Analysis & Opinion

weekly share tips

18 Share Tips – 18th March 2024

Peter Day, Sequoia Wealth Management   BUY RECOMMENDATIONS   BUY – Jupiter Mines (JMS) The company previously released a strategy update, outlining a five-year plan to become the leading manganese producer in the world. The company has a long life, open pit manganese mine with an integrated ore processing plant in South Africa. Mining volumes…

weekly share tips

18 Share Tips – 11th March 2024

Braden Gardiner, Tradethestructure   BUY RECOMMENDATIONS   BUY – ARB Corporation (ARB) ARB makes and supplies 4-wheel drive accessories to Australian and international markets. The company lifted sales revenue, profit after tax and earnings per share in the first half of fiscal year 2024 when compared to the prior corresponding period. The share price has risen…

weekly share tips

18 Share Tips – 4th March 2024

Tony Paterno, Ord Minnett   BUY RECOMMENDATIONS   BUY – ResMed Inc (RMD) RMD makes medical devices to treat sleep apnoea. The company lifted revenue by 11 per cent on a constant currency basis in the second quarter of fiscal year 2024 when compared to the prior corresponding period. We also anticipate margin expansion as…

weekly share tips

18 Share Tips – 26th February 2024

Angus Geddes, Fat Prophets   BUY RECOMMENDATIONS   BUY – Northern Star Resources (NST) Northern Star is a global gold mining company. The company posted a strong 2024 first half result. Record cash earnings of $702 million were up 50 per cent on the prior corresponding period. Revenue of $2.248 billion was up 15 per…

weekly share tips

18 Share Tips – 19th February 2024

John Edwards, Novus Capital   BUY RECOMMENDATIONS   BUY – Perseus Mining (PRU) PRU is a profitable West African gold producer with three operating mines. PRU guided to second half gold production of between 226,000 ounces and 254,000 ounces in fiscal year 2024 at an all-in-sustaining cost of between $US1180 and $US1340 an ounce. The…

weekly share tips

18 Share Tips – 12th February 2024

Christopher Watt, Bell Potter Securities   BUY RECOMMENDATIONS   BUY – Pilbara Minerals (PLS) The December 2023 quarterly activities update demonstrated Pilbara’s ability to remain profitable throughout the cycle. The lithium miner maintains a strong balance sheet to withstand any further declines in lithium prices. We expect the lithium market to recover in the long…

weekly share tips

18 Share Tips – 5th February 2024

Tim Haselum, Catapult Wealth   BUY RECOMMENDATIONS   BUY – Lynas Rare Earths (LYC)  Revenue of $112.5 million in the second quarter of fiscal year 2024 was down on the first quarter in response to lower production levels and weaker rare earths prices. However, first feed of material from Mt Weld was introduced to the…

weekly share tips

18 Share Tips – 29th January 2024

Jabin Hallihan, Morgans   BUY RECOMMENDATIONS   BUY – Sigma Healthcare (SIG) Sigma Healthcare has demonstrated share price strength since announcing a proposed merger with Chemist Warehouse Group Holdings on December 11, 2023. A merge will create a healthcare wholesaler, distributor and retail pharmacy franchisor. The proposed merger may unlock significant efficiencies and generate cost…

weekly share tips

18 Share Tips – 22nd January 2024

Oliver Matthew, Marcus Today   BUY RECOMMENDATIONS   BUY – Webjet (WEB)  This online travel agency posted impressive results in late 2023. The company’s WebBeds business was a standout, posting revenue of $171.8 million in the first half of fiscal year 2024, an increase of 50 per cent on the prior corresponding period. We expect…

weekly share tips

18 Share Tips – 15th January 2024

Stuart Bromley, Medallion Financial Group   BUY RECOMMENDATIONS   BUY – Johns Lyng Group (JLG)  This building services group operates in the restoration space in Australia and New Zealand. We expect an already strong pipeline of work to be bolstered from recent storm damage in Queensland and Victoria. Management has a history of exceeding expectations,…