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.
Tuesday 1 November, 2022
Market Collapse Raises Stakes for Active Equity Investors
AllianceBernstein has a look at whether steep share-price declines have led to attractive valuations, given mounting threats to fundamental business performance.
Some Life Left Yet in Mincor’s Kambalda Mine
Mincor Resources says it has extended the life at its Kambalda nickel mining operations in WA to six years, following an initial ore reserve assessment for the Golden Mile zone.
Coronado and Peabody Talking Loud but Doing Nothing
Talk aplenty but no joy yesterday for the enthusiasts wanting to see a marriage between US/Australian coal companies Coronado Global Resources and Peabody Energy.
Is Energy Insecurity Driving a Changing of the Guard?
Increasing tensions between the BRICS bloc and those aligned with the US means investors should prepare for heightened volatility in asset prices, particularly equity markets.
Newcrest Considering its Havieron Options
Is Newcrest having second thoughts about the development of its Havieron deposit in the East Pilbara, or is the seemingly rapid growth in size simply forcing a rethink about strategy?
ABS Data Confirms Local Retail Strength
Data from the Australian Bureau of Statistics yesterday confirmed what numerous AGM updates had told us about continuing strength in the local retail space.
Wednesday 2 November, 2022
Britishvolt Collapse a Potential Shock to the System
A cautionary note for the lithium and renewables sectors from Britain where the country’s much-heralded ambitions to be part of the transition could be on the rocks.
Platinum Asia ex-Japan Market Update
Platinum Asset Management’s Cameron Robertson and Andrew Clifford give their thoughts on Asian markets ex-Japan and how they are positioned heading into 2023.
No Respite as Ore Price Hits Three-Year Lows
Iron ore started November like it ended October, as the price plunged to its lowest level in three years, according to the SGX futures market at the Singapore Stock Exchange.
An Emerging Asset Class: Carbon Credits
One way governments et al are targeting to reduce the level of CO2 is via a carbon price, making it important to understand what a carbon price is, and what it is not.
Plenty of Green Forthcoming from IGO’s Bushes
The quarterly report from IGO has shown just how lucrative the Greenbushes lithium mine in southwest WA has become as the renewables juggernaut gathers pace.
Will Seventh Rate Hike Prove the Charm for RBA?
As widely forecast, the Reserve Bank has pushed its key cash rate up 0.25% to a new 9-year high of 2.85%, making it seven consecutive board meetings with an increase.
Thursday 3 November, 2022
US Job Market Strength a Thorn in the Fed’s Side
No matter the size of its rate rise decision this morning, the Fed will have to do a lot more if it is to bash inflation to lower levels by slowing jobs and wages growth.
Flutter Entertainment – An Attractive Long-Term Bet
PM Capital’s Kevin Bertoli explains why he believes global sports-betting giant Flutter Entertainment is well-positioned for rapid earnings growth in the US.
Further Housing Weakness Encouraging for the RBA
It’s just what the RBA wants to see – the property and housing sectors are both weakening at the same time with the recent series of rate rises the ostensible catalyst.
Rio Ties Up Turquoise Hill Loose Ends
Rio Tinto has been forced to do a special deal with two dissident shareholders in Turquoise Hill Resources to avoid its $US3.3 billion mop up takeover offer being rejected.
Ex-China, Amcor Remains on the Right Page
Amcor says that while third quarter volumes fell in China, demand was solid elsewhere as the company managed to protect margins with price rises offsetting higher costs.
Global Tech: Better positioned than you think?
Denny Fish from JH explains how volatile markets and lower valuations may present attractive entry points in companies capable of compounding earnings growth.
Friday 4 November, 2022
Major Spill in NZ Food Aisle for Woolies
Woolies shares fell to a 52-week low Thursday on the back of a surprisingly weak performance from its supermarkets and a big profit downgrade for its NZ food business.
4D Podcast: Two Different Approaches to Inflation
With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast looks at how the current approach to combat it differs in the UK and the US.
Perpetual Motion in the Funds Management Space
Perpetual has rejected an unwanted $30-per-share takeover offer valuing it at $1.68 billion from a consortium comprising Baring Private Equity Asia and Regal Partners.
Market Froths Up a2 Shares after FDA Formula Deal
a2 Milk has joined the list of companies who have won approval to supply baby formula to the US to fill a growing supply gap from a domestic shortage across the country.
Energy Plays Key in Berkshire’s 3Q Result
Berkshire Hathaway is due to release its 3Q earnings report this weekend with the focus as usual on its investment portfolio – especially its massive punt on hydrocarbons.
Novonix (ASX: NVX) receives US$150m grant for EV battery production (video)
Novonix CEO Dr Chris Burns discusses news following the company’s AGM, including the appointment of new directors and the expansion of the company’s development capabilities.
Fires Sparking Up Everywhere for Musk, Tesla
While Elon Musk is making sure his Twitter losses will exceed the $US44 billion he paid for it, Tesla EVs in China have fallen further behind a new leader in BYD.
