Woodside
The Good Morning Report – 8th of April 2025
Elon Musk is tweeting the benefits of free trade while Trump says he is going to hit China even harder with tariffs if the Xi Man doesn’t back down….Are they no longer besties?
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 – 24th of Jan 2025
A number of Chinese economists are predicting Xi Man is going to unleash a huge economic stimulus package potentially worth around 10 Trillion Yuan or USD$1.38 Trillion….Our portfolios will get a great kick if the stimulus gets announced in the coming months. .
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 – 7th of August
RBA governor Michelle Bullocks said they/them has ruled out a rate cut before Christmas.
The Good Morning Report – 4th of July
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
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 – 16th of April
Russian ALUMINUM, COPPER & NICKEL is now banned from the COMEX & LME…..Russian Platinum Group Metals (PGMs – PLATINUM and PALLADIUM) have been exempted due to ‘supply chain sensitivities’
The Good Morning Report – 12th of April
Paladin (PDN) did a 10 for 1 share consolidation so it didn’t rally 1000%.
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