Paladin Energy’s (ASX: PDN) Langer Heinrich Mine Returning to Production
The Langer Heinrich mine is expected to produce 77 million pounds of uranium over its operating life once it begins production again in 2024. Paladin Energy has two other exploration assets in Australia and one in Canada. The results of the latest international conference on Climate Change called for a tripling of global nuclear energy…
Fortescue Limited (ASX: FMG) for Contrarian Investors
Fortescue is expanding into green technology and energy. Over five years, Fortescue’s share price dramatically outperformed rivals BHP and RIO. Full Year 2023 financial results showed declines in both revenue and profit and a dividend cut. Steel demand in China is arguably the primary mover of the price of iron ore. With the Chinese economy…
BHP Group (ASX: BHP) Falls as Iron Ore Price Keeps Rising
BHP mines multiple minerals, but iron ore is the company’s prime revenue source. On 1 January, the price of iron ore hit an eighteen-month high. On 3 January, the price of iron ore rose again, but the BHP share price spiralled downward. BHP is diversified across an array of commodities, with iron ore being its…
Lendlease Group (ASX: LLC) in Recovery
Lendlease Group is a global real estate organisation creating large-scale integrated projects. The stock price collapsed in the early stages of the COVID-19 Pandemic and has not recovered. Lendlease management has initiated a strategy of asset sales and debt management improvements. Lendlease Group has been responsible for some of the world’s most notable real estate…
Chinese Tariffs on Treasury Wine Estates (ASX: TWE) Imports Under Review
The Chinese tariffs on imported wine may be lifted. Treasury Wine Estates maintained revenues and profits despite the COVID-19 pandemic and the tariffs. On 24th May, the stock began to sell off following weak Full Year 2023 financial guidance. One of the world’s top wine producers, Treasury Wine Estates, has made an acquisition to expand…
Botanix Pharmaceuticals Planning for FDA Approval in Mid-2024
Botanix holds an exclusive licence for Permetrex™, a direct-to-the-skin drug delivery system. FDA denied approval for a treatment for excessive sweating based on confusing packaging instructions. Botanix is resubmitting its application, with approval expected in mid-2024. Eager investors attuned to the company’s promising pipeline of skin treatments from acne to psoriasis welcomed the 7 December…
Junior Miner Meteoric Resources (ASX: MEI) Ripe for Takeover
Rare earth element explorer Meteoric Resources has acquired a major asset in Brazil. Speculation in the analyst community suggests the company is a takeover target. The share price is up substantially year over year. Like many junior miners exploring for a range of commodities in multiple countries, Meteoric Resource moved into the green metal space,…
Orora Limited’s (ASX: ORA) Trading Below Price to Sales Ratio
Orora’s current Price/Sales ratio of 0.54 beats the Index P/S of 2.16. Orora’s current Price/Earnings ratio of 12.53 beats the Index P/E of 15.33. The share price has been dropping since the company posted positive FY 2023 financial results. Orora provides packaging solutions to the grocery, fast-moving consumer goods, and industrial sectors in Australasia and…
Cochlear Limited (ASX: COH) for Contrarians
The Cochlear share price is dramatically outperforming major ASX healthcare rivals year over year. FY 2023 financials were positive, with positive guidance for ASX stocks to watch in FY 2024. Analyst views of Cochlear, with a consensus HOLD, include at least three SELL recommendations. With a market cap of $19.4bn, Cochlear, the global leader in…
Buying Opportunities for Mineral Resources (ASX: MIN) on the Dips
Mineral Resources offers investors the chance to diversify their holdings with one stock. The company’s historical stock price movement is exemplary, but the stock is down this year. In the past five years, investors have had opportunities to buy Mineral Resources stock on the dip. Mineral Resources (ASX: MIN) mines two commodities – iron ore…
