TIME We are all flying through life. Busy busy busy. Important things to do. So very important. Can’t talk, can’t stop, can’t go, can’t come, can’t make it, can’t do it. Busy. We all have our own reasons. I write an average 6600 words a day, 250 days of the year. That’s 1.65 million words…
What is the metaverse and how does an Australian investor get exposure to it? The 21st century has seen a bigger revolution than the steam engine or the Spinning jenny. The internet has profoundly changed our lives in every way imaginable. Whether it is in education, healthcare, social media or entertainment, being able to interact…
2021 has been the ‘Year of the Vaccine’ and what it has meant for your investments. Obviously there have been winners and losers, the ASX 200 has rallied from 6500 to 7400 as conditions have returned to normal or at least the new normal. CV19 has produced some strange winners and highlighted the strong businesses…
PREDICTION – THE ASX 200 WILL HIT 8000 IN A YEAR’S TIME Or will it? So there I was in my broking office in 2007, before Christmas, before the New Year, when the phone rang. It was a financial journalist. I lifted. A bigger loser than me. Working the Christmas shift is no fun, and…
Novonix (NVX) is an Australia-based battery materials and technology company. The tagline that greets you on their website says, “Better battery technology. Faster, cleaner and cheaper. Because the world needs it.” Hard to argue with that. It is a developer and supplier of materials, equipment and services for the global lithium-ion battery industry with operations…
In our last ‘On the Couch‘ session for 2021 this week, we head to Spain and we sit down with Ignacio Salazar from Highfield Resources (HFR). We are talking potash. A commodity that has had a stellar year but no one seems to have noticed. BHP is driving ahead with its potash investment in Canada and clearly…
In the last “On the Desk” for 2021, the boys put forward what they see as the biggest risks, and the biggest opportunities, in the market right now. Happy Holidays from the Marcus Today Team. Why not sign up for a free trial? Get access to expert insights and independent research and become a better…
In what could be the last On the Couch episode for 2022, I catch up with the Vulcan Energy’s (VUL) CEO, Dr Francis Wedin. We bookend the year and look back at a very successful year for the European lithium brine/geothermal energy company. It has been an action packed year for VUL with two recent…
Metcash (MTS) is the parent of IGA, Cellarbrations and Mitre 10 which recently jumped more than 7% on its first-half results and is up a relatively modest 30% over the year. MTS promotes itself as the largest supplier to independent supermarkets in Australia, the second-largest player in the liquor market and the second-largest player in…
WHAT A YEAR IT HAS BEEN! It would be an understatement to say that it has been an interesting year. Two main themes have dominated the markets: vaccines and reopening, and inflation – with one a by-product, to some extent, of the other. We started out with what was supposed to be ‘transitory’ inflation, caused…
