Energy Markets: Shortages, Assumptions and Bottlenecks

This week we take a dive into energy markets, in particular the likely medium to long term outlook for the sector. We have previously written on the potential dislocations both in uranium spot prices (which we wrote off last year) and the potential upward trajectory...

Talking Top Twenty | Part 8: Newcrest & Woodside

Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Newcrest Mining (NCM.ASX) and Woodside Petroleum (WPL.ASX).  A must read for the Australian investor. If you have missed them, the earlier parts to Talking Top Twenty, can be...

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