Vanadium Energy Storage Batteries for the Long Term
On 28 September of 2016, tornadoes raging through South Australia did enough damage to the electricity transmission grid there to plunge the entire state into darkness, with only offshore Kangaroo Island being spared . When it was over, estimates claimed the blackout cost businesses $360 million dollars. The blackout lasted from four hours to two…
What next for climate change?
With just over 100 days to go until the UN climate summit, we kick off our running blog with a COP26 recap and a look at what’s next. The United Nations’ climate conference COP27 is set to take place in Egypt this November. Lisa Sizeland in Schroders’ global content team has summarised what COP27 is…
What is Happening to “Doctor Copper?”
While copper is not typically the primary metal used in industrial and commercial applications, its status as a “must have” component of a staggering amount of goods produced to propel the economy, the metal has earned the accolade of “Doctor Copper.” Investors around the world view high demand for copper as an indicator of the…
Transport and Logistics Stocks on the ASX
Predictions about when the current supply chain bottlenecks will end range from “who knows” to maybe in a year or so. Somewhere in the midst of this crisis lies opportunity for investors. The COVID 19 Pandemic is credited with creating a “perfect storm” scenario, plunging global supply chains into chaos. However, some industry experts point…
King Coal Lives On
Since the dawn of the industrial revolution, “King” Coal has been powering economic expansion around the world. By 2021 in a world reportedly choking on fossil fuel emissions in the atmosphere, the United Nations sponsored a conference on climate change in Glasgow Scotland. The COP26 conference ended with an agreement signed by many – but…
The Surprising Fall of Gold and the Gold Miners
On 27 June of 2022, many newcomers to share market investing who had heeded the world view that gold provides a safe haven for investors in troubling economic conditions got yet another shock. On that date the third largest gold miner listed on the ASX – Evolution Mining (EVN) – issued a market update lowering…
Stocks Consumers Can’t Live Without
A 25 April article appearing here on thebull.com.au noted an observation buried in the latest Deloitte Access Economics Business Outlook – inflation here in Australia was “less risky than in other economies.” Strictly speaking, that statement was true then and remains true today. Inflation here in Australia is at 5.1% trailing the US rate of…
Oil and Gas Stocks – Buy or Wait and See?
The opening presentation at the Davos 2022 World Economic Forum beginning on 26 May confirmed the obvious – we are in the midst of an energy crisis, global in scope. Some investors can recall the disruption caused by the oil crisis in the mid 1970’s. This one is different. Added to the dramatic increases in…
Insider Buying Stocks to Watch
An 8 June Breaking News article appearing here on thebull.com.au asked the question – Can Insider Buying Mean Good Things? Investors who include having a good management team as one of their criteria for picking stocks would answer the question with a resounding “YES.” Who knows the value of a company and its growth potential…
2021 Healthcare Winners on Sale in 2022
The ASX Healthcare XHJ Index is made up of 14 GISC (Global Industrial Classification Standard) classified healthcare stocks on the ASX. Every Quarter the index is rebalanced according to S&P criteria with the key being the ability of institutional investors to invest in the stock. This favors companies with big market caps. Stocks come and…
