Whitehaven Coal
The Good Morning Report – 12th March 2025
Chinese stocks ignored the heavy selling on Wall Street to close in the green – the outperformance continues.
The Good Morning Report – 5th of March 2025
Trump has implemented the 25% tariffs on Canada and Mexico and 20% on China…but there is talk he may lower the rates in the coming days
The Good Morning Report – 5th of Feb 2025
China to impose 15% tariffs on coal, LNG products, 10% on crude oil and other products in response to Trumps tariffs
The Good Morning Report – 18th of Dec 2024
China’s cumulative trade surplus with the rest of the world over the last 12 months hit a record US$957bn. Meanwhile America is running a trade deficit of around US$750bn…..China is an absolute powerhouse of an economy.
The Good Morning Report – 3rd of July
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 – 20th March
With DGL Group (DGL) trading significantly lower than NTA ($1.17) it is a prime take over target. I could easily see CEO/Founder Simon Henry who owns 53%, teaming up with Private Equity to make a bid….BUY last sale $0.64
The Good Morning Report – 24th Jan
AWC shares spiked up after closing their alumina Kwinana refinery in WA. The stock has since pulled back a little but is now ready to go again. I am very bullish on ALUMINIUM
The Good Morning Report
The latest market news, commentary and strategy by Adrian Rowney 5 Things that Grabbed my Attention 1. This is HISTORIC: …more