Energy / Resources
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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 Energy / Resources, 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, Energy / Resources, Stocks We Like
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Tulla Resources – ambitions to become a diversified mining and investment house
David Buckland
April 14, 2022
I was watching an investor presentation from Mark Maloney, Executive Director of Tulla Resources (ASX: TUL), and an ex-colleague of mine. The company had a tough start to public life, floating on the ASX in March 2021 at $0.90 per share before a substantial de-rating to $0.40 per share six months later. continue…
by David Buckland Posted in Companies, Energy / Resources
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Investors going nuclear!
Roger Montgomery
March 31, 2022
The broad acceptance of the Australian government’s decision to invest in nuclear powered submarines reflects a broader shift in thinking on the subject of nuclear power, its costs and benefits. Meanwhile the rest of the world is experiencing a nuclear power renaissance amid an energy crisis, fuelled by (pun intended) gas and coal shortages, particularly across Europe. continue…
by Roger Montgomery Posted in Energy / Resources
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Why weakness in Chinese property doesn’t support increasing iron ore prices
Andreas Lundberg
March 10, 2022
In May 2021, the iron ore price peaked at USD$238/tonne before plunging to USD$80 last November. Since then, the price has rebounded around 75 per cent. But is this rebound warranted? I don’t think so – if you consider the slowdown in Chinese property construction, which accounts for about 42 per cent of Chinese steel demand, and high iron ore inventories at Chinese ports. If fundamentals mean anything, the iron ore price is about to fall again. continue…
by Andreas Lundberg Posted in Energy / Resources
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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No sustainability without security
David Buckland
March 8, 2022
In his article in Friday’s Australian Financial Review, Kenneth Rogoff, Professor of Economics and Public Policy at Harvard University, wrote the US and Europe “needs to put energy security on a par with environmental sustainability”. continue…
by David Buckland Posted in Editor's Pick, Energy / Resources, Market commentary
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Should BHP pay big dividends, or buy back its shares?
Joseph Kim
February 16, 2022
After a bumper six months, BHP (ASX:BHP) is awash with cash. And it will soon be rewarding its shareholders. In its recent results announcement, the big Australian miner said it will pay a record interim dividend of US$1.50 per share. But are shareholders better off with a big dividend or a share buy-back? continue…
by Joseph Kim Posted in Companies, Energy / Resources
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Mining is a long game, especially when rehabilitation is considered
David Buckland
February 7, 2022
Energy Resources of Australia (ASX:ERA) floated on the ASX in mid-1980 in what was at the time the largest ever public float in Australian history. A year later the first drum of uranium oxide was produced and the Ranger uranium mine in Kakadu was officially opened in October 1981. continue…
by David Buckland Posted in Energy / Resources
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What is the LNG industry really worth to the WA economy?
Andreas Lundberg
January 21, 2022
If you think the giant Liquefied Natural Gas industry is a tax and jobs creating engine for the West Australian economy, you might be surprised by some recent research by The Australia Institute. They have found that, in 2020/21, tax collected was around half the money generated from motor vehicle registrations. And LNG jobs represented less than 1 per cent of total jobs. continue…
by Andreas Lundberg Posted in Energy / Resources, Market commentary
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Why we should be worried about the AdBlue shortage
Roger Montgomery
December 10, 2021
If you haven’t already heard about the looming shortage of AdBlue, you soon will. You see, AdBlue, is needed to run the diesel engines of trucks and farm machinery and hospital generators. And, according to some industry players, Australia will run out in February 2022. So this is a major problem, and could lead to a national transport crisis. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources, Manufacturing
