Tag: Commodities
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Can Beach Energy (ASX:BPT) Benefit from Net-Zero By 2050?
Beach Energy (ASX:BPT), an oil and gas company established in 1961, is positioned optimally with key assets in Australia and New Zealand as the demand for LNG rises, particularly in Asia. Despite recent financial setbacks and challenges with project delays, BPT is expected to return to profitability by FY24/FY25, leveraging its infrastructure to meet increasing…
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Next DC (ASX:NXT) Building Their Way To Profitability
NEXTDC, Australia’s leading independent data centre provider, has expanded rapidly since its ASX listing in 2010, operating 13 centres nationally and planning further growth in Asia Pacific. Despite substantial revenue and a record order book, it remains unprofitable, relying on debt financing for operations and expansion. Investors remain optimistic amid rising demand.
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Does Gold Stock Diversification Reduce Portfolio Volatility?
The analysis by Anton Crabbe explores the impact of holding gold stocks in a portfolio over nearly 10 years. It contrasts the performance of two gold stocks, Newcrest Mining and Evolution Mining, revealing that investments in Evolution performed significantly better. Crabbe advocates for a diversified approach to manage risk and enhance capital growth.
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What Drives the Share Market?
The ASX market is highly concentrated, with the top 10 stocks representing 47% of market capitalization and 59% of profits. As a fundamentally driven investor, the author notes the importance of forward earnings in stock valuation and predicts no major market crash unless top companies’ profits are severely impacted.
Rational Share Investing With Ratios 