Energy / Resources
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Is investing in resources stocks worth the heartache?
Stuart Jackson
November 17, 2016
If you’re an investor in resources companies, you know it’s a bumpy, rollercoaster ride, with periods of glee interspersed with periods of gloom. But is all that volatility worth it? Or are investors better off in the long term investing in the broader market? We did some research, and the results are worth reading. continue…
by Stuart Jackson Posted in Energy / Resources.
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Despite massive reserves, Australia may need to import natural gas
Ben MacNevin
November 15, 2016
Three years ago, AGL Energy warned of the dramatic imbalance between Australia’s LNG export commitments and inadequate domestic supply. Today, AGL is assessing the merits of building a gas import facility. That’s right. Australia, with some of the world’s largest natural gas reserves, may soon need to import gas for domestic consumption. How has it come to this? continue…
by Ben MacNevin Posted in Energy / Resources.
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Going up! The rise and rise of Australia’s gas prices
Ben MacNevin
September 16, 2016
The laws of supply and demand would suggest that Australians, sitting on bountiful gas reserves, should be enjoying cheap gas prices. But that’s not the case. continue…
by Ben MacNevin Posted in Energy / Resources.
TaggedACCC, gas- 2 Comments
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POSTED IN Energy / ResourcesTaggedACCC, gas
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The Revolution at Evolution Mining
David Buckland
September 15, 2016
Gold miners generally don’t meet our quality requirements at Montgomery. But there is one miner that has gone through a massive transformation over the past eighteen months – Evolution Mining (ASX: EVN). continue…
by David Buckland Posted in Energy / Resources.
TaggedEvolution Mining (EVN)- 6 Comments
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POSTED IN Energy / ResourcesTaggedEvolution Mining (EVN)
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Should you buy gold?
Roger Montgomery
September 6, 2016
A bubble blown large enough will inevitably pop. And as gold bugs pump up the price of the precious metal, we hasten to warn our readers that this, too, is a bubble that will, sooner or later, burst. Moreover, gold is not a long-term investment. Our advice is to heed the words of Warren Buffett and stay away from gold. continue…
by Roger Montgomery Posted in Energy / Resources.
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Fallout from the Perfect Storm
Ben MacNevin
July 7, 2016
Despite Australia’s comparative advantage in natural gas reserves, domestic residents are likely to pay higher prices due to large-scale export contracts. AGL Energy warned about this perfect storm in 2013. Three years later, the storm has arrived, and the company is now feeling its effects. continue…
by Ben MacNevin Posted in Energy / Resources.
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China’s steel production jumps 10 million tonnes
David Buckland
April 27, 2016
According to the World Steel Association, global production for the March Quarter 2016 was 385.7 million tonnes, down 3.6 per cent year on year from 400.3 million tonnes. China’s production for the March Quarter 2016 was 192.0 million tonnes, down 3.2 per cent year on year from 198.4 million tonnes. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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What could blow up next?
Roger Montgomery
April 26, 2016
Experience in financial markets has taught us that while we cannot predict markets or prices we do know that they frequently move in a way that causes pain for the majority. Even Buffett and Munger observed this when they noted the stock market is designed to transfer money from the impatient to the patient. continue…
by Roger Montgomery Posted in Energy / Resources, Foreign Currency, Insightful Insights.
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Can you trust a progressive dividend policy?
David Buckland
February 26, 2016
With the release of their interim results for the half year to 31 December 2015, the Board of Directors at BHP Billiton Limited suddenly realised they weren’t overseeing a toll road business, which typically raises its prices by a few per cent per annum, and finally disbanded their “progressive dividend policy”. After paying out US$0.62 per half-year in each of September 2014, March 2015 and September 2015, BHP’s upcoming interim dividend has been cut 74 per cent to US$0.16 per share. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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The Canaries in the Coal Mine
David Buckland
February 10, 2016
The severe decline in the commodities complex associated with slower economic growth, particularly from China, has seen Emerging Markets selling their holdings of US Treasuries in order to stop their currencies declining too rapidly. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
