Earl Evans’ Post

Shaw and Partners has released the September Quarter 2024 edition of the Research Monitor. Inside this issue: ✅ Q2 2024 Performance ✅ Bauxite: It takes around 5t of bauxite to produce 2t of alumina to produce 1t of aluminium. ✅ Utilities IT: 25% of utility billing contracts will be awarded to new entrants that will disrupt incumbent vendor offerings. ✅ Haven’t heard of Vanadium? Vanadium Flow Batteries can provide cheap, large-scale grid energy storage. ✅ Australia's per capita recession: Australia has been in a per capita recession, with GDP per capita declining in six out of the last seven quarters. ✅ An introduction to drone warfare: A key element in modern military strategy. ✅ Gold: Record high gold prices have resulted in significant cash generation for disciplined producers. ✅ There is no cloud: Data Centre market size estimated to reach US$418 billion by 2030. ✅ Telematics in the trucking industry: EROAD is an early innovator of Electronic Road User Charges. ✅ Shaw and Partners Model Portfolio and Stock Recommendations.

Shaw and Partners has released the September Quarter 2024 edition of the Research Monitor. INSIDE THIS ISSUE: ✅  Q2 2024 Performance ✅ Bauxite: It takes around 5t of bauxite to produce 2t of alumina to produce 1t of aluminium. ✅ Utilities IT: 25% of utility billing contracts will be awarded to new entrants that will disrupt incumbent vendor offerings. ✅ Haven’t heard of Vanadium? Vanadium Flow Batteries can provide cheap, large-scale grid energy storage. ✅ Australia's per capita recession: Australia has been in a per capita recession, with GDP per capita declining in six out of the last seven quarters. ✅ An introduction to drone warfare: A key element in modern military strategy. ✅ Gold: Record high gold prices have resulted in significant cash generation for disciplined producers. ✅ There is no cloud: Data Centre market size estimated to reach US$418 billion by 2030. ✅ Telematics in the trucking industry: EROAD is an early innovator of Electronic Road User Charges. ✅ Shaw and Partners Model Portfolio and Stock Recommendations. To receive a copy of the September Quarter 2024 edition, please email me at [email protected] #smartmoney #shares #investing #investor #investment #asx #nasdaq #saving #money #financialadvice #financialplanning #Intergenerationalwealthtransfer #wealth #advice #financialadvisor

Shaw and Partners has released the September Quarter 2024 edition of the Research Monitor. INSIDE THIS ISSUE: ✅ Q2 2024 Performance ✅ Bauxite: A critical mineral for aluminium production. ✅ Utilities IT: 25% of utility billing contracts will be awarded to new entrants that will disrupt incumbent vendor offerings. ✅ Haven’t heard of Vanadium? Vanadium Flow Batteries can provide cheap, large-scale grid energy storage. ✅ Australia's per capita recession: Australia has been in a per capita recession, with GDP per capita declining in six out of the last seven quarters. ✅ An introduction to drone warfare: A key element in modern military strategy. ✅ Gold: Record high gold prices have resulted in significant cash generation for disciplined producers. ✅ There is no cloud: Data Centre market size estimated to reach US$418 billion by 2030. ✅ Telematics in the trucking industry: EROAD is an early innovator of Electronic Road User Charges. ✅ Shaw and Partners Model Portfolio and Stock Recommendations. Emerging Companies Stock Recommendations: Australian Vanadium Limited (AVL), Bannerman Energy Ltd (BMN), Credit Clear Limited (ASX:CCR), Duratec (DUR), EROAD (ERD), Gentrack Ltd (Global) (GTK), Metro Mining Ltd (ASX:MMI), Pioneer Credit Limited (PNC), Southern Cross Electrical Engineering (SCEE Group) (SXE), Southern Cross Gold (SXG). To receive a copy of the September Quarter 2024 edition, speak to your Shaw and Partners Adviser or contact us via https://lnkd.in/fGR-VHa #equities #wealthmanagement #investing

Great Read over the Weekend Shaw and Partners September Quarter 2024 edition of the Research Monitor. INSIDE THIS ISSUE: ✅ Q2 2024 Performance. The best performing Australian equity sector was Utilities, up 13.3% including dividends. ✅ Bauxite: It takes around 5t of bauxite to produce 2t of alumina to produce 1t of aluminium. ✅ Utilities IT: 25% of utility billing contracts will be awarded to new entrants that will disrupt incumbent vendor offerings. ✅ Haven’t heard of Vanadium? Vanadium Flow Batteries can provide cheap, large-scale grid energy storage. ✅ Australia's per capita recession: Australia has been in a per capita recession, with GDP per capita declining in six out of the last seven quarters. ✅ An introduction to drone warfare: A key element in modern military strategy. ✅ Gold: Record high gold prices have resulted in significant cash generation for disciplined producers. ✅ There is no cloud: Data Centre market size estimated to reach US$418 billion by 2030. ✅ Telematics in the trucking industry: EROAD is an early innovator of Electronic Road User Charges. ✅ Shaw and Partners Model Portfolio Stock Recommendations: Brambles (BXB), CSL (CSL), Domino's (DMP), IDP Education Ltd (IEL), Metcash (MTS), Mineral Resources Limited (MIN), REA Group (REA), South32 (S32), Stockland (SGP), Xero (XRO), Australian Vanadium Limited (AVL), Bannerman Energy Ltd (BMN), Credit Clear Limited (ASX:CCR), Duratec (DUR), EROAD (ERD), Gentrack Ltd (Global) (GTK), Metro Mining Ltd (ASX:MMI), Pioneer Credit Limited(PNC), Southern Cross Electrical Engineering (SXE), Southern Cross Gold (SXG). If you would like a copy of the September Quarter 2024 edition reach out or contact us via https://lnkd.in/fGR-VHa #shawandpartners #energy #technology #cyber #software #supplychain #gold #energytransition #agriculture

Shaw and Partners has released the September Quarter 2024 edition of the Research Monitor. INSIDE THIS ISSUE: ✅ Q2 2024 Performance. The best performing Australian equity sector was Utilities, up 13.3% including dividends. ✅ Bauxite: It takes around 5t of bauxite to produce 2t of alumina to produce 1t of aluminium. ✅ Utilities IT: 25% of utility billing contracts will be awarded to new entrants that will disrupt incumbent vendor offerings. ✅ Haven’t heard of Vanadium? Vanadium Flow Batteries can provide cheap, large-scale grid energy storage. ✅ Australia's per capita recession: Australia has been in a per capita recession, with GDP per capita declining in six out of the last seven quarters. ✅ An introduction to drone warfare: A key element in modern military strategy. ✅ Gold: Record high gold prices have resulted in significant cash generation for disciplined producers. ✅ There is no cloud: Data Centre market size estimated to reach US$418 billion by 2030. ✅ Telematics in the trucking industry: EROAD is an early innovator of Electronic Road User Charges. ✅ Shaw and Partners Model Portfolio Stock Recommendations: Brambles (BXB), CSL (CSL), Domino's (DMP), IDP Education Ltd (IEL), Metcash (MTS), Mineral Resources Limited (MIN), REA Group (REA), South32 (S32), Stockland (SGP), Xero (XRO), Australian Vanadium Limited (AVL), Bannerman Energy Ltd (BMN), Credit Clear Limited (ASX:CCR), Duratec (DUR), EROAD (ERD), Gentrack Ltd (Global) (GTK), Metro Mining Ltd (ASX:MMI), Pioneer Credit Limited (PNC), Southern Cross Electrical Engineering (SXE), Southern Cross Gold (SXG). To receive a copy of the September Quarter 2024 edition, speak to your Shaw and Partners Adviser or contact us via https://lnkd.in/fGR-VHa

DOUBLEVIEW (DBG-TSX) 🇨🇦 (DBLVF) 🇺🇸 (1D4) 🇩🇪 DOUBLEVIEW CORP IS A MAJOR COPPER DISCOVERY IN CANADA ⚒️HIGHLITES INCLUDE⚒️ COPPER GOLD SILVER SCANDIUM RESOURCE CALCULATION PENDING LONDON, April 22 (Reuters) - Flourishing activity in the Electric Vehicle, power infrastructure, AI and automation sectors will lead to at least 10 million metric tons of additional Copper consumption over the next decade, commodity trader Trafigura told Reuters ⚒️ Technological developments such as artificial intelligence and automation, and the energy transition, which includes electric vehicles and renewable energy, have already driven up demand prospects for Copper cable used to conduct electricity ⚒️ Estimates of new demand from these applications vary, but Graeme Train, head of metals analysis at Trafigura, said one third of the 10 million tons of new demand would come from the Electric Vehicle Sector ⚒️ “A third is electricity generation, transmission and distribution, and the rest is for things like automation, manufacturing capex and cooling systems within data centres," Growth in data centres is related to AI ⚒️ Accelerating production of Electric Vehicles : solar panels and grid investment in China, and a pick-up in manufacturing activity in the top consumer, has already boosted demand for Copper used in the power and construction industries. That combined with tight supplies of refined Copper metal and concentrate has propelled copper on the London Metal Exchange (LME) to two-year peaks near $10,000 ⚒️ Copper industry sources say part of the reason for the price surge are sliding stocks in LME registered warehouses , which at 121,200 tonnes have dropped more than 35% since October last year. Tight supplies of mined Copper or concentrate, the feedstock for copper metal, due to disruptions such as the closure of First Quantum's (FM.TO) Cobre mine in Panama last year have also helped fuel Copper’s upward price momentum this year ⚒️ Analysts have been revising their forecasts of the Copper market balance since in December when Anglo American (AAL.L) also cut its production guidance, and some now expect significant shortages in the Copper market estimated at around 26 million tonnes this year ⚒️ Train expects Copper demand to be bolstered by industrialisation and urbanisation in the emerging world, particularly in India where consumption per person per year is only half a kg ⚒️ In China and the developed world, per capita Copper consumption is 10 kgs and seven kgs respectively 🔥

The floating production storage and offloading market size is expected to see strong growth in the next few years. It will grow to $28.8 billion in 2028 at a compound annual growth rate (CAGR) of 7.5%. https://lnkd.in/gnn3-BkR #marketresearch #marketintelligence #marketreport #industryanalysis #TheBusinessResearchCompany #TBRC #GlobalMarketModel

Shaw and Partners has released the September Quarter 2024 edition of the Research Monitor. INSIDE THIS ISSUE: ✅ Q2 2024 Performance. The best performing Australian equity sector was Utilities, up 13.3% including dividends. ✅ Bauxite: It takes around 5t of bauxite to produce 2t of alumina to produce 1t of aluminium. ✅Utilities IT: 25% of utility billing contracts will be awarded to new entrants that will disrupt incumbent vendor offerings. ✅Haven’t heard of Vanadium? Vanadium Flow Batteries can provide cheap, large-scale grid energy storage. ✅Australia's per capita recession: Australia has been in a per capita recession, with GDP per capita declining in six out of the last seven quarters. ✅An introduction to drone warfare: A key element in modern military strategy. ✅Gold: Record high gold prices have resulted in significant cash generation for disciplined producers. ✅There is no cloud: Data Centre market size estimated to reach US$418 billion by 2030. ✅Telematics in the trucking industry: EROAD is an early innovator of Electronic Road User Charges. ✅ Shaw and Partners Model Portfolio Stock Recommendations: Brambles (BXB), CSL (CSL), Domino's (DMP), IDP Education Ltd (IEL), Metcash (MTS), Mineral Resources Limited (MIN), REA Group (REA), South32 (S32), Stockland (SGP), Xero (XRO), Australian Vanadium Limited (AVL), Bannerman Energy Ltd (BMN), Credit Clear Limited (ASX:CCR), Duratec (DUR), EROAD (ERD), Gentrack Ltd (Global) (GTK), Metro Mining Ltd (ASX:MMI), Pioneer Credit Limited (PNC), Southern Cross Electrical Engineering (SXE), Southern Cross Gold (SXG). To receive a copy of the September Quarter 2024 edition, speak to your Shaw and Partners Adviser or contact us via https://lnkd.in/fGR-VHa #shawandpartners #economics #investing #money #wealthmanagement #financialservices #realestate #technology #cyber #interestrates #software #supplychain #energytransition #agriculture #australia

Shaw and Partners is pleased to release the September Quarter 2024 edition of the Research Monitor. Enrico Barbieri has done a fantastic job putting this together. INSIDE THIS ISSUE: ✅ Telematics in the trucking industry: EROAD is an early innovator of Electronic Road User Charges. ✅ Q2 2024 Performance. The best performing Australian equity sector was Utilities, up 13.3% including dividends. ✅ Bauxite: It takes around 5t of bauxite to produce 2t of alumina to produce 1t of aluminium. ✅ Utilities IT: 25% of utility billing contracts will be awarded to new entrants that will disrupt incumbent vendor offerings. ✅ Haven’t heard of Vanadium? Vanadium Flow Batteries can provide cheap, large-scale grid energy storage. ✅ Australia's per capita recession: Australia has been in a per capita recession, with GDP per capita declining in six out of the last seven quarters. ✅ An introduction to drone warfare: A key element in modern military strategy and our thoughts on DroneShield. ✅ Gold: Record high gold prices have resulted in significant cash generation for disciplined producers. ✅ There is no cloud: Data Centre market size estimated to reach US$418 billion by 2030. ✅ Shaw and Partners Model Portfolio Stock Recommendations: Brambles (BXB), CSL (CSL), Domino's (DMP), IDP Education Ltd (IEL), Metcash (MTS), Mineral Resources Limited (MIN), REA Group (REA), South32 (S32), Stockland (SGP), Xero (XRO), Australian Vanadium Limited (AVL), Bannerman Energy Ltd (BMN), Credit Clear Limited (ASX:CCR), Duratec (DUR), EROAD (ERD), Gentrack Ltd (Global) (GTK), Metro Mining Ltd (ASX:MMI), Pioneer Credit Limited (PNC), Southern Cross Electrical Engineering (SXE), Southern Cross Gold (SXG). To receive a copy of the September Quarter 2024 edition, speak to your Shaw and Partners Adviser or contact us via https://lnkd.in/fGR-VHa

Shaw and Partners has released the September Quarter 2024 edition of the Research Monitor. INSIDE THIS ISSUE: ✅ Q2 2024 Performance. The best performing Australian equity sector was Utilities, up 13.3% including dividends. ✅ Bauxite: It takes around 5t of bauxite to produce 2t of alumina to produce 1t of aluminium. ✅ Utilities IT: 25% of utility billing contracts will be awarded to new entrants that will disrupt incumbent vendor offerings. ✅ Haven’t heard of Vanadium? Vanadium Flow Batteries can provide cheap, large-scale grid energy storage. ✅ Australia's per capita recession: Australia has been in a per capita recession, with GDP per capita declining in six out of the last seven quarters. ✅ An introduction to drone warfare: A key element in modern military strategy. ✅ Gold: Record high gold prices have resulted in significant cash generation for disciplined producers. ✅ There is no cloud: Data Centre market size estimated to reach US$418 billion by 2030. ✅ Telematics in the trucking industry: EROAD is an early innovator of Electronic Road User Charges. ✅ Shaw and Partners Model Portfolio Stock Recommendations: Brambles (BXB), CSL (CSL), Domino's (DMP), IDP Education Ltd (IEL), Metcash (MTS), Mineral Resources Limited (MIN), REA Group (REA), South32 (S32), Stockland (SGP), Xero (XRO), Australian Vanadium Limited (AVL), Bannerman Energy Ltd (BMN), Credit Clear Limited (ASX:CCR), Duratec (DUR), EROAD (ERD), Gentrack Ltd (Global) (GTK), Metro Mining Ltd (ASX:MMI), Pioneer Credit Limited (PNC), Southern Cross Electrical Engineering (SXE), Southern Cross Gold (SXG). To receive a copy of the September Quarter 2024 edition, speak to your Shaw and Partners Adviser or contact us via https://lnkd.in/fGR-VHa hashtag #shawandpartners #economics #investing #money #wealthmanagement #financialservices #realestate #technology #cyber #interestrates #software #supplychain #energytransition #agriculture #australia