Posts in category: Dawes Points
Key Points US gold price up 10.3% in 2017 to US$1268/oz A$ Gold price back above A$1700. Asian gold demand remaining robust Australian Gold production forecast up 16% to 345t for FY20 MPS Gold Producers Universe 17 stocks FY18 PER 7.1x, FY19 6.6x Universe gold production to rise 15% to 5.2moz (excluding Newcrest) by FY19 […]
In this issue: the sector volatility has created a buying oppertunity. Read this latest Dawes Points to better understand the global forces that drive resources sector investment.
Key Points Global equity markets breaking through major resistance to new all time highs China, India, ASEAN, Africa make up 48% of global GDP and growing US housing starts robust and housing sector stocks making 11 year highs World Feb 17 steel up 4.1% over Feb 16 (+7.8% annualised for 28 days vs 29 in […]
Key Points Australian gold industry output up to 18 year high of 298t. Gold sector balance sheets strong Earnings surging with dividends and payout ratios rising Exploration adding to resources for most companies Resolution of trench warfare in gold price battle coming soon Silver and other `white metals ‘ moving higher Copper price has broken […]
Gold’s next upleg appear s to now be underway and opportunities abound. The inflationary and prices pressures are building for gold and resources commodities, but which stocks should you look at? Read this latest Dawes Points to learn where you should be investing, and why.
Key Points Global economic activity is robust Equity markets making new highs Commodity prices remaining firm Global bond markets have broken down US Banking Sector recovering well after 14 years underperformance Oil price ready for further gains in 2017 Outlook for 2017 is more of the same only better Best stocks are BHP RIO FMG […]
Wow! What a blast! Key Points Equities up to new highs Bonds down sharply Commodities up Iron ore hits US$80/t! Infrastructure to further surge Technology to soar And yes, Gold, at major support, still looks brilliant in a rising wealth world. You have been well prepared for all of this Thanks for joining me on […]
In this issue: the influence of the doomsayers is now waning. Read this latest Dawes Points to learn where you should be investing, and why.
Key Points Gold market bottoming after a 15 week consolidation Dawes Points ASX Gold Sector Universe at PER 9.0x FY17 Gold in other currencies looking strong Global gold sector running short of reserves Inflation indicators turning up Oil has bottomed and is heading higher Global bond market 35 year party now over US banking sector […]
continuing from last week, the weakening bond markets, new highs in some important equity markets, a revolution in transportation technology and a rising oil price. Resources stocks and the A$ are key beneficiaries.Read this latest Dawes Points to learn where you should be investing, and why.