energy

Cooking with gas – global energy opportunities

Antipodes Global Investment Company (ASX: APL)

Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going to wipe out the “old world” (i.e. centralised baseload generated from nuclear and fossil fuels). Whilst we do accept that there will be a transition we... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170731

Mathan Somasundaram

Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and Asian markets were directionless. China data was stable without being special while local housing data was weak and private credit data was solid. July count... Show More

4 domestic bubbles caused by incentives

Martin Conlon

“Show me the incentive and I’ll show you the outcome” ... Charlie Munger’s quip is typically insightful and relevant to many of the ructions currently facing the domestic economy, including a number of key sectors like real estate, consumer discretionary, telecommunications and energy, all of which will be examined in... Show More

Woodside Petroleum Full Year Result - Higher prices & lower costs helped WPL lift payout

CommSec

Woodside Petroleum Limited’s (WPL) full year 2016 revenue result was in line with market expectations whilst WPL’s profit numbers missed the mark. Woodside’s turnaround program is well underway, this time last year Woodside booked US$1.1 billion of impairment charges due to lower energy prices and reduced asset values. This year... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market bounced hard today on the back of OPEC deal. The market has been seeing a big portfolio transition over the last few days…smells like global transition portfolios are going through…they have been adding exposure to Banks and Resources. There was a lot of short covering in some of the... Show More