Is the LNG Boom on Life Support?
Australian investors in LNG (Liquefied Natural Gas) stocks hoping to cash in on the alleged “golden age of gas” got a little worried when Russian natural gas behemoth Gazprom signed a 30 year deal to pipe gas into China. The deal is valued at around $400 billion and the worry for our LNG exports is…
Value stock – spotlight on gold miner Codan
Talk about being in the wrong place at the wrong time. Codan has been smashed as a falling gold price and civil unrest in parts of Africa cut demand for its metal detectors, and as the fading resources investment boom weighed on its mining technology division. Codan shares more than tripled between mid-2011 and early…
Energy myths abound – even for Peak Oil believers
Republicans, Democrats, and environmentalists all have favorite energy myths. Even Peak Oil believers have favorite energy myths. The following are a few common mis-beliefs, coming from a variety of energy perspectives. I will start with a recent myth, and then discuss some longer-standing ones. Myth 1. The fact that oil producers are talking about wanting…
Gold stock recovery underway
Gold stocks have recovered sharply following last month’s panic-like capitulation plunge. But this embattled sector still remains incredibly cheap relative to prevailing gold levels, which drive gold miners’ profits and hence ultimately their stock prices. While it is very challenging psychologically to buy in deeply-out-of-favor sectors, the panic-like gold-stock bargains out there today are simply…
Where in the world is all the gold?
It wasn’t long ago that global gold-mine production had fallen to alarming lows. In 2008 this bellwether supply source was on the heels of a 5-year 13% decline, offering the markets its lowest output in 12 years. And this precipitous plunge had left folks scratching their heads considering gold demand was on the rise and…
Gold entering strongest time of the year
Gold has just entered its strongest time of the year, embarking on a major seasonal rally. Naturally this is very bullish for not only this metal, but the companies that wrest it from the bowels of the Earth. Gold’s well-established seasonality is important for speculators and investors to understand, as it offers many great insights…
Nickel’s Price Chart Gives Me Goose Bumps
I have to admit that nickel’s chart gives me goose bumps, and I am relieved that I was not on the wrong side of the market during the severe correction that started in 2007. Unlike other metals such as gold, nickel has only industrial use, and its price movements are more aligned with its fundamentals….
Australia’s Role In The Golden Age Of Gas
Natural gas has become even more desirable after the Australian government unveiled a plan to pass a carbon tax, which should boost demand for natural gas, since natural gas is a cleaner source of energy than coal. The last International Energy Agency (IEA) report paints a rosy picture for both supply and demand in coming…
3 miners ready to roar
With China and India’s insatiable appetite for resources fuelling a once-in-a-lifetime commodities super-cycle, many mid-cap miners are set to soar over the coming year. Coming soon – article to appear in an upcoming newsletter.
How to take advantage of the commodity boom
There’s little doubt that commodities – at least some of them – will continue their price boom this year, despite concerns about slowing Chinese growth and the fragile recoveries occurring in the US and Europe. But getting on board to take advantage of the trend as an ordinary investor takes some thinking through, and as…
