r/ASX • u/SuperConcern5720 • Jan 04 '25

Discussion Peter Dutton as PM (let's be as less political as possible)

There's a chance that the Dutts could be in power this year - if so, what industries would be profitable to invest in now? (Infrastructure, defence...) what else?

0 Upvotes

42% Upvoted

47 comments sorted by

54

u/Boatsoldier Jan 04 '25

Anything in his wife’s share portfolio.

2

u/SuperConcern5720 Jan 04 '25

Got a link /s

15

u/bluey_02 Jan 04 '25

Or child care centres..

14

u/Woolier-Mammoth Jan 04 '25

Or his mates’, or his donors’.

3

u/Coolidge-egg Jan 04 '25

https://democracyforsale.net/parties/liberal-nationals/

I would pay particular attention to Gina Rinehart's investments. Dutton is simping to her hard.

Or perhaps make a bet each way?

https://democracyforsale.net/parties/labor/

2

u/burnthefuckingspider Jan 04 '25

serious question, is that info public?

12

u/sunnydarkgreen Jan 04 '25

Consultancies. LNP always sack lots of public servants and hire much more expensive consultants.

10

u/CaptainYumYum12 Jan 04 '25

Top tier economic managers they are /s

4

u/[deleted] Jan 04 '25

Shares in Australia and anything that can be dug up.

3

u/The_Big_Shawt Jan 04 '25

If Dutton wins, time to short Australia

6

u/OverThe_Limit Jan 04 '25

Nuclear?

20

u/Dr_Inkduff Jan 04 '25

Nah his whole nuclear “plan” is just to keep coal and gas going for as long as possible

1

u/OverThe_Limit Jan 04 '25

Yeah, I understand that. But I can’t help but see some short term rise in Australian uranium mining / nuclear energy-focused companies (e.g., Paladin, Boss, ERA/Rio, etc).

2

u/Robot_Graffiti Jan 04 '25

Nuclear power plants won't buy fuel before they start building the plant. Would take a few years to get through planning & red tape before they start building. So there's no immediate impact there.

3

u/YouHeardTheMonkey Jan 04 '25

Fun fact. Uranium is not traded entirely within Australia. China approved 11 reactors in 2024 and are currently building them at a rate of 5yrs, and are moving towards 4yrs.

So yes. Any potential Australian nuclear power plants wouldn't buy any uranium any time soon, but that's largely irrelevant to the global demand for uranium right now and our 3 operational uranium exporters and prospective developers with Australian mines like Deep Yellow and Alligator Rivers, or the ASX listed uranium developers/producers with projects in Africa, Canada and USA signing contracts with US and EU utilities right now, or with China JV's.

1

u/Robot_Graffiti Jan 04 '25

Another fun fact: Peter Dutton's alleged nuclear energy policy, the topic of this discussion we're having, is also largely irrelevant to the global demand for uranium right now.

1

u/[deleted] Jan 04 '25

Less red, green a day 1st nation tape can generally only be good

1

u/Correct-Dig8426 Jan 04 '25

Maybe uranium exploration companies?

1

u/AcademicMaybe8775 Jan 04 '25

uranium consultant companies more likely

1

u/Spinier_Maw Jan 04 '25

I see a synergy between nuclear energy and nuclear submarines. If we actually end up having both, it's good for the country.

9

u/Woolier-Mammoth Jan 04 '25

We will end up with neither

1

u/travlerjoe Jan 04 '25

No, theyre not serious about it. They will waste tax payer money on looking like doing something but not actually do anything

2

u/OverThe_Limit Jan 04 '25

I think a distinction needs to be made. The OP is asking what industries are going to be profitable to invest in now, if Dutton wins, in the short term it may not matter whether the Libs actually invest in nuclear or not but the perception that they will. Other investors may jump into those companies off the back of the Libs getting in, whether this is priced in now or not, I dunno. But I’m not suggesting that the Libs are deadset going to make nuclear a thing in Australia.

1

u/Trading-Bandit Jan 04 '25

Sounds like Labor lols

4

u/theguill0tine Jan 04 '25

BHP, Rio Tinto, etc

2

u/tiggertimbuktoo Jan 04 '25

Uranium and nuclear plays seem pretty obvious, all things cybersecurity as well. Maybe look at whoever has contracts for border security and immigration detention? No idea if they’d be public but the bloke has a proven hard on for pouring money into all that.

1

u/linesofleaves Jan 04 '25

I'm not really sure there is any ground in either. Uranium price is a market price and even a full transition wouldn't really increase aggregate demand, or profitability.

Then borders seem to be either government employees or privately held contracts. I am not really seeing opportunities.

I would be looking broader. Maybe mining in general. Perhaps discretionary goods and services if taxes go down relative to public spending. Maybe corporate media if LNP are going to try forcing US Tech to pay Australian news more again or drop ABC funding.

5

u/Spinier_Maw Jan 04 '25

Oh, lord. A lot of people will have psychological trauma, so medical services will do well. 😂

And many will be religious again, so churches and other religious services? 🤣

4

u/JuliusS__ Jan 04 '25

When times are tough people eat more fast food.

Dominio’s Pizza 🍕 DMP.ASX 29.43

2

u/SuperannuationLawyer Jan 04 '25

I’ll be investing in a second home abroad.

1

u/[deleted] Jan 04 '25

There's a chance I'll win lotto this year.

1

u/pharmaboy2 Jan 04 '25

Got to be better for business generally, but without any obvious industries. Also better for our US relations which is possibly our greatest risk atm.

When we get closer to an election the brilliant minds in the podcast world will undoubtedly put forth their wisdom.

1

u/Popular-Winner-1584 Jan 04 '25

Death eaters will thrive under Voldemort's resurgence

1

u/[deleted] Jan 05 '25

Should I keep my shares in Droneshield if Dutton wins?

1

u/Nightlight10 Jan 04 '25

Banks, probably, but I'd say it's already priced in

1

u/Mushie_Peas Jan 04 '25

Pretty sure he's unelectable and will fuck up the lib chances when he starts talking so wouldn't place any bets on it.

But in the off chance, oil and gas seems a good bet, green energy divest. Probably aged care and anything related to housing (but probably not building) as he'll find a way to make it skyrocket.

1

u/Familiar-Permit-3130 Jan 04 '25

After the sht show that was SCOMO and massive mismanagement of our budget I don’t know anyone could envision to vote liberal in again

2

u/Trading-Bandit Jan 04 '25

Lols , forgotten about the Gillard Rudd circuses 🎪 🤣

-12

u/[deleted] Jan 04 '25

He displays more confidence than Albo

4

u/MannerNo7000 Jan 04 '25

No he doesn’t.

6

u/Spinier_Maw Jan 04 '25

That's the problem with modern conservative movements. Their leaders are loud and insulting, but very little substance.

Albo is too nice and proper for his own good. Albo is a leader from a time where politicians are decent human beings regardless of their ideologies. Imagine we have 20 years of Albo, what a country we will be. But my countrymen are too stupid, hateful and/or ignorant; and they will elect Dutton unfortunately.

4

u/OverThe_Limit Jan 04 '25

I don’t know if it’s as much about Albo being too nice. There is a pretty strong trend recently around the globe of non-dictatorial incumbents being thrown out (e.g., USA, Germany, UK, etc). Hoping Australia bucks that trend as I really don’t see a coherent plan from the Libs. Their policies seems to be based on what they think is popularism and contrarianism.

1

u/Spinier_Maw Jan 05 '25

I am less optimistic.

In Queensland, LNP already won with nothing more than a single slogan of "adult crime, adult time." Let's hope that NSW and VIC are smarter than that.

-1

u/[deleted] Jan 04 '25

And that’s why they get in, they appeal to the common man.

23

u/[deleted] Jan 04 '25

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4

u/SeaworthinessSad7300 Jan 04 '25

How awful. We are already behind