Energy / Resources
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Where to invest in the battery metals boom
Roger Montgomery
July 19, 2021
With the global electric vehicle (EV) market forecast to grow 10-fold by 2025 and 50-fold by 2030, and rising demand for energy storage, there’s never been a better time to be a lithium miner. Fortunately, Australia has a number of quality mining businesses for investors to consider. continue…
by Roger Montgomery Posted in Companies, Energy / Resources
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The 3 red lines that could bring iron ore prices back to earth
Andreas Lundberg
July 1, 2021
Chinese property construction accounts for close to 30 per cent of world seaborn iron ore demand, and is probably the most important demand driver impacting the iron ore price. But with Chinese regulators trying to crimp the sector, population growth turning negative, and urbanization peaking, I think today’s lofty iron ore price will prove to be short-lived. continue…
by Andreas Lundberg Posted in Editor's Pick, Energy / Resources
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Aeris Resources: Could we see a 10 bagger from last year’s placement price of $0.03 per share? Drilling is the truth!
David Buckland
June 22, 2021
The Aeris Resources (ASX: AIS) Executive Chairman, Andre Labuschagne, continues to show all the tenacity of his son, Marnus. When the Montgomery Small Companies Fund took up the placement in AIS just over a year ago at $0.03 per share, the thesis was simple. continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like
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Is Capricorn Metals due a re-rate?
Joseph Kim
June 7, 2021
Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to first gold pour and commissioning underway at its 100 per cent owned Karlawinda project in WA, we believe there is significant re-rating potential if the company successfully executes on targeted project metrics over the next 6-12 months. continue…
by Joseph Kim Posted in Companies, Energy / Resources
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How to profit from the boom in batteries
Roger Montgomery
April 8, 2021
According to Roskill Information Services, demand for lithium-ion batteries will increase more than ten-fold over the decade to 2029. This will inevitably lift demand – and prices – for the minerals required to make the batteries. And this should put some Australian miners in the box seat to profit from the next energy revolution. continue…
by Roger Montgomery Posted in Editor's Pick, 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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Which miners stand to benefit from emissions reductions efforts?
Tim Kelley
March 18, 2021
Our friends at UBS recently hosted a conference call with Skarn Associates, a London-based consultancy that develops detailed mining sector ESG analysis on an asset-by-asset basis. continue…
by Tim Kelley Posted in Energy / Resources
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Why the global LNG price is heading north
Andreas Lundberg
January 15, 2021
Over the last couple of months, international LNG prices have been rocketing up. This is bad news for overseas consumers of our LNG exports and domestic consumers of gas, but could be positive for our gas producers and the Federal Budget, due to higher tax collections. The question is, how long will this run last? continue…
by Andreas Lundberg Posted in Energy / Resources
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AGL faces the perfect storm
Andreas Lundberg
August 17, 2020
In what’s been a terrible year for the energy sector, AGL is the latest company to disappoint. Its full-year results included a steep drop in profits and signalled that there’s worse to come next year. While AGL intends to maintain its attractive flow of dividends, I’m not convinced this will be enough to tempt many investors given the negative outlook. continue…
by Andreas Lundberg Posted in Companies, Energy / Resources
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How to profit from a rebound in oil prices
Roger Montgomery
May 13, 2020
After 30 years of investing, I’ve learned that three or four times each decade a market reaches a historic level, either high or low, that investors shouldn’t ignore. Right now, the most obvious opportunity is the historically low oil price. Investors seeking to profit from an oil price recovery have several avenues to consider. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources
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How valuable is Iluka Resources’ MAC royalty?
Joseph Kim
July 12, 2019
One mining company that does not get frequently mentioned despite being in the ASX 100 Index is Iluka Resources (ASX:ILU). The company owns a significant asset known as the “MAC royalty” receiving an extremely lucrative royalty rate on iron ore revenue generated from BHP’s Mining Area C mine. continue…
by Joseph Kim Posted in Companies, Energy / Resources
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