This Month
Australian ETF winners had returns as high as 153pc
US megacap tech stocks and cryptocurrencies proved profitable investments in the last year, according to the latest top-performing ETF data – alongside some other surprise standouts.
- Joshua Peach
Eyes on NexGen; Canadian shares plunge on dilutive deal
The dual-listed stock sunk 12.33 per cent overnight on the Toronto stock exchange. All eyes are on how it trades at the ASX open.
- Sarah Thompson, Kanika Sood and Emma Rapaport
ASX uranium boom lures secretive Canadian hedge fund
A flurry of retail interest and quick capital raisings in the sector has drawn the increasing attention of one Toronto-based hedge fund.
- Joshua Peach
March
Rio Tinto’s ERA takes on traditional owners in Kakadu stoush
ERA has formally applied to extend a mining lease in the Kakadu region only one day after it was slammed by traditional owners.
- Anthony Macdonald
- Opinion
- Chanticleer
Rio Tinto’s reputation clean-up faces a $1b uranium test
The miner did well out of uranium in Kakadu for years – now it is paying for it. The prospect of writing a cheque to fund rehabilitation is raising questions.
- Anthony Macdonald
WA Liberals promise to lift uranium ban, but remain wary of nuclear
WA Liberal leader Libby Mettam has vowed to overturn the state’s uranium mining ban if elected, but said the state isn’t ready for nuclear power.
- Tom Rabe
Deep Yellow launches $250m raise; Aitken Mount, Bells on ticket
The company has hired Bell Potter and Aitken Mount Partners to lead the cash call.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Analysis
- Aura Energy
Sweden’s plan to ditch uranium ban will boost this ASX-listed stock
Australia isn’t the only country debating nuclear, and Melbourne-based company Aura Energy stands to be a big winner from Sweden’s renewed enthusiasm.
- Hans van Leeuwen
The old-school fund making big money from ‘cigar-butt’ trades
Despite self-proclaiming to be among the “world’s worst sellers”, this Collins St fund is banking major returns in unlikely areas of the market.
- Joshua Peach
February
Six uranium stock picks set to profit from green energy mix
The hot uranium sector is creating huge wealth winners, and analysts reckon a structural supply deficit spells opportunity ahead.
- Tom Richardson
Uranium’s renaissance brings big opportunities for investors
Analysts are racing to upgrade long-term uranium price forecasts on expectations supply won’t match soaring demand.
- Tom Richardson
January
NT uranium hopeful Litchfield Minerals heads for the ASX
Litchfield Minerals, an explorer sifting for uranium in the Northern Territory’s historically overlooked patches, has put an IPO to fund manager amid uranium’s rally.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Small caps are at an ‘inflection point’: Maple Brown-Abbott
Fund manager Phillip Hudak is feeling good about the upcoming reporting season for small companies and shares why he’s expecting gold miners to make a comeback.
- Joanne Tran
Investors turn to copper, gold and uranium amid battery metals rout
The collapse in battery metals has many investors fleeing nickel and lithium plays for safer waters. Here are the commodities fund managers have turned to in 2024.
- Joshua Peach
- Opinion
- Commodities
Everyone seems to want uranium right now
Governments appear to have finally grasped that nuclear power is the only cheap and reliable low-carbon power available.
- Merryn Somerset Webb
Nothing to see here! Deep Yellow cancels fundie catch-ups
The company was said to have cancelled the planned charm offensives by late Wednesday after it was shaken by a Street Talk request for comment.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Uranium above $US100 fuels ASX nuclear rally
News that the world’s largest uranium miner is likely to miss its production targets has further fuelled a months-long advance in the price of the commodity.
- Joshua Peach
Uranium bulls cheer as price hits 16-year high
In what has proven a difficult start to the year for stock pickers on the ASX, funds with big bets on the uranium sector are among the few early winners of 2024.
- Joshua Peach
December 2023
Allkem’s Peter Coleman says short-selling shouldn’t be banned
The resources executive’s comments come as Chalice Minerals boss Alex Dorsch calls for the government to follow South Korea’s lead and ban the practice.
- Elouise Fowler
It’s the ‘new lithium’: Uranium tipped to extend bull run into 2024
A COP28 pledge to triple nuclear capacity and China’s plans to build 154 new reactors point to higher prices for the strategic commodity, say analysts.
- Tom Richardson
