Several large Chinese operations have listed on the ASX across the past five years, usually with impressive financials and promises of strong, consistent, future growth. These companies have always been attractively priced and always seemed to report extremely well. What was the problem? Well, put simply, some of these companies may not exist at all, … Read more
Recently Iluka Resources spun-off their Deterra Royalties business. Deterra earns a royalty on iron ore mining in Mining Area C, located in the Pilbara of Western Australia, as well as some other royalties. To the surprise of few, Iluka Resources and Deterra Royalties now have a combined value far higher than when the two businesses … Read more
Back in January I wrote that rising longer-term bond yields could eventually become a threat to share prices. This prediction was accurate but also inevitable, with expectations of an economic recovery, it was likely that bond yields would rise, and with rising yields, the stocks trading at the highest levels would be threatened. So, is … Read more
The ASX fee clearing rebates for January hit clients’ accounts last night (26th February 2021). From the ASX: “To help promote growth in the equity options market, ASX will introduce an Options Liquidity Growth Program in the form of fee rebates for three months from 1 January through to 31 March 2021. The three-month fee … Read more
You can look at stocks which have a short interest of over 20 percent here. https://www.highshortinterest.com/ Demonstrating that Gamestop and AMC Entertainment are not the only stocks witnessing dramatically higher share prices due to a short squeeze, the table below shows that all the most shorted stocks have seen dramatic increases in their share price … Read more
For years so called value stocks have under-performed high flying growth stocks. Part of this is historical, the best performing stocks since the GFC have been high-growth, high-cost tech stocks; this has instilled a preference for these shares in the minds of investors. However, many high-growth stocks are trading at valuations that are at illogical … Read more
So everyone is talking about silver right now – intensity and velocity has increased in recent days. Clearly silver is surging on the back of wallstreetbets retail investors looking to repeat their success with GameStop (GME) short squeeze. But to be fair to the fundamental guys, silver started to look interesting in 2020 and started … Read more
Traditionally, the world of investing can be broken down into value and growth stocks. Growth stocks tend to enjoy strong growth in at least revenues, but sometimes profits and other metrics as well. Value stocks are considered as such, because they tend to be cheaper; that doesn’t necessarily mean that each share is trading at … Read more
For many years we have heard that global giants were poised to decimate the Australian retail landscape, that Amazon’s introduction to the country would spell doom for those Australian businesses still foolish enough to sell consumer goods. And yet today, after the greatest underlying hit to the Australian economy of the past decade, many Australian … Read more
Global bicycle retail platform, BikeExchange Limited (Proposed ASX: BEX), are set to debut on the exchange on February 9 at an offer price of $0.26 per share. The small cap is looking to raise $20M, which would give the company a prospective market cap of $76M. The offer formally closes on January 25. RPro Holdings … Read more