Weekly Reports | Sep 27 2024
Our top ten news from 19 September 2024 to 26 September 2024 (ranked according to popularity).
1 – Material Matters: Major Miners Upgraded
Friday 20 September 2024
A glance through the latest expert views and predictions about commodities: updated forecasts result in ratings changes for resources stocks and analysts review favoured exposures
2 – The Downs And Ups Of Mineral Resources
Thursday 19 September 2024
Fighting weak lithium and iron ore prices, Mineral Resources’ share price has tanked, but news on an infrastructure sell-down and large gas reserve estimates go some way to righting the ship
3 – Book Excerpt: How Not To Lose $1 Million
Thursday 19 September 2024
Book excerpt from: How Not to Lose $1 million by John Addis, Co-Founder of Intelligent Investor
4 – Coles’ Dividend Attraction Meets ACCC Allegation
Tuesday 24 September 2024
New research highlights dividend growth potential for Coles Group as management targets growth initiatives and implements cost-out, but has the ACCC temporarily spoiled this party?
5 – Rudi’s View: Defensives, Healthcare, Resources & Data Centres
Thursday 19 September 2024
Post August results analyses continue to trigger changes to sector favourites and Conviction Buy selections by market strategists and analysts
6 – In Brief: Lithium, Webjet Split, Retailers In Focus
Friday 20 September 2024
Weekly Broker Wrap: Lithium prices to remain under the pump as global supply growth continues; Webjet’s break up won’t have shareholders crying, and retailers in focus for an improving sales trend and digital momentum
7 – Uranium Week: Banks & Microsoft Go Nuclear
Tuesday 24 September 2024
Hyperscaler Microsoft follows Amazon into the nuclear energy supply contracts. Updates on Paladin’s Fission acquisition and Lotus Resources’ scoping study
8 – Tuas’ Simba Roars Above Competitors
Thursday 26 September 2024
From a humble demerger in June 2020, the Singapore based Tuas is putting some major runs on the board which is attracting the attention of both customers and investors
9 – Material Matters: Iron, Lithium & Mineral Sands
Wednesday 25 September 2024
A glance through the latest expert views and predictions about commodities: Brokers turned positive on iron ore, even before PBOC stimulus; the outlook for lithium & mineral sands markets
10 – Universal Stores Dressed For Youthful Success
Wednesday 25 September 2024
Specialist discretionary retailer Universal Store Holdings has bucked the macro headwinds from higher interest rates with a successful blend of product positioning, cost disciplines and new store roll-outs