Good Morning Report

The Good Morning Report – 12th of July

July 12, 2024

VW is set to shut it’s factory in Brussels that makes luxury Audi EVs as demand has taken a hit and losses grow.

The Good Morning Report – 11th of July

July 11, 2024

Last month Toyota announced it is moving to 100% hybrid on popular cars and SUVs for the Australian market….All good for PLATINUM and PALLADIUM which is needed to make catalytic converters that go into hybrids.

The Good Morning Report – 10th of July

July 10, 2024

Chinese banking authorities are entertaining the idea of reducing the amount of capital banks need to set aside for loans…..That means it’s economy could be about to get a boost, which is good for commodities.

The Good Morning Report – 9th of July

July 9, 2024

Regis (RRL) finished the quarter with $295 million in cash and bullion (no debt)….That’s a pretty darn solid financial position for a company worth $1.3bn. BUY last sale $1.81

The Good Morning Report – 5th of July

July 5, 2024

Bloomberg published an article claiming Saudi Aramco and Abu Dhabi National Oil Co have been separately examining a takeover bid for Santos (STO)….I think there is Buckley’s chance the government will allow a foreign entity to acquire Santos.

The Good Morning Report – 4th of July

July 4, 2024

I was pretty amazed to see Chalice (CHN) get slammed 19% after singing a memorandum of understanding with Mitsubishi to investigate a potential hook up….Problem was, the market wanted a formal deal with cash money on the spot. I maintain my BUY as I’m super bullish on PLATINUM and PALLADIUM. Last sale $1.22

The Good Morning Report – 3rd of July

July 3, 2024

It was a nice session for us with COAL miners, OIL&GAS stocks and ETPMAG pushing higher….One that put a smile on my dial was seeing YanCoal (YAL) close at a fresh all time high of $7.02 – what a gem of a stock that has been over the past few years : solid capital growth and huge dividends. HOLD

The Good Morning Report – 2nd of July

July 2, 2024

COAL miners closed comfortably in the green on news of an explosion at one of Anglo’s mega hard coking coal mines in Queensland. Fortunately no one was injured (what a miracle!)….

The Good Morning Report – 28th of June

June 28, 2024

While residential property continues to go up, office property is still on the nose…..Dexus (DXS) just cut the value of it’s office portfolio by 11.3%.

The Good Morning Report – 27th of June

June 27, 2024

Aussie inflation rate pushed back up to 4% which means the RBA could be forced to raise rates at it’s next meeting.



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