Domino’s Pizza ( $Domino's Pizza Enterprises Ltd (DMP.AU)$ ) reported a net profit after tax of $120 mil with Australia and NZ it’s top performing regions while Asia took a hit…..DMP also reported a soft start to the new financial year with same store sales falling 1.3% over the past 6 weeks….With the negative news I thought the stock held up very well – down just 1.4%, which is a pretty good sign. DMP shares are currently trading at levels last seen in 2015.
Overall it is a mighty company that’s...
Overall it is a mighty company that’s...
7
Lynas ( $Lynas Rare Earths Ltd (LYC.AU)$ ) rallied 7.41% on no news….It’s likely that Gina is buying more….Perhaps Rio Tinto ( $Rio Tinto Ltd (RIO.AU)$ ) is having a nibble….With the price of rare earths currently in the toilet, now is the time for a big player to make a takeover bid for this globally significant and strategic miner.
Regis ( $Regis Resources Ltd (RRL.AU)$ ) shares only closed 2% lower after declaring it’s McPhillamys project would be unfeasible due to Tanya’s dodgy decision….I guess the market wasn’t placing much value on the project at all. HOLD
Check out the con….WTF?!??
I wonder, is it all ‘confidential‘ because the grifters are conjuring up some BS Aboriginal story in order to shakedown RRL shareholders for more money?….For 12 years RRL have been working on it – then the rug pull.
Hey Tanya, look closely ...
Check out the con….WTF?!??
I wonder, is it all ‘confidential‘ because the grifters are conjuring up some BS Aboriginal story in order to shakedown RRL shareholders for more money?….For 12 years RRL have been working on it – then the rug pull.
Hey Tanya, look closely ...
1
Thanks to the ban on RUSSIAN ALUMINUM going through the COMEX and LME, South 32 ( $South32 Ltd (S32.AU)$ ) rallied 4.5% and Alumina ( $Alumina Ltd (AWC.AU)$ ) put on 6%.…Elsewhere, I was a little surprised fundies weren’t coming in hard for our OILERS – Woodside ( $Woodside Energy Group Ltd (WDS.AU)$ ) only put on 0.3% and Santos ( $Santos Ltd (STO.AU)$ ) added just 0.9%….Got to say that STO looks more than ready to break out and we could even see WDS return with a better takeover offer.
5
There were a couple of decent moves after reporting….Basically if a company MISSED expectations or provides a dodgy outlook then the stock falls. If we see a BEAT or a bullish outlook then the stock goes up.
Nufarm ( $Nufarm Ltd (NUF.AU)$ ) fell 9.79% – MISSED (so good value has emerged)
Cochlear ( $Cochlear Ltd (COH.AU)$ ) fell 7.33% – MISSED:
Origin ( $Origin Energy Ltd (ORG.AU)$ ) fell 9.43% – MISSED
NRW Holdings ( $NRW Holdings Ltd (NWH.AU)$ ) up 9.72% – BEAT
Magellan ( $Magellan Financial Group Ltd (MFG.AU)$ ) up 7.6%...
Nufarm ( $Nufarm Ltd (NUF.AU)$ ) fell 9.79% – MISSED (so good value has emerged)
Cochlear ( $Cochlear Ltd (COH.AU)$ ) fell 7.33% – MISSED:
Origin ( $Origin Energy Ltd (ORG.AU)$ ) fell 9.43% – MISSED
NRW Holdings ( $NRW Holdings Ltd (NWH.AU)$ ) up 9.72% – BEAT
Magellan ( $Magellan Financial Group Ltd (MFG.AU)$ ) up 7.6%...
$CommBank (CBA.AU)$ posted a 6% fall in net profit to $9.32bn which was slightly lower than the $9.5bn expected by the market. The stock held up because the market liked the dividend increase due to the board upping the profit payout ratio to 79%….CBA is a very expensive bank as evidenced by it’s PE of about 22 times, dividend yield of 3.5% and no profit growth.
I found this slide in the results presentation….Unfortunately the end of cash is going to happen before we know it.
I found this slide in the results presentation….Unfortunately the end of cash is going to happen before we know it.
5
Beaten up packaging company Orora ( $Orora Ltd (ORA.AU)$ ) rallied 19% to $2.27 after receiving a takeover bid from an American private equity firm called Lone Star Funds who are offering $2.55 per share. The ORA board has rejected the deal as they believe it materially undervalues the company….There is a reasonable chance Lone Star comes back with a higher price or another buyer emerges, so there could be more upside in the stock. BUY
3
Even though the Aussie copper producers got hit with some price target and earnings forecast cuts, Macquarie's got a silver lining in the clouds ☁️. They're saying this recent dip in stock prices is like a gift-wrapped sale sign 🎁 for smart buyers like us! Why? Because the big guys in the game are eyeing this pullback as a prime opportunity to stock up 🛍️.
"No brakes on the copper M&A train 🚀, folks! The majors are still trading, and those acquisition premiums are pointing straight to long-term ...
"No brakes on the copper M&A train 🚀, folks! The majors are still trading, and those acquisition premiums are pointing straight to long-term ...
13
Looks like I made the wrong call on JB HiFi (JBH) which was the star of the day – surging 8.3% to a fresh record high….While margins took a bit of a hit last year the market was excited about the 80c special dividend plus the fact that Aussies look to be spending some of their tax cuts in $JB Hi Fi Ltd (JBH.AU)$ stores as same store sales for July jumped 5.2%. Huge immigration would have also helped demand.
$Mirvac Group (MGR.AU)$ shares fell 8.5% after reporting a loss of $805 million for last financial year. A $1.1bn write down of it’s office portfolio was the major reason behind it. Management also warned about squeezing margins on some projects, so thinks next years operating profit will come in lower.
MGR is trading at $1.93 Vs NTA of $2.36, there is some value to be had, but it’s not for me at this stage.
MGR is trading at $1.93 Vs NTA of $2.36, there is some value to be had, but it’s not for me at this stage.
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