Analysis & Opinion

weekly share tips

18 Share Tips – 26th February 2024

Angus Geddes, Fat Prophets   BUY RECOMMENDATIONS   BUY – Northern Star Resources (NST) Northern Star is a global gold mining company. The company posted a strong 2024 first half result. Record cash earnings of $702 million were up 50 per cent on the prior corresponding period. Revenue of $2.248 billion was up 15 per…

weekly share tips

18 Share Tips – 19th February 2024

John Edwards, Novus Capital   BUY RECOMMENDATIONS   BUY – Perseus Mining (PRU) PRU is a profitable West African gold producer with three operating mines. PRU guided to second half gold production of between 226,000 ounces and 254,000 ounces in fiscal year 2024 at an all-in-sustaining cost of between $US1180 and $US1340 an ounce. The…

weekly share tips

18 Share Tips – 12th February 2024

Christopher Watt, Bell Potter Securities   BUY RECOMMENDATIONS   BUY – Pilbara Minerals (PLS) The December 2023 quarterly activities update demonstrated Pilbara’s ability to remain profitable throughout the cycle. The lithium miner maintains a strong balance sheet to withstand any further declines in lithium prices. We expect the lithium market to recover in the long…

weekly share tips

18 Share Tips – 5th February 2024

Tim Haselum, Catapult Wealth   BUY RECOMMENDATIONS   BUY – Lynas Rare Earths (LYC)  Revenue of $112.5 million in the second quarter of fiscal year 2024 was down on the first quarter in response to lower production levels and weaker rare earths prices. However, first feed of material from Mt Weld was introduced to the…

weekly share tips

18 Share Tips – 29th January 2024

Jabin Hallihan, Morgans   BUY RECOMMENDATIONS   BUY – Sigma Healthcare (SIG) Sigma Healthcare has demonstrated share price strength since announcing a proposed merger with Chemist Warehouse Group Holdings on December 11, 2023. A merge will create a healthcare wholesaler, distributor and retail pharmacy franchisor. The proposed merger may unlock significant efficiencies and generate cost…

weekly share tips

18 Share Tips – 22nd January 2024

Oliver Matthew, Marcus Today   BUY RECOMMENDATIONS   BUY – Webjet (WEB)  This online travel agency posted impressive results in late 2023. The company’s WebBeds business was a standout, posting revenue of $171.8 million in the first half of fiscal year 2024, an increase of 50 per cent on the prior corresponding period. We expect…

weekly share tips

18 Share Tips – 15th January 2024

Stuart Bromley, Medallion Financial Group   BUY RECOMMENDATIONS   BUY – Johns Lyng Group (JLG)  This building services group operates in the restoration space in Australia and New Zealand. We expect an already strong pipeline of work to be bolstered from recent storm damage in Queensland and Victoria. Management has a history of exceeding expectations,…

weekly share tips

18 Share Tips – 18th December 2023

Toby Grimm, Baker Young   BUY RECOMMENDATIONS   BUY – Treasury Wine Estates (TWE) The premium wine maker has been sold off after announcing a $US900 million acquisition of DAOU Vineyards and subsequent equity raising on October 31. DAOU is a luxury wine brand based in California. The shares have fallen from $11.98 on October…

weekly share tips

18 Share Tips – 11th December 2023

Stuart Bromley, Medallion Financial Group   BUY RECOMMENDATIONS   BUY – PolyNovo (PNV) The company provides dermal regeneration solutions via its NovoSorb biodegradable polymer technology. PNV supplies more than 600 hospitals across the world, including the UK and the US. The huge Indian market provides an opportunity to increase market share. Total revenue of $66.5…

weekly share tips

18 Share Tips – 4th December 2023

Tony Locantro, Alto Capital   BUY RECOMMENDATIONS   BUY – Saturn Metals (STN)  High grade gold intersections have been reported at Apollo Hill in Western Australia, highlighting potential for the project to host areas of high-grade mineralisation. The current published mineral resource is 105 million tonnes at 0.54 grams a tonne of gold for 1.839…