Tq Bro Ryan,... looks like we are inter-connected everywhere these two days. I never had much luck with Telstra. The moment I bought-in, the dpu started falling,... think thtis was two years ago ? I have not read yr article,... but I still feel with the NBN rollout in Aust,... Telstra will still experience problems moving forward.

I started taking positions in WAM and the newly-listed WAR this month. These are LICs (Listed Investment Co's).

I bought in 2012 so yeah just let it accumulate dividends 😂
Do agree with you on the NBN rollout, but seems market is confident these can be overcome with the stabilising share price.

Oh LIC that’s interesting,never heard before. I don’t have much position in ASX only Telstra and VCX bought back in 2012

2012 was the right time to buy Telstra.

For my latest buys, I'm waiting to pickup the good yield for WAM,... and for WAR,.. waiting for first dpu ann't from Geoff Wilson. I have some good opinions of him as the mgr of LICs.

Anybody investing in base metals/speculative micro caps mining in the asx?

This post has been edited by tomatotomatomy: Sep 25 2021, 07:42 AM

TQ for suggestions.. i hv some AUD sitting in ac.. will read further and consider these

I read until the CGT & the tax rate for the profit, it straight away kill of my intention. Secondly, the time zone different between the Sydney & KL also dampened the intention.

Also on the current trade war between Australia with China, I doubt it will do any good to Australia economy because Australia is an exporting country & their economy relies heavily on the exports to China.

Separate note, why not looking at the high growth counter instead of dividend yield %? Company like A2 Milk have a good ran from mid 2017 till mid 2020 until the Covid 19 caused the disruptions.

You get 50% discount on CGT if you hold a stock more than 12 months.

Currently iron ore companies are suffering, but I personally don’t think it’ll be long term. Australi a is positioned very nicely for the net zero emissions/renewables/electrification theme.

We have plenty of lithium, rare earth elements, copper to supply for the future. miners like VUL ran more than 1000% in less than a year for having projects like zero carbon lithium.

I missed the boat with A2M a few years ago, watched it go from 1.30 to 20.00. But COVID hit and it turned to shit.

This post has been edited by tomatotomatomy: Sep 30 2021, 11:56 AM

Wow, you spotted A2M as early as 1.30. Really heart ache seeing it rising from 1.30 to 20.00.

On the mining counters, isn't the majority of the miners making losses? I recalled almost 10 years also, during the nuclear energy boom, there was one time people frying the rare earth miners but it didn't end well after the Fukushima incident.

Investing in mining is a whole new learning curve for me.

I started doing some reading end of last year on mining investment, and it certainly opened a whole new perspective in this industry.

Yes there are many mining explorers that are drilling for resources and not making money, and also mining is cyclical, so look for a miner that can ride out low commodity prices.

If you have a chance read up on Bill Beament the ex boss of NST, and how he transformed a shell company worth $200k to a $10billion gold producer in 9 years.

If you had invested $10k into the NST in 2010, your stock would be worth more than $1.5 million at its peak last year and collecting more than $100k of interest a year. Can really retire on one stock.

My goal is to hopefully find another stock that could replicate NST on the ASX.

Tip: Bill is the new CEO of his next project VXR.ASX

This post has been edited by tomatotomatomy: Sep 30 2021, 01:38 PM

Wow, the enthusiasm in your reply . Got time I'll spend some time to read on Bill Beament on your tips off. TQ.

A few counters report their results today:

Transurban: https://www.transurban.com/investor-centre

Telstra: https://www.telstra.com.au/aboutus/investor...nancial-results

Westfarmers: https://www.wesfarmers.com.au/investor-cent...s-presentations

Woodside: https://www.woodside.com.au/investors/repor...estor-briefings

This post has been edited by TOS: Feb 17 2022, 10:57 AM

Comparing Aussie Banks and SG Banks, the Aussie ones don't seem to go up in an interest rate rising environment.

Valuation is high and coupled with more money is in the property sector in Oz while SG banks are flush with cash and appreciating SGD monetary policy MAS

Don’t forget Oz election comes May and most likely a change in governments heading to Labor

ASX is already high compared to SGX

tq Xander,... I invested in the Aussie banks for a long time,... and there is always something 'disturbing' the banks. The last major one that I remembered was the Royal Commission of Inquiry investigating on the banks, and this caused the share prices to plummet.

Then of course, the pandemic came.

Just hodl for dividend since you are long time holder

Sorry to say banks are not ripe in Australia as most will go for tech but it is risky as only 1% will make it just like AfterPay and Zip

RCI was major shakeup and in fact that was time to buy CBA and ANZ as the valuation so low waiting to ripe

Watch the rate rises and you willl see the banks will back to roar due housing loans upsurge from last year taking profit

Frankly,... I don't really trust the banks anymore after the RCI experience. I am now focussing on ctrs that will do well in a rising interest rate environment, but not into banks tho',... Such ctrs that come into my radar will need to pay dividends too.

Commodities and infrastructure play then so long as Morrison is back in the PM chair come this winter

Otherwise Labor in play it will be back to 2010 environment again

Commodities pays unstable dividends. Fortescue Metals Group paid a hefty dividend last year,... then no more. I don't know of any infra plays that pays good divcidend, in the likes of 4.5% p.a. + franking credits to come by in August.

My ctrs are standing as I'm checking now. ASX dropped by 1.63% now.

fyi,... Pres Putin just signed an order to move Russian forces into eastern Ukraine to help the separatists. He calls it 'peacekeeping'.

How about staples play for inflation?