Energy / Resources
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A lot has changed in a month – now its Ausdrill’s turn
David Buckland
October 22, 2014
Less than four weeks ago, Ausdrill Limited (ASX: ASL) released its 2014 Annual Report and Notice of AGM. At the time, the company was “…expecting an improved result in FY15 with improvements expected particularly in the Energy Drilling Australia business and in the African Mining Services business”. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Titan Energy Services Limited and the rapidly shifting CSG market
David Buckland
October 7, 2014
This blog post follows on from a piece I wrote back in July, on Titan Energy Services (ASX: TTN). continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Is it time to buy gold?
Tim Kelley
October 6, 2014
The price of gold has been a source of angst in recent years. After getting up to US$1,900/oz in 2011, it has more recently fallen to around US$1,200/oz. This decline, combined with a resurgence of volatility in financial markets, has prompted discussion on whether gold now presents as an attractive investment. continue…
by Tim Kelley Posted in Energy / Resources, Insightful Insights.
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The Essential Ingredient; Humility.
Roger Montgomery
September 23, 2014
Since 2010 here on the blog, we have been warning investors consistently about the dangers of ‘investing’ in iron ore. Let us explain. continue…
by Roger Montgomery Posted in Energy / Resources, Insightful Insights.
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Arrium: Burning the cash
David Buckland
September 22, 2014
During Sky Business’ Your Money Your Call – on which the Montgomery team regularly appear – there is a segment entitled ‘Buy, Hold, Sell’. One of my preferred ‘Sells’ over recent years has been Arrium Ltd (ASX: ARI), formerly known as OneSteel. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Time frames and iron ore
Tim Kelley
September 17, 2014
So much of investing comes down to time and perspective.
In the short term, the market is awash with random noise – and one of the best things an investor can do is keep it away from their investment decision-making. continue…
by Tim Kelley Posted in Economics, Energy / Resources.
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Big Miner Boom?
Roger Montgomery
August 28, 2014
Before we launch into the resources discussion, an update on our Yellen-could-keep-rates-lower-for-longer-fuelling-a-possible-stock-market-boom thesis. continue…
by Roger Montgomery Posted in Energy / Resources, Insightful Insights, Value.able.
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Titan Energy Services Limited
David Buckland
July 16, 2014
Appearing recently on Your Money Your Call, my fellow panelist recommended Titan Energy Services Limited (ASX: TTN), due to the strong growth in the Queensland coal seam gas industry. Titan’s share price has traded between $0.40 and $3.70 since its listing in late-2011, and at the current $2.13 it has a market capitalisation of $108 million. With only $11m of net debt (at December 2013), the enterprise value is $119m. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights, Value.able.
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WHITEPAPERS
Just in case you were thinking of looking at the Resource Service Sector…
David Buckland
May 30, 2014
Yesterday, the Bureau of Resources and Energy Economics released their biannual Resources and Energy Major Projects—April 2014 report, providing analysis on resources, energy, infrastructure and processing projects. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights, Whitepapers.
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Russia and China’s 30-year gas deal
David Buckland
May 27, 2014
After years of negotiations, Russia’s Gazprom and China’s National Petroleum Corporation have signed a historic gas deal which will supply China with natural gas for the next 30 years. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
