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The Fukushima nuclear disaster in March 2011 has seen Japan become the world’s largest LNG buyer, with its gas demand boosted by nearly 25 per cent after shutdown of all nuclear power generating capacity. As the chart below shows, this has seen the Japanese LNG monthly average price move up to around US$16-$18 per million British themral units (MBtu). Continue reading
My kids all played this game at the Montgomery residence when they were very young. We’d line up all manner of items next to a bowl of water and the kids had to think about whether the item would float or sink. Heavy pieces of wood were always fun because despite their weight, they floated.
That surprised look must also be on the faces of those who purchased shares in some of the recent wave of floats. Continue reading
In what we believe is a company transforming event, TPG Telecom (TPM) has announced the acquisition of Telecom New Zealand Australia Pty Ltd and its subsidiaries, which include the AAPT and PowerTel businesses. Continue reading
Well, it’s that time of year again. The time I traditionally throw a cat amongst the pigeons to get everyone to think carefully about what they are doing and to question whether they should continue with it next year. This year, I have deliberately fired up the ether with a claim that a particular stream of charting or technical analysis is rubbish… Let’s see whether anyone can conjure up evidence that ‘support’ and ‘resistance’ stands up to the scrutiny of mathematical and statistical evaluation. Continue reading
One of the things that keeps the equity markets interesting is the way different investment attributes fall in and out of fashion. For example, in recent times we have seen a marked preference for large, dividend paying stocks, which we expect is a reflection of record low interest rates, and a quest for better income returns with low perceived risk.
A slightly less obvious development has been a move by the market away from high quality companies and into lower quality issues. Continue reading