commodities

Emerging winners from the electric vehicle megatrend

Julian Babarczy
Julian Babarczy Regal Funds Management

While there are no Electric Vehicle (EV) manufacturers listed on the Australian Stock Exchange, Australia has a number of companies that participate in the most exciting part of the supply chain where I believe the bulk of value will likely accrue through the cycle. Show More

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Australia: A canary in the coal mine

Chris Watling
Chris Watling Longview Economics

Structurally, Australia’s growth model has been deteriorating for most of the past two decades and is now arguably one of the poorer examples in the developed world. In the years of the last commodity bull cycle, instead of saving in its ‘times of plenty’, Australia funded a large consumption and... Show More

A good year ahead for resources

Tim Hannon
Tim Hannon Newgate Capital Partners

We have argued the case for an exposure to the resources sector for over 12 months. Despite the excellent performance of the sector over this period, we continue to remain confident as our multi-pronged investment case remains intact. Show More

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The top 10 Charts for 2018

Callum Thomas
Callum Thomas Topdown Charts

I spent a lot of time in the 2017 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But this article provides a look at the most important part of that report. Show More

Outlook 2018: Aussie equities - positioning for the economic upswing

Paradice Investment Management

After years of incredibly easy monetary policy globally we are finally amid a synchronised global economic recovery the likes of which we have not seen in over a decade. Show More

Robust Commodity Outlook

Gavin Wendt
Gavin Wendt MineLife

Given recent headlines and speculation with respect to commodity prices, I thought it worthwhile to outline my views on the near-term picture. Overall, I remain very optimistic with respect to prices and demand. In particular, recent positive Chinese commodity demand data and outcomes from the recent Chinese Communist Party Congress,... Show More

Imdex well positioned as commodity prices firm

Robert Frost
Robert Frost OC Funds Management

As a provider of drilling fluid products, downhole instrumentation and geo-analytic services to exploration, development and resources production companies, Imdex Limited is highly leveraged to any uptick in key commodity prices such as gold and/or base metals. Show More

The mining recovery: Myth or reality?

Livewire Exclusive

Commodity prices have surged in recent months, and resource stocks have followed. Has the last pocket of value in the market been discovered, or is this rally overdone? Livewire reached out to three specialists for their view on key commodities, and the mega-cap miners that produce them. Show More

mining commodities ASX:BHP ASX:RIO Freeport McMoRan

Resource Sector Momentum Building

Gavin Wendt
Gavin Wendt MineLife

Commodity prices have defied pessimism and rallied solidly over recent months on the back of improved Chinese economic prospects, stability on the European political front, some degree of acclimatisation to Trump-related government volatility in the USA - and a weaker US dollar. Show More

Woodside Petroleum Half Year Result: WPL lift in profit & lower costs help to boost dividend

CommSec
CommSec Online Stockbroker

West Australian based energy firm, Woodside Petroleum’s (WPL) half year results were largely in line with expectations. Investors were happy to see the first half dividend coming in higher than expected. https://youtu.be/AUPLmO579ec Show More

Newcrest Mining Full Year Result: NCM underlying profit misses expectations

CommSec
CommSec Online Stockbroker

Australia’s largest listed gold producer, Newcrest Mining Limited (NCM) posted a slightly weaker than expected full year underlying profit result. Net profit fell 7% to US$308 million. Underlying profit did increase by 22% boosted by an average lift in US$ per ounce of gold. The lift in price was offset... Show More

Rio Tinto Half Year Result: Higher commodity prices boosted RIO cash & dividends

CommSec
CommSec Online Stockbroker

Rio Tinto has reported an interim underlying profit of $US3.94b, up from US$1.56b a year ago. The result was slightly lower than consensus forecasts. Its interim dividend jumped to a record US$1.10 per share, compared to US$0.45 a year ago. Show More

China July PMI bad and good

Callum Thomas
Callum Thomas Topdown Charts

The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5 (54.9 previous). So at a headline level and at first glance the numbers were down and dissapointed against expectations. The 3-month moving average of the two combined was... Show More

commodities China pmi china pmi

Gold – The Fed, Trump and Holidaymakers

Gavin Wendt
Gavin Wendt MineLife

Gold’s best friends at present are the US Federal Reserve and Donald Trump. The US dollar is weakening as the opposition of two more Republican senators to the US healthcare bill this week meant the measure is effectively dead in its current form. Show More

Iron Ore Price = Chinese Real Estate FAI

Callum Thomas
Callum Thomas Topdown Charts

If you care about the outlook for the iron ore price then you care about the outlook for the Chinese property market. A simple analysis shows that a major driver, if not the major driver, for the iron ore price is the pace of growth in real estate fixed asset... Show More

Inflation - easy come easy go

Callum Thomas
Callum Thomas Topdown Charts

Late last year growth and inflation were jointly on the rebound, in global a synchronized upturn. But lately the inflation aspect appears to be quickly deflating. The chart below was part of a broader discussion on the global economic pulse in the latest Weekly Macro Themes report and illustrates a... Show More

inflation commodities

Executive Series - Silver Mines Ltd (SVL) Managing Director, Anthony McClure

CommSec
CommSec Online Stockbroker

Tom Piotrowski speaks with Silver Mines Ltd (SVL) Managing Director, Anthony McClure about the company’s feasibility study for its Bowdens Silver project and the timeline for getting the mine into production. Show More

Copper and China

Callum Thomas
Callum Thomas Topdown Charts

We all know how interlinked China and iron ore prices are, but copper also finds its lead from China. Chinese demand accounts for over half of global copper demand so as China travels through its business cycle, so does copper. Show More

copper commodities China base metals Chinese economy

The Base Metal Boost

Callum Thomas
Callum Thomas Topdown Charts

One of the themes I looked at in the latest edition of the Weekly Macro Themes was Chinese fixed asset investment. One aspect of particular interest - especially for commodity markets, is the matter of Real Estate fixed asset investment. The chart below shows just how sensitive base metals are... Show More

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CBA Commodities Insights - Outlook for iron ore & coal prices

CommSec
CommSec Online Stockbroker

CBA Mining and Energy Commodities Strategist, Vivek Dhar provides his outlook for iron ore and coal and explains how the committed investment in Australian mining and energy projects continued to decline in 2016: Show More

iron ore commodities coal Vivek Dhar