probably because all the existing power utility companies i hold are in NZ
( the OZ ones were both taken-over except ORG where i took the profit and hid in the bunker and put it on my AVOID list )
but hopefully with better storage batteries off-grid will be VERY tempting ( for me )
a kinetic war ( shooting/bombing and stuff ) maybe not , it will create a demand for industry and commodities ( food and minerals/energy etc. ) probably at the expense of massive debt issuance
now a full-on trade war that could be very nasty for OZ , all our 'friendly customers '...
just remember franking credits are liable to shrink over time ( due to increased foreign revenue )
is somebody ( important ) thinking an oil ( and gas ) price collapse coming ( when the more obvious driver would be a major war )
has been happening for decades ( my father migrated shortly after WW2 )
although to be fair we do seem to export a fair amount of criminals to NZ
so maybe that collapse isn't so certain , also the government tends to retain part ( about half ) of the profitable companies they monetized...
that might be a big win for some bands ( no longer robbed by record deals ) but then , years back i was aware some bands performed for free to get exposure ( and cover fuel costs by selling CDs at the venue )
i have also seen some amazing solo acts ( with half the stage covered with...
but can they sell ?
muzak , anybody
that mindless noise inflicted on people trapped in lifts
after all even Hunter Biden can create art ( if your friends are willing to buy it )
YAL ( i hold ) up as well , but not as much as WHC
an interesting comparison between the current NHC and WHC , ( i hold all three coal stocks )
WHC has a 'transformational opportunity ' maybe even a nice tailwind if BHP continues to pause/mothball more coal operations in QLD (...
MGX ( i hold ) bought into a 50% share of a gold project , while not abandoning the existing iron assets
might interest those who are flexible on the need for goldies to be pure-play/major resource
sorry to be the outlier but i added to the SPK holding this morning instead
( just in case AI actually has more legs to run )
( i can see AI sucking up huge amounts of bandwidth )
NHC , .. am still there and got in cheap ... wake me up when it is approaching $2
no , haven't looked at CZR or Athena
FEX only came to my attention when they did that deal with MGX ( i hold )
i probably have an over-exposure to iron-ore/steel depending on if the global economy improves in the next two years or if we get into a full-on trade war with China ( and they...
depending on the share ( and you have to choose carefully or be very lucky ) you can average down , and grind it out , and it might take for or 5 years to come out very nicely
i normally resist panic-mode , even in real-life situations
PS you would be amazed on how quickly a company...
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