This is a mobile optimized page that loads fast, if you want to load the real page, click this text.

AAL - Alfabs Australia

Jump to new
comment for FY25 challenge;

Trump is in office and with him brings an era of decreased climate reporting, and a longer acceptance of coal (in my opinion).

As mentioned in my Portfolio Blog, I expect this stock to out perform other neighboring companies due to it's specialized interest in the coal mining market (a market that we all know wont exist forever).

Further incentivizing hire over outright purchase.
 
Continues to rally to 0.445 at the time of writing.

A big run up in the lead to the quarterly. Tightly held and reasonable amount of volume each day.

Cant think of anything outside of quarterly and trump being a green signal for coal mining that is driving this rally?
 
Monthly Stock Pick;

I expect we will see continued inflows to Coal under the Trump presidency, and a bullish sentiment throughout his tenure.

Alfabs also has a unique fire retardant solution that is required in coal mines across NSW and QLD (I believe). Watching the quarterly that should come out in the pre-market on Monday. Excited to see what there financials look like and believe we could see further upside.

Cheers
 
Am I mistaken, or does this company not need to provide a quarterly?

Cheers
Bossmana
 
BossMan. said:
Am I mistaken, or does this company not need to provide a quarterly?

Cheers
Bossmana
Click to expand...
Guess not. Probably fits requirement for minimal H1 and H2 reporting since it's a profitable company?

"Ongoing reportingFinancial reporting is required on a half-yearly and annual basis in Australia. Certain companies admitted under the assets test, and mining and oil and gas exploration companies, are also required to file quarterly activities reports and cash flow statements."

Listing requirements - ASX​

Australian Securities Exchange
https://www.asx.com.au › listings › listing-considerations
 
US 15% tariff on Coal, don’t think these ones will come off.

Makes Australian coal more competitive and I can only presume as a byproduct is good for Alfabs

If these tariffs stick till Monday next week, I’ll seriously consider I small parcel to increase this position.
 
You must log in or register to reply here.

Similar threads

MGH - MAAS Group Holdings
2
Replies
32
Views
8K
galumay
Menu
Log in
Register
Cookies are required to use this site. You must accept them to continue using the site. Learn more...