• Australian (ASX) Stock Market Forum

Hello and welcome to Aussie Stock Forums!

To gain full access you must register. Registration is free and takes only a few seconds to complete.

Already a member? Log in here.

Stocks for the next decade

Discussion in 'ASX Stock Chat' started by craigj, May 29, 2009.

  1. craigj

    craigj

    Posts:
    204
    Likes Received:
    2
    Joined:
    Mar 29, 2009
    To steal the phrase from wise owl - i am looking for the blue chips of tomorrow

    Small caps that have great potential for their product / field / resource to make it into the big time.

    Is it the technology they have, the research they have done, the quality of resource in the ground, the unique field they operate in, a product the world needs or a switch in demand or consumer sentiment that will see the company thrive.

    Looking forward to suggestions
     
  2. beamstas

    beamstas

    Posts:
    1,038
    Likes Received:
    0
    Joined:
    Sep 2, 2008
    Im not a fundamental trader
    But if i had to be

    I assume fundamentals look for companies where the product will be in demand in the future.

    Following this I would steer clear of any oil companies. We'll probably fuel our cars with water within the next 10 years.

    Then again, if i knew what small caps would be blue chips in the next 10 years i wouldn't worry about t/a

    I'd just buy them
     
  3. sam76

    sam76

    Posts:
    1,943
    Likes Received:
    1
    Joined:
    Mar 23, 2005
    I reckon you need to be searching for biotechs.
     
  4. pacestick

    pacestick

    Posts:
    422
    Likes Received:
    0
    Joined:
    Aug 23, 2008
    Have a blose look at UNI that agreement with sanofi aventis to supply them with syringes worldwide has the potential to turn the company into a major player provided they dont gey gobbled up in the meantime . Yes I am prejudiced I own some
     
  5. springhill

    springhill Make the drill work for YOU

    Posts:
    2,555
    Likes Received:
    3
    Joined:
    Jun 20, 2007
    WATER? You kidding mate, dont you know we are in drought?
    No water to drink, no water to water our gardens, wash our cars
    Hell im doin my bit, taking a leaf out of the Poms book and only shower once a week
    The polar ice caps are melting yet we have no water
    I think i know where its all gone..... in WATERMELONS! Those thieving bastards :mad:
    All this talk of water, i gotta go take a leak.......
     
  6. nunthewiser

    nunthewiser

    Posts:
    4,670
    Likes Received:
    6
    Joined:
    Feb 27, 2008
    aviva corp

    midwest wa

    do your own research
     
  7. skc

    skc Goldmember

    Posts:
    8,277
    Likes Received:
    303
    Joined:
    Aug 12, 2008
    Perhaps looking back 10 years at a macro level is helpful for this exercise.

    1. BRIC
    2. Internet stock - but the right ones
    3. Financial engineers

    Looking forward 10 years, one has to picture what kind of world is it going to become...

    1. Will BRIC continue to grow at the same rapid pace, or will global production be shifted to even cheaper countries? If the latter, then forget BRIC, go with VISTA.

    2. Will there be enough miracle innovations for energy efficiency, or will we still be trying to pump out the last bit of oil? If the latter, then energy (and renewables) is the way to go.

    3. Aside from energy, what is essential and becoming more scarce? Food, clean water and spare time comes to mind. So may be agri business, water infrastructure (and something to do with spare time).
     
  8. son of baglimit

    son of baglimit

    Posts:
    1,200
    Likes Received:
    0
    Joined:
    Mar 20, 2005
    steer clear of oil ??? - IMO not a good move. whilst the renewables etc are developing their technologies, the scale they currently produce energy is clearly not yet sufficient to replace fossil fuels, so expect oil/gas/coal to continue powering most of our energy needs for some time.

    FWIW, and taking a signal from asia, LNG - anything to do with LNG. when the recovery starts to motor, the energy needs to come from somewhere, and that is LNG.
     
  9. KurwaJegoMac

    KurwaJegoMac

    Posts:
    510
    Likes Received:
    0
    Joined:
    May 18, 2009
    Too true. We're still a long way off from satisfying the world's energy needs without the use of fossil fuels. There is a lot of research being done into hydrogen powered cars but I think that we're still 10 years or so away before this technology emerges in the mainstream.

    I agree with Sam76 - biotech companies are the future. Expect to find most, if not all, medicines produced using biotechnology. If you don't know anything about biotechnology I urge you to go out and learn a bit about it, it really is fascinating and it's easy to see why it's the next big thing.

    Picking a biotech company for long term investment is not easy - due to the time-consuming and costly requirements for developing new medicines a lot of these companies go bust or have to sell their research to a bigger player. Also you have the issue of clinical trials producing unwanted results and then all their hard work goes down the drain.

    Anyway I could go on and on but i'll quit rambling for now. As a disclaimer: I study Chemical Engineering and my major is Biotechnology. However please note I am not biased as I in fact hate chemical engineering:chainsaw: (hmm oh wait maybe that makes me biased against Chem Eng?? :confused:) Anyway when i graduate this year I'm going to go work at a bank. However I will be following biotech stocks closely. So if you have any questions feel free to shoot them down my way and I may be able to help.

    Best of luck in life!

    :)
     
  10. GumbyLearner

    GumbyLearner

    Posts:
    3,630
    Likes Received:
    4
    Joined:
    Mar 14, 2006
    I hope your right Sam.
    I got into PLI years ago. They seem to be coming along quite nicely.
    How grown research now with offices in California.
    Still continuing trials but definitely look positive compared to existing
    remedies.
     
  11. craigj

    craigj

    Posts:
    204
    Likes Received:
    2
    Joined:
    Mar 29, 2009
    i think security will continue to grow around the world as technology is forced to become smarter

    so bought into ETC as their barcoding technology competes for contracts around the world

    fertiliser and chemicals for crops are another area for long term growth
     
  12. awg

    awg

    Posts:
    1,711
    Likes Received:
    9
    Joined:
    Sep 25, 2007
    miners that have access to Indium and Gallium.

    These "rare earth" minerals are vital for semiconductors and solar panels.

    known reserves less than 10 years

    China has control over 90% of known resource.

    I am wishing to find out if any ASX companies have any access to any reserves

    I will do further research

    anyone know?

    other upcoming minerals shortages in Phosphorous, Palladium
     
  13. beerwm

    beerwm

    Posts:
    462
    Likes Received:
    0
    Joined:
    Nov 2, 2008
    Someone meantioned demand.

    I think you need to identify where 'future money' is headed.

    Right now, the biggest companies are the OIL MAJORS.
    - so ENERGY is already the biggest business to be in.

    Now combine increasing energy needs with increasing GREENER ENERGY needs.
    -and you have a massive influx of money in future years.

    ofcourse I think my scenario is 20-50 years down the track.
    OIL will still be huge until then.

    by GREENER - i think,

    URANIUM, GEOTHERMAL, CARBON STORAGE > GAS/LNG > SOLAR, WIND, TIDAL, ETC
     
  14. Krusty the Klown

    Krusty the Klown Embittered Komedy Legend

    Posts:
    555
    Likes Received:
    0
    Joined:
    May 27, 2009
    I hear Krusty Burger and Krustybrand Products Inc are fantastic prospects for the future !!!:D
     
  15. Airfireman

    Airfireman

    Posts:
    48
    Likes Received:
    0
    Joined:
    Nov 14, 2009
    Mining, minerals and metals....the world wide demand for resources will keep on keeping on....the big blue chip companies ,,,:2twocents
     
  16. UBIQUITOUS

    UBIQUITOUS

    Posts:
    623
    Likes Received:
    0
    Joined:
    Feb 12, 2009
    TZL - Intelligent fastening technology (now with Mark Bouris as chairman). I expect a rerating when they come out of suspension

    UNI - Syringes
    • Market Cap $280million
    • Building a plant to produce 1billion prefilled safety syringes pa
    • The only prefilled safety syringe product in the world.
    • Demand driven by legislation (Needlesticks and Safety Act)
    • Milestone payments by the 4th largest pharmacutical company in the world who use 40% of the 2billion prefills pa.
    • Market growing at 15-20%pa.
    • $55million in the bank.
    • Grants by government of Pennsylvania.
    • Coverage on Bloomberg and CNBC.
    • Much US interest but cannot/do not buy due to being a foreign company. This willl change on NASDAQ listing in 1 month.
    • The list goes on and on.
     
  17. nunthewiser

    nunthewiser

    Posts:
    4,670
    Likes Received:
    6
    Joined:
    Feb 27, 2008
    Stem cell technology and development .........
     
  18. UBIQUITOUS

    UBIQUITOUS

    Posts:
    623
    Likes Received:
    0
    Joined:
    Feb 12, 2009
    Agreed Nun. Look at the 6month chart of Athersys (NASDAQ). Pfizer funding to the tune of $100m certainly had an impact on the share price. Biotechs had a huge run at the turn of the last decade and then fell out of favour bigtime. The attraction to healthcare stocks is certainly returning.

    http://www.google.com/finance?q=NASDAQ%3AATHX

    Athersys, Inc., is a biopharmaceutical company engaged in the discovery and development of therapeutic products. Through the application of its technologies, the Company has established a pipeline of therapeutic product development programs in multiple disease areas. The Company’s current product development portfolio consists of MultiStem, a patented and stem cell product that the Company is developing as a treatment for multiple disease indications, and that is being evaluated in two ongoing clinical trials.
     
  19. McCoy Pauley

    McCoy Pauley Get out of here Budweiser!

    Posts:
    616
    Likes Received:
    0
    Joined:
    Nov 12, 2009
    Disclaimer - this is not meant to be any type of advice (financial or otherwise) and everybody should do their own research.

    Worldwide and Australian populations are ageing. I'd be looking at investing in healthcare and retirement facilities.

    Biotech companies can provide some excellent returns, but it's very difficult to differentiate between a company that may have invested millions on testing a dud drug or a dud product from a company that is sitting on a potential goldmine. You also have to be certain that the company has the capacity to protect its revenue stream through big barriers to entry.

    Australia is well-placed to service India and China in particular, with their growing appetite for resources.

    Australia's big four banks are also collectively in a strong position to control the domestic finance markets and to compete effectively in the Asia-Pacific region.
     
  20. UBIQUITOUS

    UBIQUITOUS

    Posts:
    623
    Likes Received:
    0
    Joined:
    Feb 12, 2009
    Spot on. This was one of the key reasons why I invested in Unilife. People at the time were criticizing them by saying "Although those syringes maybe revoutionary, people in China will simply copy them". My thoughts were, "Since when did major pharmacutical companies buy medical devices from such companies?"
     
Loading...

Share This Page