🚨 Xero $Xero Ltd(XRO.AU$ Morgan Stanley PT $170⬆️ vs $140🧐
🔎 "We have increased conviction in our OVERWEIGHT thesis. An attractive structural growth story with improved profitability & FCF"
🔎 "Sustained ARPU growth + low churn + lower marketing will create shareholder value"
🔎 "We have increased conviction in our OVERWEIGHT thesis. An attractive structural growth story with improved profitability & FCF"
🔎 "Sustained ARPU growth + low churn + lower marketing will create shareholder value"
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/152394129/20240712/c6d1d1b21e4e40b9ab0237a061808ef0.jpg/thumb?area=102&is_public=true)
Woodside ( $Woodside Energy Group Ltd(WDS.AU$ ), Santos ( $Santos Ltd(STO.AU$ ), Beach ( $Beach Energy Ltd(BPT.AU$ ) and Karoon ( $Karoon Energy Ltd(KAR.AU$ ) should be banking some solid cash at the moment considering the recent rally in OIL.…All 4 stocks are CHEAP.
4
All the ETFs on the ASX that had income to distribute went ex-dividend yesterday….URNM $BetaShares Global Uranium ETF(URNM.AU$ for example fell 42c or 4.43% but 18c was a dividend payment so the stock was only down 2.5% in real terms.
2
Lend Lease ( $Lendlease Group(LLC.AU$ ) sold it’s US Military Housing business for $US320 mil. The CEO, ‘Fat’ Tony Lombardo gave himself a big pat on the back after liquidating the fine asset……LLC rallied just 4% on the news.
2
COAL miners closed comfortably in the green on news of an explosion at one of Anglo’s mega hard coking coal mines in Queensland. Fortunately no one was injured (what a miracle!)….
Our miners rallied because the price of coking coal should rise due to this decent supply disruption that may last quite a while. $Whitehaven Coal Ltd(WHC.AU$ increased 6.27%, $Coronado Global Resources Inc(CRN.AU$ put on 8.86% and $Stanmore Resources Ltd(SMR.AU$ added 5.08%. $BHP Group Ltd(BHP.AU$
Our miners rallied because the price of coking coal should rise due to this decent supply disruption that may last quite a while. $Whitehaven Coal Ltd(WHC.AU$ increased 6.27%, $Coronado Global Resources Inc(CRN.AU$ put on 8.86% and $Stanmore Resources Ltd(SMR.AU$ added 5.08%. $BHP Group Ltd(BHP.AU$
lF you are betting the BULL 🐂 will finally come back to ASX specs next FY, IMO today might be the last chance to buy your favourite #ASX spec stock at near all time lows??
Bargains galore at ASX now, Unless it becomes even cheaper next year😅
DYOR & PLACE YOUR BETS💥 $Pilbara Minerals Ltd(PLS.AU$ $Fortescue Ltd(FMG.AU$ $Appen Ltd(APX.AU$ $Telstra Group Ltd(TLS.AU$
Bargains galore at ASX now, Unless it becomes even cheaper next year😅
DYOR & PLACE YOUR BETS💥 $Pilbara Minerals Ltd(PLS.AU$ $Fortescue Ltd(FMG.AU$ $Appen Ltd(APX.AU$ $Telstra Group Ltd(TLS.AU$
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/152394129/20240628/bfca5e32d4a843339a93d4e94483adfe.gif/thumb?area=102&is_public=true)
4
🔎 "miss was from higher holiday & travel, core-services was up higher than anticipated too"
🔎 "upside risks to RBA trimmed-mean #inflation of 0.8% for Q2
🔎 "market pricing >50% chance hike in next 2 meetings [is] fair"
$S&P/ASX 200(.XJO.AU$
🔎 "upside risks to RBA trimmed-mean #inflation of 0.8% for Q2
🔎 "market pricing >50% chance hike in next 2 meetings [is] fair"
$S&P/ASX 200(.XJO.AU$
![🚨 Citi on Aussie CPI @ 4% 🚀](https://sgsnsimg.moomoo.com/sns_client_feed/152394129/20240627/aa4f6e2a253f4a3ba8f8eb8f4753182b.jpg/thumb?area=102&is_public=true)
1
Paladin ( $Paladin Energy Ltd(PDN.AU$ ) is set to take over Canada’s Fission Uranium which is targeting to start URANIUM mining by 2029….I think it is a smart move by PDN to diversify and grow as it’s only producing mine at the moment is in Africa….PDN is a key holding in the URNM ETF.
2
The historically high share price and signs of a “squeeze” from both short sellers and those rushing to capitalise on the rally were pushing the share price too high. $CommBank(CBA.AU$
I'm a mining stock veteran. Seen highs and lows. But with analysts predicting a rebound, I'm tempted to double down.What's your move? Hold, buy, or sell? $Rio Tinto Ltd(RIO.AU$ $BHP Group Ltd(BHP.AU$
2
1