Lynas Rare Earths Trading at Three-Year Lows
Pure play rare earths minerals producer Lynas Rare Earths is the world’s only significant rare earths minerals producer outside of China. The company is expanding its rare earth minerals processing capability with new facilities in Australia and the US. Analysts are bullish on Lynas. Over the past four fiscal years the financial performance of Lynas…
Is Santos Limited (ASX: STO) without Woodside a Buy?
In early December of 2023 Santos confirmed the merger negotiations in progress with Woodside Energy Group. Negotiations ended on 7 February with Woodside never putting forth a bid. Santos remains a player in the global LNG market with two assets with revenue generating potential. In addition to oil production, Santos has producing assets in coal…
Buy Baby Bunting Group (ASX: BBN) for the Recovery or the Dividends?
One-stop nursery retailer Baby Bunting Group is Australia’s largest. The company is cited by multiple analysts as a top income stock. Company metrics are showing signs of recovery from a profit plunge. Baby Bunting Group was one of the few Aussie retailers whose stores remained open despite lockdowns during COVID, with both revenue and profit…
Is Beaten-Down IDP (ASX: IEL) Education a BUY?
IDP Education serves international students from qualifying exams to visa application assistance to placement and admissions services. The company also operates English Language Schools. IDP’s primary markets are students from India and China looking for educational opportunities in English speaking revenues. IDP derives about 64% of its revenues from IELTS – the International English Language…
New Hope Corporation (ASX: NHC) Coal Remains in Demand
King Coal may be slipping but not enough to stop coal giants like New Hope. Recent economic events support the view coal must remain among the world’s energy sources. The price of coal fell sharply in 2023, driving down the New Hope Share Price. Renewed interest in coal remaining in the global energy mix, coupled…
Is Liontown Resources (ASX: LTR) Still a BUY?
Liontown Resources hit an all-time high on the news global lithium chemicals producer Albemarle was interested in acquiring the company. Albemarle backed out of the deal but maintained a favorable review of Liontown’s Kathleen Valley Lithium project. The company expects lithium production to commence at Kathleen Valley in mid-2024. Over five years the share price…
Should you Buy Transurban Group (ASX: TCL) or the Dividends?
Transurban Group designs, operates, and maintains toll roads in Australia, Canada, and the US. The company derives about 90% of its revenue from Australian operations. Transurban has a consistent history of dividend payments, even in non-profitable fiscal years. The company’s financial performance suffered due to COVID 19, with lockdowns impacting average daily traffic volumes. Transurban…
Stocks That Give Shareholders That Little Extra
Newcomers to investing in shares are bombarded with platitudes about “becoming part owners” of a company of their choice. They are also advised of the many things to consider before buying into a company, the key among them being the differences between companies that pay dividends to their shareholders and those that choose to invest…
Is it Too Late to Buy Sigma Healthcare (ASX: SIG)
Sigma is a wholesale drug distributor with a network of branded franchised pharmacies. Chemist Warehouse has a network of more than five hundred discount drug stores. The proposed merger of the two companies is likely to face regulatory hurdles. On 10 December of 2023 Sigma Healthcare emerged from a trading halt with the two-fold blockbuster…
Analysts Remain Bullish on South 32
Multi-commodity miner South 32 was spun off from BHP Billiton on 25 May of 2015. South 32 has mining operations in six countries, producing ten different commodities. Five of the commodities mined contribute to a low-carbon future. The company had a banner year in FY 2022 following two disappointing financial outcomes in FY 2021 and…
