Viewpoint: Bullish
Ashland Global Holdings Inc. is a provider of additives and specialty ingredients to customers in a range of consumer and industrial markets, including architectural coatings, construction, energy, food and beverage, nutraceuticals, personal care, and pharmaceuticals. Its segments include Life Sciences, Personal Care & Household, Specialty Additives, and Intermediates and Solvents. The Life Sciences segment comprises pharmaceuticals, nutrition, nutraceuticals, agricultural chemicals, advanced materials and fine chemicals. The Personal Care & Household segment comprises biofunctional, preservatives, skincare, sun care, oral care, hair care and household. The Specialty Additives segment comprises rheology- and performance-enhancing additives serving the coatings, construction, energy, automotive and various industrial markets. The Intermediates and Solvents segment is a producer of butanediol (BDO) and related derivatives, including n-methyl pyrrolidone.
ikeGPS Group Limited is engaged in producing end-to-end measurement solutions targeted at customers in specific vertical industries, such as electric utilities in need to measure and model their distribution assets, such as power poles and wires. The Company’s products include IKE 3, IKE 4 and Spike. Spike is a smart laser measurement solution that enables the user to measure an object by taking a photo with smartphone or tablet, and take real-time measurements, including height, width, area, length and target location. The Company offers Spike device, Spike mobile application and Spike Cloud. IKE 3 is a customizable and verifiable pole data collection solution that consists of a laser rangefinder, digital camera and compass along with global positioning system (GPS) and a mobile computer. IKE 4 is a field data collection product used for outside plant (OSP) design and new attachment permitting, and pole replacement, new construction, and post construction as-built audits.
Helloworld Travel Limited is an Australia-based travel-distribution company. The Company is engaged in providing international and domestic travel products and services to clients around the world. The Company operates through three segments: Australia, New Zealand and the Rest of World. The Australia segment has retail distribution operations, air ticketing, wholesale and inbound operations and travel management operations. The New Zealand segment has retail distribution operations, air ticketing and consolidation business, wholesale and inbound, and travel management businesses. The Rest of the World segment consists of an inbound travel business in Fiji, and Tourist Transport Fiji (TTF), is a vehicle transport service provider in Fiji. Its wholesale businesses in Australia and New Zealand operate a range of brands, including Viva Holidays, Sunlover Holidays, Go Holidays, Ready Rooms and Seven Oceans Cruises.
GQG Partners Inc. (GQG Partners) is a global boutique asset management firm with a focus on active equity portfolios. The Company manages global and emerging market equities for institutions, advisors and individuals worldwide. GQG Partners clients consists of pension funds, sovereign funds, wealth management firms, and other global financial institutions.
Genesis Minerals Limited is an Australia-based gold exploration and mine development company with projects located in Western Australia’s premier gold districts. The Company’s projects include Ulysses Gold Project, Desdemona South Project and Barimaia Gold Project. The Ulysses Gold Project is located in Western Australia, approximately 30 kilometers south of Leonora and 200 km north of the regional mining center of Kalgoorlie. Desdemona South Project consists of a tenement package covering a total area of approximately 156 kilometers located immediately north of and contiguous with Ulysses Gold Project. The Barimaia Gold Project is located in the Murchison District of Western Australia, approximately 10 kilometers south-east of the Mt Magnet Gold Mine.
Gascoyne Resources Limited is an Australia-based gold mining and exploration company. The Company’s projects include Dalgaranga Gold project (DGP), Yalgoo project, Glenburgh project and Mt Egerton project. The DGP is located approximately 65 kilometers (km) by road North-West of Mt Magnet in the Murchison gold mining region of Western Australia and covers the majority of the Dalgaranga greenstone belt. The Yalgoo project includes the Melville and Applecross deposits. The Glenburgh Project in the Gascoyne region of Western Australia has an Indicated and Inferred resource of gold from several deposits within a 13km long shear zone. The Mt Egerton project is approximately 180km east of Glenburgh and within economic haulage distance to supply high grade ore to a base load processing plant located at Glenburgh. The Mt Egerton project includes the high-grade Hibernian deposit and the Gaffney’s Find prospect, located on granted mining leases.
Electro Optic Systems Holdings Limited is an Australia-based technology company. The Company’s segments include Defense Systems, Space Systems and Communications Systems. The Company’s Defense Systems develops, manufactures and markets fire control, surveillance and weapon systems to approved military customers. The Company’s Space Systems specializes in the design, manufacture, delivery and operation of sensors and systems for space domain awareness (SDA) and space control. The Company’s Communications Systems develops and provides global satellite communications products, systems and services. The Communications Systems specializes in optical, microwave and on-the-move radio and satellite systems that deliver telecommunications anywhere in the world. The Company’s products incorporate electro-optic applications based on its technologies in software, laser, electronics, optronics, gimbals, telescopes and beam directors and mechanisms.
Deep Yellow Limited (DYL) is an Australia-based advanced uranium exploration and development company. The Company’s wholly owned subsidiary, Reptile Mineral Resources and Exploration (Pty) Ltd (RMR), manages the Deep Yellow Namibian project portfolio, which comprises of Reptile Project, Nova joint venture (JV) and Yellow Dune JV. The Reptile Project contains uranium resources from two target types: palaeochannel/calcrete and basement/alaskite. The Reptile Project contains a mineral resource in the Tumas and Tubas palaeochannel/calcrete-type deposits. The Nova JV includes two exclusive prospecting licenses (EPLs): Iguana and Barking Gecko, which is prospective for both basement and palaeochannel-type uranium mineralization. The Yellow Dune JV comprises one mineral deposit retention lease (MDRL) covering a drilled-out uranium resource of the palaeochannel/calcrete-type. The Company’s segments include Australia and Namibia.
Albemarle Corporation is a developer, manufacturer and marketer of specialty chemicals, which serves its customers across a diverse range of end markets, including energy storage, petroleum refining, consumer electronics, construction, automotive, lubricants, pharmaceuticals and crop protection. It operates through three segments. Lithium segment develops and manufactures a range of basic lithium compounds, including lithium carbonate, lithium hydroxide, lithium chloride, and value-added lithium specialties and reagents, including butyllithium and lithium aluminum hydride. Bromine segment’s business includes products used in fire safety solutions and other specialty chemicals applications. Its fire safety technology enables the use of plastics by enhancing the flame-resistant properties of these materials. Catalysts segment’s three product lines include Clean Fuels Technologies, fluidized catalytic cracking catalysts and additives, and performance catalyst solutions.
Really bullish, there's more to go in the reflation rally
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