Friday, May 17, 2024
This company is sitting on the richest copper-gold mine in the world, but it has been locked up for 35 years and can't touch it. Political risk crippled what was once a highly profitable 'blue chip' stock. All investing involves political risk, but political risks can be the most volatile, hardest to quantify, and most wealth-destroying. Or perhaps wealth creating - in the right circumstances and at the right price!
In 2021 and 2022, when the prices of nickel and nickel explorers/miners were soaring, my inbox was flooded with emails asking which nickel stock(s) to jump into. Since all mining booms follow a familiar pattern, and end the same way for the same reasons, I responded by referring to my story about the mother of all nickel boom-busts – Poseidon, involving the very same nickel mines. How’s a one-year gain of 46,000% sound?
Woolworths CEO forced out early - despite good profit margins and returns on equity. How to balance maximising shareholder value versus other key stakeholders.
JB Hi-Fi: Misunderstood growth star or the next Myer?
With the lithium bubble bursting, I am now receiving emails from readers (and hot stock tip-sheets) about how to jump in on the latest ‘hot’ commodity – uranium, as a possible solution in the transition from fossil fuels.
Case study: CSL – growth superstar at a rare bargain, or over-priced mature low-growth behemoth?
This is the story of my adventure with Qantas shares – and proof that the ‘Bigger Fool’ theory works! Media headlines writers are having a field day with all the recent dramas surrounding Qantas.
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"The depth and quality of Ashley’s research and analysis of investment markets is the best in the business.”
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