Analysis & Opinion

18 Share Tips – 8 August 2022

Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS  Aeris Resources (AIS)    This copper and gold miner recently acquired Round Oak Minerals from Washington H. Soul Pattinson (WHSP). The transaction allays fears about AIS mine life, in our view. WHSP becomes the biggest shareholder in AIS, which is positive. We expect the AIS share price to…

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…

Gold stocks displaying strong seasonality

The gold miners’ stocks have been thrashed in recent months, crushed as heavy futures selling slammed gold.  That obliterated any residual sector bullishness, leaving gold stocks wildly-oversold and deeply-out-of-favor.  But having weathered a rough early summer, the battered miners and their metal are trudging back into their traditional strong season.  That begins with robust autumn…

18 Share Tips – 1 August 2022

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS BlueBet Holdings (BBT) This sports betting technology company had cash and cash equivalents of about $51 million at the end of the third quarter of fiscal year 2022. Also, BBT is expanding in the lucrative US market. It recently signed a 10-year market access agreement to operate in…

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…

What are companies telling us about recession risks?

Inflation is a concern for companies, so too recession. Indeed, the last time managements were talking this much about recession – they were in one. There was an unprecedented amount of inflation talk among US companies at the end of 2021. Inflation is still frequently mentioned in corporate discussions along with wages and supply chains….

18 Share Tips – 25 July 2022

Jabin Hallihan, Morgans BUY RECOMMENDATIONS ALS Limited (ALQ) This Australian laboratory testing giant posted a strong full year result. Underlying net profit after tax of $264.2 million was up 42.1 per cent on the prior corresponding period and at the top end of guidance. Sample volumes are improving year-on-year, while inflationary pressures are passed onto…

Deep and wide – evaluating sustainability impact

Investors are now looking at sustainability through a different lens, trying to influence positive change by directing capital to address ESG challenges. As attitudes evolve, so too must the research strategies employed by the financial sector. Fidelity International’s Jenn-Hui Tan, Global Head of Stewardship and Sustainable Investing, joined forces with Ned Salter, Global Head of…

Toss the coin – What are the odds of an imminent recession?

Well thank goodness for that. We’ve made it past the end of June, and in doing so completed a half year that no investor is likely to want repeated. There have been some brighter spots – the commodity and oil-rich UK stock market has done better than most – but if you’ve kept your head…