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In this episode, TK shares his busy week involving golf, horse racing, and family events, including his daughter's first auction and his upcoming birthday. Cameron updates on the QAV light portfolio's performance, noting it's now beating the index since inception and for the financial year, despite selling EHL and TPG. They discuss Dollarama's acquisition of The Reject Shop (TRS) at a significant premium, speculate on the rationale, and touch on potential challenges for Dollarama in the Australian market. Concerns are raised about Stockopedia following staff departures and data discrepancies, particularly with Price to Operating Cash Flow (PropCAF) figures. The hosts delve into ASIC and the RBA scrutinizing the ASX over CHESS replacement issues and operational risks. They analyze several stocks: Accent Group (AX1) potentially seeing increased stake from Fraser's Group, New Hope Group's positive results and share buyback amidst slumping coal prices, Ramelius Resources' (RMS) controversial acquisition of Spartan Resources and subsequent removal from Stock Doctor's star list due to disclosure and financial concerns, and NZME's results, potential corporate activity involving Stuff, and a looming board challenge from Canadian billionaire Jim Grennan. A significant discussion revolves around establishing 'red flags' for corporate governance issues, triggered by Helia's (HLI) CEO selling shares before bad news, Indiana Resources (IDA) failing to lodge reports on time, and broader concerns about management integrity, timely disclosure, and when to remove a red flag. They also cover TPG Telecom's sale of assets to Vocus and perform a deep dive into Santos (STO), including its history, recent performance, QAV metrics, and associated risks. The episode wraps up with 'After Hours' chat about classic TV shows like Joe 90 and Odd Squad, films like Unforgiven and Ipcress File, music discoveries including Transplants and The Distillers, and TK's upcoming horse races.
General Advice Only
We rip into today's show with the rumours around Mineral Resources (MIN) looking to garner interest in 49% of their Onslow haul road, before we dissected fund manager Ausbil's decision to dump their long time holding in 29 Metals (29M).Pilbara Minerals (PLS) signed another expanded offtake agreement which drew our attention whilst Wiluna (WMC) gave a production update & Alliance Nickel (AXN) signed an offtake agreement with Samsung SDI.Santos (STO) & Woodside (WDS) couldn't see eye to eye on the value of a merger, whilst Andrew Forrest's investment groups were making moves again and Aurelia (AMI) copped a heavy downpour at their Peak operations. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3DEmail grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru's for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on InstagramTIMESTAMPS(0:00:00)Introduction(0:01:50)Brooks is going to Switzerland(0:04:20)Our trip to Mayfair(0:06:43)The Min Res Haul Road(0:14:30)Investors Ausbil dumping their 29M stake(0:17:04)PLS expand another offtake agreement(0:22:25)Wiluna Mining share an update (0:24:01)Alliance Nickel sign deal with Samsung(0:26:36)Santos & Woodside breakup(0:30:15)Andr
General Advice only
We rip into today's show with news that Woodside (WDS) and Santos (STO) have agreed to continue getting to know each other followed by a dive into Kazakhstan's political situation and what it means for uranium.South 32 (S32) caught the eye following their decision to chase down a royalty last week, which got us pondering whether something could be afoot, whilst a couple goldies in West African (WAF) and De Grey (DEG) released guidance and an option to buy Ashburton respectively.KoBold Metals, the billionaire backed startup, announced they've got Zambia's best discovery in 100 years while a familiar face turned up at Arafura (ARU) and Evolution (EVN) settled their disappointing share purchase plan. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3DEmail grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru's for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on InstagramTIMESTAMPS(0:00:00)Introduction(0:01:22)Watch out Basil Zemplis (0:04:03)The next level in looking after your titles(0:06:29)Woodside & Santos getting closer(0:12:09)Kazakhstan put uranium market on alert(0:18:05)Is South 32's balance sheet a concern?(0:30:10)WAF give a guide for 2024(0:32:36)De Grey look to expand the footprint(0:35:43)
Today's episode is our first venture into the world of energy. We brought on the show Thomson Naude to help us investigate the potential mega merger between Santos (STO) and Woodside (WDS), discussing what the key assets are, what the hurdles to deal are and what it would mean to the Australian energy market. We also discussed the recent M&A in the Perth Basin, why the east & west coast energy markets differ so widely and whether we should expect any changes in government legislation. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00) Introduction(0:03:12) Deep Drilling in the Smackover and Thacker Pass(0:07:22) Save Cobre Panama(0:09:58) Santos Woodside potential merger(0:11:31) Lay of the land for Aus Oil & Gas(0:18:45) What are the synergies?(0:21:54) How is East Coast gas market different to West Coast?(0:24:43) Economies of scale for Oil & Gas transactions(0:31:49) Interest in Gas from the Mining Magnates
On today's episode of 'the call', Claude Walker of A Rich Life and Luke Winchester of Mereweather Capital dives into the following ten stocks:Vmoto (VMT)Droneshield (DRO)Antilles Gold (AAU)Ambertech (AMO)RPMGlobal (RUL)Smart Parking (SPZ)Felix (FLX)Sequoia Financial (SEQ)NRW (NWH)YPB (YPB)Stocks of the day: Santos (STO) & Woodside (WDS) Hosted on Acast. See acast.com/privacy for more information.
Devocional diario de Mons. Roberto Sipols para La Voz de Jesús --- Support this podcast: https://anchor.fm/lavozdejesus/support
General Advice only
In this episode of Virtually Live, Shannon Rivkin covers: Santos (STO), McMillan (MMS), uranium stocks, growth stocks and Bear markets.
Carl Capolingua from ThinkMarkets and Michael Wayne from Medallion Financial go in-depth and stock specific. Stocks covered: EDV, SMR, TPW, JIN, GWA, WEB, OPT, SGF, RAS, HCW. Our stocks of the day are CSL (CSL) and Santos (STO). Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
The ASX 200 closed down 63 points to 6700 (-0.9%). The market made a small recovery through the second half of the session but still finished in the red. Institutional portfolio rebalancing, as we approach the end of the quarter a feature. Financials, consumer staples and energy were the only sectors that finished in positive territory. Energy names outperformed ahead of an OPEC + meeting tonight. Major producers Saudi Arabia and the United Arab Emirates look unlikely to be able to boost output significantly which is good news for the oil price. Not so good for taming inflation. Woodside (WDS) up 0.4% and Santos (STO) down 0.5%. Property and technology names led the market lower. The property sector was held back by a lot of companies trading ex-distribution. Transurban (TCL) also ex-dividend, down 0.8%. Telstra (TLS) off 1% and Macquarie Telecom (MAQ) down 1.8% despite a guidance upgrade. Liontown (LTR) up 5.2% on the back of an offtake deal with Ford. Pilbara (PLS) was down 3.8% despite lifting production guidance and lithium price forecasts. Tyro (TYR) off 16.7% as the CEO stepped down. BWX (BWX) was downgraded to neutral from buy at Citi. BNPL names fell on soft US consumer data. Block (SQ2) down 6.2%, Zip Co (ZIP) down 4.2%. ZIP now down ~95% in the last year to a six-year low. Retail sales up 0.9% in May ahead of consensus and hitting another record level according to the ABS. The rise was driven by department stores and cafes. Jerome Powell is attending an economic policy panel discussion tonight. The US also has a GDP number out but as it is the third release, it is unlikely to move the needle. Dow futures are up 42 points. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
In this episode of Virtually Live, Shannon Rivkin covers: First Graphene (FGR), the graphite industry, Santos (STO), Russia's invasion of Ukraine, Convertible Notes, and Wellnex Life (WNX).
In this episode of Virtually Live, Shannon Rivkin covers: Gold, Magellan (MFG), Santos (STO), Woodside (WPL), and Meta (FB)
Autodesk (ADSK) snaps up Auckland based cloud company Moxion. Fourth quarter results for Santos (STO) show increased performance with strong commodity prices. Tech's biggest ever deal may have consequences for Sony. 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
The Australian sharemarket see-sawed between modest gains and losses on a choppy trading day to eventually close lower. The benchmark ASX 200 index lost 11.2 points or 0.15 per cent to close at 7399.4. The Energy sector stood out as oil prices rose overnight despite the coordinated announcement by number of countries including the US and China to release strategic oil reserves to ease the supply concerns. Locally, Woodside (WPL) rose 1.6 per cent, Santos (STO) by 2.2 per cent and Beach Energy (BPT) closed 2.4 per cent higher. The Information Technology sector was the main weight today impacted by the concerns with rising bond yields. 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 ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing. 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 the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report.
Rivian Automotive, the American electric vehicle manufacturer, reveals more details about its planned initial public offering. Oil and gas giant Santos (STO) announces a project to capture and store carbon. Coca-Cola (KO) announced its acquiring premium sports beverage brand BodyArmour, the company's largest brand acquisition to date. 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.
The S&P/ASX200 closed lower Tuesday, dropping 109 points or 1.5% to 7,276, mixed leads became broad based selling. Virtually all sectors floundered, but for the energy names and a utility or two as global energy pressures spiked. Enter the coal miners - Whitehaven (WHC) up 6.8%, New Hope (NHC) up 5.1% and Yancoal (YAL) up 4%. And welcome back, oil and gas - Beach Energy (BPT) up 11.7%, Woodside Petroleum (WPL) up 6%, Oil Search (OSH) up 7.5% and Oil Search's friend Santos (STO) also up 6%. Everyone else pretty much got whacked. Most whacked of all, Charter Hall (CHC) losing 6.5%, special mention to Evolution Mining (EVN), also mightily whacked, down 6.2%. Wednesday's coming. Kara will be wearing green.Our top three VODs: This is your captain speaking: arrive at your destination safely with these five stocksProperty growth building investment opportunitiesSatisfy your appetite with Chris' 3 stocks | the trade See acast.com/privacy for privacy and opt-out information.
Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: CDA, ECX, IMD, PPK, CAA, CYG, MND, RXL, WGB, SRV. Our stock of the day is Santos (STO). See acast.com/privacy for privacy and opt-out information.
The S&P/ASX200 closed up Friday, gaining 37 points or 0.5% to 7,407. Let's wrap this one up: coal rose, iron ore and oil fell. Materials and energy led gains. The banks were a pass. Not Macquarie (MQG), 0.6% lower. Santos (STO), Oil Search (OSH) got their $21 billion merge on. Stock of the day was a rebounding Nickel Mines (NIC) up 8.3%. Polynovo (PNV) went ex-COO, losing 5.5%. Listing today at 20¢, delivery software firm Zoom2u (Z2U) ended at 41.5¢. Have a good weekend.Our top three VODs: ASX small cap opportunities in an expensive marketWill consumers spend and on what? A deep dive into what comes nextNations gaming bitcoin and betting on the future See acast.com/privacy for privacy and opt-out information.
In this episode of Virtually Live, Shannon Rivkin covers Ripple (XRP), Biotech Imugene (IMU), Boral (BLD), Seven Group (SVW), Afterpay (APT), Square (SQ), Santos (STO), Oil Search (OSH), BHP Group (BHP), Rio Tinto (RIO), Fortescue Metals Group (FMG) and Universal Bio (UBI).
Two of Australia's largest energy companies, Santos (STO) and Oil Search (OSH), agree on the terms of a merger proposal. Crown Resorts' (CWN) Melbourne CEO announces he will step down, while a new regulator division will monitor CWN. The parent company of Michael Kors, Versace and Jimmy Choo releases its Q1 earnings results. www.sharesies.com For more share market news, subscribe to Lunch Money, Sharesies' bite-sized email update: https://www.sharesies.nz/lunch-money 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.
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks covered: VEA, IMM, CDA, ANN, FFX, FPH, IPL, HUM, RF1, ELD. Our stock of the day is Santos (STO). See acast.com/privacy for privacy and opt-out information.
An all-time high for the S&P/ASX200 - the index gaining a healthy 1.05% with miners and energy coming to the party. The Most Valuable Players were Inghams (ING) and Santos (STO), both 6.5% higher. Clamouring for cut-through analysis of the GDP read?Our top three VODs are:Staying fully invested and spotting opportunitiesThe market impact of lockdowns are best seen in these two stocksPostgrads the secret to Keypath success See acast.com/privacy for privacy and opt-out information.
Mathan Somasundaram from Deep Data Analytics and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: TWE, VEA, GRR, VUL, BD1, BVS, AMS, WES, WAM, IGL. Stock of the day is Santos (STO). See acast.com/privacy for privacy and opt-out information.
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: CCL, VETH, MNY, IAG, JBH, ELD, ACF, CLW, VOC, AUB. The stock of the day is Santos (STO). See acast.com/privacy for privacy and opt-out information.
Carl Capolingua from Think Markets and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: TLS, PLL, BET, ELO, PET, A2M, SIG, AUB, 3DP, GRR. The stock of the day is Santos (STO). See acast.com/privacy for privacy and opt-out information.
Wall Street has done it again, hitting another record all time high with tech shares leading the charge after Apple erased its coronavirus losses after downgrading revenue. The ASX200 futures are suggesting a lift of 0.2%.Companies reporting today: Coca-Cola Amatil (CCL), Origin Energy (ORG), Perpetual (PPT), Qantas Airways (QAN), Star Entertainment (SGR), Santos (STO), Super Retail Group (SUL), Sydney Airport (SYD) and Galaxy Resources (GXY).All eyes on Little Green Pharmaceuticals (LGP) and WiseTech Global (WTC).
Upfront Investor Podcast: Weekly Australian Stock Market Update | Trading and Investing Education
In this weeks Talking Wealth Podcast, Janine discusses why the energy sector is one to watch, however, right now some of the constituents including Santos (STO) and Origin (ORG) are pulling back from recent peaks in price.
In this weeks Talking Wealth Podcast, Janine discusses why the energy sector is one to watch, however, right now some of the constituents including Santos (STO) and Origin (ORG) are pulling back from recent peaks in price.