tips – 31 January 2022
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Brickworks (BKW) Australia’s largest brick manufacturer also owns a significant holding in Washington H Soul Pattinson’s defensive portfolio of listed and unlisted assets. BKW has extensive industrial property assets with joint venture partner Goodman Group. In our view, BKW is not only trading at a discount to its…
18 Share Tips – 24 January 2022
Tim Haselum, Catapult Wealth BUY RECOMMENDATIONS JB Hi-Fi (JBH) Interest rate increases can impact consumer spending, but we’re not expecting rises in Australia in the short term. We’re expecting JBH earnings to marginally weaken, but from a high base. The market has priced in a bigger sales fall than we anticipate. JBH has a strong…
18 Share Tips – 17 January 2022
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Woodside Petroleum (WPL) Global crude oil supplies are relatively low at this point amid under investment in the sector. Consequently, we believe crude oil prices are likely to rise, which should lead to higher share prices for energy stocks. WPL’s share price chart recently revealed a tightening trading range,…
18 Share Tips – 20 December 2021
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Singular Health Group (SHG) In our opinion, the metaverse will be the most exciting theme in 2022 and that’s why we’re bullish on SHG – one of the cheapest listed metaverse companies on the ASX. SHG recently released collaborative medical visualisation software. It’s also formed a joint venture…
18 Share Tips – 13 December 2021
Jabin Hallihan, Morgans BUY RECOMMENDATIONS QBE Insurance Group (QBE) QBE underwrites and provides insurance products to customers across the globe. QBE has increased insurance rates over the past year, which is likely to increase margins and underlying profit into 2022. Pricing tailwinds are evident, and the stock is relatively inexpensive as it was recently trading…
18 Share Tips – 6 December 2021
Angus Geddes, Fat Prophets BUY RECOMMENDATIONS Telstra Corporation (TLS) Management has revealed new, more upbeat financial targets, along with operational plans and strategic priorities through to fiscal year 2025. The company’s vision should have a positive impact on the business if successfully executed. We believe the business is poised to grow. We expect improving profitability…
18 Share Tips – 29 November 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Mineral Resources (MIN) MIN provides integrated, innovative and low cost pit-to-port solutions across the mining supply chain. MIN also has several iron ore and lithium operations. While we’re forecasting further iron ore price volatility and reductions towards lower long term levels, we believe there’s exciting catalysts in the…
18 Share Tips – 22 November 2021
Tom Bleakley, BW Equities BUY RECOMMENDATIONS Mineral Resources (MIN) MIN has been sold down along with several other iron ore competitors. However, MIN is one of the world’s top five lithium producers. In the near term, it will re-start operations at the Wodgina Lithium mine in the Pilbara region of Western Australia. The Wodgina hard…
