It is a fact not often highlighted by investors in energy and mining stocks, but financial market participants tend to treat producers of crude oil and natural gas more favourably than they do mining stocks. Show More
In a world post-2000, we find ourselves operating in the ‘new economy’ following the tech bubble and the GFC. Accordingly, the rules of the game have changed. Investors need to consider persistent low interest rates and low inflation, employment and labour participation shifts, and technological advancements, as well as ageing... Show More
Energy stocks were being viewed by some as great buying opportunity a year ago because of the plunging oil price. Yet despite the recent relief rally, the oil price is still 60 per cent below where it was two years ago. Show More
Nikko AM Australia’s Energy Analyst, Warwick Cumming, recently visited the US to meet with shale oil and gas producers, gas consumers, service providers, consultants and brokers to gain further insights on the dramatic changes in the global energy market. Broadly, the outlook for the major energy commodities is as follows:... Show More
One comment from the MD/CEO's speech is worth digesting: "Ladies and Gentlemen, this is a tipping point in the history of Origin. The energy industry is going through a period of turmoil very similar to the GFC in the Financial Markets. The companies that face up to their predicament, learn... Show More
In the latest from the CommSec Executive Series, Tom Piotrowski talks to PVD MD Damon Neaves about the Show More