logo
Jewell: Dollar Investors Outside US 'More Diversified'

Jewell: Dollar Investors Outside US 'More Diversified'

Bloomberg18 hours ago

BlackRock Fundamental Equities EMEA CIO Helen Jewell shares her views on reallocation trade. Speaking on Bloomberg Television, Jewell says US dollar investors outside the United States are "being much more diversified in how they think about portfolios." She also talks about "global cyclical names" in Europe that have not performed well, but "could be the next leg of the European story" if uncertainty around tariffs is "resolved." (Source: Bloomberg)

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Doctor Care Anywhere Group PLC's (ASX:DOC) Path To Profitability
Doctor Care Anywhere Group PLC's (ASX:DOC) Path To Profitability

Yahoo

timean hour ago

  • Yahoo

Doctor Care Anywhere Group PLC's (ASX:DOC) Path To Profitability

With the business potentially at an important milestone, we thought we'd take a closer look at Doctor Care Anywhere Group PLC's () future prospects. Doctor Care Anywhere Group PLC, together with its subsidiaries, provides digital healthcare and development services in the United Kingdom and the Republic of Ireland. The AU$38m market-cap company announced a latest loss of UK£5.1m on 31 December 2024 for its most recent financial year result. As path to profitability is the topic on Doctor Care Anywhere Group's investors mind, we've decided to gauge market sentiment. In this article, we will touch on the expectations for the company's growth and when analysts expect it to become profitable. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Expectations from some of the Australian Healthcare Services analysts is that Doctor Care Anywhere Group is on the verge of breakeven. They expect the company to post a final loss in 2025, before turning a profit of UK£100k in 2026. Therefore, the company is expected to breakeven just over a year from now. What rate will the company have to grow year-on-year in order to breakeven on this date? Using a line of best fit, we calculated an average annual growth rate of 105%, which is extremely buoyant. If this rate turns out to be too aggressive, the company may become profitable much later than analysts predict. Given this is a high-level overview, we won't go into details of Doctor Care Anywhere Group's upcoming projects, but, bear in mind that generally healthcare tech companies, depending on the stage of product development, have irregular periods of cash flow. This means, large upcoming growth rates are not abnormal as the company is beginning to reap the benefits of earlier investments. View our latest analysis for Doctor Care Anywhere Group One thing we would like to bring into light with Doctor Care Anywhere Group is it currently has negative equity on its balance sheet. Accounting methods used to deal with losses accumulated over time can cause this to occur. This is because liabilities are carried forward into the future until it cancels. These losses tend to occur only on paper, however, in other cases it can be forewarning. There are too many aspects of Doctor Care Anywhere Group to cover in one brief article, but the key fundamentals for the company can all be found in one place – Doctor Care Anywhere Group's company page on Simply Wall St. We've also put together a list of pertinent aspects you should look at: Valuation: What is Doctor Care Anywhere Group worth today? Has the future growth potential already been factored into the price? The intrinsic value infographic in our free research report helps visualize whether Doctor Care Anywhere Group is currently mispriced by the market. Management Team: An experienced management team on the helm increases our confidence in the business – take a look at who sits on Doctor Care Anywhere Group's board and the CEO's background. Other High-Performing Stocks: Are there other stocks that provide better prospects with proven track records? Explore our free list of these great stocks here. — Investing narratives with Fair Values A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029. By Agricola – Community Contributor Fair Value Estimated: CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts By WynnLevi – Community Contributor Fair Value Estimated: $195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin By Mandelman – Community Contributor Fair Value Estimated: SEK232.58 · 0.1% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio

Big Oil's $1.2 Trillion Bet? WoodMac Predicts CCUS Market Surge
Big Oil's $1.2 Trillion Bet? WoodMac Predicts CCUS Market Surge

Yahoo

timean hour ago

  • Yahoo

Big Oil's $1.2 Trillion Bet? WoodMac Predicts CCUS Market Surge

Global research and consultancy group Wood Mackenzie has predicted that the global Carbon Capture, Utilisation and Storage (CCUS) market will surge 28-fold by 2050 to 2,061 million tonnes per annum, surpassing trillions of dollars in value. According to WoodMac, countries across the globe led by U.S., Canada and Europe have committed $80 billion for CCUS so far, with just 50 CCUS projects with a capacity to store 51 million tonnes of CO2 per year currently operational. WoodMac has also predicted that the gap between capture capacity and storage capacity will narrow from nearly 50% in 2030 to 20% in 2050. However, the analysts are less optimistic about near-term growth prospects for CCUS, and have revised their 10-year forecast down by 22% due to policy uncertainty in the U.S. coupled with slow policy evolution in Asia. Further, WoodMac has predicted that most countries that have set carbon capture targets will only be able to achieve 50-70% of their goals by 2050. Even more alarming: WoodMac says point-source capture will only be capable of abating 4% of total emissions by 2050, short of the 6% required to restrict global warming to 2.5C by 2050. Nevertheless, the explosive growth will offer fresh opportunities for oil and gas companies. Previously, we reported that Trump's 'Big, Beautiful Bill' will handicap the nascent hydrogen sector bill but still provides tax credits for carbon capture and sequestration under Section 45Q. 'We expect our investment into the Donaldsonville CCS project will increase our free cash flow in the range of $100 million per year due to the United States' 45Q tax credit for permanently sequestering CO2,' CF Industries (NYSE:CF) said in its latest annual report. Big Oil has invested billions of dollars in CCUS projects, including Exxon Mobil's (NYSE:XOM) latest project targeting power-hungry U.S. data centers. Exxon recently unveiled a groundbreaking plan wherein the company will provide low-carbon power to the U.S. data centers powering the AI boom. Exxon's proposal outlines a first-of-its-kind facility that will use natural gas to produce electricity while capturing more than 90% of the CO2 emissions. The captured emissions will then be stored deep underground. ExxonMobil's current CCS technology supports industries involved in steel, hydrogen and ammonia production, with the company having secured agreements to store up to 6.7 million tons of CO2 annually for these sectors. Last year, Exxon acquired CCUS specialist Denbury Inc. in an all-stock transaction valued at $4.9B, or $89.45/share. Denbury recycles CO2 through its Enhanced Oil Recovery (EOR) operations and uses it to produce environmentally-friendly, carbon-negative Blue Oil. The company owns the largest CO2 pipeline network in the U.S. at 1,300 miles, including nearly 925 miles of CO2 pipelines in Louisiana, Texas and Mississippi, as well as 10 onshore sequestration sites. According to Exxon CEO Darren Woods, the company's Low Carbon business has the potential to outperform its legacy oil and gas business within a decade and generate hundreds of billions in revenues. Meanwhile, last month, Shell (NYSE:SHEL), Equinor (NYSE:EQNR), and TotalEnergies (NYSE:TTE) expanded their Northern Lights CCS project with $714 million in total investments. The decision comes after a deal with Swedish energy company, Stockholm Exergi, which has pledged to send up to 900,000 tonnes of CO? each year over a 15-year span. Northern Lights is now capable of storing at least 5 million tonnes of CO? per year, more than triple the original target of 1.5 million tonnes. Canada's CCUS outlook is, however, less rosy. According to the experts, Canada's proposed $16.5B CCUS project by the Pathways Alliance hangs in the balance after the resignation of former Prime Minister Justin Trudeau. The giant project would capture harmful carbon dioxide emissions from the Canadian oilsands, the country's heaviest-emitting sector. 'I can't imagine a huge project like that could really move forward in a time like right now,' Michael Bernstein, executive director of the non-profit group Clean Prosperity, told Bloomberg. 'When you're looking at a project that has at least a 15-year time horizon, you want as much certainty as possible. And there's just more uncertainty than I can remember in my whole time doing this work right now,' he added. A lack of pipelines and heavy emissions has been weighing heavily on the Canadian heavy crude sector for years, with several companies exiting the country after coming under pressure to invest in 'cleaner' projects. According to research firm Rystad Energy, oil sands production in Alberta generates ~160 pounds of carbon per barrel of crude pumped, the highest of any oilfield in the world. By Alex Kimani for More Top Reads From this article on

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store