Special Reports
Lithium Comment - March 2022
10 March 2022 | Richard Hemming
The price for lithium carbonate has increased over 400% in the past 12 months as EVs gain a stronger foothold. Well funded lithium projects are in the box seat as demand rises and production is highly technical.
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Oil Comment - March 2022
10 March 2022 | Richard Hemming
Supply constraints emanating from the boycott on Russian product on top of increasing demand means that the oil price is getting squeezed. Under the Radar Report said it would go to US$100 a barrel. We now think it will go much higher.
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Uranium Update - February 2022
17 February 2022 | Richard Hemming
Despite the weakness in uranium stocks, Under the Radar Report remains well in front, sector flagbearer Paladin Energy (PDN) is up over 70% since we tipped it in April 2021. Below we look at the sector’s outlook to determine whether the weakness provides a buying opportunity, or whether there is too much uncertainty in stocks, which require a higher uranium price to be economic.
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Fund Mangers' Round Table Part 3 - February 2022
03 February 2022 | Richard Hemming
Nine of Australia’s top investors deliver their opinion on the big picture, the small picture
and all that lies in between. A must read for anyone looking to profit in 2022 and beyond.
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Fintech/Crypto Comment Part 2 - January 2022
27 January 2022 | Richard Hemming
In Part 2 of our Fintech Report (Part 1 Issue 478, 23 December 2021) we continue our coverage of the intense activity in this sector, which has seen its bubble deflate in the past 12 months, which has been spectacularly displayed in the newly listed Beforepay (B4P) as well as in the merger discussions involving Zip Co (Z1P) and Sezzle Inc (SZL).
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Oil & Gas Comment - January 2022
20 January 2022 | Richard Hemming
Under the Radar Report’s bullish oil price forecast of over US$100 a barrel is gathering momentum, the current price climbing 17% since Christmas to over US$88. Many OPEC members are struggling to meet higher quotas as structural changes to the oil industry gather pace and constrain capacity. Small, nimble oil producers are the big beneficiaries.
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Fund Mangers' Round Table Part 2 - January 2022
13 January 2022 | Richard Hemming
Nine of Australia’s top investors deliver their opinion on the big picture, the small picture
and all that lies in between. A must read for anyone looking to profit in 2022 and beyond.
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Gold Comment - January 2022
13 January 2022 | Richard Hemming
Inflation and the gold price. Why Australian companies are benefitting.
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Fund Mangers' Round Table Part 1 - January 2022
06 January 2022 | Richard Hemming
Nine of Australia’s top investors deliver their opinion on the big picture, the small picture
and all that lies in between. A must read for anyone looking to profit in 2022 and beyond.
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Fintech/Crypto Comment - December 2021
23 December 2021 | Richard Hemming
In Part One of a series on this fast evolving sector we investigate one of its more established sub-sectors, BNPL, as well as the emerging titan, the blockchain based cryptocurrencies. There has been aggressive selling in the former, which leads us to believe that there are buying opportunities.
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Lithium Comment - December 2021
16 December 2021 | Richard Hemming
Prices rising due to increasing demand as EV sales go through the roof and looming lithium supply deficits benefits producers.
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Nuclear Review - November 2021
11 November 2021 | Richard Hemming
Our uranium stocks are on a tear, with an average return of 107% over the past six months. One of the key drivers is the increasing demand for nuclear generation, with no realistic alternative currently available for viably reducing carbon emissions. This was a key feature of the discussion at COP26. The pressure is rising!
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The Dividend Report - November 2021
04 November 2021 | Richard Hemming
We have been doing these portfolios since 2016 and it’s a fact that for the vast majority of them, one or two stocks have returned more than 100%. Giving you not just the dividend, but you get the potential for a significant capital gain. This is because the valuation goes from being dividend based to growth based.
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Commodities Corner - October 2021
28 October 2021 | Richard Hemming
Small Cap Resources is an ever changing universe, which only recently included Pilbara Minerals (PLS) and Orocobre (ORE). We’re on the hunt for replacements and Peter Chilton appraises the take-outs by running the ruler over the latest batch of recruits in this week’s subscriber picks.
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THE NEXT 10 YEARS: FUTURE PROOFING YOUR PORTFOLIO - September 2021
30 September 2021 | Richard Hemming
Thematic drivers to get your stock motors running
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10 YEARS: 10 LESSONS FOR MANAGING YOUR PORTFOLIO - September 2021
23 September 2021 | Richard Hemming
The Under the Radar Report Portfolio is a couple of months younger than the newsletter. When we commenced back in November 2011, we were demonstrating how Small Caps could fit into a balanced portfolio. Subsequently we transitioned to Small Cap only, which we are pleased to say resulted in improved performance, with not much extra risk.
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