Editor’s Pick
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Australia’s residential property market to soften
David Buckland
May 10, 2022
It never ceases to amaze me that when a sector that has enjoyed a roaring bull market starts to turn the ‘experts’ try to out-do one another in giving pessimistic forecasts. And that is now happening with Australia’s residential property market, where the general consensus is that prices could soon drop by 15 to 25 per cent due to rising interest rates. continue…
by David Buckland Posted in Editor's Pick, Property.
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Rates go up; house go down
Roger Montgomery
May 6, 2022
As we predicted last November, Australian house prices have now topped out and begun their march lower. A quick visit to any of Australia’s holiday hotspots will reveal a testament to the sudden end of the most recent boom – a plethora of properties advertised for sale at the vaguest possible price known; ‘Contact Agent’. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Is Aeris Resources purchase of Round Oak Minerals a good deal?
David Buckland
May 2, 2022
We have been asked by clients whether the $234m acquisition by Aeris Resources (ASX:AIS) for Washington H Soul Pattinson’s (ASX:SOL) Round Oak Minerals is a good deal? continue…
by David Buckland Posted in Editor's Pick, Energy / Resources, Stocks We Like.
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What to make of KKR’s bid for Ramsay Health Care
Andreas Lundberg
April 21, 2022
As you’ve probably read in the press, a consortium led by US-based investment behemoth, KKR & Co, has just lobbed a $20 billion bid for Ramsay Health Care (ASX:RHC), Australia’s dominant private hospital business. This values each RHC share at an all-time high of $88, well above the previous day’s close of around $64. So it’s potentially good news for RHC investors – including The Montgomery Fund. But what are the chances of the deal going through? continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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Aeris Resources – drilling is the truth; and successful exploration is transformational
David Buckland
April 20, 2022
Aeris Resources (ASX:AIS) has had a successful drilling program and pleasingly increased its Copper production guidance at Tritton, about 50 kilometres north-west of Nyngen, Central NSW, from 19,000 tonnes in Fiscal 2022 to around 31,500 tonnes in Fiscal 2025, and importantly the life of the mine plan has been extended from three years to at least eight years. continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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What rising cash rates mean
David Buckland
April 14, 2022
Since October 2021, the Reserve Bank of New Zealand (RBNZ) has raised their cash rate on four separate occasions. On three occasions (6 October 2021, 24 November 2021, and 23 February 2022) the increase was by 0.25 per cent (to 1.0 per cent) and yesterday (13 April 2022) the increase was by 0.50 per cent (to 1.50 per cent). The last time the RBNZ moved their official cash rate by 0.5 per cent, was on 14 November 2001 – and the direction was downward to 4.75 per cent. continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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MEDIA
Ausbiz: Hop onboard the unstoppable EV trend
Roger Montgomery
April 12, 2022
In this interview for Ausbiz Roger discusses whether it is too late to get on board the lithium train. Lithium stocks have come off a little over the past few days, but is it too late to get on board? Regular readers will know about the forthcoming shortage of lithium, the decarbonisation investment theme and the Electric Vehicle revolution. Some companies are up dramatically over a year, although I believe this trend is secular and unstoppable. Watch here.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Allkem Limited is having a day out
David Buckland
April 8, 2022
Formed by the merger of Galaxy Resources and Orocobre in August 2021, Allkem Limited (ASX: AKE) has an audacious objective of producing at least 10 per cent of global lithium, whilst being a top three global lithium supplier. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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How strong is the demand for Electric Vehicles?
Roger Montgomery
April 7, 2022
In this week’s video insight Roger discusses the decarbonisation investment theme and the small cap beneficiaries of the electric vehicle revolution. Some companies in this theme include Pilbara Minerals, Mineral Resources, IGO, Allkem and Aeris Resources. Is all of the good news already factored into these prices? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Earnings growth is becoming a priority
Roger Montgomery
April 1, 2022
Over the years I have often sat alongside guests on a TV or radio panel and heard them conclude the easy gains have been made. For the first time in many years I agree. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary, Stocks We Like.
