Podcasts about bhp group

Yesterday our local market closed slightly lower, down 0.04%, with energy and information technology down the most.  On the ASX200 leaderboard, BNPL company ZIP Co (ASX:ZIP) advanced more than 16% after the company reported a 219% year-on-year increase in EBITDA of $46 million. Overnight, US equities closed in the red, with all three major benchmarks down after a significant tech sell- off and tariff concerns. The Dow Jones lost 1.7% or almost 700 points, the S&P500 closed 2.24% lower, while the tech- heavy Nasdaq closed 3.07% lower. What to watch today:The SPI futures are suggesting the Australian market will fall 0.33% at the open this morning, following the heavy sell- off on Wall Street. Keep watch of BHP Group (ASX:BHP) this morning as the mining giant is set to release its third quarter update.And in economic data, today Australia's unemployment rate data for March will be released.  Looking at commodities, Crude oil is trading higher, 2.44% in the green at US$62.82 per barrel, as fresh US sanctions on Chinese importers of Iranian crude, reignited supply concerns. The price of gold reached a record high, trading up 3.25% at US$3,356.67 an ounce, as the increasing unpredictability of the US trade policy and low demand for the US dollar and Treasury securities has left gold as one of the main saf0- haven commodities. And iron ore is steady at US$100.19 a tonne.  Trading Ideas:Bell Potter maintains their Buy rating on Select Harvest (ASX:SHV) after the almond grower delivered a disappointing crop update with an approximate 10% downward revision to FY25 crop expectations. Bell Potter believe it was largely offset by stronger pricing outcomes, which look likely to be a greater benefit into FY26-27. Their 12- month price target remains unchanged at $5.80, and at SHV's current share price of $4.60, this implies 26.1% share price growth in a year.Trading Central have identified a bullish signal in QBE Insurance Group (ASX:QBE) indicating that the stock price may rise from the close of $21.36.

Education Stocks: Winners and Losers Stadio: Strong performance with double-digit growth and 50,000+ learners. Benefiting from a shortage of university spaces and the struggles at UNISA. Potential for further growth through distance learning and university status. ADvTech*: Long-term holding with solid but not as aggressive growth. Strong presence in tertiary education and schools. Expansion into East Africa showing promise. Curro: Disappointing results with flat learner numbers and write-downs on buildings. Struggles may be due to internal issues or broader economic pressures on lower-income consumers. Commodity Movers: Copper & Rhodium Copper: Near all-time highs due to demand from EVs, data centers, and energy transition. Companies like BHP*, Anglo, and Rio ramping up production. Simon is playing the copper trade through BHP Group. Copper | Weekly | 25 March 2025 Rhodium: Seeing a price recovery after a prolonged downturn. Benefiting PGM miners, though still far from peak levels. Platinum & Palladium: Relatively stable within established price ranges. BYD's Breakthrough in Battery Tech BYD claims a five-minute charge for 400 km range, setting a new benchmark for EVs. Outpacing Tesla and other competitors in rapid-charging efficiency. Dominating the affordable EV space with sub-$10,000 models. Tesla's Market Share Decline in Europe Tesla's share of the European BEV market dropped from 21% to 9.6%. Competitive pricing from BYD and lack of Tesla model updates. CEO Elon Musk's political involvement potentially affecting brand perception. Remgro: Growing Discount to NAV Reported net asset value (NAV) of R276.89, but share price only R155. The discount to NAV is reaching extreme levels. Historically, Remgro traded at a much smaller discount, raising questions about potential revaluation. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Education Stocks 06:51 Commodities: Copper and Rhodium Insights 13:34 Electric Vehicle Market Dynamics 18:02 Remgro's Financial Performance and Valuation Insights    

Kieran Witthuhn from Anchor unpacks BHP Group's results, Aveng CEO Scott Cummins discusses the impact of loss-making contracts alongside stronger divisions, and Viv Govender from Rand Swiss weighs in on the EU tech gap and the launch of Grok3.

Viele Branchen - und damit auch Einzelaktien - haben positiv auf Chinas Stimulusmaßnahmen reagiert. Heute gebe ich euch daher ein konkretes Update zu 6 Aktien direkt aus meinem Depot.
 ► An diese E-Mail-Adresse kannst du mir deine Themen-Wünsche senden: podcast@lars-erichsen.de
 ► Den neuen Podcast “Buy The Dip” findet ihr hier: https://buythedip.podigee.io
 ► Schau Dir hier die neue Aktion der Rendite-Spezialisten an: https://www.rendite-spezialisten.de/aktion
 ► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: https://erichsen-report.de/
 Viel Freude beim Anhören. Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei, den Podcast bekannter zu machen. Damit noch mehr Menschen verstehen, wie sie ihr Geld mit Rendite anlegen können.
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 Quelle der Audio-Snippets, abgerufen am 02.10.2024: URL: https://www.youtube.com/watch?v=qOTSUp-xw5w Titel: China stocks have best week since 2008 following Beijing stimulus plans YouTube-Kanal: CNBC Television
 Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. 
Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: Tencent.com, JD.com, SilverCorp Mining, GatosCorp, Fortuna Mining, BHP Group

Eine Dividendenrendite von über 5% PLUS einem ganz ordentlichen Kurspotenzial: Das ist eine Kombination, die wir an der Börse nur relativ selten vorfinden, aber jetzt könnte sich diese Gelegenheit ergeben. Lasst uns dazu sprechen.
 ► An diese E-Mail-Adresse kannst du mir deine Themen-Wünsche senden: podcast@lars-erichsen.de
 ► Den neuen Podcast “Buy The Dip” findet ihr hier: https://buythedip.podigee.io
 ► Schau Dir hier die neue Aktion der Rendite-Spezialisten an: https://www.rendite-spezialisten.de/aktion
 ► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: https://erichsen-report.de/
 Viel Freude beim Anhören. Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei, den Podcast bekannter zu machen. Damit noch mehr Menschen verstehen, wie sie ihr Geld mit Rendite anlegen können.
 ► Mein YouTube-Kanal: http://youtube.com/ErichsenGeld
 ► Folge meinem LinkedIn-Account: https://www.linkedin.com/in/erichsenlars/
 ► Folge mir bei Facebook: https://www.facebook.com/ErichsenGeld/
 ► Folge meinem Instagram-Account: https://www.instagram.com/erichsenlars
 Quelle der Audio-Snippets, abgerufen am 04.09.2024:
 URL: https://www.youtube.com/watch?v=Pt_eEGOtB3c Titel: Diese Entwicklung erwartet niemand! YouTube-Kanal: Erichsen
 Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. 
Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: RioTinto, BHP Group

Plus: U.S. spy agencies say Iran is working to undercut Donald Trump's presidential campaign. And, BHP Group and Lundin Mining agree to jointly acquire Canadian exploration company Filo. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Australian market has been busy this week as we approach the FY24 results season. Some companies have provided early indications of their performance, while others have offered updates on their Q4 trading and future outlook. Which names stood out this week and how did this impact the local market as we head towards the mid-July?In this week's wrap, Grady covers:(0:31): why Accent Group soared this week(2:02): the sell-off in BHP Group(3:12): Domino's worldwide strategic review(4:52) the winning and losing stocks of the week(5:43): the most traded stocks & ETFs by Bell Direct clients(6:09): economic data to watch next week.

Die BHP Group steht im Jahr 2024 vor erheblichen Herausforderungen. Die jüngsten Quartalszahlen zeigen eine deutliche Abhängigkeit von den schwankenden Rohstoffpreisen, was sich sowohl auf den Umsatz als auch auf den Gewinn des Unternehmens auswirkt. Als eines der weltweit führenden Rohstoffunternehmen verzeichnete BHP in den letzten Jahren hohe Dividenden-Renditen. Doch angesichts der aktuellen Marktbedingungen und der Volatilität der Rohstoffpreise, insbesondere bei Kupfer, Eisenerz und Nickel, rechnen Analysten mit einem möglichen Rückgang dieser Renditen. Die Unsicherheit auf den Rohstoffmärkten zwingt das Unternehmen, seine Finanzstrategien anzupassen, um langfristig stabil zu bleiben. Die Analyse der jüngsten Finanzberichte von BHP zeigt, dass die Gewinne in den letzten Quartalen rückläufig sind. Dies ist auf die sinkenden Preise für wichtige Rohstoffe zurückzuführen, die das Unternehmen fördert. Diese Preisschwankungen haben einen direkten Einfluss auf die Erträge und die Fähigkeit des Unternehmens, hohe Dividenden auszuschütten. Für Investoren stellt sich die Frage, ob BHP angesichts dieser Herausforderungen weiterhin eine attraktive Anlageoption bleibt. Die langfristigen Perspektiven hängen stark von der Erholung der Rohstoffpreise und der Fähigkeit des Unternehmens ab, seine Betriebskosten zu senken und effizienter zu arbeiten. Zusammenfassend lässt sich sagen, dass die BHP Group im Jahr 2024 vor einer unsicheren Zukunft steht. Die Abhängigkeit von den Rohstoffmärkten bleibt ein zentrales Risiko, das Investoren genau beobachten sollten. Ob BHP seine Position als führendes Rohstoffunternehmen halten kann, wird maßgeblich davon abhängen, wie das Unternehmen auf die aktuellen Marktbedingungen reagiert und seine Finanzstrategien anpasst. *Inhaltsverzeichnis*00:00 Intro01:26 Langfristiger Chart von BHP02:36 BHP vs. S&P 500 vs. S&P 500 Rohstoff ETF (XL) vs. ASX 20003:22 BHP vs. Rio Tinto vs. Anglo American vs. Fortescue vs. Vale vs. Glencore04:05 BHP: Historie04:48 Geschäftsbereiche05:56 Produkte: Eisenerz, Kupfer, Nickel und Kohle07:02 Abbau-Gebiete07:33 Verwertungschance der Minen nach dem Abbau08:40 Die größten Rohstoff-Konzerne der Welt09:12 Fehlgeschlagene Übernahme von Anglo American10:37 Eigentümerstruktur von BHP11:08 CEO: Mike Henry11:40 BHP: Umsatz & Margen Entwicklung 12:35 BHP: Umsatz nach Region13:06 China-Risiko für BHP14:25 BHP: Gewinn-, Cashflow-Entwicklung & Dividenden16:02 BHP: Bilanz-Überblick & Aktienrückkäufe17:03 BHP: Kennzahlen-Überblick (KGV) 17:48 BHP: Dividenden-Rendite & -Entwicklung18:46 Piotroski- & Levermann-Score19:36 BHP: Unternehmens-Bewertung20:26 BHP: Chartanalyse 21:18 Ist die Aktie von BHP derzeit ein Kauf?22:04 Rohstoff-Aktien und Rohstoff-Preise im Vergleich (Eisenerz, Kupfer und Nickel)23:36 Disclaimer24:12 Danke fürs Einschalten! *Zusammenarbeit anfragen*https://www.maximilian-gamperling.de/termin/ *Social Media* - Instagram: https://www.instagram.com/maximilian_gamperling/ - LinkedIn: https://www.linkedin.com/in/gamperling/ - Newsletter: https://www.maximilian-gamperling.de/newsletter - Podcast: https://akademie.maximilian-gamperling.de/podcasts/anker-aktien-podcast *Meine Tools* - Charts*: https://de.tradingview.com/?aff_id=117182- Aktienfinder: https://aktienfinder.net- Finchat.io*: https://finchat.io/?lmref=5vpktQ- TransparentShare: https://bit.ly/3laA6tK- SeekingAlpha*: https://www.sahg6dtr.com/QHJ7RM/R74QP/- Captrader*: https://www.financeads.net/tc.php?t=41972C46922130T *Disclaimer*Alle Informationen beruhen auf Quellen, die wir für glaubwürdig halten. Trotz sorgfältiger Bearbeitung können wir für die Richtigkeit der Angaben und Kurse keine Gewähr übernehmen. Alle enthaltenen Meinungen und Informationen dienen ausschließlich der Information und begründen kein Haftungsobligo. Regressinanspruchnahme, sowohl direkt, wie auch indirekt und Gewährleistung wird daher ausgeschlossen. Alle enthaltenen Meinungen und Informationen sollen nicht als Aufforderung verstanden werden, ein Geschäft oder eine Transaktion einzugehen. Auch stellen die vorgestellten Strategien keinesfalls einen Aufruf zur Nachbildung, auch nicht stillschweigend, dar. Vor jedem Geschäft bzw. vor jeder Transaktion sollte geprüft werden, ob sie im Hinblick auf die persönlichen und wirtschaftlichen Verhältnisse geeignet ist. Wir weisen ausdrücklich noch einmal darauf hin, dass der Handel mit Aktien, ETFs, Fonds, Optionen, Futures etc. mit grundsätzlichen Risiken verbunden ist und der Totalverlust des eingesetzten Kapitals nicht ausgeschlossen werden kann.Aussagen über zu erwartende Entwicklungen an Finanzmärkten, insbesondere Wertpapiermärkten und Warenterminbörsen, stellen NIEMALS EINE AUFFORDERUNG ZUM KAUF ODER VERKAUF VON FINANZINSTRUMENTEN dar, sondern dienen lediglich der allgemeinen Information. Dies ist selbst dann der Fall, wenn Beiträge bei wörtlicher Auslegung als Aufforderung zur Durchführung von Transaktionen im o.g. Sinne verstanden werden könnten. Jegliche Regressinanspruchnahme wird insoweit ausgeschlossen. *Affiliate-Link #BHP #Aktie #Börse

US equities closed mixed overnight. The Dow Jones slid over 100 points or 0.3% to close the first trading session for June, while the S&P500 and the Nasdaq closed in the green, up 0.1% and 0.56% respectively. Weighing on the Dow was the release of weak manufacturing data in the US, which saw a pullback in banks, industrials and shares dependent on economic growth.  The local market started the new trading month in positive territory yesterday, after a red run last week as the financial and utilities stocks boosted the market to a green close. Tech and communications services stocks weighed on the market gains, with the rate sensitive tech sector ending Monday's session down 0.7%. Our local rally on Monday followed momentum from Wall Street on Friday, as the US core personal expenditure data, which is the Fed's preferred measure of inflation, increased just 0.2% for April, the slowest rate this year, indicating inflationary pressures in the world's largest economy are beginning to ease. What to watch today:The Australian market is set to open lower this morning, with the SPI futures suggesting a 0.15% fall at the open. In commodities, The iron ore price hit a six-week low however the big iron ore miners in Australia posted notable gains on Monday, seemingly unaffected by the drop in the price of their major commodity. BHP, Fortescue and Champion Iron all posted gains yesterday. The drop in the iron ore price was due to ongoing weakness in China's housing market as indicated by the release of new-home sales economic data. Despite weakness in China's property sector, the world's second largest economy reported expansion in its manufacturing sector as activity in the manufacturing space increased at its fastest rate in almost 2-years for May, in a positive sign of slow economic recovery post-pandemic in the region.Energy stocks also rallied in the aftermath of the OPEC+ meeting, where the global oil regulator further cut production outputs in an attempt to bolster the price of oil.This morning, oil is trading 3.88% lower at US$74 per barrel as markets digested OPEC+'s latest move, while gold is up more than 1% at US$2,350 an ounce and iron ore is down 0.1% at US$117.52 per tonne.And the Australian dollar is buying US$0.67, 104.27 Japanese Yen, 52.16 British Pence, and NZ$1.08.Trading Ideas:Bell Potter maintains a Speculative Buy rating on AMA Group (ASX:AMA), the largest accident repair group in Australia with approximately 127 vehicle repair shops. Bell Potter's key focus for the company this half has been the refinancing of AMA's senior debt facility which matures in October this year. They have lowered their valuation from $0.12 to $0.08, and at the company's current price of $0.04, this implies 86% share price growth in a year. And Trading Central has identified a bullish signal in BHP Group (ASX:BHP), indicating that the stock price may rise from the close of $44.81 to the range of $48.30 to $49.10 over 8 days according to the standard principles of technical analysis. 

Alberto Roldán, profesor de finanzas y economía y consejero de New Growth Capital, analiza algunos de los valores mas importantes de esta jornada: BCE, BHP Group y Volkswagen.

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1)  Ukraine must be allowed to target missile crews inside Russia with European-supplied weapons, according to French President Emmanuel Macron.(2)  Germany and France have agreed to make rapid progress to deepen the European Union's capital markets to boost investment in the bloc after years of discussions, French President Emmanuel Macron said.(3) Keir Starmer's poll-leading opposition Labour Party is seeking to reassure the City of London it is not considering further taxes on Britain's banks if it wins power at the UK general election on July 4.(4) The White House said an Israeli strike on an encampment in Rafah that left dozens dead was devastating but would not cause President Joe Biden to freeze additional arms shipments to the country.(5) With just hours left on the clock, advisers for BHP Group and Anglo American Plc were still struggling to find a breakthrough to salvage BHP's ambitious $49 billion takeover plan. See omnystudio.com/listener for privacy information.

Embark on a journey of discovery with Dr. Alan as he unveils the cutting-edge breakthroughs of Clarity Pharma, a pioneering force in the relentless fight against cancer through next-generation radiopharmaceuticals. In this instalment of our From the helm series, Bell Direct's Grady Wulff speaks to Clarity Pharmaceuticals (ASX:CU6) Executive Chairman, Dr Alan Taylor.Clarity Pharmaceuticals specialises in the development of Targeted Copper Theragnostic for the imaging and treatment of selected cancers. Clarity Pharma has an extensive program of clinical development for imaging and cancer therapy with a series of important data readouts over the next few years. In this video Dr. Alan discusses:(1:27) An overview of the company, including their 7 clinical trials(3:35) The promising results from their SECuRE trial(11:55) Why the radiopharmaceutical market is booming(14:47) Why Clarity Pharma could be an investment opportunity

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) Standing in the rain and being drowned out by protesters playing the Labour Party's 1997 victory anthem “Things Can Only Get Better” will not have been Rishi Sunak's preferred backdrop for his announcement naming the date of the next UK election.(2) UK Prime Minister Rishi Sunak's decision to stake the Conservative Party's future on a rare summer election was so secret that even his chancellor of the exchequer, Jeremy Hunt, appeared surprised by the plan.(3) Nvidia the chipmaker at the center of an artificial intelligence boom, gained in late trading after a bullish sales forecast showed that AI computing spending remains strong.(4) Federal Reserve officials earlier this month coalesced around a desire to hold interest rates higher for longer and “many” questioned whether policy was restrictive enough to bring inflation down to their target.(5) BHP Group just won an extra week to convince Anglo American Plc on its $49 billion takeover plan. But the world's biggest miner still must resolve the deal's most intractable obstacle: What to do about South Africa? See omnystudio.com/listener for privacy information.

Mining experts and host Bruce Whitfield discuss BHP's latest attempt to acquire Anglo American. The bid was rejected by the mining giant and the state-owned Public Investment Corporation, which owns over 7% of Anglo American. Anglo American Plc's second-largest shareholder stated that BHP Group's takeover offer needs a “meaningful revision,” making these public comments just hours before the deadline for BHP to either commit to an offer or withdraw.See omnystudio.com/listener for privacy information.

Mining experts and host Bruce Whitfield discuss BHP's final attempt to acquire Anglo American. The bid was rejected by the mining giant and the state-owned Public Investment Corporation, which owns over 7% of Anglo American. Anglo American Plc's second-largest shareholder stated that BHP Group's takeover offer needs a “meaningful revision,” making these public comments just hours before the deadline for BHP to either commit to an offer or withdraw.   Liandra da Silva, Economist at Nedbank, and host Bruce Whitfield analyze the latest inflation figures. According to Stats SA, consumer prices saw minimal movement in April, with headline inflation slowing to 5.2%, down from 5.3% in March. This aligns with economists' expectations for headline inflation to remain steady after its first decrease in 2024, from 5.6% in February.   Jonathon Liebmann, founder of BlackBrick, is The Money Show's Shapeshifter. He talks with host  Bruce Whitfield about his career and founding BlackBrick, which has quickly become Africa's fastest-growing apartment hotel brand since 2019. With properties in Sandton and Foreshore, and a new hotel in Bedfordview, BlackBrick plans to expand to Gardens by February 2025 and Umhlanga by December 2025, establishing a strong nationwide presence. See omnystudio.com/listener for privacy information.

Wall Street ticked higher at the closing bell on Tuesday as investors anticipate the release of AI giant Nvidia to gauge how far the tech-rally and valuations can grow. The Dow Jones rose 0.17% on Tuesday, the Nasdaq added 0.22% to set a 10th all-time high this year, and the S&P500 ended the day up 0.25% to also set its 24th record close of 2024. Nvidia shares rose 0.6% prior to the release of its results which are due out on Wednesday, US time, with analysts expecting the semiconductor and AI giant to post another strong batch of results.In Europe overnight, markets closed lower in the region ahead of the release of some key economic data later in the week including the UK inflation reading where it is widely expected to show a sharp decline in the headline inflation rate. The STOXX600 fell 0.21% on Tuesday, Germany's DAX lost 0.22%, the French CAC fell 0.67%, and, in the UK, the FTSE100 ended the day down just 0.09%.Across the Asia markets on Tuesday, it was a sea of red led by Hong Kong's Hang Seng falling 2% amid declining materials and industrials stocks.The local market overturned a recent rally to close 0.15% lower on Tuesday as communications services and materials stocks weighed on the key index, with heavy losses partially offset by a strong rally for tech stocks which took lead from the Nasdaq rising on Wall St on Monday.Guidance and corporate updates have been dominating the market in recent sessions with building products giant James Hardie Industries tumbling 15% on Tuesday after missing guidance expectations in an update, while Sonic Healthcare weighed on the healthcare sector after its corporate update outlined currency exchange headwinds will lead to lower-than-expected profits for FY24.Embattled casino operator Star Entertainment Group fell 8% on Tuesday after soaring on Monday amid investor concerns that rumoured takeover candidate, Hard Rock Hotels, has denied interest in acquiring the company.Telstra shares fell 2.7% on Tuesday after the telco giant announced a series of cost cutting measures including the culling of up to 2800 jobs equating to 9% of its workforce and further expansion into AI.The ASX is nearing record territory which has many investors questioning just how high the market can go, which is a similar concern over in the US as the Dow Jones reached a record high on Friday, however, with the recent earnings season indicating inflation on earnings, the rally still has some steam left as valuations continue rising.What to watch today:Ahead of the midweek trading session in Australia, the SPI futures are anticipating the ASX to open the day up with a modest rise of 0.27%.On the commodities front this morning, oil is trading almost 1% lower at US$78.53/barrel, gold is down 0.3% at US$2419.5/ounce and iron ore is up 0.19% at US$117.24/tonne.AU$1.00 is buying US$0.67, 104.07 Japanese Yen, 52.81 British Pence and NZ$1.09.Trading Ideas:Bell Potter has maintained a buy rating on Technology One (ASX:TNE) and increased the 12-month price target on the leading SaaS provider from $18.50 to $19.00 following the release of the company's 1H24 results including revenue excluding interest growing 15% to $241m which beat BPe by 1% and profit before tax rose 17%. Technology One also surprised by issuing full year guidance of 12-16% profit before tax growth which topped typical historical guidance of 10-15%.And Trading Central has identified a bullish signal on BHP Group (ASX:BHP) following the formation of a pattern over a period of 43-days which is roughly the same amount of time the share price may rise from the close of $46.04 to the range of $49.40 to $50.10 according to standard principles of technical analysis.

Anglo-American vs. BHP Group Anglo-American rejects BHP Group's offer, unveils its own restructuring plan. Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses. Focus on high-quality iron ore and copper assets. Discusses shareholder likelihood of accepting Anglo-American's plan over BHP Group's offer. Discussion on lab-grown diamonds and potential impacts on the market. Market Insights Tencent's positive results impact Naspers and Prosus. NASDAQ and S&P close at all-time highs. Analysis of South African market trends, influenced by gold stocks, Naspers, Prosus, Richemont, and Rand strength.   [caption id="attachment_42112" align="aligncenter" width="849"] Top40 close 15 May 2024[/caption] Discussion on upcoming elections' market impact. NHI bill signed, causing sell-off in healthcare stocks. US imposing more tariffs on China, strategic implications discussed. Company Highlights Positive financial results from Calgro M3* and Raubex. Calgro M3 reports good numbers, discusses share buybacks and future prospects.   [caption id="attachment_42113" align="aligncenter" width="849"] Clagro M3 close 15 May 2024[/caption] Raubex impresses with strong financial performance, diversification strategies. Preview of forthcoming corporate earnings announcements and economic data releases. Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results. * I hold ungeared positions. Simon Brown

En esta segunda hora de Cierre de Mercados repasamos toda la actualidad económica y empresarial en Europa. Hablaremos del economía jefe del Banco de Inglaterra. Dice Huw Pill que la autoridad monetaria podría considerar la posibilidad de recortar los tipos de interés durante el verano, aunque el mercado laboral británico, asegura, sigue mostrando escasez de mano de obra. Y de Alemania. Su dato de confianza inversora ZEW aumenta más de lo previsto. Una Alemania en la que la inversión extranjera alcanza un nuevo récord a pesar de la recesión económica y los altos precios de la energía. Estados Unidos sigue siendo el mayor inversor extranjero en Alemania. Le siguen Suiza y China. En el ámbito empresarial, se sigue hablando de Anglo American. No descarta una profunda reestructuración de la empresa mediante la escisión o venta de sus negocios de carbón siderúrgico, níquel, diamantes y platino. Se ve como un intento de protegerse del interés de la australiana BHP Group. En Expansión y Ciclo contamos el resultado de las subastas de hoy del Tesoro y del informe de situación macroeconómica presentado en el Consejo de Ministros. Debatimos todo en la Tertulia con Juan Pablo Calzada y Antonio Álvarez-Ossorio.

Los mercados de Estados Unidos empezaron la sesión con subidas. Protagonista la reacción de Tesla, subiendo más de un 3% en apertura, tras el rumor de que la administración Biden tiene intención de imponer un recargo del 100% a los vehículos eléctricos chinos. También planea imponer aranceles a los dispositivos médicos fabricados en China. Alphabet cae ante la cautela de los inversores por las novedades que presenta hoy OpenAI. Hay declaraciones de Jefferson, de la Fed. Asegura que la economía ha progresado mucho, la inflación ha retrocedido y el mercado laboral se ha mostrado muy resistente; asegurando que la inflación es todavía fuente de preocupación y que es importante buscar mas pruebas de su remisión. Aboga por mantener el tipo de interés oficial restrictivo, lo que enfría en parte las expectativas. Y en lo corporativo en Europa, BHP Group dice que Anglo American rechaza la oferta mejorada. En abril, Anglo American rechazó la propuesta de compra de BHP por valor de 39.000 millones de dólares, alegando que era oportunista y que infravaloraba significativamente sus perspectivas. Ahora rechaza otra de 42.670 millones. Sacyr, IAG y Grifols son los mejores valores de Ibex. Lideran las caídas Fluidra, Cellnex y Banco Sabadell. Esta hora tenemos análisis con Gisela Turazzini, de Blackbird.

This week's US earnings season was a mixed bag of highs and lows in the market spotlight. Pfizer soared despite COVID vaccine sales dip, while PayPal and Pinterest showed tech potential. Yum Brands stumbled, despite Taco Bell's digital surge. Coca-Cola beat expectations but grappled with inflation and market shifts.In this week's wrap, Sophia covers:• (0:29): Pfizer's strong quarter despite COVID dip• (1:05): PayPal's profitability focus against tech giants• (1:46): Pinterest exceeding expectations, contributed by investments in AI• (2:42): Taco Bell's digital surge• (2:54): Coca-Cola's key highlights & weaknesses• (4:46): the most traded stocks & ETFs by Bell Direct clients• (5:16): economic data to watch next week.

In a recent interview with Bruce Whitfield, Peter Brooke delved into the fascinating dynamics propelling our stock market, shedding light on why recent economic indicators seem to have little sway over investor sentiment. From the impact of global equity markets to the potential implications of BHP Group's bid for Anglo American, Peter offers astute observations on the forces driving market movements. Discover how companies like Raubex and Astral Foods are navigating challenging landscapes and find out why resilience remains a hallmark of South African businesses. With Peter's seasoned perspective, you'll gain valuable insights into market trends and potential investment opportunities. Don't miss out on this enlightening discussion!Thanks for listening! Follow us on Linkedin.

Rate Cuts and Economic Outlook Jerome Powell's statement from the FOMC meeting: "Inflation remains too high and the path forward is uncertain." No rate cut was announced at the FOMC meeting. Speculation on upcoming rate cut possibilities and their impact on the economy. Local economic outlook and potential changes due to the upcoming election. BHP Group's Interest in Anglo-American BHP Group's* proposal to buy parts of Anglo-American, leading to market speculation. Complexities of the deal and potential impact on stock prices. Analysis of BHP Group's interest in Anglo-American's assets, particularly in copper Potential effects of the deal on the Johannesburg Stock Exchange (JSE) and overall market sentiment. Historical context of Anglo-American's significance in South Africa's mining industry. Chinese Market and Economic Data Overview of China's economic challenges and recent data indicating resilience. Discussion on Chinese stock market performance and factors influencing consumer sentiment. Oil Market Dynamics Analysis of recent fluctuations in oil prices and underlying supply-demand dynamics. Impact of US oil production and global economic conditions on oil prices. Implications for South African consumers and petrol prices. Retail Bonds and Sygnia ETF Changes Update on retail bond rates for May and potential changes in June. Sygnia's planned changes to ETFs, including the Fourth Industrial Revolution and Fang AI funds. Clicks Results and Market Analysis Review of Clicks' financial results and market response. Analysis of Clicks' performance in the retail sector and future outlook. Discussion on Clicks' valuation and potential investment opportunities. * I hold ungeared positions.  

Nick Kunze from Sanlam Private Wealth on Anglo snubbing BHP Group, what next? A higher offer, or maybe Rio Tinto enters the fray? Anchor's Casey Sprake helps us understand US ten-year bonds

Las bolsas europeas han tocado esta mañana máximos de dos semanas. Domina el verde en una sesión en la que se amplian las fuertes ganancias de la semana pasada, con los inversores pendientes de los datos económicos y de la decisión de política monetaria de la Reserva Federal. Las acciones de recursos básicos lideran las ganancias sectoriales, con las acciones de Anglo American subiendo un 2,3% después de que de que BHP Group considere hacer una oferta mejorada por la minera. Atos avanzaba un 12% después de que el Gobierno francés presentara una oferta para comprar algunas de sus unidades clave. Deutsche Bank pierde casi un 4%, después de que el banco alemán realizara una provisión legal sobre un litigio relativo a su adquisición de Postbank, que afectará a su rentabilidad del segundo trimestre y de todo el año. Los inversores esperan los datos de inflación de la zona euro y la tan esperada decisión de la Reserva Federal sobre los tipos de interés a lo largo de la semana en busca de pistas sobre las perspectivas de la política monetaria mundial. También en el punto de mira de los inversores la Bolsa española, tras anuncio del presidente del Gobierno de seguir en el cargo. El Ibex 35 es el único sector entre los principales europeos en rojo. Lideran las caídas en el selectivo Inditex, BBVA, tras resultados, y Rovi. Al frente de las subidas se ponen Naturgy, las dos Acciona y Sabadell, tras sus cuentas esta última.

This audio is brought to you by Wearcheck, your condition monitoring specialist. South Africa views BHP Group's proposed bid for Anglo American as "normal market activity" and is following the process as it unfolds, President Cyril Ramaphosa's spokesperson said on Monday. BHP is considering making an improved offer for Anglo American after its $39 billion initial proposal was rejected by the London-listed miner, a source told Reuters last week. "It is still early days in terms of the proposal that BHP has submitted to Anglo," spokesperson Vincent Magwenya told a media briefing. "We will follow like everybody else the process as it unfolds. We don't as a country go out of our way to block market activity," Magwenya added. BHP has until May 22 to make a binding bid. A deal, if successful, would create the world's biggest miner of copper, a metal central to the clean energy shift. A condition of the miner's proposal is that Anglo first distributes to shareholders its stakes in Anglo American Platinum (Amplats) and Kumba Iron Ore, both of which operate in South Africa. Any exit by Anglo - founded in South Africa in 1917 - would be an economic blow to the country, whose miners have been cutting jobs and investment in response to weakening metals prices and a slew of local challenges exacerbated by the state port and freight rail company. BHP's bid comes weeks before a general election in which voter anger about a stagnant economy and high unemployment could cost the long-governing African National Congress its majority.

Given higher than expected inflation print this week, the Federal Reserve is less likely to lower interest rates. On Friday mining audiences manager recorded Kitco Roundtable. Gold investors could see higher volatility next week as the Federal Reserve is expected to signal it will not be ready to lower interest rates before the summer.The weakness comes as the Federal Reserve's preferred inflation gauge – the core Personal Consumption Expenditures (PCE) index – showed that inflation remains higher than preferred, rising 2.8% over the prior year in March, above estimates for 2.7% On Wednesday the Fed will make an interest rate announced followed by a press briefing by U.S. Federal Reserve Chair Jerome Powell.Mid week Bloomberg reported that BHP Group has made an unsolicited offer for Anglo American. BHP Group is the world's largest diversified miner with a market cap of about $150 billion. The deal could equal $39 billion making it one of the largest mining deals in decades. BHP is interested in Anglo American's copper assets. Anglo American is expected to produce 730–790 kt of copper in 2024 mostly due to operations in Chile and Peru.

In this week's episode of the Investor's Champion Podcast. We hear Chris and Lee run through key news events covering Filtronic (AIM: FTC), Spotify (SPOT), META (META), Alphabet (GOOG), Nestle, Hermes International, BHP Group, Associated British Foods (ABF), JD Sports (JD), Supreme (AIM: SUP), Jet2 (JET2), Warpaint London (AIM: W7L) and Sanderson Design Group (AIM: SDG) Timestamps: 1:10 Filtronic 5:50 Spotify 9:30 Meta 10:50 IC Ultimate Stocks Portfolio update on Alphabet, Microsoft & Nestle 15:20 French super luxury brand Hermes International 17:30 BHP International proposed buyout of Anlgo American 20:50 JD Sports 21:50 Supreme 24:30 Jet2 26:00 Warpaint 29:20 Sanderson Design Group Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Visit Investor's Champion website here: https://www.investorschampion.com/ Follow Investor's Champion on X here: https://twitter.com/investchampion   Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) BHP Group proposed a takeover of Anglo American that values the smaller miner at £31.1 billion ($38.8 billion), in a deal that would catapult the combined company's copper production far beyond its rivals while sparking the biggest shakeup in the industry in over a decade.(2) Deutsche Bank's trading revenue rose 7% in the first quarter, more than analysts had expected and better than most of the biggest US investment banks (3) Barclays posted first-quarter revenue that topped analyst estimates after its stock traders collected a surprise windfall from tumultuous global markets. (4) BNP Paribas fixed-income traders trailed all of the large Wall Street banks in the first quarter, taking the shine off a strong performance in other parts of the investment bank.(5) President Joe Biden signed a $95 billion national security package into law and said assistance to Ukraine would begin to move within "hours," capping off a bruising fight with Republicans over long-delayed assistance for Kyiv and other besieged US allies.(6) Shares in Meta have dropped by as much as 19% in after-hours trading, after the social media giant said it plans to spend billions of dollars more than expected this year.See omnystudio.com/listener for privacy information.

El sector de las materias primas a nivel mundial se mueve tras la OPA que ha lanzado la minera australiana BHP Group por la británica Anglo American para crear un "monstruo" del cobre. Juntas dominarían el 10% de la producción mundial de este mineral. Por otra parte, la banca europea vive este jueves un día clave con la presentación de los resultados de Barclays, BNP y Deutsche Bank. También la farmacéutica AstraZeneca ha presentado sus cuentas correspondientes al primer trimestre de 2024 en el que ha logrado un beneficio de 2.031 millones de euros, un 20% más respecto al mismo periodo del año anterior. Y el grupo suizo de alimentación Nestlé registra una caída del 5,9% en sus ingresos durante el primer trimestre de 2024. En clave macro, la confianza de los consumidores alemanes da un giro optimista. El índice Gfk aumenta hasta el nivel más alto en dos años, del -27,3 de abril al -24,2 de mayo. Entrevistaremos a José Luis García-Ochoa, de la correduria de seguros García-Ochoa, para hablar del proceso de expansión de ERSM que acaba de integrar la totalidad de la cartera de seguros intermediada por Martaga Correduria. En Expansión y Ciclo, según la OCDE los españoles destinan más del 40% de su salario bruto a impuestos y cotizaciones y, según un informe del Consejo General de Economistas, la factura fiscal media para una familia tipo con rentas medias oscila entre el 31 y el 35% de los ingresos. Los temas de la actualidad los debatiremos en la Tertulia de Cierre de Mercados con Pedro Fernández, empresario y abogado, y Ricardo Gómez, experto en Reputación.

Your morning briefing, the business news you need in just 15 minutes.On today's podcast: (1) Shares in Meta have dropped by as much as 19% in after-hours trading, after the social media giant said it plans to spend billions of dollars more than expected this year. (2) The world's largest mining company, BHP Group, has made a takeover approach for rival Anglo American, a move that could spark the biggest shakeup in the industry in over a decade. (3) BNP Paribas fixed-income traders trailed all of the large Wall Street banks in the first quarter, taking the shine off a strong performance in other parts of the investment bank. (4) Deutsche Bank relied on its traders and investment bankers to make up for a slowdown in income from lending, as Chief Executive Officer Christian Sewing seeks to deliver on an ambitious revenue goal. (5) President Joe Biden signed a $95 billion national security package into law and said assistance to Ukraine would begin to move within "hours," capping off a bruising fight with Republicans over long-delayed assistance for Kyiv and other besieged US allies. (6) Now that President Joe Biden has signed off on a law that could expel TikTok from the US market, Beijing must decide how best to retaliate over an attack on the world's most-valuable start-up.  See omnystudio.com/listener for privacy information.

Der Goldpreis erholt sich heute zum Handelsauftakt von einer bislang eher schwachen Woche. Doch die Korrektur war überfällig und gesund. „Ganz zu Ende dürfte die Korrektur noch nicht sein“, sagt Markus Bußler.

Der DAX kann in dieser Wiche nicht nur zulegen. Gestern gab es einen kleinen Rückschlag. Der Leitindex schloss bei 18.088 Punkten. Heute muss er mit unterschiedlichen Vorgaben aus Übersee zurechtkommen. Außerdem gibt es jede Menge Quartalszahlen.

As the LME bans Russian-origin metals, aluminium, copper, and nickel are set for gains. But where should you invest? South32, BHP Group, or an ETF? Petri Redelinghuys of Herenya Capital Advisors shares insights. Lyle Sankar from PSG Asset Management explains why the definition of risk matters for fixed-income investors. Momentum Investments's Sanisha Pakirisamy on how the outcome of the local elections could shift growth in SA

The iron ore industry has hit some turbulence. Prices have taken a nosedive this year, partly due to a slowdown in China – a big buyer of iron ore. This has influenced the Australian stock market, with mining giants like BHP and Rio Tinto feeling the heat. The US dollar and interest rates are also adding pressure. Discover what this all means for investors in this week's Weekly Wrap video. In this week's wrap, Sophia covers:  • (0:11): why it may be worth keeping watch of iron ore stocks  • (0:35): Australian miners sell-off – BHP, Rio Tinto, and Fortescue • (1:37): China's economic slowdown and stimulus efforts• (2:25): the impact of interest rates and the US dollar on ore prices • (4:14): the most traded stocks & ETFs by Bell Direct clients • (4:46): economic data to watch next week.

Morgans Senior Analyst Adrian Prendergast gives his analysis of the 1H FY24 result from BHP Group (ASX:BHP). Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-season Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU

Shaun Dendere of Trive SA discusses Kumba and BHP Group results. Anton Eser of 10X Investments advises on reducing US equity exposure due to anticipated lower returns in the coming decade. Megan Fraser from Allan Gray explores over-contributions to a Reg 28 fund.

Over in the US, Wall Street was closed on Monday due to the Presidents Day holiday, with trading to resume tomorrow.In Europe overnight, markets closed mostly higher, carrying on the positive sentiment of last week with the STOXX600 closing the day up 0.17% driven by a rally for healthcare stocks. Germany's DAX bucked the positive start to the week closing the session down 0.15%, while the French CAC ended the day flat and the FTSE100 in the UK rose 0.22% to start the week in the green.In Asia, markets also closed mostly higher overnight as investors returned from the Lunar New Year holidays and upbeat travel data boosted investor sentiment. Consumer spending in China rose higher than pre-COVID levels across the Lunar New Year holiday according to data out in the region, indicating economic recovery on the consumer front is underway, which prompted China's CSI300 index to rise 0.5% on Monday. Japan's Nikkei and Hong Kong's Hang Seng indices each fell to start the week lower while South Korea's Kospi rose 1.3%.The ASX started the week with a gain of just 0.09% on Monday as an afternoon sell off erased most of the gains from earlier in the session with real estate stocks weighing on the key index which offset gains among the miners and banks.As we head into week three of the local reporting season calendar, so far 82 companies have reported first half results with 30 beating expectations, 31 meeting expectations and 21 missing expectations.Lendlease was the worst performer in the real estate sector with the company plunging 16% after reporting a $136m loss for the first half and downgrading its return on equity guidance for the remainder of FY24 in results released yesterday.The insurance providers in QBE and IAG were two key names that missed expectations and were subsequently sold off as investors responded to the weaker than expected results from the two providers.A2 Milk on the other hand jumped 12.5% on Monday after the dairy distribution company posted stronger revenue and profits in the first half, attributing the strong results to growth in the Chinese market products.Leading cement producer Boral also rallied 4.6% on Monday after announcing Seven Group has made an offer to buy the remaining 28.4% stake in the company that it does not already own.What to watch today:Ahead of the local trading session here in Australia the SPI futures are expecting the ASX to open Tuesday's session flat ahead of a busy reporting season calendar today including results out of Ansell, BHP Group, Sonic Healthcare, Baby Bunting, Coronado Global Resources and more.On the commodities front this morning, oil is up 0.5% at US$79.57/barrel, gold is up 0.21% at US$2017.35/ounce and iron ore is flat at US$128/tonne.AU$1.00 dollar is buying US$0.65, 98.18 Japanese Yen, 51.83 British Pence and NZ$1.06.Trading Ideas:Bell Potter has reduced the 12-month price target on Boral (ASX:BLD) from $6.30 to $6.24 and maintain a hold rating on the leading vertically integrated supplier of construction materials in Australia following the receipt of a takeover offer from Seven Group which is already a majority investor however is proposing, under the new deal, to acquire the remaining 28.4% interest that it does not own. The offer is a combination of cash and scrip and Bell Potter believes the offer proposal appears to be fair.And Trading Central has identified a bearish signal on PWR Holdings (ASX:PWH) following the formation of a pattern over a period of 25-days which is roughly the same amount of time the share price may fall from the close of $10.76 to the range of $8.80 to $9.10 according to standard principles of technical analysis.

We are now halfway through reporting season, a time when the majority of ASX-listed companies are releasing their financial results, provoking much share price movement across the market. So far this reporting season, 53 companies have reported earnings, with 23 beating market expectations, 19 in line with what analysts anticipated, while 11 missed expectations. In this week's wrap, Sophia covers:(0:39): Commonwealth Bank's (ASX:CBA) fall in net interest margin(1:32): how AMP (ASX:AMP) surprised the market this week(2:22): why IDP Education (ASX:IEL) is on Bell Potter's radar(3:05): Telstra's (ASX:TLS) disappointing half year results(4:11): market movements this week so far(5:46): the most traded stocks & ETFs by Bell Direct clients(6:17): economic data to watch next week. 

Stocks in the US closed mixed on Friday, as investors weighed the latest corporate results and economic data. The S&P 500 edged lower, snapping 6-day winning streak and the Nasdaq 100 lost 0.5%, while Dow Jones finished higher by 60 points.ASX 200 SPI Futures up 14Copper slips on doubts over China's stimulus measures.Iron ore posts best week since November on China optimism.Gold holds steady with spotlight on Fed verdict.Oil edges higher, on track for weekly gain on strong economic growth.OPEC+ unlikely to decide oil policy on Feb 1, will wait several weeks.Chinese copper smelters propose output cuts on concentrate tightness.BHP Group to review court decision on $31.53bn Fundao dam claim.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.

In this week's Monday Market Highlights, Investment Analyst Kate Power discusses Australian employment data, which came in weaker than expected, showing a large decrease in employment during December. She also looks into Fed Governor Christopher Waller's commentary around economic activity and labour markets, along with US December retail sales data, and US bond yields. In equity news, Kate highlights supermarket giants Coles and Woolworths, Super Retail Group, semiconductor chip manufacturer TSMC, and mining companies Rio Tinto and BHP Group.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.

This week we talk about renewables, open-pit mines, and the Bronze Age.We also discuss the Cobre mine, First Quantum, and environmentalism.Recommended Book: The Possibility of Life by Jaime GreenTranscriptDepending on whose numbers you use, and where you choose to place your chronological brackets, the Chalcolithic, or Copper Age, began around 5,000 BCE, around 7,000 years ago, with the smelting of copper at high temperatures.The oldest confirmed and dated site relevant to the beginning of this age is in Serbia, though this capability seems to have been developed, independently, at various places around the world within a few thousand years of each other, including China, North America, in the Great Lakes region, and in what is today Pakistan, as well, among other locations.The process of smelting copper that was practiced in Eurasia, in what we might today call Central or Eastern Europe and Western Asia, slowly moved the continent out of the Neolithic period, which was largely defined by humanity's construction of organized settlements, widespread adoption of agriculture and animal domestication, and large-scale pivot away from nomadic, hunter-gatherer-style ways of living.Folks at that time were also getting a lot of mileage out of early ceramics and stone tools, alongside all sorts of ornaments and artworks made of these and other materials that required skill and some level of technology to use, but which didn't require metallurgy.Humans were still using a lot of stone tools during this period, then, but started to include heat-worked copper elements into their tools, as well.So the Copper Age saw the development of very basic metallurgy by many interconnected groups throughout this part of the world, and though some early writers on the subject grouped the use of copper and bronze together, defining a much larger period as the Bronze Age in an undifferentiated way, modern scholarship on the matter, beginning in the late 19th-century, breaks them apart into the earlier Copper and subsequent Bronze Ages because the manipulation and use, and often then the heavy reliance on copper tended to segue a society, eventually, toward bronze, the latter being more difficult to wield, and the former generally serving as a transitional sort of technology.And that's because copper is one of the rare metals that naturally occurs in a usable form in the Earth: so folks were using copper for a variety of purposes as far back as 8,000 BCE-ish, but we tend to use the smelting of copper as a delineation for the eponymous age, because that's when humans started to really work it, having become capable of building the technologies required to reach the requisite heat levels, and to control the metal and shape it, rather than simply finding it in its raw form and using chunks or slivers of it for decoration or weaponry-related purposes.Bronze is an alloy consisting of copper and tin, and the proper melding of these two metals makes the resulting substance, bronze, a lot more durable, resistant to environmental wear, and more capable of holding its shape: that also means it's a lot more difficult to work, if you want to make things out of it, but it also made things like armor and sword edges dramatically more effective, which is why when civilizations learned how to work it and built the infrastructure necessary to do so on scale, they tended to do pretty well, in terms of military victories and economic competition, compared to their bronze-less neighbors.Copper, though in some ways replaced by its alloys, like bronze, for many use-cases throughout history, has continued to be incredibly useful for a broad range of purposes, and what I'd like to talk about today is the closure of a copper mine in Panama, and the predicted global copper shortage we may soon face.—In the latter-half of 2022, the International Copper Study Group, or ICSG, reported that they expected a copper surplus of around 155,000 tonnes on the global market in 2023.That would represent a small surplus, as about 26 million tonnes of copper land on the international market each year, but a surplus of any kind would have been notable, following a long period of deficits, largely due to a huge amount of growth and construction throughout China, and a failure of international copper mines to produce as much marketable metal as they're theoretically capable of producing.The ICSG updated their expectation in early 2023, changing their official expected figure from a surplus of 155,000 to a deficit of 114,000 tonnes, and that's following a deficit of 431,000 tonnes in 2022.The upside of which is that the world has been demanding more copper than has been produced for a while now, and while current deficits are low compared to the record-high deficit of about 1 million tonnes in 2014, some prognosticators are saying we could see a deficit of somewhere between 1.5 million to 9.9 million tonnes by 2035, depending on how a collection of variables play out in the coming years.One major variable is how expansively and aggressively the world's governments and companies decide to invest in and deploy new, renewable energy-centric technologies and accompanying infrastructure.Copper is fundamental to the production of solar panels, electric vehicles, battery storage technologies, and even the cables that, when strung together, form our electric grids.Because of that funamentalness, copper is generally seen as being an easy bet, in terms of production investment, because it's so necessary for development and growth and building things, that—using existing technologies and systems and methods, at least—we'll always need more of it.And there is investment in copper projects around the world, including a slew of recent takeovers, like the April 2023 approval for BHP Group to buy OZ Minerals for nearly $6.4 billion, and the attempt by Swiss multinational Glencore to buy-out Canadian-owned Teck Resources for around $23 billion, which failed, but that eventually led to a separate deal for Glencore to buy Teck's steelmaking-grade coal business for around $9 billion; so Teck held on to their copper business in that deal, but that more than $20 billion price tag gives you a sense of how big this market is, and how competitive it's getting.The issue, though, is that while there's interest in this industry, and a lot of growth potential more or less baked into the way the world is going, with so many new renewables being deployed and grid systems needing to be upgraded essentially everywhere to account for more transmission of larger volumes of electricity to more locations, there's still a lack of sufficient mined copper—growth in mining volume has sputtered, and some analysts have suggested that with copper as cheap as it is, there's less appetite to invest in that side of the industry; as of September 2023, the average price of a key grade of copper was just over $8,500 per tonne, and some analysts have said the price needs to be something like $15,000 per tonne, nearly double that, in order to justify the necessary investment in mining volume capacity.Thus, we're at a moment in which we're already short of copper, we're expected to, globally, need a lot more of it very soon, but the price isn't high enough to justify expanding output, and that means we could run up against a shortage before the price reaches the point it needs to be at, which may then compound the issue for several years, until that new capacity can be built-out and come online, at which point we may be way behind on this transition, but also possibly hurting across other endeavors, as well, like making repairs to infrastructure, building new buildings, and even expanding access to fundamental services like telecommunications, because all of these things require a substantial amount of copper, which could become quite expensive for a while, if a balance isn't established, soon.That potential for a global shortage and concomitant price increase spiral is part of why news out of Panama, regarding a copper mine called the Cobre mine, is so unwelcome to many market watchers.The Cobre mine, located about 75 miles or 120 km west of Panama City and just shy of the Caribbean coast, is a huge open-pit copper mine that spans about 53 square miles or around 138 square km, and, according to many environmentalists, is severely damaging to local ecosystems, including the jungle area where it's located, and it substantially depletes local water supplies.The mine also accounts for about 1% of global copper output, somewhere between 3.5-5% of Panama's total GDP, and employs something like 8,000 people directly, and tens of thousands more, indirectly.A Canadian company called First Quantum bought the land in 2013 and started building it in 2014, and it then began operation in 2019.A concession for the land had been granted to another company by the government, and that concession was confirmed with the passing of a law in 1997.A lawsuit was brought to the country's Supreme Court in 2009, the idea being that the concession was illegal because there hadn't been a public tender on the matter—no bidding process, basically—so the concession should be deemed illegal as the process of granting it was maybe corrupt.In 2017, the Supreme Court agreed with that claim, but in 2019 when the government attempted, unsuccessfully, to basically just give a new concession similar to the old one, to make the mine and the company operating it legitimate in the eyes of the law, First Quantum was just beginning to make its first shipments of copper from the mine, and in 2021, when negotiations had finally started up for a new contract, since that 2019 attempt didn't work, the mine was already nearly at full production strength—so the realities on the ground behind all of this legal maneuvering became trickier and tricker, because not only was this company nearing full operational capacity, it was bringing in money for the government, it was employing gobs of people, and it had pretty firmly rooted itself in the region—to the chagrin of many, but also to the benefit of many, because of all that money and employment.The mine ended up closing for two weeks in late 2022, leading up to a decision by the Panamanian congress, which, in October of 2023, approved a new bill that, like the old bill that was declared unconstitutional, would allow First Quantum to keep mining copper in the area, despite the environmental issues inherent in the work they have been doing there, and the alleged corruption and non-constitutionality of the process granting them mining rights.A wave of protestors surged into the streets across the country, blocking roads and shipments and the conduct of normal business, and while there were a few skirmishes where police hit protestors with tear gas, these protests remained mostly peaceful.Protestors said they didn't think it was constitutional to approve the mine the way the government did, and that it seemed as if the president was secretively pushing something he wanted to get done, despite the contract—like its predecessor—not being valid.Then, in late November 2023, the Panamanian government ordered the mine closed, following the Supreme Court's ruling that, yes, this new bill granting the mining company concessions wasn't legal, either.We're now entering a period of uncertainty in regards to the mine's future, as there's a chance international arbiters will decide that First Quantum should receive a huge payout for their troubles and investments, or, if things were to go a different direction and they were to negotiate a new, constitutionally allowable contract, allowing the mine to start back up in some capacity, things could still be tricky, as the mine has lost around half its global market share since those huge protests began back in October.There's also a chance the Panamanian government could nationalize the mine, or that the mine will simply close forever, though that still leaves questions about what will happen to the surrounding area, much of which has been deforested or otherwise harmed by the size and open pit nature of the mine.This issue has become a big deal in Panama, as it touches on some touchy subjects, like alleged corruption by politicians—it was assumed by many that the president and his government were behaving corruptly in this matter, because the payout the government would receive from the Canadian mining company was considered to be quite small, compared to what the company would take—but also environmentalist issues, which have become increasingly vital at a moment in which much of the wealthy world is attempting to shift their raw material needs, especially those that come with environmental damage, overseas.And some poorer nations are attempting to fight that shift, but with mixed results, as in some cases those raw materials provide them with much of their export-related wealth, as is the case in Panama, where something like 80% of its exports reportedly came from this mine.There are also issues of international concern here, though, because of those aforementioned global copper needs and how the surge of investment in renewables and accompanying infrastructure and technologies require a lot of raw materials like copper, but also lithium, cobalt, and other such metals and elements.The conflict, then, is that there's still an imbalance here, as although some nations might be able to flip the switch on mining some of these newly desirable materials and selling them to wealthier nations, become something like the next-stage of a petro-state, there are also valid concerns related to the killing-off of local ecosystems and flora and fauna, in pursuit of what amounts, through the eyes of some, to a quick buck.Is it worth attaining some amount of money if you have to trade the environmental well-being of your country to do so?That's the question Panama has asked itself, and it has apparently decided in favor of its environment, though this is a question many other people in many other places are asking themselves right now, too, and their answers will further inform how this global transition plays out, and what sorts of trade-offs will or will not be made in the process.Show Noteshttps://apnews.com/article/panama-mining-canada-first-quantum-mineral-arbitration-6530dceccfb60fb9a06bc3136c04d2cchttps://apnews.com/article/panama-mine-copper-protest-environment-economy-6e893c48311540eeb81ce35173b9f558https://apnews.com/article/panama-copper-mine-supreme-court-canadian-629d8a7838f23cc4ed845a1b3c7a2941https://www.wsj.com/world/americas/panamas-supreme-court-rules-against-first-quantum-mine-bab0cfa2https://www.bbc.com/news/world-latin-america-67565315https://en.wikipedia.org/wiki/Cobre_mine,_Panamahttps://www.aljazeera.com/economy/2023/11/30/panama-celebrates-court-order-to-cancel-mine-even-as-business-is-hithttps://www.ctvnews.ca/canada/canadian-owned-mine-will-begin-closure-in-panama-after-contract-deemed-unconstitutional-1.6668760https://www.reuters.com/markets/commodities/top-panama-court-rules-first-quantum-mining-contract-unconstitutional-2023-11-28/https://www.wsj.com/articles/copper-shortage-threatens-green-transition-620df1e5https://www.eetimes.com/copper-may-be-the-next-real-shortage/https://www.reuters.com/markets/commodities/coppers-anticipated-supply-surplus-is-proving-elusive-2023-05-10/https://about.bnef.com/blog/copper-prices-may-jump-20-by-2027-as-supply-deficit-rises/https://en.wikipedia.org/wiki/Neolithichttps://en.wikipedia.org/wiki/Copperhttps://en.wikipedia.org/wiki/Chalcolithic This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

The iron ore price keeps lifting, so are the companies who rely on Australia's biggest export back?   MARKET WRAP:   ASX200: up 0.28%, 7,078 AUD: 65.79 US cents GOLD: $1,994 US/oz BITCOIN: $56,818 AUD   The mining giants were among the best performers at the close, tracking a higher iron ore price. BHP Group jumped just under 1.5 per cent to $47.40 Rio Tinto was up just under 2% to $127.37 Fortescue Metals up marginally to $25.46 Collins Food up more than 4% to $10.26 Northern Star was stronger by just under 4% to $11.86 Brickworks shed 1.87% to $25.71 TechnologyOne dropped 1.8 per cent to $16.11 despite reporting a 16 per cent boost to its profit after tax at $129.9 million.  Star Entertainment fell to 53 cents after the casino operator formally signed an agreement on its revised tax rates with the NSW government. See omnystudio.com/listener for privacy information.

MARKET WRAP:   ASX200: up 0.26%, 6,995 AUD: 64.35 US cents GOLD: $1,974 US/oz BITCOIN: $54,691 AUD Technology stocks made up for weaker miners and energy players WiseTech climbing 2.3 per cent, to $63.64  Xero increased 1.5 per cent to $114.72.  BHP Group, which accounts for about 10 percent of the index, dropped 1.9 per cent to $44.70.  Fortescue Metals lost 1.1 per cent to $23.10 Rio Tinto declined 2 per cent to $119.37. Kyle Rodda, Senior Financial Market Analyst at Capital.comThe building industry has been slowing, but for materials company James Hardie, that hasn't stopped a better-than-expected quarterly profit.See omnystudio.com/listener for privacy information.

All eyes were on key economic data out of China this week. The data will help investors determine the pace of recovery for the world's second largest economy, and, what that means for local and global markets.In this week's wrap, Grady covers:(0:11) what China's economic data meant for Australia,(0:44) China's GDP growth rate & industrial production YoY,(1:34) the outlook for commodities,(2:43) Cettire (ASX:CTT), Bapcor (ASX:BAP), Nick Scali (ASX:NCK) & Netwealth (ASX:NWL),(3:58) quarterly results in the US,(4:42) the best performing stocks in the ASX200,(5:21) the most traded stocks & ETFs by Bell Direct clients, and(5:50) five economic news items to watch out for.

Over in the US on Tuesday, Wall Street closed mixed after a volatile session as rising bond yields and corporate earnings results weigh on investor sentiment. The S&P500 closed just 0.01% lower after trading down all session, while the tech-heavy Nasdaq lost 0.25% and the Dow Jones rose just 0.04%. The 10-year US Treasury yield topped 4.8% following US retail sales data coming in at a rise of 0.8% which was higher than expected, indicating consumers are still spending in the high interest rate environment. The Bank of America shares rose 2.4% on Tuesday after posting better-than-expected results while Nvidia fell 4.7% after the US Department of Commerce said it plans to ban the export of more AI chips to China.In Europe on Tuesday, markets closed mostly flat following the release of hotter-than-expected US retail sales data which reignited fears of further monetary tightening out of the world's largest economy and subsequent flow-on impacts into the European region. The STOXX600 fell 0.1%, Germany's DAX rose just 0.09%, the French CAC added 0.11% and, in the UK, the FTSE100 climbed 0.58%.A morning rally locally was dampened in afternoon trade leading to the ASX200 close Tuesday's session up 0.42% led by a rebound in technology stocks which started the week in negative territory. Healthcare stocks took the biggest hit yesterday with the sector closing down 0.8% while consumer staples and consumer discretionary stocks also closed the day in the red. The tech-rally was driven by strength on the Nasdaq in the US overnight.The release of the RBA's latest minutes sparked the sell-off in afternoon trade that saw the strong gains on the local index ease as investors took the minutes as more hawkish than previous months. The consensus of the minutes was focused on the RBA having considered raising the cash rate by 25-basis points at the last meeting before ultimately deciding to leave the rate at 4.1% for a fourth consecutive month.What to watch today: Ahead of the midweek local trading session here in Australia, the SPI futures are expecting the ASX to open 0.28% higher.On the commodities front this morning, the volatility in the price of oil has continued over the last few sessions amid hopes of a short-period of war between Hamas and Israel pulling against fears of a prolonged and widespread war that escalates to involve major oil producer, Iran. The rising price of oil fuelled Shell shares to hit a record high as investors price in disruption that could impact global oil supply. The price of oil is currently trading down 0.29% at US$86.42/barrel, gold is up 0.06% at US$1920.57/ounce and iron ore is up 0.84% at US$120.50/tonne.Looking at economic data, key Chinese economic data is out today in the form of GDP growth rate data for Q3, industrial production for September and Retail sales data, all of which will give an insight into how the world's second largest economy is recovering post pandemic and whether further government stimulus is required to reignite growth in the region. Trading Ideas:Bell Potter has decreased the 12-month price target on Janison Education (ASX:JAN) from 65cps to 55cps and maintain a buy rating on the global education technology company following the release of a soft Q1 FY24 update including revenue up 5% YoY while ICAS revenue fell 0.6% YoY impacted by economic headwinds and discontinued unprofitable exams. The company also announced that CEO and Managing Director, David Caspari and Chairman, Michael Hill, will step down.And Trading Central has identified a bullish signal on BHP Group (ASX:BHP) following the formation of a pattern over a period of 95-days which is roughly the same amount of time the share price may rise from the close of $45.57 to the range of $49.50 - $50.40 according to standard principles of technical analysis.

EA Capital's Kea Nonyana unpacks results from BGP Group and Spur. Varshan Maharaj from the Allan Gray Frontier Markets Equity Fund on what a frontier market is and whether they are offering value. Rhandzo Mukansi Futuregrowth talks investor sentiment as it rebounds in July.

BHP Group CEO Mike Henry speaks to Bloomberg's Rishaad Salamat, David Ingles, and Yvonne Man on Daybreak Asia.See omnystudio.com/listener for privacy information.

The number of companies reporting results this week increased. The outlook for the healthcare sector seems to be slowing whilst in the technology sector, Life360 (ASX:360) surprised investors on the upside. The broader Aussie share market tumbled 2.64% (Mon-Thurs) as Chinese economic data and downgrade warnings for US banks weighed on sentiment. In this week's wrap, Grady covers: (0:20) The major name sold off by investors(1:12) Why investors have fallen out of love with the healthcare sector(2:00) Margin contraction & income-investing(2:33) Life360's (ASX:360) strong results(3:35) NAB's (ASX:NAB) results and the crowd goes mild(4:10) Key takeaways for the week that was(5:36) Best performers(6:11) Most traded stocks & ETFs by Bell Direct clients(6:41) Three economic news items to watch out forRead transcript article here.

US equities closed higher on Tuesday with the Dow Jones posting a positive close for a 12th straight session, the longest winning streak in 6-years. The tech-heavy Nasdaq and S&P500 also closed higher as investors respond to the latest earnings results and await the key interest rate decision out of the Federal Reserve tomorrow.In Europe, markets also mostly rallied on Tuesday as investors in the region also responded to earnings results from big names including Unilever which beat analysts' expectations to report a 7.9% rise in underlying Q2 sales. The European Central Bank also meets on Thursday where it is widely expected that a 25-basis point rate hike will be announced. The STOXX600 rose 0.47% on Tuesday, buoyed by mining stocks rising on the back of new Chinese stimulus measures, Germany's DAX added 0.13%, the French CAC fell 0.16% and, in the UK, the FTSE100 added 0.17%.China's leaders pledged on Monday to step up the government's policy support for the extremely weak post-COVID recovery in the region, with a focus on boosting domestic demand and aiding recovery in the building sector. Looking at China's Q2 growth rate data, the world's second largest economy grew only 0.8% QoQ vs 2.2% growth in Q1, in a sign economic recovery is stalling. The local market rallied almost half a percent yesterday boosted by the iron ore miners jumping on the back of speculation that China will introduce further stimulus policy to reignite the nation's recovery post-pandemic, causing a rise in the price of iron ore today. BHP added 3.84% yesterday, Fortescue rallied 4.55% and Rio Tinto jumped 3.4%.Technology stocks weighed on the market yesterday with the sector closing down 0.25% on the back of the Nasdaq-100's special rebalancing which is aimed at reducing the concentration of heavyweight companies that account for nearly half of the index's weight. Stocks involved in the rebalancing include Microsoft, Apple and Tesla which account for 43.8% of the index weight coming down to 38.5% as a result of the rebalancing.What to watch today:Ahead of local trading session here is Australia, the SPI futures are anticipating the ASX to open the midweek trading session up 0.26%.Taking a look at commodities, the price of wheat hit a 5-month high yesterday after Russia launched a drone attack at a port in the Ukraine, destroying a grain hangar storing wheat grain. Oil is up 0.88% at US$79.43/barrel, gold is up almost half a percent at US$1963/ounce, and iron ore is down 0.43% at US$115.50/tonne.Locally today, Australia's inflation data for Q2 is out just before midday which may cause some market movements pending on how the data reads. If the reading comes in, in-line with consensus expectations of a decline in the annual inflation rate to 6.2%, we could see the market rally in anticipation of rate pauses to come, however if inflation remains around 7% or higher than expected.AU$1.00 is buying US$0.68, 95.68 Japanese Yen, 52.36 British Pence and NZ1.09.Trading Ideas:Bell Potter has increased the price target on Mader Group (ASX:MAD) from $5.10 to $6.10 and maintain a hold rating on the leading provider of specialised labour services, following the release of the company's Q4 results including a 12th consecutive quarter of revenue growth, underpinned by growth across Australian operations and reflecting robust demand for Mader's core mechanical services and new vertical service offerings, as well as North American penetration and growth in Canada.And Trading Central has identified a bullish signal on BHP Group (ASX:BHP) following the formation of a pattern over a period of 59-days which is roughly the same amount of time the share price may rise from the close of $45.82 to the range of $50-51 according to standard principles of technical analysis.

In this video, we'll perform a BHP stock analysis and figure out what BHP Group looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for BHP Billiton. And answer is BHP one of the best stocks to buy at the current price? Find out in the video above! Global Value's BHP Group stock analysis. Check out Seeking Alpha Premium and score a 14-day free trial. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Discover new investing resources and directly support the channel by shopping my Amazon storefront! All commissions are reinvested to improve the quality of videos! https://www.amazon.com/shop/globalvalue BHP Group ($BHP) | BHP Group Stock Value Analysis | BHP Group Stock Dividend Analysis | BHP Dividend Analysis | $BHP Dividend Analysis | BHP Group Intrinsic Value | BHP Intrinsic Value | $BHP Intrinsic Value | BHP Billiton Intrinsic Value | BHP Group Discounted Cash Flow Model | BHP Group DCF Analysis | BHP Discounted Cash Flow Analysis | BHP DCF Model #BHP #BHPGroup #BHPstock #mining #miningstocks #ironore #copper #ironmining #coppermining #Billiton #stockmarket #dividend #stocks #investing #valueinvesting (Recorded June 19, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0 ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf...

The Australian stock market tumbled following news out of the United States on potential further rate rises in the coming months. MARKET WRAP: ASX200: down 1.24%, 7,163 AUD: 66.66 US cents GOLD: $1,923 US/oz BITCOIN: $46,445 AUD Mining stocks were among the worst performers, down 1.9 per cent.  BHP Group shares dropped 2.3 per cent to be below $44,  Fortescue Metals shed 1.7 per cent Mineral Resources fell 3.6 per cent to $70 Aristocrat Leisure lost 2.1 per cent to $37.87 Wesfarmers shares dropped 2.6 per cent Domino's Pizza dropped 3.2 per cent to $45.69  Lovisa declined 3.9 per cent to be back below $20 a share The major banks all fell into the red.  Star Entertainment was the worst performer of the day, and its shares sank 8.7 per cent $1.04 Magellan Financial Group shares tumbled 8.3 per cent to $8.92 See omnystudio.com/listener for privacy information.

In this video, we'll perform a BHP stock analysis and figure out what the company looks like based on the numbers. We'll also try to figure out what a reasonable fair value is for BHP Group Limited. And answer is BHP one of the best dividend stocks to buy at the current price? Find out in the video above! Global Value's BHP Group Limited stock analysis. Check out Seeking Alpha Premium and score an annual plan for just $119 - that's 50% off! Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) BHP Group Limited ($BHP) | BHP Group Limited Stock Value Analysis | BHP Group Limited Stock Dividend Analysis | BHP Dividend Analysis | $BHP Dividend Analysis | BHP Group Limited Intrinsic Value | BHP Intrinsic Value | $BHP Intrinsic Value | BHP Group Intrinsic Value (Recorded September 24, 2022) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0. ➢ http://creativecommons.org/licenses/b... ➢ https://www.youtube.com/watch?v=sQCuf...

Link zu unserer Discord Community https://discord.gg/TQrnHcnCFQ  Unterstütze uns mit einer Mitgliedschaft oder einmalig per PayPal www.promilleprozente.de  // https://paypal.me/promilleprozente  Die Edelmetalle sind nach knapp zwei Jahren Durststrecke nun wieder in aller Munde. Gold notiert knapp unterhalb des Allzeithochs, Silber holt kräftig auf. Was sind die Gründe für die jüngste Rallye? Lohnt sich ein Investment zum aktuellen Zeitpunkt? Und wie kann ich eigentlich in Rohstoffe investieren? Wir nehmen zwei Unternehmen und einen ETF etwas genauer unter die Lupe. Themen und Zeitmarker Begrüßung und Intro (0:15) Whisky der Woche (1:30) Exkurs zu Lasses Buch (7:50) Aktie 1: Newmont (14:00) Aktie 2: BHP Group (29:00) ETF (47:25) Zock der Woche (61:50) Outro (68:40) Quellen, Links und Infos zu dieser Folge Newmont (853823) BHP Group (WKN: 850524) ETF Xtrackers MSCI World Materials (A113FL) Zock Lasse Pinduoduo ADR (A2JRK6) Kontakt Mail: fanpost@promilleprozente.de Instagram: www.instagram.com/promilleprozente Twitter: https://twitter.com/Promille_Pod  Web: www.promilleprozente.de  Risikohinweis Die im Podcast geteilten Inhalte stellen keine Anlageberatung dar! Wir informieren in diesem Podcast lediglich über unsere persönlichen Interessen und Investitionsentscheidungen. Wir weisen ausdrücklich darauf hin, dass ein Kauf von Aktien oder anderen Finanzprodukten im schlimmsten Fall zu Verlusten bis hin zum Totalverlust des eingesetzten Vermögens führen kann. Wir übernehmen keine Haftung für entstandene Verluste. Zock der Woche Jingle: Toksi Foto: Telebörse --- Send in a voice message: https://podcasters.spotify.com/pod/show/promilleprozente/message

Your top-tipped large caps from 2022 performed suspiciously well. Either readers like you have access to a working crystal ball, or you know far more than the professionals would let on.  Aided by the stellar performance of Mineral Resources and Woodside, your favourite large caps delivered a total return of 14.35%, far more than the -5.5% drop of the benchmark S&P/ASX 200 during the year.  So can you back it up again in 2023? As you'll find out in this episode, the experts certainly think so. In fact, not one of the five most-tipped large caps for the year ahead has been dubbed a "sell".  Livewire's Ally Selby was joined by Marcus Today's Henry Jennings and Medallion Financial's Michael Wayne for their analysis of CSL, BHP Group, Macquarie Group, Mineral Resources and Woodside.  Plus, we also asked our guests to name one large-cap stock they think should have made your 2023 list instead.   Note: This episode was filmed on Wednesday 24th January 2023. You can read an edited transcript below: https://www.livewiremarkets.com/wires/buy-hold-sell-your-top-large-caps-for-2023-and-2-that-should-have-made-the-list 

Auch wenn der Wochenstart schwach gewesen ist, konnten Gold, Silber und Minen doch die vergangenen Tage weiter zulegen. Das Chartbild bei vielen Minenaktien bessert sich Stück für Stück.

The Australian sharemarket fell by close to 1% on Friday, following further lockdowns in China and a pullback in iron ore prices. BHP Group, Rio Tinto and Fortescue Metals slumped. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. The information contained within this report is general in nature and has been prepared without taking account of the objectives, financial situation or needs of any particular individual. Any advice contained in this document is general advice only. Before making any investment decision, and before acting on any information in this report, you should consider the appropriateness and suitability of the information to your own needs and if needed, seek professional investment advice. Past performance is not a reliable indicator of future performance. For certain products, you should also consider the relevant Product Disclosure Statement or prospectus in deciding whether to acquire that product. CommSec, our employees and agents may receive commission and fees from transactions involving securities and other investments referred to in this report. We have effected or may effect transactions for our own account on securities and other investments in this report and may make investment decisions that are inconsistent with the recommendations or views in this report. Please see relevant CommSec disclosures at www.commsec.com.au/disclosures. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing and any opinions, statements or recommendations contained herein are subject to change without notice and do not reflect the view of CBA Group or any other employee within CBA Group.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither CommSec, the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. This report is under copyright to CommSec and the Bank and may not be used without their prior consent.   Data in this report is sourced from third party providers and is provided for information purposes only. Any reliance on this data when deciding to buy/sell stocks is at your own risk and CommSec is not liable for any losses you may incur. CommSec does not give any representation or warranty as to the reliability, accuracy or completeness of any third party material nor does it accept responsibility for errors or omissions in third party material. Charts display historical prices that may have been adjusted for corporate action activity. Adjusted prices may differ to actual historical prices when looking at a stock's course of sales or historical closing prices.

It was a week of unremittingly bad news that sent stock and bond markets to new lows for the year. The week opened with the furore over the government's mini-budget still rippling through markets. British banks withdrew mortgage offers in response to the volatile environment for interest rates unleashed by the mini-budget and, in an unusual sign of international frustration, the mini-budget drew criticism from the International Monetary Fund, US central bank officials and the US government. Events reached a climax when the Bank of England stepped in to prop up the market for British government bonds. Having approved a plan to relinquish £80 billion of gilts just a few days previously, the Bank dramatically reversed direction with a commitment to purchase another £60 billion. A £140 billion U-turn does not happen without good reason, and it subsequently turned out that the collapse in gilts threatened the stability of pension funds worth about £1 trillion, which were faced with the prospect of having to sell assets in order to remain solvent. These sales would have further depressed asset prices, prompting another loss of confidence in the gilt market and a potential downward spiral in British assets. The Bank's intervention did the job, stabilising the gilt market and helping the pound to recover most of its lost ground. The fact remains, however, that the enormous UK pension industry has somehow managed to commit itself to strategies that could, under admittedly very unusual conditions, prompt a vicious circle of selling.Stocks featured:Apple, BHP Group, Boohoo Group, H&M, Next, Nike, Porsche and TeslaTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

The Australian sharemarket fell by 2% on Thursday, with the ASX 200 sliding to a 4-week low and recording its most significant decline in 2 ½ months. A fourth straight decline for US markets, softer commodity prices and the ASX 200's largest stock BHP Group trading ex-dividend weighed on equities. This report is approved and distributed in Australia by Commonwealth Securities Limited based on information available at the time of publishing and any opinions, statements or recommendations are reasonably held or made as at the time of its compilation. The information in the report is subject to change without notice and do not reflect the view of CBA Group or any other employees within CBA Group. To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. The information has been prepared without taking account of the objectives, financial situation or needs of any particular individual. For this reason, any individual should, before acting on this information should consider the appropriateness of the information, having regards to the individual's objectives, financial situation or needs, and, if necessary, seek appropriate professional advice. You can view the Terms and Conditions, Product Disclosure Statement, Best Execution Statement and Financial Services Guide, and should consider them before making any decision about our products and services. Past performance is no guarantee of future performance. Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945.  CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited (formerly Chi-X Australia Pty Limited), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The Australian share market regained some ground on Tuesday, closing the session 0.5% higher, as investors piled back into technology stocks, giving long-term tech shareholders a brief sigh of relief. Energy stocks also rallied again during today's session.Mineral Resources (ASX:MIN) led the gains on the ASX today as investors bought into the mining company following CEO Chris Ellison sharing the company's vision to build a battery manufacturing plant in Western Australia over the next couple of years. MIN also announced it is pushing ahead with the $3b Onslow Iron Ore project with the backing of China's biggest steel maker. The a2 Milk Company (ASX:A2M) also jumped more than 6% today after releasing strong FY22 results yesterday.On the losing front, Sandfire Resources (ASX:SFR) shares came under fire today as investors digested the copper miner's FY22 results today. Despite reporting record sales revenue of $922.7 million, investors were more focused on the company's scrapping of its final dividend this financial year which led to the sell-off in SFR stocks. Ramelius Resources (ASX:RMS) stocks were also sold off today, closing the session down more than 5%.The most traded stocks by Bell Direct clients today were BHP Group (ASX:BHP), Core Lithium (ASX:CXO) and PolyNovo (ASX:PNV).On the economic data front today, Australian building permits data for July was released showing a decline of 17.2% which significantly exceeded the markets' expectations of a 2% decline, indicating the country's building industry remains in crisis mode. Private house approvals data for July was also released today also showing a decline from June to 0.7% which beat market expectations of a 0.5% rise.As for what to watch overnight, US house price index data for June will be released as well as JOLTs Job Openings data for July in the US.

The topics, stocks and shares mentioned/discussed include: A quick valuation strategy FTSE 100 FTSE 250 FTSE All-share DAX 40 AIM All-share Hedging Takeovers, TakeUNDER & Profit warnings Aveva Group & Schneider Glencore / GLEN Rio Tinto / RIO BHP Group / BHP Inflation Energy Crisis Gfinity / GFIN Esports & Gaming Darktace / DARK SOTP / Intrinsic value Empiric Student Property / ESP BooHoo / BOO Unite Group / UTG ITM Power / ITM Momentum in the portfolio Assessing Macro environment Scaling in Greatland Gold / GGP Food & Fuel Poverty Energy Crisis / Cost of Living Crisis Menphys Charity & its Martin O'Neill event Investing Trading The Twin Petes Challenge 2022 / Charity fundraise for the BACK UP Charity The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on the WheelieDealer website . Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

Markets hit the buffers this week following two months in which they had mounted an improbable rally in the face of deteriorating economic data. It took only a few trading days for continental European stock markets to give back a third of the gains accumulated during the rally. American markets followed Europe down, with the technology-heavy Nasdaq Composite Index leading the way, albeit after an impressive 23% rise from trough to peak. Once again, the FTSE 100 was the best performer, sustained by its unique mix of global pharmaceutical, mining, banking and energy companies. Unfortunately, the same did not apply to the more UK-focused FTSE 250, which suffered a 4.3% decline on the week. Bond markets resumed their downward spiral with US 10-year government bond yields back above 3% and 10-year gilt yields surging back towards their highs of the year. The US dollar resumed its safe-haven status, with the pound and euro dropping to new lows for the year. As you were, then.Stocks featured:Bed, Bath & Beyond, BHP Group, Home Depot and WalmartTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

The local market closed just 1 point higher on Friday but gained just over 1% for the week led by the materials sector jumping more than 3.4% for the week. The energy sector had its best session in months with energy stocks boosted by the passing of the US Inflation Reduction Act last week.Investors piled into Santos (ASX:STO) on Friday with the energy giant jumping more than 6% a day after releasing its first-half results including NPAT surging over 300% and revenue up 85%. Whitehaven Coal (ASX:WTC) also added over 6% on Friday while New Hope Corporation (ASX:NHC) and BHP Group (ASX:BHP) each gained over 4% during the session. On the losing front, TPG Telecom (ASX:TPG) took the biggest hit on Friday, tumbling more than 12% after the telco giant released first half results that were uneventful including service revenue coming in flat, average revenue per user up just 1%, and EBITDA down 5.3%. Inghams (ASX:ING) also fell over 9% and PointsBet (ASX:PBH) lost over 6.5%. The most traded stocks by Bell Direct clients last week were IPH Limited (ASX:IPH), Worley (ASX:WOR) and Domino's Pizza (ASX:DMP). Over in the US, all three key indices closed lower on Friday. Investors took the latest minutes as the Fed being more hawkish about its approach to tackling inflation in the world's largest economy, and fear another aggressive interest rate hike will follow in the September FOMC meeting.What to watch today:The ASX is expected to open lower following a turbulent session on Wall Street on Friday.We are set for another bumper earnings season this week with over 115 companies set to report including Qantas (ASX:QAN), Ampol (ASX:ALD) and the Star Entertainment Group (ASX:SGR).In commodities, oil has rebounded from last week's dip to trade 0.3% higher this morning, iron ore is trading flat, natural gas is up just under 1% and gold is trading more than half a percent lower.Economic news wise, investors will be keeping a close eye on US GDP data out later in the week to see whether the world's largest economy continued to contract into a recession or rebounded to growth in the second quarter to ease recession fears currently plaguing the market. Trading Ideas:Trading Central has identified a bullish signal on Red Dirt Metals (ASX:RDT) indicating the stock price may rise from the close of $0.49 to the range of $0.61-$0.63 over the next 48 days which was the amount of time the pattern took to form according to the standard principles of technical analysis.Bell Potter has reduced its target share price on Inghams Group (ASX:ING) to $2.90 following the release of the poultry group's FY22 results including elevated costs and adverse sales mix.Trading Central has a bearish signal on Adairs (ASX:ADH) with a target price range of $1.65-$1.85, down from the close of $2.55, which may be achieved over the next 40 days according to standard principles of technical analysis. 

Morgans Senior Analyst Adrian Prendergast gives us an update following a strong result from BHP, with earnings slightly ahead of expectations while positively surprising on both dividend and free cash flow generation. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU

BHP Group Limited, 2022 Earnings Call, Aug 16, 2022

RMB's Matete Thulare unpacks BHP Group results: is this the peak of mining profits? Bryan Turner from SPEAR Capital on EMs being a misunderstood investment destination. Johann van Tonder from Momentum talks the state of local consumer finances ... it's not good.

The world's biggest miner has reported a full year net profit of $30.90 billion compared to $11.30 billion for the same period a year earlier. The result was driven by record coal and copper prices. Removing one off items, underlying profit was up by 39% to $23.82 billion. Record free cash flow paved the way for a better than expected dividend of $1.75 a share, bringing the total payout for the year to $3.25 per share, up 8% on the year prior and representing a 77% pay out ratio. Commonwealth Securities Limited ABN 60 067 254 399 AFLS 238814 (CommSec) is a wholly but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 12 12 124 AFSL: 234945 (the Bank) and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. Any advice contained in this broadcast is general advice only. As the information in this broadcast has not been prepared with reference to your objectives, financial or taxation situation or needs, you should, before acting on it, consider its appropriateness to your circumstances and seek appropriate professional advice. CommSec, the Bank, and their related entities do not accept any liability arising out of or in relation to reliance on the information in this broadcast. We believe that the information in this broadcast is correct as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. This report is under copyright to CommSec and the Bank and may not be used without their prior consent.

The Australian sharemarket rose by 0.58% on Tuesday, briefly hitting a 10-week high in the process. While just 83 stocks on the ASX 200 rose, BHP Group surged by 4% after handing down its second largest full year underlying profit on record thanks partly to surging coal prices. Commonwealth Securities Limited ABN 60 067 254 399 AFLS 238814 (CommSec) is a wholly but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 12 12 124 AFSL: 234945 (the Bank) and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. Any advice contained in this broadcast is general advice only. As the information in this broadcast has not been prepared with reference to your objectives, financial or taxation situation or needs, you should, before acting on it, consider its appropriateness to your circumstances and seek appropriate professional advice. CommSec, the Bank, and their related entities do not accept any liability arising out of or in relation to reliance on the information in this broadcast. We believe that the information in this broadcast is correct as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. This report is under copyright to CommSec and the Bank and may not be used without their prior consent.

Anchor Capital's Deryck Janse van Rensburg talks commodities as BHP Group warns of rising costs and falling prices. PSG's Wendy Myers looks at sectors that do better during times of high inflation. Andrew Dittberner from Old Mutual Wealth Private Client on the data that's suggesting we're likely half way through the US bear market.

The Australian sharemarket rose by 0.86%, finishing at an intraday high and extending its winning streak to a fourth day in the process. Strong gains from resource stocks, led by BHP Group and Woodside helped most. Tech and retail stocks dominated the list of losers.    Commonwealth Securities Limited ABN 60 067 254 399 AFLS 238814 (CommSec) is a wholly but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 12 12 124 AFSL: 234945 (the Bank) and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. Any advice contained in this broadcast is general advice only. As the information in this broadcast has not been prepared with reference to your objectives, financial or taxation situation or needs, you should, before acting on it, consider its appropriateness to your circumstances and seek appropriate professional advice. CommSec, the Bank, and their related entities do not accept any liability arising out of or in relation to reliance on the information in this broadcast. We believe that the information in this broadcast is correct as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. This report is under copyright to CommSec and the Bank and may not be used without their prior consent.

It was the worst week for the Australian market since the beginning of the pandemic in 2020. Week-to-date the ASX200 is down 6.6%, led by losses on Wall Street on concerns around aggressive policy tightening.On Friday, the ASX200 closed 1.8% lower, with materials, tech, financials and energy down the most.Taking a closer look at the leaderboard, the worst performing stock was G.U.D Holdings (ASX:GUD). The company is a designer, manufacturer and distributor of automatic products and its share price crashed 20% on Friday, following a guidance update, where the company downgraded its guidance due to supply chain disruptions. And some big tech names were finally in the green, including EML Payments (ASX:EML) and Zip Co (ASX:ZIP), regaining some of those prior losses.The most traded stocks by Bell Direct clients on Friday were CSL (ASX:CSL), Macquarie Group (ASX:MQG), Lake Resources (ASX:LKE), Westpac (ASX:WBC) and BHP Group (ASX:BHP).On Wall Street, the major benchmarks closed mixed. The Dow Jones slipped 38 points or 0.13%. The S&P500 rose slightly higher, up 0.2%, however still had its worst week since 2020, down 5.8% for the week, with all 11 sectors finishing more than 15% below their recent highs. Meanwhile, the tech-heavy Nasdaq gained 1.4%.What to watch today: The Australian market is set to drop 0.3% at the open this morning, going by the SPI futures.What may add to the decline in global markets is the collapse of cryptocurrencies. Bitcoin tumbled 15% over the weekend, its lowest level in 18 months.In commodities, the price of oil has crashed 6.8%, pressured by the recent wave of aggressive rate hikes. Gold is also trading lower amid a rebound in the US dollar and Treasury yields. And iron ore has dropped to an over three-week low as COVID-19 outbreaks in China provoked fears of lockdowns. China is the world's top steel producer.Premier Investments Limited (ASX:PMV) is set to go ex-dividend.Trading Ideas:Bell Potter have a Speculative Buy rating on Lumos Diagnostics (ASX:LDX) and have reduced their valuation to $0.28 from $0.75. At its current share price of $0.14, this implies 95.5% share price growth in a year.Trading Central have identified a bullish signal in Capricorn Metals (ASX:CMM), indicating that the stock price may rise from the close of $3.80 to the range of $5 to $5.30 over 43 days, according to the standard principles of technical analysis.

Absa's Carmen Mpelwane talks PSG as it proposes unbundling most of its listed assets and delisting from the JSE. Siyabulela Nomoyi from Satrix chats the significant index changes coming as BHP Group sees its weighting significantly reduced. Agbiz's Wandile Sihlobo on how the Russia-Ukraine conflict could influence Africa's food supplies.

Theo Pounendis makes his Turning Stones debut. Theo and I grew up together, primary school buddies as well as teammates on the soccer pitch. He's a Project Manager at BHP Group, he runs a fitness coaching business on the side, and has just finished his first Ironman triathlon. Plenty of good stuff in this episode! It's been a long time between drinks, but was good to chat with the great man. (3:07) What is the Ironman triathlon? (5:40) Nutri-Grain the Ironman food (7:09) Hardest leg of the Ironman triathlon (13:05) Ironman training (19:48) Zone 2 training (24:53) Shout out to Steve McKenna – Triathlon coach (30:17) Costs to do an Ironman (33:10) The Ironman diet and nutrition (41:59) KFC talk (46:21) Sleep and recovery (49:01) Controlling caffeine (54:51) Sleep trackers & Oura ring (61:50) Sleep tips, tricks and hacks (66:09) Hot or cold showers before bed? (71:04) Health and performance coaching (81:18) Which clients Theo is targeting Instagram: @turnstonespod Youtube: Turning Stones Podcast Listen: Spotify, Apple & Google Podcasts and many other platforms! Show Sponsor: Loil Olive Oil (@loiloliveoil) Guest: Theo Pounendis (@coachglobal_)

Die Aktien in Japan führten im Montagshandel die Verluste im asiatisch-pazifischen Raum an, da die Anleger die Entwicklungen von der Covid-Situation in Hongkong bis zu den Spannungen zwischen Russland und der Ukraine beobachten.Der Dow Jones Industrial büßte 1,4 Prozent auf 34 738 Punkte ein. Der S&P 500 beendete den Tag 1,9 Prozent tiefer auf 4419 Punkten. Der Technologie-Index Nasdaq 100 sackte um 3,1 Prozent auf 14 254 Punkte ab, was im Wochenverlauf einen Verlust von drei Prozent bedeutet.Das Minus für den deutschen Leitindex belief sich auf 0,4 Prozent beim Stand von 15 425 Punkten. Die Wochenbilanz beläuft sich auf plus 2,2 Prozent. Der MDax der mittelgroßen Werte sank am Freitag um 0,4 Prozent auf 33 404 Zähler. Der Dax wird heute im Minus bei 15 114 Punkten erwartet. Zum Wochenauftakt sind weder in Europa noch in den USA wichtige Wirtschaftsdaten zu erwarten.Geschäftszahlen kommen von KWS Saat, BHP Group, Michelin, Advance Auto Parts und Arista Networks.Support the show (https://www.patreon.com/kommponisten)

Welche Investment-Trends sind die Gewinner in 2022? • Wird das Metaverse, wie von Star-Investorin Cathy Wood als Trillion-Dollar-Markt prognostiziert, zur neuen Super-Industrie? • Werden NFTs sich zur neuen Assetklasse entwickeln? • Wie stark wächst der Kryptomarkt? Welches Potenzial schlummert in den Alt-Coins - Cardano, Solana, Polkadot? • Was sind "Dezentrale Social Media Plattformen" und warum sie LinkedIn, Instagram & Co. überflüssig machen? • Welche Aktien gehören dieses Jahr ins Depot? Dividenden und Rohstofftitel wie BHP Group, Royal Dutch Shell und IBM? Jonsy ist All-In Metaverse/NFTs und ich pro Alt-Coins. Natürlich können wir mit unseren Thesen auch falsch liegen, aber wie gehen davon aus, dass sich in diesem Jahr eine stärkere Nachfrage nach Kryptowährungen und Unternehmen mit Fokus auf das Metaverse ergeben wird. ❓Stellt uns gern Fragen oder schlagt Ideen für die nächsten Podcast-Episoden vor? Wir sind auf: Facebook Gruppe: Heißer Scheiß Aktien Crypto News Talk Contact: LinkedIn: Benjamin Markmann Twitch: Jonas Oliver Kleinke *Disclaimer. Die im Podcast bereitgestellten Informationen sind keine Kauf- oder Anlageempfehlung. *Dauerwerbesendung (Da wir über Produkte sprechen)

The ASX200 fell 0.7% yesterday following a sell-off in Mining stocks and weaker commodity prices, which saw Materials as the worst performer. BHP Group (ASX:BHP) and Rio Tinto (ASX:RIO) both fell more than 2%. Energy stocks also fell, including Santos (ASX:STO), Oil Search (ASX:OSH) and Woodside Petroleum (ASX:WPL). Most sectors were lower, except Information Technology. Chalice Mining (ASX:CHN) was back on top yesterday, rising 3.7%. Virgin Money (ASX:VUK) also advanced, following positive gains in its UK listed share on Monday night. Biotech company Mesoblast (ASX:MSB) lost ground, falling over 8%. In New York the markets had a positive run. The S&P 500 up 0.4%, the Dow up 0.2% and the Nasdaq up 0.8%. US stocks gained after October retail sales data came in better than expected. Sales jumped 1.7%, a good sign for the upcoming holiday season. The SPI futures are suggesting the ASX200 will rise 0.4% at the open this morning. What to watch today:In economic data, the wage price index will be released today at 10:30am AEDT. That shows the annual change in hourly rates of pay. Consensus expects a rise to 0.5% from 0.4% QoQ and a rise to 2.2% from 1.7% YoY. This morning agricultural chemical company Nufarm (ASX:NUF) reported its full-year 2021 results, with strong operational performance and 51% growth in underlaying earnings and cash generation. And the company declared an unfranked dividend of 4 cents per share. And AGMs will be held today for City Chic Collective (ASX:CCX) and Seven Holdings (ASX:SVW).  The most traded stocks by Bell Direct clients yesterday included BHP Group (ASX:BHP) and Mineral Resources (ASX:MIN) amid broad selling in materials, and South32 (ASX:S32) as its price declined amid increased pressure to take into consideration climate change risks. The oil price is trading lower at US$80.60 as demand concerns were offset by prospects of tight inventories. Gold is also trading lower, easing earlier session gains. And the seaborne iron ore is trading down 0.4% at US$92 a tonne. Trading ideas:Bell Potter maintain their BUY rating on Technology One (ASX:TNE) and have increased their price target from $13.50 to $15. TNE closed at $13.09 yesterday, implying 14.6% share price growth in a year. Goldman Sachs retain their BUY rating on Hipages Group (ASX:HPG), and have increased their price target from $4.90 to $4.95.

Satrix has launched the first ETF on the JSE to include the full universe of large-, mid-and small-cap South African-listed companies. By tracking the FTSE/JSE All Share Index (Alsi), the Satrix Capped All Share Index (Capi) gives investors exposure to large multinational companies such as BHP Group, Richemont and the Naspers/Prosus stable, while providing broader exposure than indices such as the Top 40 Index. In this episode, we are joined by Mr Siyabulela Nomoyi, Portfolio Manager at Satrix to tell us all that there is to know about the new ETF baby on the market.

It's time for Felicity and Candice to look at their Order Pad, where they reveal what's on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity is recommending a micro-cap Australian Technology company, called Silex, that is focused on the development and commercialisation of the SILEX laser isotope separation technology. Candice on the other hand is pitching a well-loved blue-chip, with a $193 billion market cap and global operations. She'll reveal why this well-known mining company represents a great bargain right now. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. Talk Money To Me is part of the Acast Creator Network. See acast.com/privacy for privacy and opt-out information.

Lower demand for steel from China sees BHP Group ltd (BHP) produce less iron ore. Apple (AAPL) reverses unpopular design features with its new McBook lineup. Fletcher Building Limited (FBU) says it expects trading conditions to remain the same. www.sharesies.com For more share market news, subscribe to Lunch Money, Sharesies' bite-sized email update: https://www.sharesies.nz/lunch-money If you'd like to get in touch, for any reason at all, email recap@sharesies.co.nz or record a voice message: https://anchor.fm/sharesies2/message. Investing involves risk. You aren't guaranteed to make money, and you might lose the money you start with. We don't provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

Kupfer oder englisch Copper ist derzeit stark im Fokus von vielen aktiven Tradern! Unsere Podcast-Episode beleuchtet die Kupfer-Anlage von allen Seiten. Rohstoff-Daytrading von Kupfer oder Kupfer-Aktien. Long und Short Daytrading und wie man interessante Kupferwerte findet. ✅ Wie kann ich Kupfer handeln - Kupfer-Rohstoffhandel oder Kupfer-Aktien✅ Kupfer (Copper) als CFD traden: Spot oder Future✅ Long und Short Trading von Kupfer ✅ Ist Kupfer das neue Gold?! - Warum ist Kupfer derzeit in aller Munde?✅ Kupfer und Inflation - auch ein "sicherer Hafen"?!✅ Interessante Kupfer-Aktien: Rio Tinto, BHP Group, Freeport-McMoRan und mehr!Webseiten-Tipps zu Kupfer:▶️ https://admiralmarkets.com/de/wissen/articles/trading-instruments/in-kupfer-investieren ▶️ https://admiralmarkets.com/de/wissen/articles/shares/kupfer-aktienWerden Sie ein besserer Trader und verbesseren Sie ihre Tradingerfolge an den Märkten!Der YouTube Kanal von Admiral Markets:▶️ https://www.youtube.com/admiralmarketsdeWebseiten-Tipps: https://admiralmarkets.com/dehttps://admiralmarkets.com/de/start-trading/forex-demoVon 0 auf 100 beim Trading: https://admiralmarkets.com/de/wissen/die-trader-ausbildungTradingwissen für Fortgeschrittene: https://admiralmarkets.com/de/wissen/trading-ausbildung-fuer-fortgeschrittenePodcast Episode 49vom 23.08.2021 von Admiral Markets, mit Jens Klatt & Jens Chrzanowski

West Coast Cookbook & Speakeasy is Now Open! 8am-9am PT/ 11am-Noon ET for our especially special Daily Specials; Blue Moon Spirits Fridays!Starting off in the Bistro Cafe, the DC bomber threat is but another example of how the collapse of pro-Trump conspiracy theories raises domestic terror concerns.Then, on the rest of the menu, across the political spectrum, more Americans are worried about domestic terrorism than of foreign threats; a federal judge in Nevada ruled that the felony deportation law is unconstitutional; and, US states rush to meet the deadline to join the $26 billion opioid settlement.After the break, we move to the Chef's Table where Australian mining company BHP Group has fired forty-eight workers for sexual harassment since 2019; and, unidentified commandos shot a Mexican radio journalist dead outside his home in the Gulf coast state of Veracruz.All that and more, on West Coast Cookbook & Speakeasy with Chef de Cuisine Justice Putnam.Bon Appétit!~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~“Structural linguistics is a bitterly divided and unhappy profession, and a large number of its practitioners spend many nights drowning their sorrows in Ouisghian Zodahs.” ― Douglas Adams "The Restaurant at the End of the Universe"~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Show Notes & Links: https://www.dailykos.com/stories/2021/8/20/2047063/-West-Coast-Cookbook-amp-Speakeasy-Daily-Special-Blue-Moon-Spirits-Friday

The largest mining company in the world, BHP Group, has made three massive moves this week. First, it said it would sell its oil and gas operations to oil and gas company Woodside Petroleum in exchange for shares that it will distribute to its own investors. Second, it approved a 5.7 billion USD investment to build a very large new potash fertilizer mine in Canada called the Jansen potash project. And third, it will collapse it's dual listing across London and Australia and focus only on its Australia listing. We discuss the first two moves and what they mean for the global fight to reduce carbon.

BHP Group, 2021 Earnings Call, Aug 17, 2021

US equity markets retreated, with the Dow and S&P500 ending a five session run of record closing highs amid concerns the spread of the delta variant of COVID may slow economic growth and following a softer-than-expected July retail sales report - Dow dropped -282-points or -0.79% . The broader S&P500 fell -0.71% a day after logging its 49th record closing high of 2021. Consumer Discretionary (down -2.31%) led seven of the eleven primary sectors lower, with Materials (down -1.21%) and Industrials (-1.06%) down over >1%. More defensive sectors outperformed once again, with Health Care up +1.12%. The Nasdaq shed -0.93% as Facebook Inc (down -2.21%), Amazon.com Inc (-1.73%), Apple Inc (-0.62%) and Google-parent Alphabet Inc (-1.16%) all closed lower. The small capitalisation Russell 2000 lost -1.19%.

In this episode we discuss SSE, BHP Group, Royal Mail, easyJet, Beazley & Coca-Cola. $sse $bhp $rmg $ezj $bez $ko

Der DAX hat in dieser Woche zwei neue Rekordhochs aufgestellt, war dann aber kaum vom Fleck gekommen. Gestern rutschte er deutlich ab. Heute ist wohl erst einmal Abwarten angesagt. Die Vorgaben aus Übersee sind unterschiedlich.

The Materials sector surged almost 30% over the past financial year, as the price of iron ore doubled to all-time highs. Major miners BHP Group, Rio Tinto and Fortescue Metals all reported record profits and paid out record dividends. Our Market Analyst Tom Piotrowski sits down with CBA Director Mining & Energy, Vivek Dhar to discuss the factors which are likely to impact iron ore, coal and oil prices over FY21/22.  This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399, AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124, AFSL 234945 (the Bank). The Bank and its subsidiaries have effected or may effect transactions for their own account in any investments or related investments referred to in this report. This report is not a recommendation to buy, sell or hold any securities or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. For this reason, any individual should, before acting on the information in this report, consider the appropriateness of the information, having regard to the individual's objectives, financial or taxation situation and needs and, if necessary, seek appropriate professional advice. This report is produced by Commonwealth Research based on information available at the time of publishing. We believe that the information in this correspondence is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness. To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report.

News headlines: *The world's deepest precious-metals mines, together with giant iron-ore and coal pits are providing an unexpected boon to a South African economy slowly recovering from its biggest contraction in a century. *AngloGold Ashanti Ltd. appointed former BHP Group executive Alberto Calderon to its top job, ending a nearly year-long head hunt that's weighed on the shares of the No. 3 gold producer. *The government will most likely extend the two-week adjusted level four lockdown regulations as Covid-19 cases in South Africa continue to rise. *South Africa's ruling African National Congress distanced itself from former President Jacob Zuma's attempt to discredit the Constitutional Court after it found him guilty of contempt, and slated threats by his supporters to block the authorities from arresting him.

News headlines: *The world's deepest precious-metals mines, together with giant iron-ore and coal pits are providing an unexpected boon to a South African economy slowly recovering from its biggest contraction in a century. *AngloGold Ashanti Ltd. appointed former BHP Group executive Alberto Calderon to its top job, ending a nearly year-long head hunt that's weighed on the shares of the No. 3 gold producer. *The government will most likely extend the two-week adjusted level four lockdown regulations as Covid-19 cases in South Africa continue to rise. *South Africa's ruling African National Congress distanced itself from former President Jacob Zuma's attempt to discredit the Constitutional Court after it found him guilty of contempt, and slated threats by his supporters to block the authorities from arresting him.

The latest Manitoba Crop Report is out, Researchers at the University of Saskatchewan are looking for higher-value uses for pulse starch, & Canadian potash producer Nutrien is not focused on any potential collaboration with miner BHP Group, according to a senior Nutrien executive.

Rozhovor s Janem Hlavsou, spoluzakladatelem investiční platformy Fondee, nejen o tom jak se dařilo Fondee během prvního roku fungování nebo jak se staví k nedávno získané pokutě od ČNB, ale také o těžařských společnostech jako jsou například Rio Tinto, Glencore, BHP Group nebo Kenmare Resources. Protože Honza strávil část své kariéry přímo ve společnosti Rio Tinto nebo Greenstone Capital a má tak k těžařským společnostem velice blízko. Akcie: RIO, GLEN, BHP, KMR, AAL, BP, AG, XOM, ANTOBio: Jan Hlavsa studoval ekonomii na LSE v Londýně a na IES v Praze. Po škole nastoupil do společnosti Rio Tinto, kde pracoval na portfoliu tzv. mineral sands assets. Následně působil ve fondu Greenstone Capital. V roce 2017 spoluzaložil investiční platformu Fondee. Co se v podcastu dozvíte: Zhodnocení prvního roku ostrého provozu Fondee (0:34)Jak vypadá průměrný klient Fondee (1:16)Jaký je Fondee vlastně business (2:50)Kdo vytváří investiční strategii ve Fondee (4:20)Nejoblíbenější portfolio klientů ve Fondee (5:41)Rebalancování portfolia (6:58)Poplatková struktura ve Fondee (8:59)Jak technicky funguje Fondee (11:25)Degiro - proč využívá Fondee právě tohoto brokera (13:52)Vyjádření se k nedávno získané pokutě od ČNB (14:52)Kariéra v Rio Tinto a Greenstone Capital 21:53)Trh s komoditami (24:47)Těžaři - vyhlídky pro tento rok (31:32)Těžaři - doporučení pro investory (35:09)Jaké faktory primárně ovlivňují cenu akcií těžařských společností (40:23)Na co se zaměřit, pokud analyzujete těžařské společnosti (45:36)Kenmare (51:03)Rio Tinto (52:39)BHP Group (58:07)Akcie na watchlistu (59:27)Nenechte si ujít letošní ročník České investiční konference, který proběhne 8. a 9. listopadu 2021. Přednášky a workshopy z České investiční konference 2020 si můžete zakoupit zde.Partnerem podcastu je Strike.Market, alternativní data pro vaše investice.Vaše zpětná vazba je pro mě důležitá. Máte-li k podcastu jakékoliv poznámky, zašlete mi je, prosím, na lenka@schanova.com. Děkuji. 

In this episode we discuss IG Group, CMC Markets, Experian, BHP Group, Rio Tinto & Netflix. We also take a listener question on when to sell and holding cash in your portfolio. $igg $cmcx $expn $bhp $rio $nflx

Australien ist nicht nur ein toller Ort für einen schönen Urlaub am Great Barrier Reef oder einen Work & Travel Aufenthalt, sondern auch für uns (zukünftige) Investoren und Aktionäre... Schön, dass du wieder eingeschaltet hast bei unserem Podcast Finanzen.Parkett. Heute setzen wir unsere Weltreise fort und melden uns aus Australien. Mit seinen mehr als 150 Millionen Schafen und 25,3 Millionen Einwohnern hat das Land bzw. der Kontinent eine unglaublich schöne Flora (Pflanzenwelt) und Fauna (Tierwelt). Das Land besaß sogar 6 Börsen, die dann in der Historie zu einer Börse fusioniert sind, die ASX (Australian Securities Exchange). Der Leitindex "All Ordinaries" enthält derzeit die 498 größten Unternehmen nach Marktkapitalisierung zum größten Teil aus Australien, aber auch Neuseeland und die USA sind ein wenig vertreten. Wir werden dir 3 ETFs und die 5 nachfolgenden Aktien bzw. Unternehmen aus Australien vorstellen: BHP Group, Woolworths Group, Appen, CSL Limited und mesoblast Hier kommst du zum passenden Blogartikel: Weltreise - Ab nach Australien Falls du weiter Informationen möchtest: Jannik: Finanzenfuchs -- https://www.instagram.com/finanzenfuchs/ Gerrit: Parkett.Hirsch -- https://www.instagram.com/parkett.hirsch/ Unser Blog: https://www.finanzenparkett.de Neues Produkt: Finanzen-Check (https://forms.gle/sTFFkRwZ3S7ZZkc27) Danke für deine Aufmerksamkeit und bis zum nächsten Mal, dein Team von Finanzen.Parkett. Empfehlungen: Kryptowährungen handeln über die Bison-App (https://join.bisonapp.com/wcwh7m) (*) (investiere 50€ und erhalte 10€ extra einmalig) Investiere noch heute in Privatkredite (*keine Anlageberatung/ hohes Risiko): Mintos: https://www.mintos.com/de/l/ref/IL0XQS Bondora: https://bondora.com/ref/jannikh Anmerkung: Werbe-/ Affiliate Links: Die mit (*) gekennzeichneten Links sind Affilatelinks. --- Send in a voice message: https://anchor.fm/finanzen-parkett/message