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 Holdings3.7300.080
Avi-Tech Electronics0.275-0.015
Best World1.790-0.010
Broadway Ind0.1190.002
China Sunsine0.410-
DISA0.003-
Food Empire0.6500.030
Fortress Minerals0.345-
Geo Energy Res0.3550.005
Golden Energy0.7750.005
GSS Energy0.047-
InnoTek0.4750.025
ISDN Holdings0.4050.010
ISOTeam0.095-
IX Biopharma0.127-
Jiutian Chemical0.0760.001
KSH Holdings0.355-
Leader Env0.053-0.007
Medtecs Intl0.147-0.001
Meta Health0.0250.001
Nordic Group0.475-
Oxley Holdings0.1450.001
REX International0.2350.005
Riverstone0.6250.025
Sinostar PEC0.191-
Southern Alliance Mining0.405-
Straco Corp.0.405-
Sunpower Group0.255-
The Trendlines0.0940.001
Totm Technologies0.110-0.004
UG Healthcare0.1990.001
Uni-Asia Group0.8150.015
Wilmar Intl4.0900.030
Yangzijiang Shipbldg1.390-0.020

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