SUMMARY Added JLG yesterday just in time for the capital raising this morning. Beauty. Latest…
SUMMARY LRS going well. Next stop 40c? A look at two laggards. JLG and CTD.…
SUMMARY A look at one that Adam Dawes talked about on the latest podcast. UMG…
A much better week for equities as the ASX 200 bounced 1.5%. The RBA beckons on Tuesday next week , with another line ball decision for Phil and his board. This week we saw a nice drop in the monthly CPI to 5.6%. But as I wrote this week, before we all get too carried away just remember that many price rises kick off on July 1st, not least of which will be energy prices. Lucky that the petrol price is coming down( down 6% last month). Maybe we need to buy a generator and cut out the AGLs of the world. Or ring that solar guy back!
SMALL CAP PORTFOLIO Friday 30th June – Happy New Year 2.45 pm Update A nothing…
3.00 pm Update LRS has kicked to 32c. It is my biggest holding by a…
SUMMARY On The Call today at Noon. A look at a defensive large cap that…
SUMMARY More on the Magellan Punt. A podcast recommendation on mining. Death taxes and insurance.…
Macquarie has their usual Monday EV and Lithium market update this morning. Pretty much a full house of Outperform recommendations. The only stock in its rare earth and lithium universe that has a neutral is Hastings Technology (HAS). Everything else is an outperform. Interesting if they are all an outperform, is that against the ASX 200 or is that against the lithium sector? The stocks they cover ARE the lithium sector. The definition is that the expected return is greater than 10%.
Friday 23rd June 2.30pm Update Another day another nasty fall. Once again, we are suffering…