Analysis & Opinion

Junior Iron Ore Miners Ramping Up

Remember the death of the mining boom? A few days ago in an interview with news.com.au, a Deloitte economist made the following observation: “Iron ore prices are close to the peak prices we saw during the mining boom, which is remarkable considering economic conditions and the fact that China’s economy is not as strong as…

Negative interest rates explained

A week ahead of Thursday’s budget update, it finally happened. Instead of the government paying to borrow in a way that would add to the burden on the budget (as has happened since time immemorial) it actually got paid to borrow. Think about that. Investors with millions of dollars to lend went to the Australian…

18 Share Tips – 14 December 2020

Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Beach Energy (BPT) We remain optimistic about the crude oil price, which paints a bright outlook for this oil and gas producer. The share price chart also looks most bullish and recent momentum suggests the price has much further to climb. The shares have risen from $1.15 on November…

ASX Uranium Stocks to Watch

On 11 March of 2011, an earthquake and subsequent tsunami struck Japan with the Fukushima nuclear power generation plant in its wake. The damage caused by the event led to the worst global nuclear accident since the disaster at Chernobyl in 1986. The incident also dashed the hopes for expanded use of nuclear power in…

Bitcoin: 3 reasons why this rebound is different

Bitcoin is back. Three years after the bubble that inflated its value from US$5,000 to US$20,000 in less than three months burst in spectacular fashion, plunging more than 80%, the cryptocurrency is again on the verge of a record high. In recent days it has been trading above US$19,000, up from US$10,000 in October and…

Outlook 2021: Seizing the new reality

If you are reading this, then you’ve lived through one of the most volatile periods in market history. The year to come may prove to be as uncertain as the one just gone, but we believe the main themes discussed in this outlook will be the ones to drive the new reality – and the market response to…

Turning wastewater into green gas could be a climate boon

Biomethane technology is no longer on the backburner in Australia after an announcement this week that gas from Sydney’s Malabar wastewater plant will be used to power up to 24,000 homes. Biomethane, also known as renewable natural gas, is produced when bacteria break down organic material such as human waste. The demonstration project is the…

Environmental Intelligence Tailwinds for the Cleantech Sector

It is official. Australia’s first recession in more than three decades ended with the welcome announcement our economy grew at a 3.3% rate for the September Quarter. The outlook for the remainder of 2020 is positive as well, with good news on the exports front, home lending, and construction. The situation in the US appears…

18 Share Tips – 7 December 2020

Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS Audinate Group (AD8) Develops and sells digital audio-visual networking solutions. The group’s technology platform distributes quality digital audio and video signals over computer networks. The recent annual general meeting and trading update in October was positive. The shares have risen from a low of $2.51 on March 23…

18 Share Tips – 30 November 2020

Tony Locantro, Alto Capital BUY RECOMMENDATIONS Godolphin Resources (GRL) GRL is currently drilling the Copper Hill East project in New South Wales. In our view, initial drilling results may suggest GRL has clipped the edge of a major copper-gold porphyry system. GRL’s market capitalisation is well supported by a gold inventory of more than 400,000…