Analysis & Opinion

Tiny houses can help ease rental affordability

Rental housing in Australia is less affordable than ever before. It is no exaggeration to call the situation a crisis, with vacancy rates at record lows. But there are some relatively simple, easy-to-implement and cost-effective things that can be done to ease rental affordability pressures. These include relaxing planning restrictions on small and non-traditional houses,…

18 Share Tips – 16 May 2022

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Jaxsta (JXT) Jaxsta has built a comprehensive music credit platform. We expect JXT to benefit from US music licensing company Songtradr investing in JXT and from appointing Beth Appleton as chief executive officer. JXT is fully funded, and has committed to cutting operating costs by $1.5 million in…

Small Cap Biotechs Making News

In 2017 the ASX published a report prepared in conjunction with Australia’s primary life science organisation, AusBiotech, entitled Guide to Life Sciences Investing. The ASX Healthcare Sector is broadly divided into two subsectors – Health Care Equipment and Services and Pharmaceuticals, Biotechnology, and Life Sciences. Listcorp.com – a site devoted to allowing investors access to…

The great recalibration continues

Fixed income has cheapened dramatically, however with uncertainty elevated we expect additional risk premia to be built in before bonds become really appealing. As a result, we’re continuing to run cautious portfolio positions, monitoring (elusive as yet) signs of stability. Recalibration continues The dramatic recalibration of expectations regarding the future level of interest rates continues….

18 Share Tips – 9 May 2022

Tom Bleakley, BW Equities BUY RECOMMENDATIONS Elementos (ELT)   This tin explorer and development company is progressing projects in Australia and Spain. It’s focused on starting tin production by 2025. Tin is used for solder and extensively used in circuit boards and chips. We believe ELT offers a good long term growth opportunity, as its…

Will the WAAX Stocks Come Back?

Investors in both the United States and Australia have turned on former “market darlings” in both countries with a vengeance. When market participants couldn’t buy sector leaders fast enough, someone coined the acronym for the big players in the US – the FANG stocks (Facebook—now Meta, Apple, Netflix, and Google — now Alphabet. From Yahoo…

Mining stocks buoyed by base metal strength

Stellar performances by nickel, lithium, uranium and iron ore in March drove some metal prices to new highs while zinc, copper and aluminium all closed the month stronger. Clarke Wilkins, Senior Australian Equities Analyst, responsible for the resources and energy sectors, looks at the major commodities and the sectors and stocks that have caught his…

Superbugs are outsmarting antibiotics

A market failure means pharmaceutical companies are failing to address the threat. In 1938, Ernst Chain, a German-born biochemist working at Oxford University, found an article on penicillin written nine years earlier by UK bacteriologist Alexander Fleming. In 1928, by fluke, Fleming noticed a zone around an invading fungus on an agar plate in which…

Mining stocks buoyed by base metal strength

Stellar performances by nickel, lithium, uranium and iron ore in March drove some metal prices to new highs while zinc, copper and aluminium all closed the month stronger. Clarke Wilkins, Senior Australian Equities Analyst, responsible for the resources and energy sectors, looks at the major commodities and the sectors and stocks that have caught his…

Is It Time to Buy Iron Ore Miners?

In February of 2011, the price of iron ore hit an all-time high of USD$187 dmt (dry metric tonne). Fueling the price explosion was the multi-year campaign by the Chinese government to modernise the country. Expanding a country’s industrial production capacity and creating urban areas to house needed employees requires massive infrastructure development, from roads,…