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‘Practical and temporary’ – Behind the 2022 budget

Treasury Josh Frydenberg delivered his long-awaited, pre-election budget this week, seeking to offer respite to a ‘surge’ in the cost of living. The Federal Government, and next Government for that matter, face a difficult challenge in navigating what is likely a short-term surge in inflation and hit to the cost of living, with demands for…

Drew Meredith | 30th Mar 2022 | More
Battery materials in short supply but valuation is key

With the world stepping-up its efforts to decarbonise sooner rather than later, parts of the economy have been pushed into rapid transformation to become sustainable. The knock-on effect of Covid-19 and the Ukraine crisis has brought about supply chain disruptions and skyrocketing demand in the metals primarily used in electric vehicle batteries. And for those…

Ishan Dan | 25th Mar 2022 | More
  • What is a short squeeze?

    First, it was GameStop and the era of the ‘meme’ stocks. Then it was the Archegos hedge fund making massive bets on well-known technology companies. More recently, it was a massive spike in the price of Nickel. What all these events have in common was that they all involved a ‘short squeeze’. Short squeezes have…

    Drew Meredith | 23rd Mar 2022 | More
    Three ASX stocks ripe for a takeover

    ASX shares have been popular acquisition targets in recent times. Notable takeovers include Sydney Airport, Class Limited and Australian Pharmaceutical. Here are three more ASX shares with takeover potential. 1. Megaport Ltd (ASX: MP1) Megaport provides Network-as-a-Service services to companies. It’s similar to Amazon Web Services or Microsoft Azure, except it’s a neutral provider. The business expects to be cash flow breakeven by the…

    Lachlan Buur-Jensen | 23rd Mar 2022 | More
  • One little prick that could go a long way

    Blood diagnostic company Haemokinesis Limited is ASX-bound, with its $17 million share issue, at 20 cents a share, closing this Wednesday, with Haemokinesis expected to commence trading on the exchange on Friday, 8 April. When it hits the screens Haemokinesis will have a market capitalisation of $77 million. Haemokinesis – which means “moving blood with…

    James Dunn | 18th Mar 2022 | More
    Ukraine war to cut growth, boost inflation

    The deepening war crisis in Ukraine is showing no sign of abating any time soon, with inflation hitting historical highs as war effects compound inflation triggered by the Covid-19 pandemic. BlackRock has released a research note covering its macro and geo-political view. The global asset manager says, “The war in Ukraine has already caused a…

    Ishan Dan | 18th Mar 2022 | More
    Why it’s party time for Chinese investors

    Hong Kong stocks are on a tear, rising some 7 per cent in the past week at the time of writing, boosted by the tech sector. It’s all to do with the US regulators wanting to delist Chinese stocks. China’s Securities Regulatory Commission is considering allowing US officials to inspect documents on firms that don’t…

    Ishan Dan | 18th Mar 2022 | More
    Two beaten-down blue-chip buys

    It could be a smart move to consider ASX blue chip shares during this period of intense volatility since the start of the year. Blue chips are typically ones that have strong positions in the market and can offer more reliability in times of economic difficulties. I’d only want to go for opportunities that are showing…

    Contributor | 16th Mar 2022 | More
    A timely reminder why mining companies make poor hedges

    The pandemic combined with the invasion of Ukraine has sent global commodity markets into flux. Commodities ranging from grain to crude oil are surging to near-record levels with 2020’s demand weakness offset by 2022’s significant supply-chain issues. In an environment of growing volatility and inflation, investors are naturally seeking hedges for their portfolios with gold…

    Drew Meredith | 16th Mar 2022 | More
  • Is it too late to jump on the Nickel bandwagon?

    The price of nickel is going nuts, soaring past US$100,000 a tonne. The London Metal Exchange (LME) canceled nickel trading on Tuesday after an unprecedented 250% price rise was triggered by Western sanctions against Russia. The price surged to hit US$101,365 a tonne, the highest point ever seen on the LME. So, what’s going on?…

    Ishan Dan | 11th Mar 2022 | More
    Confused about the Metaverse? Cointree explains it all.

    Confused about the Metaverse? Well, you’re not the only one. There’s been a lot of talk about the “Metaverse” after Mark Zuckerberg rebranded Facebook and named it Meta Platforms. It all started a few years ago when Zuckerberg bought a virtual reality (VR) company called Oculus, which manufactured VR headsets. With Oculus, you could put on…

    Ishan Dan | 11th Mar 2022 | More
    The one true hedge that continues to deliver

    Investors are piling into the safe-haven asset following the crisis in Ukraine. Dubbed the “currency of last resort,” gold is often seen as a safe-haven asset in times of market turmoil, because it retains its value during a time of crisis. Going back in history, gold has been considered a store of value for quite…

    Ishan Dan | 11th Mar 2022 | More
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