Viewpoint: Bullish
Rio Tinto (RIO) owns and manages a number of mining projects. It primarily profits in iron ore, but also has interests in aluminium, copper, gold, uranium, diamonds, zircon and several other minerals.
Adbri (ABC) supplies construction materials to Australian clients. The Company distributes cement, concrete, aggregates, industrial lime, clinker, and other related products.
Orora (ORA) is an international packaging manufacture using fibre, glass and aluminium. It’s key operations are in Asia, Australia and North America. It is a different way to play increasing consumer activity as its earnings are leveraged to retail products.
Perenti Group (PRN) is a mining services company that provides exploration, mine construction and equipment services across the world. PRN is often a left field way to play a strong commodity outlook.
Newcrest Mining (NCM) is a gold mining, exploration and production company. The Company is geographically focused in Australia, the Pacific region and Asia. Newcrest Mining operates projects within six provinces in four countries, focusing on the Cadia East and Lihir MOPU expansion projects and the Wafi Golpu and Namosi greenfield projects.
Australia and New Zealand Banking Group (ANZ) is an international bank with activities in general banking, mortgage and installment lending, life insurance, leasing, hire purchase and general finance. ANZ also provides international and investment banking, investment and portfolio management and advisory services, nominee and custodian services, stock broking and executor and trustee services.
Crown Resorts (CWN) operates and manages gaming and entertainment facilities, bars, restaurants, nightclubs, cinemas and retail outlets. The Company also develops hotels and conference centres facilities. It’s primary operation is in Melbourne however it with soon open a new casino in Sydney
Zip Co (Z1P) provides point-of-sale credit and digital payment services. The Company offers retail finance solutions to small, medium, and enterprise businesses. Zip Co serves retail, education, health, and travel industries in Australia & the US via their Quadpay brand
G.U.D Holdings (GUD) manufacture industrial goods like electrical appliances, auto parts and water systems. Highly leveraged to discretionary spending, GUD is best held when consumers are stimulated to spend. Well known brands include Ryco & Cooper in auto, and Davey water pumps
ALS Global (ALQ) is a commercial services business that offers laboratory testing to commodity, life since and industrial sectors. It was traditonally known as the place to get mining samples assayed however their operations are now more broad than that. Low margins often mean earnings fluctuate significantly, however it’s a business on the improve.
