The AUKUS agreement is a done deal. I disagree with the structure but not the concept of national security or defence readiness. Here we go through the Australian market with an emphasis on dual use.
Thanks for the great report Kingsley. Has provided some welcome new perspectives on some of my watchlist stocks. I don’t read the AFR, but would be grateful for any recommendations of ‘reliable source(s) of news and analysis’.
Incidentally, picked up some PWH on the dip today. Their expansion into the defence/space sectors seems to be going very well.
Neat. I was not aware of that but it makes sense. Heat management. Acoustic managament. Eletronic warfare,. Specialty materials. These are all key.
Thanks for the great report Kingsley. Has provided some welcome new perspectives on some of my watchlist stocks. I don’t read the AFR, but would be grateful for any recommendations of ‘reliable source(s) of news and analysis’.
Hi Kingsley. Thought you might find this article of interest re: Antimony…
https://open.substack.com/pub/theoregongroup/p/why-are-antimony-prices-exploding?r=1entby&utm_medium=ios