$AMP LIMITED(AMP.AU)$Turning Point?AMP is a diversified financial services provider in banking, wealth management and capital assets investments fund manager.AMP has been on a downtrend for many years if you look at the graph. Due poor acquisitions and recent Royal Commission into financial services in Australia. Which has lead to heavy fines for AMP, compensaction to individuals affected and class action.But these are now mostly revolved besides class action from previous financial advisors working under their brand. Since the Royal Commission, AMP has been cutting costs, writing of goodwill and assets, and selling of non-core assets. AMP is about to demerge into 2 listed companies a bank and weath management business and a separ

$NEWCREST MINING LIMITED(NCM.AU)$   Haven't posted for a while but gold has been a very good investment in last 6 months. Newcrest is one of the safer bets in the industry long life mines, low costs and safe jurisdictions. Current tailwinds have been the gold price and takeover by $Newmont Mining(NEM)$  . The previous takeover bid was picked around $28 aud per share. But appears to be below current share price. POG probably expected rise further with dedollarisation theme. China and Russia does not feel safe with USDs and probably many more countries including India currently neutral.

$Cooper Energy(COE.AU)$Been a while since my last post. This one is a gas company in east coast of Australia.It has recently upgraded it'S editba estimates above its previous guidance to $70-78M.The company has sorted out it's production issues at new gas plant. It is now benefiting from consistent production numbers and higher gas prices thanks to ban on Russian gas. This situation is unlikely to change soon.A price cap of $40/GJ has been placed on gas sales which is signicantly more than it's long term sale price of $8/GJ. The company is currently raking in money selling a good proportion of it's gas on the spot market.DYOR and good luck.

$New Hope(NHC.AU)$Heading back up. Big quarterly numbers coming out end of May 2022. Newcastle coal price is up and averaging over $300usd/tonne. The Australian dollar are now 70 cents.Interesting to see if the quarterly shows profits of $500M for this quarter. Which is more 50 cents in earnings per share for 3 months. Coal is printing money...who would have thought?

$NCM boom Following up on my last post the tailwind takeover from $NEM Now the question is what happens next. POG goes to $2500/USD raising all the boats.

$New Hope(NHC.AU)$Recent quarterly update from NHC. It has generated $380M ebdita for 3 months to end of April and $913M ebidta for 9 months tally.This will allow the company to generate more than $1B in ebita FY22. Not bad for company with $3.3B Mcap.Wait and see what the next dividend payment will be given previous 6 months dividend was 30 cents.

True Colors USA and the West. The End of the USD.Today the USA and Allies have decided to confiscate Russian oligarchs assets for reconstruction of Ukraine.I think this is a show of the aging empire the United States and Europe. The US are Trillions in debt and they continue to grow their debt by reckless military spending and money printing.Yesterday it was Afghanistan taking the Tresury reserves when they left and Freezing Russias foreign Reserves in overseas accounts. Freezining Oligarchs money in America.Today the USA plans to seize and sell assets of individuals oligarchs. What is the next the seizure of assets of rich and middle class peoples assets from Russia? Tomorrow who is next the Chinese, ASEAN countries, Africans, Indians, Pakistans. These are the signs of a nation

$New Hope(NHC.AU)$Hold or Buy more?New Hope corporation high quality company on the asx producing high quality thermal heating coal. It's one of the lowest coal price producers in the world.The price has more than doubled since last year with run up of coal due to pull from oil prices and coal. The Russian-Ukraine war now has potential to push up coal demand as Russian gas is replaced with coal and further by Russian coal exports sanctioned soon as well.So where to from here hold or buy more. I am inclined to hold have held from mid $1 entry. The current dividends are quite juicy being 30 cents for last half year ending in Jan 2022. Full year could be another 30-50 cents. Looking at coal prices they have averaged another $50usd/tonne to 100usd/t

$HP Inc(HPQ)$Follow value investor on a turnaround story.PE of less than 10 with growth potential and rerating. Time will tell.

$PLAYSIDE STUDIOS LTD(PLY.AU)$   Value investing opportunity. A chance to buy Australia's biggest  game developer and publisher. Currently managing downturn on third party game development with all the layoffs in Silicon Valley. However, it has a few games in development due for release later in the year. Potential highlight is Mouse PI which has similaries Cuphead and Bioshock mashup. https://youtu.be/1QVXJcrFRtA?si=Vw1oMhvTNr0aluyR Their other capability is working with Meta developing VR games and its own capability. So can be a value play or value trap. I think it's the earlier and matter of time before it rebounds. I have taken a position at this price.

$AMP LIMITED(AMP.AU)$Still cheap. Buyback and capital return to come. Dividends to be reinstated.The future is bright. Streamlined company is now a bank and wealth manager.

$AMP LIMITED(AMP.AU)$Run AMP Run...Collimate Capital has been sold instead of demergered. Total value extracted is $2B-2.5B.Not bad for company with Mcap of $3B a few days ago.Dividends and buybacks are back on the table.

$Virgin Galactic(SPCE)$Why is it so low?

$AMP LIMITED(AMP.AU)$undervalued.

Yay...thank you.

$KOGAN.COM LTD(KGN.AU)$ Looks like will rebound from the current year lows. The volumes of trade a quite high. There is a verical gap at $4.50 and the lows have been test recently and rejected.  Macro economic improvements are interest rate cuts to stimulate consumption leading into Christmas shopping period.

$AMP LIMITED(AMP.AU)$slowly slowly to 52 week high.

$New Hope(NHC.AU)$has gone ex -dividend.But the newcastle and world coal prices have gone up reflect ban on Russian Coal Imports from EU. Back up above $300/USD a tonne.Dislocation will keep prices elevated.