2022 picks

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19 Jul 2022 09:08 #25994 by Joes
Replied by Joes on topic 2022 picks
Coal is a big theme because coal prices are very high. U look at Whitehaven Coal in Australia:  FY22 EBITDA was $3 billion, compared to just $0.2 billion in FY21.

Geo Energy and Golden Energy  are our SG plays that will benefit on current trends around geopolitics, de-globalisation and inflation. Also, there is a premium to security of supply. 

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08 Aug 2022 09:53 #25999 by Joom
Replied by Joom on topic 2022 picks
Food Empire put out a profit alert for 6-m results. With the forex gain and higher ASPs, the profit should be eye-popping.  

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22 Sep 2022 13:27 #26005 by Joes
Replied by Joes on topic 2022 picks
Golden Energy & Resources Ltd (GER SP) rose 2.7%, with coal prices rising by 2.25% yesterday and Newcastle coal futures traded around $440 in September. China’s coal imports rose in August, exceeding last month’s level and hitting the highest in at least five years, as power utilities in the world’s biggest coal consumer sought overseas supplies to meet soaring demand in extreme hot weather. Additionally amid fears of revised growth expectations and continuing increases in European gas prices, the reliance on coal-powered energy generation is increasing.

-- KGI 

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20 Oct 2022 11:25 #26011 by Joes
Replied by Joes on topic 2022 picks


Commodity performance year to date
\(source: UBS Research, 11 October 2022)

The greatest gainer is coal! 
 

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Share Prices

Counter NameLastChange
AEM Holdings2.860-
Avi-Tech Electronics0.275-
Best World2.4000.050
Broadway Ind0.092-
China Sunsine0.4750.010
DISA0.003-
Food Empire0.9150.015
Fortress Minerals0.395-0.015
Geo Energy Res0.3150.015
Golden Energy1.0100.040
GSS Energy0.038-0.002
InnoTek0.490-0.005
ISDN Holdings0.4900.025
ISOTeam0.094-
IX Biopharma0.0770.001
Jiutian Chemical0.0710.001
KSH Holdings0.335-
Leader Env0.0700.002
Medtecs Intl0.1390.001
Meta Health0.0240.002
Nordic Group0.460-
Oxley Holdings0.141-0.001
REX International0.126-0.001
Riverstone0.5900.005
Sinostar PEC0.162-0.013
Southern Alliance Mining0.6000.005
Straco Corp.0.450-
Sunpower Group0.370-
The Trendlines0.091-
Totm Technologies0.083-0.002
UG Healthcare0.1640.007
Uni-Asia Group1.000-0.010
Wilmar Intl4.150-
Yangzijiang Shipbldg1.2500.050

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