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Farewell 2021, hello 2022
David Buckland
January 6, 2022
Given the sell-off in bond yields so far this year, rising inflationary expectations, and the collapse of the Evergrande Group in China, it is unsurprising many global share market indices took a breather and recorded a relatively lacklustre December 2021 half-year in terms of performance. Continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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Why I think 2022 will be a very good year for investors
Roger Montgomery
January 5, 2022
A year ago, I wrote an article in The Australian which set out the factors I thought would make it a very good year for equities. So far, the local market has behaved as expected – despite all the turmoil in the world – with the All Ordinaries up 13.6 per cent for the 12 months to 31 December 2021. Looking ahead, I think markets will continue to reward investors, particularly those who invest in quality businesses. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Montgomery wishes you a Merry Christmas
Roger Montgomery
December 22, 2021
It is difficult to believe we have now been navigating a COVID-infected world for almost two years. Two years of uncertainty and tumult tests everyone’s resolve and resilience. And as we approach Christmas, Omicron represents another variant again throwing a spanner in the works of everyone’s holiday plans. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Montgomery wishes you a Merry Christmas
Roger Montgomery
December 22, 2021
It is difficult to believe we have now been navigating a COVID-infected world for almost two years. Two years of uncertainty and tumult tests everyone’s resolve and resilience. And as we approach Christmas, Omicron represents another variant again throwing a spanner in the works of everyone’s holiday plans. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Two Aussie explorers with interesting optionality
David Buckland
December 21, 2021
Two interesting Aussie explorers/development companies with enormous optionality include Tulla Resources (ASX: TUL) and Pantoro (ASX: PNR). With a market capitalisation of $143 million and $486 million, respectively, combined with strong balance sheets, the joint venture partners in the Norseman Gold Project – located at the southern end of the highly productive Norseman-Wiluna greenstone belt in WA – expect to be producing gold from the September 2022 Quarter at the rate of 108,000 ounces per annum for at least seven years. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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A review of markets in 2021
Joseph Kim
December 17, 2021
2021 is almost in the books, and it’s once again time to have a quick review of how markets fared. While noticeably less “historic” than 2020’s record breaking year in terms of market volatility and extraordinary events, there were enough developments to keep market participants on their toes. (As an aside, it’s possible the 24 hour news cycle, rapid digestion of information and short-termism will mean volatility of returns will remain a feature going forward). Continue…
by Joseph Kim Posted in Market commentary.
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MEDIA
ABC Nightlife: Inflation, Bitcoin and the global shortage of urea
Roger Montgomery
December 16, 2021
Roger joined Suzanne Hill on ABC Nightlife for the final episode of 2021 to discuss the challenges and highlights of the investing year, covering the impact of rising inflation and constrained supply chains and why the latest shortage of urea is something investors need to be aware of. Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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M&A activity explodes in 2021!
Andreas Lundberg
December 15, 2021
A couple of years ago, I wrote an article highlighting the steep uptick in M&A activity in 2018 involving companies in Australia with 109 announced transactions with a total transaction value of $92 billion when applying a cut-off of $100 million in transaction value. As our financially aware readers are probably aware, there has been significant M&A activity in the Australian market over the last year and as we approach the end of the year, I thought it would be interesting to see how 2021 compares to previous years. Continue…
by Andreas Lundberg Posted in Companies.
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