ADVISOR WATCHLIST
Robert Chan
Buy CSL Limited - CSL ’ s main business of providing Plasma has suffered during COVID . The US Pay Protection Program and fiscal stimulus has provided US citizens an income to stay safe at home , however this has been an issue for CSL as it has resulted in increased cost for them to collect . As the vaccine rollout occurs and herd immunity is achieved , we see normalisation to occur and the cost of collection to reduce and profit margins to improve . Look to buy on the current price weakness .
Director – Wealth Management RChan @ burrell . com . au ( 07 ) 3006 7220
Patrick Shannon
Monadelphous Group ( MND . ASX ) is an engineering group that provide construction , maintenance , and industrial services to the resources , energy and infrastructure sectors . I believe MND will benefit from new projects being available to tender for with commodity prices reaching high levels . A director , Dietmar Robert Voss , bought $ 299,323.40 worth of stock in May ( Avg . $ 9.09 ). The stock has a yearly high of $ 15.59 and is currently trading around $ 11 .
Designated Trading Representative Advisor – Equities PShannon @ burrell . com . au ( 07 ) 3006 7243
Shannon McShane
Aurizon ( AZJ ) is a rail freight operator in Australia , transporting various commodities including mining , agricultural , industrial and retail products . About half of group earnings comes for Aurizon ’ s Central Queensland Coal Network , which is a regulated monopoly that provides somewhat defensive revenue . While thermal coal use will decline over time , most of Australia ’ s exported coal goes to Asia where coal fired electricity generation is expected to continue for an extended period . With recent increasing thermal and met coal prices , coal volumes should rebound as operators ’ ramp up production . Growth prospects exist in the non-coal bulk business , with growth in commodities demand and expanded product mix and logistics services . Management is expecting bulk earnings to more than double by 2030 , which would see thermal coals contribution to earnings decline , reducing some ESG pressure . The company ’ s 7 %+ yield is attractive .
Advisor - Gold Coast & Brisbane SMcShane @ burrell . com . au ( 07 ) 5583 7815
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