Recent earnings results from Canadian uranium-fuel giant, Cameco saw a significant increase in nuclear energy demand and a potential supply gap in the immediate future. This demand is driven by global calls for clean, secure, and affordable energy with Nuclear being the stop-gap solution for base load electricity until new energy technologies become more commercial
Deep Yellow Limited (DYL) is a well positioned Uranium Junior located in two Tier 1 Jurisdictions i.e. Australia and Namibia.
A positive surprise is anticipated in today’s quarterly earnings report, and historical reporting has been strong. Currently, the stock is undervalued, making it an opportune time to invest in this stock.
Invictus Energy Ltd (IVZ) is an independent upstream oil and gas company. The company is opening rift basins in onshore Africa – the Cabora Bassa Basin – in northern Zimbabwe through an impact exploration program.
Macquarie Bank is set to announce earnings, consistently demonstrating a remarkable record of exceeding expectations. MQG is a cornerstone in our portfolios, showcasing reliable performance. We advise purchasing a 2%-4% allocation of MQG shares on Thursday, anticipating a potential gap-up at Friday’s market open, following the release of positive updates.
A positive surprise is anticipated in today’s quarterly earnings report, and historical reporting has been strong. Currently, the stock is undervalued, making it an opportune time to invest in this stock.
After a 56% rally on China banning exports to foreign countries, Ex-China graphite assets have enjoyed a spike in prices over the last few days
A recent rally in the underlying Uranium price. We are generally bullish the energy sector and see PDN as a short term buy with a ~10% trailing stop
*** GENERAL AVICE ONLY***
Trade Date: 17/10/2023
Recommendation
Entry price: <1.045 Target Price: >1.95
Stop Loss: 0.81 (9% trailing)
Rationale
PPK Group’s subsidiary BNNT has announced it has significantly reduced the price of its high-quality, Australian-made boron nitride nanotubes (BNNT) following a series of production improvements that have dramatically lowered the cost of production for the multi-use super material. BNNT now starts from US$150/gram, compared to the approximately US$400/gram offered by competitors.
CSL is also very close to trial results for a heart attack drug CSL112, a key pipeline product for CSL. Base case assumptions imply a valuation of around $30/share.
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