We at ShareCafe understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. To make it easier to do so, here it is in one handy location. Just click on the headline and you’ll be taken straight to the story.
Monday 9 January, 2023
Decarbonisation and the Energy Transition (video)
Perennial Partners PM and Resources Analyst Sam Berridge discusses price caps on coal and gas, the energy transition, and decarbonisation opportunities for 2023.
Tuesday 10 January, 2023
IGO Hunting that Essential Acquisition
IGO Ltd and its Chinese partner Tanqui have made a well-timed bid for the smaller lithium aspirant Essential Metals at a likely cost of around $A136 million.
ANZ Starts the Suncorp Spin Cycle
ANZ has kicked off its Suncorp acquisition marketing campaign with an obviously well-briefed pro-deal commentary in some sections of the business media.
No Turnaround in Sight for Building Approvals
The decline in the home building industry is set to continue deep into 2023 after data from the ABS revealed another sharp fall in approvals across the housing spectrum.
Resources Ready to Be Recharged
The JH Global Natural Resources Team discusses the outlook for 2023 and beyond and why, despite inflation, the long-term investment case for resources remains strong.
Galileo Sees Callisto’s Prospects Improve Further
Galileo Mining’s Callisto palladium-platinum-gold discovery in WA continues to grow in importance with new assays received from holes drilled on the prospect.
Wednesday 11 January, 2023
Red Metal Hitting a Purple Patch
The re-opening of the Chinese economy has helped copper make a roaring start to 2023, defying most forecasts for a sluggish performance in the early new year.
Income Is in: Time to double down on dividends
IML’s Michael O’Neill explains why, with capital growth likely to be lower in the medium-long term, he believes it’s the right time to place greater focus on income.
Cimolai Woes Poor Timing Indeed for Macquarie
While a $A71 million bad debt is not a big deal for Macquarie Group, the timing and nature of the loss could hardly be worse for Australia’s premier investment bank.
News Corp Extends HQ Lease for 20 Years
A massive New York property deal has sketched the likely future shape of News Corporation and Fox Corporation, the key companies in the Murdoch family’s media empire.
What Are Carbon Allowances and Why Do They Matter?
David Tuckwell from Global X looks at how carbon allowances are growing in popularity as governments explore policies for reducing greenhouse gas emissions.
Spending Data Hints at Soft Start for Retailers
We had a key pointer yesterday towards the strength of retail consumption when the latest spending data showed a solid but slowing rate of growth in November.
Thursday 12 January, 2023
SQM Chasing the Blue Sky in Azure
Azure Minerals shares jumped yesterday after SQM – one of the world’s two major lithium giants – announced it would invest up to $A20m for a 19.99% interest in the company.
4D Infrastructure revisits the growing excitement around hydrogen as a decarbonisation tool to see if the hype has died down or is progressing as a key element in the path towards net zero.
What China’s Reopening Means for Markets
With recession clouds forming over the US and Europe, and slowing economic growth forecast across many parts of the world, Chinese equities could be the place to be in ‘23.
Newcrest Reaps Handy Windfall from Lundin
A belated $173 million New Year’s gift for Newcrest Mining in the form of an early repayment of the gold credit facility arrangement it has with Canada’s Lundin Gold.
Buying Stampede for Vale Base Metals Stake
In news that is sure to have a bearing on Chalice Mining, Brazilian mining major Vale has been knocked down in the rush of buyers for a stake in its base metals business.
Oz Economy’s Strength Is Also its Weakness
Wednesday’s big post-holidays data dump from the Australian Bureau of Statistics seems to be telling us little changed in the economy from October to November.
Friday 13 January, 2023
Tech Talk: Too early for “Mission Accomplished?” (video)
Markets have posted some strong gains over the last month but have we started to see an earnings trajectory as we delve into 2023? Alphinity’s Trent Masters takes a look.
Provisions the Watchword for US Bank Reports
Analysts will be watching for a big loan loss provisions jump in tonight’s results from four major banks ahead of a possible major slowdown in the US economy this year.
Gruyere Still a Shining Light for Gold Road
Gold Road’s Gruyere gold mine in WA didn’t disappoint yesterday with the news that it outperformed many analysts’ forecast in the three months to December and over all of 2022.
Berkshire Hathaway Continues BYD Selldown
Warren Buffett’s Berkshire Hathaway has announced a further selldown of shares in the world’s biggest electric vehicle maker (and second biggest battery group) BYD.
Oz Trade Surplus Holds Firm Despite Soft Exports
A drop in the value of energy imports enabled Australia to offset falls in the prices and volumes of key exports like iron, ore, coal and LNG in the month of November.
GAM’s Julian Howard explores how a mostly challenging 2022 started to show signs of improvement which he believes are likely to persist into the new year.
