The Good Morning Report – 25th of June

1. 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.

2. LITHIUM prices fell another 5.5% in China on weak demand and plentiful supply.

3. Niger has officially cut up French state owned Orano’s license to operate the mega Imouraren uranium mine which is one of the largest in the world….The French will have to hunt down alternative supplies which should be bullish for prices. BUY URNM

4. Thailand is set to join BRICS….This powerful trading block is developing a new financial system to avoid using the USD with GOLD set to play a central role.

5. CBA is on the verge of taking over from BHP as Australia’s largest company – I never thought I’d see the day.

ASX 200 down 62 to 7733

Luxury online retailer Cettire (CTT) crashed 49% to $1.135 after warning of challenging conditions for high end products….Fortunately I had an AVOID rating on the stock, so I don’t have the stress of deciding what action to take.

I reckon Deano gave himself a nice high five after selling the last lot near the top @ $4.63….Too good.

Into the next election, Airbus Albo and Blackout Bowen will bombard you with propaganda that NUCLEAR is uneconomical and dangerous. Meanwhile in other parts of the world….

  • SPI is up 54 points
  • Bitcoin down 6.96% to $59,649
  • BHP in US up 0.3%
  • Newmont in US up 1%
  • URNM in US down 2.4%

Movements affecting our resource stocks today (USD)

  • Gold up 0.62% to $2345
  • Paper Silver FLAT @ $29.61
  • Platinum up 0.35% to $1000
  • Palladium up 5.5% to $975
  • Copper down 0.2% to $4.43
  • Brent Crude up 0.96% to $86.06
  • Iron ore down 2.4% to $102.40

Japan up 0.54%, Hong Kong FLAT, China off 1.17%

Nissan’s learning a valuable lesson…

DOW up

Looks like Nvidia shares are beginning to roll over. It fell around 6% overnight and is now down 11% over the past few sessions….Insiders @ Nvidia have been selling shares.

Germans up 0.89%, Brits added 0.53% and Frenchies put on 1%

We are getting closer to WW3....If Russian exports of hydrocarbons gets cut off, energy stocks will surge. My key picks are: WDS, STO, KAR, BPT, WHC, YAL & URNM

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