ASX:PRU

Highlands tipped to ride high on back of cobalt boom

Barry FitzGerald
Barry FitzGerald Independent Journalist

As a partner in the substantial Ramu nickel-cobalt mine, Highlands Pacific has lots of what the lithium battery makers want. It also has a market cap of just $80m, which is why the stock is now attracting buy recommendations. Plus, will Perseus’ forecast production increases revive its share price? Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170814

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market had a relief rally as the “War of Tweets” between US and North Korea started to settle down. The weaker than expected US inflation outlook pushed down USD and pushed up AUDUSD. China data showed that we may be closer to the top in the recent commodity run... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170706

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was aimless and flip flopped with US futures all day to finish mainly flat. Currency, Commodity and global sentiment remains weak. The historical trend suggests were likely to remain in this up and down trading days till the last week of July. The best performing sectors were IT,... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170524

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market moved up in the morning on weak global sentiment before getting hammered by Moody downgrading China. Market tried hard after that news to make a slight recovery and close in the positive. The best performers were Industrials, Staples and Telcos while Gold, Miners and Utilities were the worst... Show More

Gold ETF shake-up to create winners and losers

Barry FitzGerald
Barry FitzGerald Independent Journalist

There has been a flood of money into the leading exchange-traded fund (ETF) focused on the global junior and mid-tier gold sector, VanEck’s Junior Gold Miners ETF (GDXJ). And why wouldn’t that be the case? The US dollar gold price is up 12 percent since the start of the year... Show More

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Gold stocks to buy on the back of stalling US policy and growth

Foster Stockbroking
Foster Stockbroking Stockbroker

Heightened expectations of US growth are fading in light of no new economic data to suggest the promised fillip. The efforts of the new Trump administration continue to be frustrated on a number of fronts and cannot point to any meaningful progress so far (Obamacare repeal, debt ceiling, and other... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170317

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market closed slightly positive while sentiment remains weak. Gold outlook continues to improve with rising macro risk and weakening USD. Can the underperforming fund managers miss the third cycle in 12mth? FOMO in gold coming!!! Globally central banks are all talking about better inflation and potential rate rise in... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170316

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market gave up early gains on weak employment data and PBOC rate rise. US Fed wimped out on upgrading rate rise…basically poured cold water on potential fiscal stimulus delivering growth upside…USD fell and Gold rose!!! Chinese PBOC has now delivered short term borrowing rate rise…that is three in a... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170315

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market opened weak on global sentiment before making a surprise recovery as the Chinese leadership talked a stable outlook at the end of the National People’s Congress. NPC closing update also delivered a balanced outlook on the potential global trade worries from the Chinese perspective. Utilities, Property and Miners... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170313

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market moved down with weaker commodities and weaker yield despite solid non-farm payroll pushing March rate rise to near 100% probability. Gold was a substantial outperformer in a day when most sectors were negative…Property, Energy and Health Care were the worst performers. Volatility index in Australia reached historical lows... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170310

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market moved up despite weaker commodities and weaker AUDUSD while non-farm payroll data will set the tone for next week ahead of US Fed meeting. Consumer Staples, IT and Health Care moved the market higher while Metals, Mining, Gold and Property Trusts were the negative performers. Tesla is getting... Show More

The momentum continues for junior resources

Mark Gordon
Mark Gordon Independent Investment Research

The junior resources market is continuing the momentum that started in 2016. Although we saw the gold price, which has been one of the main drivers of the recovery in the sector, fall in the latter part of the year, it has now recovered and is trading back above US$1,200/oz.... Show More

A sector that stands out in terms of uncertainty

Livewire Exclusive

With reporting season picking up pace, Livewire interviewed Rudi Filapek-Vandyck, Editor of FN Arena. Rudi has kindly allowed Livewire to publish his ‘Reporting Season Monitor’ for Livewire readers each week, and ahead of this, we interviewed him to get his thoughts of how this season might unfold. He makes the... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Market moved up again on positive global sentiment to deliver third straight positive day. The local market has now reached near 18mth high on price index while making new all-time high on accumulation (i.e. including dividend) index. The main market in focus is the US and history shows that there... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Market pulled back slightly as global sentiment remains weak after running ahead of the fundamentals. US Fed has set the path to end cheap debt while every other central bank is on hold indefinitely. The stronger the yields, the strong the USD, the more pressure on Emerging Markets to raise... Show More

Introducing the Australian Focus List

Canaccord Genuity
Canaccord Genuity Stockbroker

The Australian Focus List contains our top-15 stock picks across a diverse group of sectors. This quarterly report provides a one-page summary of each pick and includes our investment recommendation, potential catalysts, and bull/base/bear target price scenarios. One of those picks is SpeedCast International (ASX: SDA). SpeedCast has experienced rapid... Show More

Executive Series - Perseus Mining CEO & Managing Director, Jeff Quartermaine

CommSec
CommSec Online Stockbroker

Tom Piotrowski speaks with Perseus Mining CEO & Managing Director, Jeff Quartermaine about the company’s equity raising and how it plans to use the funds https://youtu.be/waXvY5XPzgw To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

ASX:PRU Executive Series Perseus Mining Equity Raising

Executive Series - Perseus Mining (PRU) CEO & Managing Director, Jeff Quartermaine

CommSec
CommSec Online Stockbroker

CommSec’s Tom Piotrowski speaks with Perseus Mining (PRU) CEO & Managing Director, Jeff Quartermaine about the company’s proposal to merge with London Stock Exchange-listed Amara Mining https://youtu.be/2WED21xMwYc To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

ASX:PRU Executive Series Perseus Mining

Big moves in unloved sectors

James Marlay
James Marlay Livewire Markets

A quick screen of the biggest moves in February to date shows that there is some bargain hunting going on in some unloved parts of the market. The intention was to find those stocks that had delivered strong results. However, the results point to some big moves in some very... Show More

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