Sunny outlook for coal, gold: Morningstar
Coal and gold producers are undervalued, says equity analyst Jon Mills in his Q4 overview of the mining industry. Both feature in his best-buy quartet of stocks.
Stockhead
Andover maiden lithium resource due in Q2; Rinehart, SQM, link to buy Azure
Azure Minerals expects to release the maiden mineral resource for its Andover lithium discovery in the June quarter following completion of the company’s takeover.
Rolling Stone rocks into Vinyl Group
Vinyl Group is getting an upbeat response from investors after inking a $10 million deal to bring Rolling Stone and Variety magazines into its stable.
Heart care mission has ASX stocks pumping
Artrya is eyeing the huge US market for its AI-driven diagnosis platform, as ASX stocks make a difference in the fight against heart disease.
Why cannabis could be looking up in 2024
Cannabis stocks have been struggling but impending events in the US could turn that on its head in 2024. That would be great news for Aussie firms too.
The lessons of Azure’s glorious rise
Azure Minerals’ meteoric rise offers a case study in picking a (more than) 10-bagger, and investors should take note, says resources fund ace John Forwood.
Nine picks from a health sector on the mend
After ailing for a couple of years, the ASX health sector is recovering and will gain strength in 2024, says expert Scott Power. Here are his nine stocks to watch.
First Lithium find thick, shallow, high-grade
First Lithium’s share price has risen 75 per cent after a brief trading halt, as news surfaced of a hefty strike in Mali.
Three ASX stocks on broker’s wish list
As we gear up for the annual ‘Santa rally’, strategist Shamgar offers timely advice – and reveals three candidates to put the stock into your Christmas stocking.
Better year ahead for IPOs: E&Y
Earnst & Young expects IPOs to pick up in 2023. Meanwhile, here’s a health check on this year’s entrants and some impending arrivals.
Prices fall but love for lithium doesn’t
Lithium prices have tumbled in 2023, but new data shows financiers and punters with a long-term outlook continue to bet on the battery metal.
Iron, coal stocks that rocked in 2023
Life hasn’t been easy this year for iron and coal stocks, with most going backwards – but these achievers stood out from the crowd of losers.
Starpharma success against deadly cancers
Starpharma’s anti-tumour drug has shown it is effective in treating some of the deadliest and most advanced cancers, sparking a share price rise.
Infrastructure duo on charge, says broker
Broker MA Moelis has pinpointed two ‘undervalued’ infrastructure-focused stocks it says offer plenty of upside for investors.
Bitcoin’s ecosystem will power next bull market, enabling $US100k BTC: Bitget
Bitcoin’s growing ecosystem and capability as a layer 1 network is the narrative to watch in 2024, reports Bitget – one of the world’s leading crypto exchanges and web3 platforms.
From the farm to ‘white gold’ digging
At age three, Felicity Repacholi told her father she wanted to be a ‘gold digger’. That came true in the nicest sense of the words, with her focus on ‘white gold’.
ESG investors don’t have to ignore resources
In an environmentally aware world, ESG investing is in the spotlight. Here’s how to get involved, and a pick that shows resource stocks are not out of bounds.
ASX stocks riding uranium bull in US
With a uranium bull market raging, ASX firms are on a wild ride in the yellowcake-hungry US. Here, in their own words, is the why, and where of the big push.
Lithium miners to spend $7bn, as prices fall
Lithium prices are far from what they were – shaking government predictions – but more than $7.2 billion is set to be spent on new projects just the same.
Early Christmas gift as Neuren lifts 30pc
Positive results from Neuren’s Phase 2 trial of its drug for Phelan- McDermid syndrome has been a gift for both the company and affected children.
Venn Brown report sees tech-focused capital fund Bailador as ‘one to watch’
Small and mid-cap equity research house Venn Brown sees tech-focused capital fund Bailador Technology Investments as ‘one to watch’.
Final pieces coming together for Kingsland’s maiden resource at Leliyn
More ‘outstanding’ intersections have been found at Kingsland Minerals’ Leliyn graphite project, building on previous assays that show both scale and high-grade potential.
Why Argent Minerals sees value in modern exploration of 100-year VMS deposit
Argent Minerals’ Kempfield deposit belongs to a peer group of VMS deposits known as the Eastern Australian Palaeozoic deposits which includes well-known, rich assets.
Experts predict golden 2024 for this duo
Veteran resources columnist Barry FitzGerald and investment house Argonaut agree that big things await these two gold explorers in 2024.
Hot ASX prospects for momentum investors
Momentum investors are hot for Cobram, Monash IVF, Advance ZincTec and Aeris Environmental. Here’s why there’s a buzz about them.
Date with Destiny: St George makes high-grade rare earths discovery in WA
St George Mining has hit up to 5125ppm total rare rarth oxide (TREO) hosted in a near-surface clay zone during maiden drilling at its Destiny project in WA.
Aussies help power a new US revolution
ASX miners have become important players in the US’s clean energy charge. Now it’s time to look at downstream production, an American diplomat says.
Who could be in for outrageous fortune?
Fintech specialist Saxo has unveiled its annual Outrageous Predictions list. We look at three biggies … and who would benefit in the unlikely case one came true.
More lithium gloom ahead: GS and mates
Goldman Sachs isn’t saying ‘told you so’ as lithium prices plummet, hurting many ASX stocks. Instead it’s doubled down – and it has some backup.
Potash deal gives Reward rosy glow
It’s all coming up roses for Reward Minerals, with set to acquire a $400 million potash project … for $20 million. Get your resources news here.
Neuren’s new phase in quest to help kids
Neuren Pharma continues to tackle neuro-developmental disorders in children, heading into a Phase 2 trial for its Pitt Hopkins syndrome treatment.
As BTC tops $40k, Bitget looks at why 2023 was good and 2024 could be great
Bitget, one of the world’s leading crypto exchanges, identifies what’s made 2023 a much better year for the market, and trend shifts that could send it all to the moon in 2024.
Education stock looks a class act: broker
The brokers at Taylor Collison have given Academies Australasia a big tick, saying the education stock is well placed to welcome back international students.
More than one way to hold your gold
Retail interest in physical gold has soared in 2023 amid bank failures, inflation, recession and war. But there are pitfalls and alternatives to consider.
Contrarians warn of copper future shock
Many experts expect a decades-long copper bull market – but two noted contrarian investors warn that new tech could crush prices … again.
Arafura out to buck rare earths history
It has historically been easy to take a tumble when chasing rare earths elements. And Arafura plans to learn the lessons of the past as it saddles up in the NT.
Hartshead Resources clears the path to develop UK gas fields, saves costs along way
Hartshead Resources has further de-risked Phase 1 development plans for its UK Southern Gas Basin assets after negotiating an option with its farm-in partner, RockRose Energy.
Compumedics booms after FDA clearance
ASX medical stock Compumedics pumped by 75 per cent after the FDA cleared its sleep device, Somfit, to be marketed in the lucrative US market.
Health on road to recovery: experts
After ailing for most of the year, the ASX Healthcare Index lifted by 10 per cent in November. It’s a sign of things to come, says Janus Henderson.
Momentum giving these stocks a push
Momentum’s not always easy to achieve, but once it’s in place, things tend to roll on. These stocks are moving in the right direction.
Uranium exploration ramping up
The hunt for uranium is starting to pick up, as ASX stocks get drills spinning on a wide variety of prospects here and overseas. Here’s what we expect this month.
It’s a fast food feast, but don’t get greedy
We may be stressed, but we still have an appetite for fast food, it seems. That is, right up until a chain gets hungry and super-sizes prices, says Tim Boreham.
Secret Broker: (Corporate) life after death
You’d think that every business bigwig would have a succession plan for when they head to the big board room in the sky. You’d be wrong, says The Secret Broker.
Big deal stacks up nicely for Dalaroo
Dalaroo Metals has been rewarded for being in the right place at the right time, with a deal delivering $500,000 in cash and the same in Delta Lithium shares.
Jackpot hopes as S2 pulls lever on drilling
S2 Resources, against the odds, secured arguably Australia’s most exciting gold prospect. Now, as drilling starts, the sector is holding its breath.
Tech sector stretches lead on ASX benchmark
The tech sector is charging towards year’s end with momentum, after continuing to outperform the ASX 200 in November. There were some big winners.
Govt, companies energise green mission
Australia’s annual climate change statement – and recent news for several stocks – have shown that attention to green initiatives can pay dividends.
Brumby Ridge copper news spurs charge
Cooper Metals went on the gallop again after a high-grade copper discovery at its Brumby Ridge prospect was confirmed. Get your resources wrap here.
Pilbara and its peers to release shares
Lithium companies have been finding life a little more difficult lately, but that isn’t stopping these stocks from releasing of shares. Here’s your escrow wrap.
Short sellers target lethargic lithium
Pilbara Minerals is now the ASX’s most shorted stock. But it’s not alone, with several other lithium miners targeted as ‘white gold’ loses its lustre.
Original URL: https://www.heraldsun.com.au/business/stockhead/page/45