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    Tag: energyHome

    ADRO Spinoff

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    by author   ·  November 8, 2024  

    The Stock Market is about to encounter with potentially the largest corporate action this year, i.e. ADRO spinning off its coal business (AAI).   The main idea is for the Company to focus on greener projects and to improve access to funding. As well, better allocation of capital that gives better ROI. This move was similarly implemented ...

    Energy Security

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    by author   ·  May 22, 2023  

    As the energy flow (supply chain) normalizes towards pre-pandemic level, the energy prices are falling back. This should be good news, especially when it comes to controlling inflation and avoiding recession. However, there are some reasons to be cautious. 1. Energy transition Renewable (green) energy is the future, for sure. The question is, how to get there. Fossil-fuel energy ...

    2022 Record Breaking

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    by author   ·  April 3, 2023  

    Records are meant to be broken. Year 2022 was the culmination of financial and commodities sectors. Record profits, revenues, margins, etc.   The financial reporting season nearly concludes with some remarkable results.   Commodities Coal prices tripled, fuel price doubled, nickel price spiked, ammonia price breached level not seen before, etc.   ADRO recorded nearly USD 3 billion in profits, with cash ...

    Tailwinds for Exports

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    by author   ·  November 26, 2022  

    Compared to other emerging economies’ currencies, the IDR has not weakened as much against the USD. source: Nikkei Asia On the bright side, a weakening local currency tends to improve profitability of Exporters. So, which exporting Companies might be the beneficiaries? Take WOOD for instance. Foreign exchange gain alone pushed up its profits by IDR 34 billion in ...

    Miners Going Global

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    by author   ·  September 7, 2022  

    Sky is the limit for some Miners. Some publicly listed Companies have been increasing its presence overseas.     DSSA (Dian Swastatika Sentosa) It acquired Stanmore Coal (ASX:SMR) back in 2020. In turn, SMR is about to complete its full acquisition of SMC / BMC, a tier 1 asset from mining powerhouse BHP & Mitsui.   In H1 FY22 alone, SMR ...

    2021 High Flyers

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    by author   ·  April 27, 2022  

    Year 2021 could be remembered as the benchmark for economic recovery. The country has emerged strongly from the tip of recession into enviable growth of 3.69%.   The IHSG index has reached all time high as of April 2022; thanks to increasing number of investors, companies’ performance, and foreign investment inflows.   Several top performing Companies in 2021:   ABM Investama ...

    The Era of Commodity Supercycle

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    by author   ·  April 8, 2022  

    Last time the Commodities enter super cycle season was in 2008. Both Soft Commodities (e.g. wheat, corn) and Hard Commodities (e.g. coal, oil) were heating up mainly due to increasing demands from the emerging economies (BRIC, etc). This time around, the super cycle is rather different. The pandemic and the geopolitical situation have all contributed to ...

    Sustainable ADRO

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    by author   ·  April 22, 2021  

    Is it plausible for a coal mining company to become (environmentally, socially, financially) sustainable for the next decades? For ADRO, it is more than plausible.   Despite making a hefty $405 million of profit (mainly from 54Mt thermal coal mining) and having strong cash position of $1.1 billion during year 2020 pandemic; it is putting more focus ...

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    ”Know what you own, and know why you own it.” Peter Lynch

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