Energy / Resources
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The Revolution at Evolution Mining
David Buckland
July 12, 2018
Jake Klein, the gold entrepreneur has lead an incredible transition at Evolution Mining (ASX: EVN), and over the past four years the Company’s valuation from an Enterprise Value to EBITDA ratio has tripled from sub 3X to nearly 9X to reflect this. continue…
by David Buckland Posted in Companies, Energy / Resources.
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Will new LNG import terminals cut the price of gas?
Andreas Lundberg
June 27, 2018
Australia has more than 257 trillion cubic feet (TCF) of gas resources and 885 TCF in prospective resources.* And we’ll soon be the largest gas exporter in the world. But, somewhat shockingly, new gas import terminals are about to be built on our east coast to cut the price of gas. I hate to be a doomsayer, but I don’t think this is going to work. continue…
by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.
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Have we reached peak stupid on electricity?
Andreas Lundberg
April 10, 2018
Sometimes you have to ask yourself this question when you read ideas put forward by politicians. Take the recent proposal from a group calling themselves the Monash Forum. They want the government to fund, build and operate a new coal fired power station to address rising power prices and the outages that east coast Australia experienced in the summer of 2016/17. There are many reasons why I think this is a BAD idea. continue…
by Andreas Lundberg Posted in Energy / Resources.
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Two reasons we don’t invest in mining firms
Andreas Lundberg
November 13, 2017
As most of our readers likely know, you are very unlikely to see any Montgomery managed funds invest in mining companies. And recent news out of China supports our investment approach. continue…
by Andreas Lundberg Posted in Energy / Resources.
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Why the east coast gas crisis is such a big deal
Andreas Lundberg
October 6, 2017
My recent blog post on the national energy debate created some heated (sorry!) responses from a few of our readers. Now I’d like to discuss another hot energy topic, the east coast gas crisis, which has seen a constrained domestic supply send gas prices soaring by a whopping 300 per cent since 2015. continue…
by Andreas Lundberg Posted in Energy / Resources.
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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
READ HERE -
The three myths driving the national energy debate
Andreas Lundberg
September 12, 2017
It’s hard not to shake your head in disbelief at the misinformation and spin being peddled by our politicians around an issue that is dominating domestic political debate: energy policy and prices. In this blog, I’m going to tackle three big myths that some of our leading advocates would have you believe. continue…
by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.
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Gas-rich Australia is facing a looming energy shortage
Ben MacNevin
March 13, 2017
How has it come to this? The Australian Energy Market Operator has just released its 2017 Gas Statement of Opportunities. It makes sobering reading, with warnings of a looming gas or electricity shortfall in eastern Australia. The nation is demanding solutions, but how long will it take, we wonder, for political debate to turn into action? continue…
by Ben MacNevin Posted in Energy / Resources.
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Why our oil refineries are shutting down
Lisa Fedorenko
February 21, 2017
Back in the 1960s, manufacturing contributed 25% to Australia’s GDP. Today, this figure has dropped below 9%, largely due to an inability to compete on cost. A similar story has been playing out in our oil refining industry, where we have seen refinery after refinery shutting down. This has led us to ask: does our oil refining industry have a future and, if so, what does that future look like? continue…
by Lisa Fedorenko Posted in Energy / Resources.
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Should you invest more in resources?
Tim Kelley
December 13, 2016
Resource stocks have enjoyed a stellar year. Anyone who invested in the sector at the start of the year is enjoying bumper returns, while those who did not are lagging badly. It begs the question: should you invest more heavily in resources stocks? Our short answer is “no”. And here’s why. continue…
by Tim Kelley Posted in Energy / Resources.
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The bellwether resource service stock
David Buckland
November 28, 2016
Monodelphous Group Limited (ASX: MND) is the bellwether company for the Australian resource service sector. After seeing the MND share price decline 80 per cent from $28.50 to $5.50 in the three years to early-2016, it has more than doubled this year, indicating investors appetite to switch into cyclical stocks as the expectation for resource projects proceeding has increased with the recovery in commodity prices. continue…
by David Buckland Posted in Energy / Resources.
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