Boss Energy

Posted on | by Leon Hinde | Leave a Comment on Boss Energy

Boss Energy is producing uranium, and therefore can take advantage of the current high price. Uranium prices have doubled in 2023 and are now trading at 15-year highs of US$87/lb.

12/1 Earlier this week, the price hit a 16-year high above $US93 per pound, after the US Department of Energy ramped up its $US500 million ($747.5 million) plan to secure a domestic supply of enriched uranium, which it currently sources from Russia.

11/1 update:

8/1 update

2023 Global Growth Portfolio: 80% return  

Posted on | by Leon Hinde | Leave a Comment on 2023 Global Growth Portfolio: 80% return  

At the start of 2023, we added 5 ETFs to the Investor Signals Global Growth portfolio. For the 12 months, the portfolio returned 80% with the bulk of the gains attributed to Cyber Security, Cloud Computing, and Fang.

We will be building the tracking portfolio of our favored funds for 2024 and covering these in our next public webinar.

Santos

Posted on | by Leon Hinde | Leave a Comment on Santos

STO shares remain heavily discounted, given superior free cash flow. Barossa project progression, completion of PNG selldown, and the potential merger proposal from WDS are all positive catalysts.

We expect STO to report a solid 4Q on 25th January and we look to buy STO on the current dip in price.