2022 picks

More
19 Jul 2022 09:08 #25994 by Joes
Replied by Joes on topic 2022 picks
Coal is a big theme because coal prices are very high. U look at Whitehaven Coal in Australia:  FY22 EBITDA was $3 billion, compared to just $0.2 billion in FY21.

Geo Energy and Golden Energy  are our SG plays that will benefit on current trends around geopolitics, de-globalisation and inflation. Also, there is a premium to security of supply. 

Please Log in or Create an account to join the conversation.

More
08 Aug 2022 09:53 #25999 by Joom
Replied by Joom on topic 2022 picks
Food Empire put out a profit alert for 6-m results. With the forex gain and higher ASPs, the profit should be eye-popping.  

Please Log in or Create an account to join the conversation.

More
22 Sep 2022 13:27 #26005 by Joes
Replied by Joes on topic 2022 picks
Golden Energy & Resources Ltd (GER SP) rose 2.7%, with coal prices rising by 2.25% yesterday and Newcastle coal futures traded around $440 in September. China’s coal imports rose in August, exceeding last month’s level and hitting the highest in at least five years, as power utilities in the world’s biggest coal consumer sought overseas supplies to meet soaring demand in extreme hot weather. Additionally amid fears of revised growth expectations and continuing increases in European gas prices, the reliance on coal-powered energy generation is increasing.

-- KGI 

Please Log in or Create an account to join the conversation.

More
20 Oct 2022 11:25 #26011 by Joes
Replied by Joes on topic 2022 picks


Commodity performance year to date
\(source: UBS Research, 11 October 2022)

The greatest gainer is coal! 
 

Please Log in or Create an account to join the conversation.

Share Prices

Counter NameLastChange
AEM Holdings2.820-0.120
Avi-Tech Electronics0.2750.015
Best World2.2700.030
Broadway Ind0.089-
China Sunsine0.460-0.010
DISA0.003-
Food Empire0.8850.005
Fortress Minerals0.395-0.055
Geo Energy Res0.3000.005
Golden Energy0.9500.010
GSS Energy0.037-0.005
InnoTek0.480-
ISDN Holdings0.455-0.015
ISOTeam0.0940.009
IX Biopharma0.077-0.006
Jiutian Chemical0.070-
KSH Holdings0.335-
Leader Env0.068-
Medtecs Intl0.1110.007
Meta Health0.022-0.001
Nordic Group0.455-
Oxley Holdings0.141-
REX International0.125-0.012
Riverstone0.5800.050
Sinostar PEC0.160-0.028
Southern Alliance Mining0.595-0.015
Straco Corp.0.450-0.005
Sunpower Group0.3650.005
The Trendlines0.090-0.001
Totm Technologies0.082-0.002
UG Healthcare0.1600.003
Uni-Asia Group1.0200.030
Wilmar Intl4.0900.010
Yangzijiang Shipbldg1.1900.010

NextInsight RSS

rss_2 NextInsight - Latest News

Online Now

We have 187 guests and no members online