Primer: Energy World Corp (EWC AU) - Aug 2026
Energy World Corp (EWC) is at a critical inflection point, transitioning from a developer to potentially a significant cash-flow generator,...
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2 Aussie Stocks About to Hit an Inflection Point in the Coming Weeks
Energy World is a 20+ year old LNG and power developer with assets in the Philippines, Indonesia and Australia.For most of that history it was a...
Santa Barbara Gold | 3 August 2026
As promised, I am releasing my presentation, audio (to listen in the car), and transcript for download from my presentation at Weird Shit. This is...
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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Beware of bubble talk, for now
In a wide ranging speech delivered overnight in New York, Glenn Stevens, provided more colour on his prior communications in which he has bemoaned...
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