


Loss making, but interesting vertical integration with deposits and R&D, geared towards the battery and composite material markets. Has Gapped from 200 day MA. Talga is building a vertically integrated business with wholly owned, world class mineral resources, processing innovations and technologies to produce advanced materials and products that are stronger,...
Buying at 20c, not overly expensive, good work in hand and strong pipeline of projects subject to tender. Mining is strengthening with growing optimism. Company P/E Ratio 15.46 P/B Ratio 1.23 P/S Ratio 0.68 Previous Close 0.23 52 Week High 0.28 52 Week Low 0.20 10yr 5yr 1yr 2yr Forecast Sales -19.5% -21.7% 14.1% Cash...
Emeco is looking cheap at the moment with increasing Mobile Fleet Utilisation and Increasing bidding work in 2019. Owner operators looking to increase production are now more capital sensitive and will opt to hire fleets, as opposed to purchasing new equipment. This makes Emeco attractive in a sector that has undergone significant consolidation. -Margins have...
Afterpay has been a very exciting stock these last two years which has seen it move alot in price. This stock is a strong buy with a long run away head. Currently the model has been proven in Australia with millennials who often go from pay check to pay check. Afterpay is currently investing in growing its business in the US and UK markets which are massive...
Appen has experienced strong growth over the last few months hitting new Highs in the stock, off the back of profit upgrades and improving market sentiment. This months US earnings have shown that US tech stocks are performing well, however we are still early in the reporting season. Furthermore trade talks are between US and China are ongoing, with the market...
Redbubble was heavily sold after reports that Google Algorithms had been altered and affected its organic growth of online sales. This is however one channel for growth separate from its expansion into different geographies, paid partnerships, network effects and new product lines, that would support its future growth. Fundamentals still support this growth and we...
FMG has exploded in price this week off the back of some terrible news coming from the Vale Disaster where a tailings dam has given way killing 100s. The market has reacted to this news on fear that global supplies of iron will be threatened. Surely there will be disruptions to the iron supplies in the short term however the market has overreacted. A tailings dam...
CRUDE Oil has tested the neckline of the head shoulder pattern and looks to channel up to $56 in coming days. Positive FA with better than expected earnings from US economy and risks from Venezuela crisis emerging and pricing in. Bearing in mind, that oil has dropped from $70 in recent months and bottomed out, there is now more upside potential in its price.
Primero Group a new mining services company that has literally formed out of the ashes of the failed Forge Group. Much of the management of Primero Group were former Forge Group employees responsible for the engineering and business development at Forge. It is worth noting that this group was not responsible for Forge's bankruptcy (see news articles attributing to...
Amphenol has again surprised the market, with better than expected earnings. In the short term we will likely see a retrace in price. -
A rough pattern, but interesting to note the triangle over the last decade or two. Strikingly unhealthy
This week Costa group advised the markets that they were experiencing slow/sluggish sales of some of their produces. If this trend continues they expect that it will affect there earning through to the end of the year. Market response was to dump the shares which saw it drop from $7 to $5. Reasons for the sluggish sales is unknown, however there are some great...
RSI has popped out of channel. Five days of gains for Beach Energy and improving USOIL. Could we see Beach Energy have a little rest, before marching on to $1.90? Key risks are movement on USOIL, China Growth, Trade Tensions and Brexit.
Appen is a global leader in the development of high-quality, human annotated datasets for machine learning and artificial intelligence. Founded in 1990 it has developed into a market leader position in an increasingly automated and data rich world. Customers of Appen have now realise the value of data and the possibilities that can be unlocked through...
Woodside shares have been in a bull run since march this year as the global economy continues to strengthen. It also marked a period where investors have felt more confident about Australian economy and US. With global demand for oil improving we have seen the price increase with little resistance as trade war fears have been brushed off. This is not to say that...