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Based on the updated earnings guidance from GrainCorp and considering the recent weather improvements that positively impact soil moisture and crop prospects, coupled with GrainCorp’s strategic adaptations for future market conditions, it’s recommended to consider buying GrainCorp shares around the $7.5 price point.
Our strategy aims to prudently manage risk by locking in profits from our Judo Bank position. Taking profits at this juncture allows us to reduce exposure to potential market corrections and sector-specific risks highlighted by the CBA earnings report and the rising trend in home loan arrears.
ASX sees mixed results as CSL’s drug trial disappointment contrasts with JB Hi-Fi’s earnings surge, setting a varied tone for the upcoming key earnings week.
This week’s podcast, titled “Rate Cuts on the Horizon? Analyzing Powell’s Latest Signals” delves into the dynamic interplay between optimistic bulls and cautious bears in the current financial landscape.
Anticipating next week’s AU company earnings updates & economic figures. Stay informed on the latest financial updates and trends.
Given these dynamics, transitioning from Paladin Energy to the Uranium ETF (URNM) is recommended for those seeking to maintain exposure to the uranium sector while managing risk more effectively. URNM offers a diversified investment in uranium and nuclear energy stocks, thereby reducing the volatility associated with individual stock performances like Paladin’s. This move aligns with a strategy to capitalize on the thematic growth of the uranium sector while mitigating risk through diversification.
For our trading strategy, we’re adjusting our position in Elders Limited (ELD) by reducing our allocation by 1% due to its recent impressive performance. Despite this adjustment, we will maintain a 2% allocation in ELD, recognizing the stock’s strong momentum. Additionally, the significant rainfall recently suggests the potential for continued positive performance, justifying our decision to retain a substantial investment in the company.
Anticipating next week’s AU company earnings updates & economic figures. Stay informed on the latest financial updates and trends.
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.
