Henry’s Take – Another Big Week Ahead – AWC and SLC in Sights
Ah McCains, you have done it again.
Results continue – Follow the money.
ASX – We have a problem. Another one bites the dust in AWC offer. And SLC too.
Uranium – All over Red Rover?
End of Day Report
ASX 200 closed up 9 at 7653 (0.1%) after a very solid start evaporated. Big Monday with M&A and results in focus. First up Alcoa bid for AWC after a 20-year life on the ASX, ABB bid for SLC and CSR in a trading halt pending an announcement on a material transaction. Banks mixed, CBA…
END Of DAY Podcast
ASX closed up 9 at 7653 (0.1%).
Big Monday with M&A and results in focus.
Alcoa bid for AWC.ABB bid for SLC
Henry’s Weekend Take – To Infinity and Beyond!
Nvidia is the most important stock on earth!
Sora is coming.
Frantic week for results.
US Markets pause for breath.
Members Podcast This Week
All of this weeks’ podcasts in one place.
Marcus Weekend – They blew up a bubble this week – and its still inflated
An interesting story on iron ore today.
END Of DAY Podcast
ASX closes off highs at 7636 up 32 points (0.4%).
Chip fever hit hard today
ASB sinks. Gold tanks.
WDS sells down Scarborough
Marcus Take Friday – Nvidia provides a backdrop for a lesson in Bubbles
Nvidia up 16% – A Lesson in Bubbles. Block up 11% after hours on results in the US. Upgraded guidance. Australian stock market looking “so 1980s”. Stocks covered today – FMG, NST, PLS, MPL, QAN. We only hold MPL. Main Results expected today – SQ2, NEM, BXB, LTM, LYC, SFR. The China Problem – manipulating their stock market.
Henry’s Take – Dotcom 2.0? Different This Time
Investing is easy, just buy Nvidia.
Fedspeak suggests the Fed is in no hurry.
PLS results in focus.
DMP- Change of mind.
Retail winners/losers.