Weekly Reports | Jun 21 2024
Our top ten news from 13 June 2024 to 20 June 2024 (ranked according to popularity).
1 – Rudi’s View: GenAi, The Super-Megatrend, Part 2
Thursday 20 June 2024
Part Two of this week’s deep dive into GenAi for Australian investors
2 – A Bite Of The “Refreshed” Apple
Friday 14 June 2024
Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?
3 – Meet Light & Wonder, The New Star In Gaming
Thursday 20 June 2024
New research highlights the recent performance by Light & Wonder in Australia and the potential for replication in the US
4 – Rudi’s View: GenAi, The Super-Megatrend, Part 1
Wednesday 19 June 2024
Part One of a deep dive into GenAi, the modern day industrial revolution
5 – Uranium Week: Spot Price Hits Pause
Tuesday 18 June 2024
Short term U3O8 spot price weakness belies the potential growth in demand and fragility of longer-term supply chains, a positive for the uranium bulls
6 – All Aboard For The Nuclear Renaissance
Thursday 20 June 2024
Positive nuclear industry dynamics and a recent pullback in prices for ASX-listed uranium shares prompts a review of brokers’ favoured exposures
7 – AUB Group Shares Poised For Break-Out
Thursday 13 June 2024
The Chartist reports shares in AUB Group are readying for an upside break-out
8 – Cooper Energy Ready For East Coast Gas Deficit
Thursday 13 June 2024
With the costly decommissioning of the BMG field now behind it, Cooper Energy has outlined its strategy to exploit a tight east coast gas market
9 – Building The No 3 Diagnostic Imaging Player
Wednesday 19 June 2024
Brokers highlight deregulation and scale benefits from the potential merger of Integral Diagnostics and Capitol Health
10 – Deterra Seeks Growth Through Diversification
Tuesday 18 June 2024
Deterra Royalties is looking to diversify away from iron ore royalties and provide for growth, in lithium in particular. The trade-off is a much-reduced dividend yield
