2022 picks

More
1 year 2 months ago #25994 by Joes
Replied by Joes on topic 2022 picks
Coal is a big theme because coal prices are very high. U look at Whitehaven Coal in Australia:  FY22 EBITDA was $3 billion, compared to just $0.2 billion in FY21.

Geo Energy and Golden Energy  are our SG plays that will benefit on current trends around geopolitics, de-globalisation and inflation. Also, there is a premium to security of supply. 

Please Log in or Create an account to join the conversation.

More
1 year 1 month ago #25999 by Joom
Replied by Joom on topic 2022 picks
Food Empire put out a profit alert for 6-m results. With the forex gain and higher ASPs, the profit should be eye-popping.  

Please Log in or Create an account to join the conversation.

More
1 year 1 day ago #26005 by Joes
Replied by Joes on topic 2022 picks
Golden Energy & Resources Ltd (GER SP) rose 2.7%, with coal prices rising by 2.25% yesterday and Newcastle coal futures traded around $440 in September. China’s coal imports rose in August, exceeding last month’s level and hitting the highest in at least five years, as power utilities in the world’s biggest coal consumer sought overseas supplies to meet soaring demand in extreme hot weather. Additionally amid fears of revised growth expectations and continuing increases in European gas prices, the reliance on coal-powered energy generation is increasing.

-- KGI 

Please Log in or Create an account to join the conversation.

More
11 months 3 days ago #26011 by Joes
Replied by Joes on topic 2022 picks


Commodity performance year to date
\(source: UBS Research, 11 October 2022)

The greatest gainer is coal! 
 

Please Log in or Create an account to join the conversation.

Time to create page: 0.269 seconds
Powered by Kunena Forum
 

We have 1647 guests and no members online

rss_2 NextInsight - Latest News