In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices 🛢️, the Iran conflict, and how these macro events are accelerating one of the biggest investment shifts of our time the move toward renewable energy 🌱.

Candice breaks down how oil shocks impact inflation 📈, interest rates, and household finances, and explains why countries like China have been preparing for this environment by stockpiling oil while simultaneously investing heavily in electric vehicles 🚗, batteries 🔋, and solar infrastructure ☀️.

Candice also explores the investable opportunity in solar, highlighting First Solar (FSLR) as a current BUY idea with an attractive entry point.

Candice’s bullish conviction for FSLR includes:

• Strong revenue growth and profitability 📊
• High margins and a solid balance sheet with significant cash reserves 💰
• A large forward order book providing visibility on future earnings 📅
• Expansion of global manufacturing capacity 🏭
• Long-term tailwinds from energy security and global solar demand 🌞

The stock has a potential upside of approximately 25% to 50%, depending on execution and market conditions. Time will tell ⏳.

This episode connects global macro trends to real investment ideas, helping listeners understand not just what is happening in the world but how to position themselves financially 📌.

Disclaimer ⚠️

This podcast is provided by Shaw and Partners Limited ABN 24 003 221 583, AFSL 236048. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. The information contained in this podcast is general in nature only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice, a recommendation, or an offer to buy or sell any financial product. Before acting on any information, you should consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek advice from a licensed financial adviser if required. All investments carry risk, including the risk of loss of capital. Past performance is not a reliable indicator of future performance.

Contact Us 📩

If you would like to discuss your portfolio or explore any of the ideas raised in this episode, please reach out to us:

📧 cftgroup@shawandpartners.com.au

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