Tune into this episode of Bulls vs. Bears “Kazatomprom’s Production Puzzle & Uranium’s Supply Shortfall” for an insightful analysis into the challenges facing the uranium market, highlighted by Kazatomprom’s recent production dynamics. Jonathan Tacadena from MPC Markets delves deep into how the world’s leading uranium producer is addressing the growing gap between supply and demand in the global energy sector.
Led by Mark Gardner, our risk management specialist, this session is packed with actionable insights designed to help you stabilize your investment journey and navigate the markets with renewed confidence. From personal risk tolerance to strategic company and market risk assessments, you’re in for a comprehensive guide to tailoring your investment approach.
It’s been a rocky ride for Lithium so far this year but through all the noise, we see quality buying opportunities in the space for the long term. Mining giants Gina Rinehart and Chris Ellison have long track records in running profitable mining operations in literally the most abundant mineral on the planet, Iron Ore and they are aggressively buying into the next mining boom of Lithium.
Judo Capital Holdings Limited (Judo Bank) reported a strong first half of the fiscal year 2024, with a notable profit before tax increase of 24% compared to the previous period.
The recent positive speculation about the removal of trade tariffs from China this quarter was squashed by a massive cap raise of $825m at 10.80 per share to fund the acquisition of high-end Californian wine group Daou Vineyards in a deal worth up to $US1 billion ($1.6 billion) as it steps up expansion in the United States luxury wine market.
With the recent run in RMD we are looking to bank some profits here at $29 (+20%) while we see further upside in the stock, the risk that further developments in the GLP-1 space could derail this recent run. Particularly a study due from Eli Lily a maker of Zepbound in the next month.
We still prefer exposure in the healthcare space and are recommending a switch of our RMD allocation to Clinuvel (CUV) a skin disease treatment for sufferers of EPP. They are also in Phase 2 of a stroke treatment drug which is looking promising
Today’s market revealed striking contrasts, with Domino’s Pizza sharply down by 30.51%, while Energy Resources surged by 18.18%, reflecting diverse investor strategies.
We initially recommended a high allocation of this relative value trade, which is no longer appropriate given the recent strength in Tech stocks in the US
CSL has reached the upper end of its trading range. In line with our commitment to optimizing returns and managing risks effectively, we are taking profit on the remaining 2% of our CSL position.
We have seen Mineral Resources share price drop over the past month due to decreasing Spodumene Concentrate prices in China. Despite this drop we believe at current prices, this presents a good opportunity.
ASX lithium stocks face a downturn as falling spodumene prices prompt strategic reassessments. Key players, including Liontown Resources, navigate challenging market shifts.
ASX buoyed by coal stocks’ strong performance, with Whitehaven and Yancoal leading gains. Optimism rises as commodity prices rebound, signaling robust market growth.
