Category: News

Every second week we invite a leading fund manager to present at The Insider: Meet the Fund Manager. In August 2023, Lion Selection Group’s (ASX: LSX) Hedley Widdup selected Great Boulder Resources Limited (ASX: GBR) as one of his favourite stocks, highlighting their ideal position and potential upside to their existing resource.

The XJO managed to pull through August relatively well, after a month of heavy volatility left it only slightly lower than where it started. There wasn’t much movement in the index after the RBA kept the cash rate unchanged at 4.1% as was widely expected, but news out of China revealed the country’s aggressive stimulus measure to prop up their property market and we saw Chinese stocks rally.

Ever since the official end of the gold standard in August 1971, after which US dollars could no longer be exchanged for gold, global debt has risen exponentially and has shown no sign of slowing down. 2022’s estimates stand around the US$300 trillion dollar mark, which equates to US$37,500 of debt for every person in world, compared to a GDP per capita of just US$12,500.

After months of speculation, China’s housing market has finally seen a series of policy changes to help relieve the country’s struggling property sector.

Far East Gold Ltd (ASX: FEG) has discovered yet another sweet spot at their flagship Woyla project, where assays released this week have once again shown a high grade gold and silver ‘sweet spot’ in the Rek Rinti prospect.

Living and working overseas is the dream for many young people just starting their careers.

It seems that many doctors know appallingly little about diet’s vast and intricate role in human health, and it stems from a lack of basic nutritional knowledge of medical students during their training. It’s a common finding that is relatively country agnostic, and while people aspiring to be doctors desire to help patients eat well, there just isn’t room in the curriculum for a comprehensive understanding – which is where dieticians step in. Continued development in Artificial Intelligence (AI) technology will allow doctors and dieticians to work together in order to drastically improve patient care.

The XJO has continued to trade in a sideways channel, with a mixture of positive earnings numbers and U.S. banking sector weakness overnight having an impact.

Every second week we invite a leading fund manager to present at The Insider: Meet the Fund Manager. In August 2023, Datt Capital’s Emanuel Datt selected Pacific Smiles Group (ASX: PSQ) as one of his favourite stocks, highlighting their pricing power and attractive valuation.

Current trends in exploration expenditure are favouring gold companies that have near-term development potential, and Felix Gold Ltd (ASX: FXG) is positioned to capitalise on this climate of discovery.

In the lead up to this week’s The Insider: Meet the Fund Manager, Luke Winchester from Merewether Capital sat down with Reach Markets to provide a bit of information about his investment strategy, industries of interest and view on the market.

There usually comes a point in time when a junior explorer gets to a stage in their lifecycle as a pre-production company that requires a strategic partnership in order to take that crucial next step. Far East Gold Ltd (ASX: FEG) has reached that point, and their new strategic investor and major shareholder is perfectly positioned to propel FEG into a new chapter of development opportunities.