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 – 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 – 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.

The Good Morning Report – 26th of June

June 26, 2024

Novo Nordisk the owner of top selling weight-loss drugs Wegovy and Ozempic, is spending $4.1bn on a new factory in the US to keep up with surging demand….Why do I get the feeling this is going to end in tears for millions down the track?

The Good Morning Report – 25th of June

June 25, 2024

Eli Lilly is set to repurpose an existing drug of theirs to treat sleep apnea….I’m recommending to take profits on Resmed (RMD) as the stock may struggle from here.

The Good Morning Report – 21st of June

June 21, 2024

Aussie investors were gorging on Guzman y Gomez (GYG) shares sending it soaring 36% on day one to close at $30 on the knocker. GYG is now a $3bn company making a couple of million, so the market is expecting some serious growth ahead

The Good Morning Report – 20th of June

June 20, 2024

Great to see Dutton put out plans to build 7 Nuclear power plants in Australia…Maintain BUY on URNM.