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ASX 200 morning report – SYD, AMA & ASX gold miners in focus

The S&P/ASX 200 (ASX: XJO) overcame another negative lead to finish 0.3% higher with both energy and materials central to the positive result.

The energy sector was 1.2% higher as the likes of Woodside Petroleum Limited (ASX: WPL) and Santos Ltd (ASX: STO) gained on the back of approximately 1 million barrels of supply being switched off due to Hurricane Ida in the US.

Domestic player Cooper Energy Ltd (ASX: COE) also added 4.4% after inking a new gas sale agreement with AGL Energy Limited (ASX: AGL) which covers the Casino, Henry, Netherby and Otway assets.

The iron ore price fell to a seven month low, but still a remarkably strong price given the pandemic.

ASX gold miners continue to run

But it was the ASX gold miners standing out, Silver Lake Resources Limited (ASX: SLR) jumping 5.4% and Evolution Mining Ltd (ASX: EVN) up 4% despite the US dollar gold price, with investors seemingly turning to the inflation hedge following last week’s stronger than expected producer price inflation result.

Sydney Airport deal increased

The hard-line played by Sydney Airport Holdings Pty Ltd (ASX: SYD) board appears to have paid off with shares rallying 4.6% on an improved offer from the Industry Funds Management consortium.

The group improved their $8.45 per share offer to $8.75, valuing the company at over $23 billion, making it one of the most expensive airports in the world.

The Australian Super and Q Super backed buyers have been approved to undertake due diligence but Sydney Airport shares continue to offer a small margin of profit, trading at $8.37.

AMA completes recapitalisation

Meanwhile, AMA Group Ltd (ASX: AMA) looks to be recovering from a near-death experience, successfully raising a highly dilutive $50 million from institutional investors with a similar amount to be requested from retail shareholders.

The company was placed into a trading halt following its auditor flagging concerns in its annual report, but management has acted quickly to reposition the company. The AMA share price finished 6% higher.

Copper mine paused, Redcape bought out

BHP Group Ltd (ASX: BHP) and Rio Tinto Limited’s (ASX: RIO) copper play in Arizona looks to be on hold after the government passed a bill to cancel its development; neither share price was impacted.

Meanwhile, listed pub group Redcape Hotel Group Pty Ltd (ASX: RDC) will be taken private in a buy back deal just a few short years after listing. The Redcape share price jumped 9.6% on the news.

ASX 200 today

Looking ahead, the ASX 200 is tipped to open lower on Tuesday despite a mostly positive lead from US markets overnight. To find out more, read Rask Media’s US stock market report.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


Disclosure: At the time of publishing, Drew owns shares in Cooper Energy.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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