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Wednesday, July 09, 2008

Alumina Ltd (AWC.ASX) compelling buy

Some blue chip resources have pulled back considerably, so they become worthy candidates for buying. The one that comes to mind are Alumina Ltd (AWC.ASX). Looking at the chart we can see that the stock has fallen to a record low - reaching it for the third time in 10 years. This stock looks like a great counter-cyclical investment.
Alumina is the only bulk commodity which is traded on the LME. Iron ore and manganese are not, so its useful to check out the price action and Al stocks on the LME. Wow, that's weird. LME prices for aluminium are at 5-year highs. This seems to be compelling reasons to buy this stock, though more research might be prudent. It gets even weirder because Aluminium stocks on the LME are falling, so there is strong and persistent demand for aluminium.
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Andrew Sheldon www.sheldonthinks.com
Posted by Andrew Sheldon at 1:25 AM

2 comments:

Unknown said...

Dear Andrew,

Why shoud ALUMINA LTD. rise up in the future? Bauxite is abundant and aluminium producing needs a lot of energy (very high costs). Demand will surely be less in the future (economical slow down against inflation etc...). What do you think about this paradox?

My best regards
AB

1:26 AM
Andrew Sheldon said...

Are you alluding to the greenhouse? Is so I don't believe the opinions of uncritical scientists.
The cost of producing 'light metals' is less if you look at the life of the material. It is a cheap, non-corrosive metal. I don't think its so common, as I think the best resources are tied up by the majors. Development entails major capital investments which creates barriers to entry. Magnesium is having a tough time getting market share.

12:17 PM

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