With 59% retailers currently holding stock , WDS is highly attractive target for industry players to acquire and pressure the stock from both a put option and take over purpose. The fundamentals for iron ore and gas should be closely aligned in regards to the Chinese economy, yet stocks in Ore seem out of step with Oil & Gas.
The white noise to a possible take over appear to be stronger, Aramco’s reported interest in acquiring upstream assets and positioning itself within EIG for gaining a footh...
The white noise to a possible take over appear to be stronger, Aramco’s reported interest in acquiring upstream assets and positioning itself within EIG for gaining a footh...
Wemaintain a Neutral on BHP as we expect weaker iron ore prices over 12mths+ tobalance against stronger copper prices, and shareholder returns to moderatewith higher capex. FY24 is overall in line with CF slightly ahead; BHP stillperforms to plan operationally & financially in its key divisions.Production & capex guidance is unchanged, while FY25 & 'medium-term'unit cost guidance is slightly higher than expected. We trim FY25/26 EPS by ~5%& our target...
4
$Pilbara Minerals Ltd (PLS.AU)$ shorts have picked up to new highs crossing 22%. #Lithium price is off another 10% in 2 days. Many more investors have been wiped out since this tweet. Li sector is turning into mass destruction of capital. Only then will a cyclical bottom be in… getting closer!
3
Last week, the AUD/USD finished lower at 0.6512 (-0.53%), marking a third straight week of declines and its lowest weekly close in almost four months. The decline was fuelled by cooler Australian inflation figures for the June quarter, risk aversion flows, and an unwinding of long AUD/JPY trades after the Bank of Japan raised rates and struck a hawkish tone. $S&P/ASX 200 OPIC (OXJO.AU)$
RBA Governor Bullock noted that the Board debated between a hik...
RBA Governor Bullock noted that the Board debated between a hik...
1
$BHP Group Ltd (BHP.AU)$ had a better set of production numbers than Rio Tinto $Rio Tinto Ltd (RIO.AU)$
1
Trend following is a rather mundane investing methodology in the absence of news (i.e., new information not previously available to the market). Trends tend to perpetuate in the absence of news that changes the prevailing mindset among investors regarding a stock’s earnings.
2
It's the global index flow...moving more cash to equities...equities near historic high level. They usually target the top 10 stocks but since $BHP Group Ltd (BHP.AU)$ is off the radar with China worries, $CommBank (CBA.AU)$ and $CSL Ltd (CSL.AU)$ are getting extra boost. When the flow stops, we will see who is swimming naked!
4
NVIDIA vs. the tiny mining sector 🤣🔥
Mining vs AI: What’s wrong with this picture?
$NVIDIA (NVDA.US)$ $BHP Group Ltd (BHP.AU)$ $Rio Tinto Ltd (RIO.AU)$
Mining vs AI: What’s wrong with this picture?
$NVIDIA (NVDA.US)$ $BHP Group Ltd (BHP.AU)$ $Rio Tinto Ltd (RIO.AU)$
3
Bloomberg published an article claiming Saudi Aramco and Abu Dhabi National Oil Co have been separately examining a takeover bid for Santos ( $Santos Ltd (STO.AU)$ )….I think there is Buckley’s chance the government will allow a foreign entity to acquire Santos.
I wish that the ATO had pay back the interest as well.
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)