Whitehaven Coal (ASX: WHC) (current price $6.76), the Australian coal mining company, experienced a brief surge of 15% in its share price following the announcement of a deal with BHP Group's Mitsubishi Alliance (BMA) on October 18, 2023. Whitehaven requested a trading halt prior to the announcement, which unveiled its proposed acquisition of the Daunia and Blackwater metallurgical coal mines from BMA. The deal involves Whitehaven Coal acquiring a complete 100% stake in the metallurgical coal mines for a total cash consideration of US$3.2 billion ($5 billion). The acquisition will be financed ..read more

A Glance over Bonds and Equities We have seen some pretty serious moves in the Bonds Markets over the last 3 months, in particular the US 6-month, 12-month, 2-yr and 10-yr yields Breaching 5% levels – keeping in mind we have not seen yields like these since 2007. This has seen the US dollar benefit from its trifecta status as a safe-haven, high yielder and high growth currency. Source: Bloomberg When it comes to portfolio allocation, investors typically follow a 60%/40% split between equities and bonds. During periods of low interest rates (expansionary), investors tend to favour a higher all ..read more

1. De Grey Mining Ltd (ASX: DEG) – Up 23% in the past year De Grey Mining is a gold exploration and development company operating in the Mallina Basin of the Pilbara Craton in Western Australia. With a strong presence in one of the world's top mining jurisdictions, DEG offers investors an enticing opportunity. DEG's strategic location in the Mallina Basin provides access to a highly prospective geological region known for significant gold discoveries. The company has already established a substantial Mineral Resource of 2.2 million ounces, with potential for further discoveries and resource e ..read more

As financial markets continue to grapple with the impact of rising interest rates and persistent inflation, investors are seeking strategies to safeguard their portfolios against the uncertainties of the current economic landscape. In this pursuit, gold, often regarded as a reliable store of value and a hedge against market volatility, has emerged as a compelling investment option. In this article, we delve into the rationale behind investing in gold and explore how it can serve as a vital tool to mitigate risk and potentially enhance returns in times of economic uncertainty. We will discuss ..read more

We initially recommended Pilbara Minerals whilst its shares were changing hands for $2.02 apiece. As of the time of writing, Pilbara stocks are traded for more than $5.3, a 163% return for our members. Pilbara Minerals Ltd (ASX: PLS) has experienced a significant surge in its share price following the announcement of a substantial upgrade to its Pilgangoora lithium resource. The company's latest resource update has generated substantial investor interest, reinforcing Pilbara Minerals' position as one of the largest ASX lithium shares and a major player in the global lithium market. The compa ..read more

As the market becomes more volatile, investors are looking for stable and profitable options to invest their money. Our portfolio has been outperforming the broad market for the last three months, returning twice the performance of the ASX200. In this article, we will present you with five of our best picks of the month, along with a detailed analysis of their financial performance, growth strategies, and competitive advantages. Breville Shines in H1 2023 with Record Sales and EBIT Growth Despite Inflationary Pressures and Exchange Rate Volatility Firstly, Breville (ASX: BRG), the manufactur ..read more

Artificial intelligence (AI) is transforming the world as we know it, with its impact being felt across a range of industries. From healthcare and finance to manufacturing and transportation, AI is being used to improve efficiency, boost productivity and drive innovation. As a result, the demand for AI-based solutions is on the rise, and investors are keen to tap into this growing market. Australia is no exception when it comes to AI, as our country is making significant strides to leverage the technology's potential. With its highly skilled workforce, strong research and development capabili ..read more

The uranium market is expected to experience robust growth in the coming years, driven by various factors such as rising demand for nuclear power, and the emergence of new uranium mining projects. The global uranium market is poised to grow at a Compound Annual Growth Rate (CAGR) of 7% between 2022 and 2027, resulting in an increase of US$ 1,600 million in market size. Three Key Trends Likely to Drive Growth in the Uranium Industry in the Coming Years The uranium industry is poised for growth in the coming years, with three key trends likely to drive demand and support prices. The first trend ..read more

Cobalt and copper are closely related in several ways, particularly in the context of the electric vehicle (EV) industry. Both elements are critical components in the manufacturing of EV batteries, which are central to the growth of electrified vehicles in the global fleet. Copper is used extensively in EVs due to its high electrical conductivity, durability, and malleability, making it an essential material for electric motors, wiring, and charging infrastructure. Furthermore, cobalt is a vital input for the production of lithium-ion batteries, which are the most commonly used battery techno ..read more

Theme 1: The Growing Demand and Supply of Battery Metals: Implications for the EV Market and Renewable Energy Transition The global transition to renewable energy sources and the growth of the electric vehicle (EV) market is driving an exponential demand for battery metals, such as cobalt, lithium, and nickel. These metals are critical components of the batteries that power EVs and store the energy generated by renewable sources. The demand for these metals has grown significantly in recent years, driven by the rapid growth of the EV market and the global transition to renewable energy sources ..read more