There are about 41,000 to 45,000 stock market companies around the world from the latest estimates. It is obvious that some of our writers of free places bought actions outside Great Britain for their portfolio …
Anglogold Ashanti
What he does: Anglogold Ashanti is a global gold mining company with projects in nine countries, on four continents.
Andrew Mackie. When it was announced at the end of last year Anglogold Ashanti (NYSE: AU) agreed to buy Centam on the Stock Exchange in Great Britain, and then I started to study Górnik to see if he fits my portfolio of action and action.
One of the facts that immediately hit me was his low valuation compared to many American peers. In 2023, he restructured the activities of the main offer from South Africa to the Security Stock Exchange in New York. Over time, he hopes that this movement will cause fundamental oversight.
I believe that the acquisition of the Sukari Golden Mine, One One resource may also be a key strategic movement. Because gold prices are still approaching $ 3,000, its increased gold production and the expected decrease in support costs (AISC) will cause a significant improvement in the margin.
Inflation of costs remains one of the greatest threats to the entire industry, but it is particularly acute in Anglogold. One of his mines in Brazil has recently been placed “Care and maintenance“Considering that his AISC was much above the price of gold.
Nevertheless, when the government deficit escapes from the US and the modern administration, wanting to lower it, I think that gold prices will continue to grow. Trade at the front value of the P/E of just over seven, I decided to add some of his shares to my portfolio at the beginning of 2025.
Andrew Mackie is the owner of the action in Anglogold Ashanti.
Now Holdings
What he does: Nu Holdings is the nubank parent company, a leading digital bank in Latin America.
Ben McPoland. I recently bought more shares in Now Holdings (NYSE: NU). Bank Branch Bank is still growing like a weed in Latin America. Currently, it has over 100 million customers in Brazil, stunning 57% of adult population!
However, in Mexico it also grows rapidly in Mexico, where he recently exceeded 10 -meter clients (about 12% of the adult population). Management believes that the long -term chance in Mexico is huge, and Columbia is its latest market.
Nubank offers various services and recognize the huge continent’s population via smartphones. While this increases the huge growth, exposes the company to an boost in endangered loans. It is definitely worth remembering.
Perhaps such a risk is explained here by a relatively low valuation. Shares are commercial only 16 times next year of forecast profits. Perhaps the fastest growing financial company on Earth, it looks like an opportunity.
Interestingly, Nu Holdings is considering moving his legal residence to Great Britain before global expansion, which may cover the USA in the next few years.
Ben McPoland is the owner of the action in Nu Holdings.
Ørsted
What does it do: Danish energy supplier and the largest offshore developer wind wind by the number of wind farms built at sea.
Author: Mark Hartley. I bought shares Ørsted (CPSE: ORSsted) Because I am very interested in renewable energy. Over the past five years, the company has felt earnest challenges, which led to a 55% decrease in value. The cancellation of Ocean Wind 1 and 2 projects outside New Jersey led to $ 5.6 billion losses in 2023. As a result, profit on the action fell to loss this year in the amount of 50 DKK (6.28 GBP), forcing him to cancel all dividends.
In Q3 2024, earnings have regained 5 billion DKK (570 million GBP), which prompted analysts to estimate the last year EPS 22 DKK (2.49 GBP). But renewable energy remains a high risk industry, susceptible to losses from unpredictable weather events and regulatory changes.
Despite the risk, I think Ørsted has a good chance of making a profit while increasing energy production. The average 12-month 420 DKK target price is an boost of 34% compared to today’s price.
Mark David Hartley is the owner of the campaign at Ørsted.
Palantir Technologies
What does it do: Palantira software specializes in analyzing gigantic data sets, both with government and corporate clients.
Muhammad Chema. Palantir (NASDAQ: PLt) uses its specialist knowledge in the field of artificial intelligence (AI) to generate robust growth.
Among the corporate clients, his artificial intelligence platform (AIP) was a gigantic hit. AIP allows users to integrate AI models directly with their platforms, taking care of the tasks that employees usually do.
As a result, the company noted that revenues from American commercial clients increased by 54% in the last quarterly results of the year. The number of customers also increased by 39%, and in the last quarter the company closed 104 offers worth over USD 1 million each.
My biggest concern for the company is a sublime valuation. With price ratio (p/s) of 72, any displayed weaknesses can send the price of the cliff shares. For example, more companies enter AI space. Therefore, it is not unlikely that a larger competitor in the space will enter the activity.
However, as the enthusiasm for Palantir software increases, I am convinced that he will continue its robust growth.
Muhammad Chema is the owner of the action at Palantir Technologies.
