This one pass could supercharge your gains

Thursday, 18 April 2019
Adelaide, Australia
By Bernd Struben

Educate yourself

‘Businesses Hit for $25 Billion Under Labor’s Climate Plan’

In Tuesday’s Port Phillip Insider I wrote to you about electric vehicles (EVs), or what China calls ‘new energy vehicles’.

I won’t rehash all of that today. If you missed it, you can find that in our website archives. Or in your inbox…

In short, EVs represent a massive growth industry.

China has already installed 730,000 charging stations in the nation’s effort to push consumers into EVs.

According to data from Bloomberg, globally there should be 60 million EVs sold per year by 2040. That’s up from less than five million annual sales today.

The list of investment opportunities in battery technologies alone is lengthy. Think lithium, graphite, copper and rare earths, to name a few.

Australia’s mining companies are well positioned to supply all of these. And, with a spot of foresight, the door is open for a range of other companies to get in on the development and manufacturing end of the booming EV market as well.

On Tuesday I also mentioned that three of our editors recently recommended ASX listed stocks they believe could be among the biggest gainers of the booming EV growth trend.

Specifically Harje Ronngard at Wealth Eruption; Sam Volkering at Australian Small-Cap Investigator; and Ryan Dinse at Exponential Stock Investor.

You may subscribe to one of their investment services already.

But this week you have the opportunity to subscribe to all three of their financial newsletters…plus six more of our core advisories…for one very low price.

It’s called the Executive Pass. And it gives you immediate access to all the insights and recommendations of our nine leading editors and analysts. Plus everything in their archives!

You can get the full details on the Executive Pass here. Just don’t wait too long. The offer ends at midnight tomorrow.

Before moving on, I’ll share the following letter from reader — and enthusiastic EV owner — Phil:

‘Just wanted to drop a line re various comments on EV’s and uptake in this country. I know that your company is against government manipulation of markets etc but as an EV owner of nearly 2 years I can see the clear benefits of moving to a majority national fleet of EV’s. I do not support large scale investment in the industry per se but encouragement is needed to get us into the game.

‘The East coast has already made great steps towards a network of fast chargers enabling freedom of travel via EV’s there. It will be interesting to see the effect of the Tesla model 3 deliveries scheduled for the winter will have on charging at the public chargers.

‘Here is a big opportunity to mine the minerals, make the batteries and even build the cars, vans utes etc. This is starting to happen already.

‘Here in the West we have greater distances and far less infrastructure, which limits long distance travel and EV uptake. Having said that I have still travelled the South West of the state with ease.

‘As for V8 power – it’s all about the noise – power and acceleration belong to the EV’s! Electric utes are on the way, so the tradies won’t miss out on the benefits of electric motoring either. I’m also pretty sure the older cars won’t be outlawed, so you can still go on your Sunday drive with the V8 crowd.’

Admittedly, the only EVs I’ve ever driven are golf carts. But I do know that the top EVs can rival and even beat the top petrol cars in acceleration. Though that kind of power does use a lot of battery life very quickly. Meaning drivers of today’s V8s will be waving at their EV counterparts a short distance down the road as they recharge their electric muscle cars.

And I don’t share Phil’s belief that older cars won’t be outlawed. Germany did precisely that last year, banning older diesel cars from many cities. If it’s good enough for Germany, I wouldn’t rule out Aussie politicians going down the same road.

Now, to be clear, I hope the EV industry takes off Down Under. And I expect it will.

But to do so efficiently, with minimal negative impacts on the consumers, a little ‘encouragement’ is as far as government should go.

If you lived through the oil shocks of the 1970s, you surely recall what big stick government regulations did to US cars between 1975–1986. Not to mention the federal government’s national imposition of a 55 mile per hour (88 kph) speed limit.

The horror!

Fortunately Uncle Sam backed off on both fronts in the later 1980s. And motorists have been the clear winners.

Remember, if you have any feedback, questions or ideas send them to letters@portphillipinsider.com.au. If we publish your letter, we’ll only use your first name.

Now, to the markets…

Markets

Overnight, the Dow Jones Industrial Average closed down 3.12 points, or 0.01%.

The S&P 500 closed down 6.61 points, or 0.23%.

In Europe, the Euro Stoxx 50 index finished up 14.37 points, or 0.41%. Meanwhile, the FTSE 100 gained 0.02%, and Germany’s DAX closed up 51.75 points, or 0.43%.

In Asian markets Japan’s Nikkei 225 is down 138.91 points, or 0.62%. China’s CSI 300 is down 0.33%.

In Australia, the S&P/ASX 200 is down 2.27 points, or 0.04%.

On the commodities markets, West Texas Intermediate crude oil is US$63.71 per barrel. Brent crude is US$71.52 per barrel.

Turning to gold, the yellow metal is trading for US$1,273.73 (AU$1,776.72) per troy ounce. Silver is US$14.97 (AU$20.88) per troy ounce.

One bitcoin is worth US$5,226.60.

The Aussie dollar is worth 71.69 US cents.

Educate yourself

I mentioned three of the editors and investment advisories Port Phillip Publishing’s Executive Pass gives you unlimited access to above.

You may have noticed all three of those cater more towards speculative investment recommendations. Meaning they carry higher risk with the goal of achieving far higher gains.

That may not be the kind of investment advice you’re after. Though more knowledge is always better than less. Even if you choose not to act on it.

But maybe you’re a cautious investor, looking to protect your wealth rather than double it. In that case, you’ll be happy to hear the Executive Pass includes our wealth preservation expert Vern Gowdie’s advisory service, The Gowdie Letter.

You’ll also get global analyst Selva Freigedo’s more guarded investment advice. Advice that’s backed by more than 60 experts in our global network.

Then there’s Harry S Dent’s Boom & Bust. If you’re not familiar with Harry, he’s accurately forewarned of the 2001 dot-com crash, Japan’s pending decline in the 1990s, and Australia’s current housing meltdown.

Back in 2016, Harry said Sydney and Melbourne would see house price falls of 50% inside a few years. His forecast was broadly dismissed as hyperbole back then. Now, with some neighbourhoods in Sydney already down more than 20% in real (inflation adjusted) terms, it’s well worth reading some of the Boom & Bust back issues. Along with the new updates you’ll get from Harry each week.

On the subject of accurate forecasters, you’d be hard pressed to beat Phillip J Anderson. Phil’s dedicated his life to studying market cycles. Building on the work of W D Gann, he’s created what he calls the Grand Cycle Theory. And he’s happy to show you how to do this for yourself over at Cycles, Trends & Forecasts.

Then there’s Greg Canavan’s Crisis & Opportunity. As the head of Port Phillip Publishing’s research, Greg spends a great deal of time working to minimise the risks of every recommendation he makes. Which is not to say he’s not after outsized returns.

Two years ago Greg implemented what he calls ‘the fusion method’ to his stock recommendations. Since then his results have, on average, beaten the market more than twice over.

And finally, your Executive Pass wouldn’t be complete without Sam Volkering’s unique insights into the world of cryptocurrencies over at Secret Crypto Network.

You may have noticed bitcoin has been on a tear lately. It’s up 28.5% already in April. And it’s not only bitcoin that’s rebounding. Is now a good time to invest? Or has the latest window passed? Atop regular new crypto recommendations, Sam will keep you up to date at Secret Crypto Network.

Winding it up for the week, if you’re happy with the service or services you’re already getting, that’s great. But if you’d like to see what these other services have to offer, you won’t get a better deal than the Executive Pass.

Remember, though, that offer ends tomorrow night at midnight…Good Friday.

Which reminds me. Our offices will be closed on Friday and Monday. You’ll hear from me again on Tuesday 23 April.

Happy Easter!

Now, before you sign off, here’s the latest from The Australian Tribune:

‘Businesses Hit for $25 Billion Under Labor’s Climate Plan’

‘It’s all well and fine to promise voters the moon.

‘But at the end of the day you’re going to have to explain your plans to pay for it.

‘Labor leader Bill Shorten has no problems with the first bit…making big promises on emission reductions and climate change. But when it comes to…’

If you’re fed up with sanitised, politically correct dogma cut and pasted from one mainstream source to another then The Australian Tribune is for you.

And it’s absolutely free.

Sign up here to get The Australian Tribune delivered free to your inbox five days per week.

You can visit our website at https://www.theaustraliantribune.com.au/ to read the complete article above now.

Cheers,
Bernd