Mining | ASXnewbie.com - Part 2

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Category — Mining

There’s No Technology Without Mining.

There’s No Technology Without Mining

The last time you bought a car, did you suddenly notice other cars of the same type on the road?

We did. We noticed it last year when we upgraded our car.

Suddenly, there were Porsche’s everywhere. Only kidding. We upgraded to a Subaru Forester. But it was the same effect. We now see Forester’s everywhere.

And since we launched a technology investment advisory service six months ago, we now look at the whole market in a completely different way…

We no longer see companies as mining companies, healthcare companies or car companies.

Instead, we see them as different parts of one big technology industry.

Take cars. Mercedes-Benz has just released its new S-Class model. It’s just a car right? Albeit a super-luxury car. Well, it’s more than that. It’s actually one big piece of technology.

And like any other piece of technology, the pace of innovation doesn’t hang around for anyone. It’s unstoppable. As the Age reported on the Aussie S-Class launch:

Mercedes-Benz admits the rapid pace of technological advances has meant it can no longer afford to hold them [innovations] back for each generation of S-Class, which, due to its relatively low volumes and high development costs, generally only comes around each decade.

You know the story. Mercedes-Benz used to launch new tech in its luxury brands. This tech would then trickle down to the lower end models. Not anymore. Technology moves too fast for that. [Read more →]

December 2, 2013   Comments Off

Why There’s Still Opportunity in the Resource Sector.

Why There’s Still Opportunity in the Resource Sector

Here’s a headline that should send shivers down the collective spine of the Aussie resources industry:

Goldman Sees at Least 15% Losses for Gold, Iron Ore

So says Bloomberg, reporting on the Goldman Sachs commodity outlook for 2014. It takes a brave investor to bet against Goldman Sachs.

For resource companies, a bearish commodities report from Goldman Sachs is like bumping into the Grim Reaper in a dark alley.

So, what does this mean for commodities and commodity stocks next year? It may surprise. It means one word: opportunity. But it won’t be for everyone…

There’s an old saying that investors shouldn’t bet against central banks because they can last longer in the market than you.

Those investors who tried to short sell the market over the past few years have learned that lesson to their cost. Just when it seemed as though the market was about to collapse, the central bank cavalry came to the rescue.

We expect that to continue for a long time to come as they try to manipulate stock prices gradually higher.

So if you shouldn’t bet against central banks, the same goes for betting against Goldman Sachs. In short, if you think you’ve got a lot of money to bet on the market, just know that Goldman Sachs has way more…way more.

The trick is not to bet against them but rather to anticipate their next move. [Read more →]

November 25, 2013   Comments Off

Why Do Aussie Investors Still Hate Resource Stocks?

Why Do Aussie Investors Still Hate Resource Stocks?

For all the talk in the mainstream you’d think the Australian resource sector was dead.

It’s a mighty struggle for any resource firm to raise capital.

And to look at the performance of Australian resource stocks, well, it’s hard to find any sector that investors hate more.

We won’t say investors are giving their shares away, but on some days, it sure as heck seems like it.

And yet despite the negativity, resources are still by far Australia’s biggest export. So what gives?

You can see the breakdown of Aussie exports for yourself in this chart:

Source: Department of Foreign Affairs and Trade
Click to enlarge [Read more →]

November 21, 2013   Comments Off

A Timely Reminder About Opportunities in the Resource Sector.

A Timely Reminder About Opportunities in the Resource Sector

Natural resource veteran Rick Rule was in town last week and declared 800 of Australia’s mining companies mostly garbage.

That’s a pretty big call, but probably right.

We trust his judgement. If you’re unfamiliar with his name, Rick Rule has been investing in natural resources for over forty years.

He spoke for free to a select group of Port Phillip Publishing subscribers. Suffice to say, he’s seen the same cycles play out over and over again.

But don’t be misled by our opening comment. He sees plenty of opportunity in Australian resource stocks. Some of the news this week would suggest he’s right. He doesn’t appear to be alone, either…

Major Companies Still Interested in Australia
One reason the Aussie dollar appears to be holding up better than expected is that there is still foreign investment money flowing into Australia.

That’s bucking a global trend of declining foreign investment, according to a new OECD report. From all accounts, this is mostly resource related in the case of Australia. [Read more →]

November 12, 2013   Comments Off

The News Gets Worse, So We’re Buying Resource Stocks…

The News Gets Worse, So We’re Buying Resource Stocks…

If you own resource stocks, you don’t need us to tell you it has been a torrid two years.

The gold price is 30% below the 2011 peak, and the S&P/ASX 300 Metals & Mining index has lost a whopping 40.6% since April 2011.

And with headlines in the press talking about the ‘Economy at a turning point’ and ‘Mining sentiment in free fall’, only a lunatic would even consider looking at mining stocks today.

That’s where we come in. This is exactly why we’ve just tipped three mining stocks in the past six weeks.

As a contrarian investor, those are exactly the headlines to give us confidence that a rebound in resource stocks is on the way…

But not everyone agrees with our view. [Read more →]

August 1, 2013   Comments Off

Follow the Vampire Squid to Aluminium.

Follow the Vampire Squid to Aluminium

Today’s Money Weekend will touch on a familiar theme before revealing a metal play that could remake one of the world’s biggest industries.

But first, there was no avoiding China this week. Jim Chanos will be smiling. If you happened to catch last week’s MW, you’ll know Jim Chanos is ‘short’ US blue chip Caterpillar, a company highly leveraged to mining and construction, especially in China.

Well, Chanos is on track for the moment. Caterpillar reported this week a 43.5% drop in quarterly profit and cut its outlook for the year, according to Reuters.

The news this week out of China of a contracting Purchasing Manager’s index won’t have eased any worries in the Caterpillar boardroom, either. Preliminary data has the PMI at 47.7, an 11-month low. A reading above 50 means expansion. Of course, you wonder how reliable and useful any of these readings are. But there’s no doubt they shift sentiment, and in the short term, that moves markets. [Read more →]

July 29, 2013   Comments Off

Could Uranium be the Best Investment in 2013.

Could Uranium be the Best Investment in 2013

Question: which commodity has had more false starts than a cane toad race?

Here’s another one: Which part of the mining sector has broken even more hearts than gold?

And a last one to round it up: What investment is possibly the toughest sell of 2013?

You’ve guessed it…the answer is the same for all three. But despite all these things, it could still be the biggest winner on the market over the next 24 months…

The answer is: uranium.

That’s right. Uranium is coming back. [Read more →]

July 18, 2013   Comments Off

Asteroid Mining and the Commercialisation of Space.

Asteroid Mining and the Commercialisation of Space

A key person we’ve spoken to recently is involved in an industry at the cutting edge of human capability. If successful, this particular industry will turn the world on its head. It could open up amazing new opportunities for job creation and wealth creation over the next five to ten years and beyond.

It’s part of the trend we’ve written about in Revolutionary Tech Investor – the Commercialisation of Space.

More specifically we spoke with Mark Sonter from Deep Space Industries (DSI) about Asteroid Mining.

The Director of Mining and Processing for DSI, Mark has been involved in the study and development of Asteroid mining for over 25 years. (And here you were thinking the concept of Asteroid mining was new!)

In the mid-1990?s Mark got involved with some of the brightest minds in space research. One of those was Professor John S Lewis. He’s one of the world’s experts on the composition and chemistry of asteroids.

During this time Mark developed a thesis on the Technical and Economic Feasibility of Mining ‘Near Earth Asteroids’. Upon the development of his thesis Mark received a call from Rick Tumlinson, (one of Space News magazine’s 100 most influential people in the space industry) wanting to fund his research.

After ongoing research into the possibility of mining asteroids, in mid-2011 a group including Mark and Rick decided to incorporate a company. [Read more →]

July 17, 2013   Comments Off

Why Resources and Mining Stocks Could Be Your Trade of a Lifetime.

Why Resources and Mining Stocks Could Be Your Trade of a Lifetime

If Ringo Starr walked into your office, you’d think you’d recognise him, wouldn’t you?

After all, he had one of the most distinctive voices in the Beatles, the All-Starr Band, and not to mention as narrator of Thomas the Tank Engine.

And so it was, one sunny day in 1999 in Cranleigh, England, one of my musical idols walked in…and I totally failed to recognise him.

I’d like to blame this lapse on three things: his sizeable beard, some heavy-duty sunglasses, and most importantly, the fact that Ringo Starr walking into the joint was the last thing in the world I had expected! I mean… seriously, how often does that kind of thing happen?

Anyway we got chatting away quite amicably. Firstly about Liverpool as his ‘scouse’ accent was clear as day, and I had lived there for a few years in the recent past.

Back in my Liverpool days my house had been on Greenbank Lane, which I asked Ringo if he knew. I explained helpfully that ‘…it was near Penny Lane, if you’re familiar with that’? [Read more →]

July 17, 2013   Comments Off

STOP PRESS…Resource Stocks Pay Dividends Too.

STOP PRESS…Resource Stocks Pay Dividends Too

In the global quest for yield, it seems as though investors have labelled the whole resource space as ‘growth stocks’, and left them on the shelf.

Yet a quick scan through mining stocks shows resource stocks pay dividends too.

Some of them yield as much as 7%, 9%, or even 11%…

The Reserve Bank of Australia’s (RBA) interest rate cut to 2.75% last week took us to a historically low rate. Anyone funding their lifestyle from interest is going to find things harder than ever. Falling rates have forced investors into riskier assets in the search for yield.

We’ve seen this in the financial stocks, with the XFJ index exploding 45% in a year.

And we’ve seen it in industrials too. Smaller players have done very well. Veterinary business Greencross (ASX: GXL) has increased ten-fold! [Read more →]

May 17, 2013   Comments Off