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 – 23rd of May

May 23, 2024

AP Eagers (APE) fell 15% after issuing a profit warning….Car sales in NZ dropped 10% plus the CEO said Sydney and Newcastle are showing some “softness”…..I maintain my AVOID rating.

The Good Morning Report – 16th of May

May 16, 2024

Michael Bury (made famous from Big Short movie) has bought a position in a PHYSICALLY backed GOLD ETF….He’ll load up on SILVER next….then PLATINUM & PALLADIUM…watch!

The Good Morning Report – 8th of May

May 8, 2024

As widely expected the RBA kept interest rates on HOLD @ 4.35%…Looks like they are keen to keep pumping inflation and really soak up what’s left of the working poor.

The Good Morning Report – 7th of May

May 7, 2024

COPPER has rallied about 27% since November last year and is within striking distance of an all time high….China has been stockpiling – no flies on the Xi Man.

The Good Morning Report – 30th April

April 30, 2024

The market is now pricing in more than a 50% chance that the RBA hikes interest rates in August….Second wave of inflation is going to get particularly nasty for those leveraged up to the eyeballs.

The Good Morning Report – 19th of April

April 19, 2024

BOOM….The SILVER Institute just reported that the deficit for 2023 came in at 184 million oz and are now projecting there will be a shortfall of 215 million oz in 2024…..BUY ETPMAG

The Good Morning Report – 18th of April

April 18, 2024

In the last 2 weeks the short position on Regis (RRL) has doubled from 9 million shares to 18 million. And this is while AUD GOLD has surged! BUY last sale $2.21

The Good Morning Report – 5th of April

April 5, 2024

With this solid move in GOLD, Newmont (NEM) is likely to turn into one of the top yielding blue chips on the ASX.

The Good Morning Report – 4th of April

April 4, 2024

POTENTIAL BLACK SWAN EVENT not being discussed: An all out war with IRAN could lead to the Strait of Hormuz to being shut off (see random observation)…..OIL prices would skyrocket. Got energy stocks?