Energy / Resources
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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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- 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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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.
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China Watch
Roger Montgomery
May 9, 2014
In February 2014, Robert Brusca, Chief Economist of FAO Economics, was quoted as saying: “U.S. imports are weak. And imports are closely linked to GDP. Weak imports suggest that there will be more weak GDP reports to come. That is bad news and it is the kind of bad news that trumps the good news”. continue…
by Roger Montgomery Posted in Economics, Energy / Resources, Insightful Insights.
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China watch
Roger Montgomery
May 1, 2014
We believe China’s steel production is growing at the rate of 2-3 per cent per annum. Longer term, this – combined with the inevitably slowing economy and the increasing Australian supplies – is an obvious negative influence on the price of iron ore. And it’s something we’ve been warning investors about here on the blog for several years. continue…
by Roger Montgomery Posted in Economics, Energy / Resources, Insightful Insights.
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No Pickups with Trucking
Ben MacNevin
April 24, 2014
For companies that deal in capital-intensive vehicles, construction generally provides better growth opportunities than production. With large miners progressively shifting spending from capital expenditure to operating expenditure, the consequences are being felt by vendors. continue…
by Ben MacNevin Posted in Energy / Resources, Property, Value.able.
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