Finimize - 📉 Uh oh, oil

OPEC+ steps up to the plate | The robots are taking over |
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Hi Reader, here's what you need to know for September 29th in 3:05 minutes.

😌 Risky investments might be exciting, sure, but it’s nice to have some predictability sometimes. That’s why we’re talking about The Wonderful World Of Bonds on Wednesday: join in to find out how everyone’s favorite vanilla investment can help perk your portfolio up. Grab your free ticket

Today's big stories

  1. Oil's price hit a three-year high as the global energy shortage continues
  2. One valuation guru has looked into how you can value crypto, NFTs, and other non-traditional assets – Read Now
  3. Norwegian automated warehouse manufacturer AutoStore announced plans to list on the stock market

Dry Spell

Dry Spell

What’s Going On Here?

The price of oil hit a three-year high earlier this week, as the tap of dusky earth-juice starts to run dry.

What Does This Mean?

There are a couple of reasons the supply of oil is so low: governments and companies haven’t been investing enough in production, while worldwide demand has been going through the roof. But it all came to a head on Monday when the price of a barrel of oil – which has already risen 50% this year – hit $80. And while the slippery elixir is still cheaper as a fuel than natural gas, that could cause problems of its own: rising gas prices might encourage energy producers to make the switch to oil, pushing demand even higher – so much so that Goldman Sachs reckons its price will hit $90 a barrel by the end of the year.

Why Should I Care?

For markets: OPEC+ might step in.
OPEC+ – the group of major oil-producing countries and their allies – has already been upping production by 400,000 barrels a day in an effort to boost supply. But since that doesn’t seem to have been enough to keep prices down either, it’s meeting next week to decide whether to start pumping out even more. BP and Shell can’t be too happy to hear that: a supply surge might put an end to the rally in their stock prices, which have climbed almost 15% in the last month.

The bigger picture: Coal is hot stuff again.
Europe’s electricity producers are taking a different approach: they’re switching from natural gas to coal. Greener energy isn’t an option, after all, since low wind speeds in the region have left them wanting. That doesn’t bode well for Europe meeting its emission goals, nor is it a good look if it wants to pitch a more ambitious climate deal to other world leaders later this year.

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Analyst Take

How To Value Any Company, Part Two

How To Value Any Company, Part Two

What’s Going On Here?

You might’ve heard us talking about Aswath Damodaran last week.

The NYU professor and valuation guru popped by for a chat about how to value any company, no matter how big it is or what sector it’s in.

And in the second part of our event, we handed the mic over to you.

You didn’t disappoint: you asked Aswath how he’d go about valuing non-traditional assets like NFTs and crypto, and whether he thinks their price and value actually match up.

You also wanted to know why investors are paying so much for loss-making companies, and the one step Aswath takes before buying a stock of his own.

And much more besides: it’s all in today’s interview.

Read or listen to the Insight here

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Too Bot To Handle

Too Bot To Handle

What’s Going On Here?

AutoStore announced on Tuesday that it’s planning to list on the stock market next month, with the same ruthless efficiency the automation company has brought to the world’s warehouses.

What Does This Mean?

Companies have been scrambling to meet sky-high ecommerce demand in the last 18 months, all while struggling with a shortage of workers to pick and pack their goods. So in their effort to fine-tune their processes, they’re expected to invest $36 billion in warehouse automation this year – up 20% from 2020. And few companies are better-placed to benefit than Norway’s AutoStore, which specializes in replacing inefficient human meatbags with lean, mean packing machines.

Now the company’s looking to capitalize on that boom: AutoStore’s aiming for an initial public offering that would value the company at almost $12 billion – up from around $8 billion earlier in the year (tweet this). That debut should give the company $315 million more to spend, which it’ll apparently use to pay down some of its debt and lube up any squeaky hinges.

Why Should I Care?

The bigger picture: Think inside the cube.
AutoStore controls more than 90% of the “cube storage” market across 35 countries, and given that only 15% of the world’s warehouses are automated right now, the market still has plenty of room to grow. Little wonder, then, that the company has such high hopes: it’s expecting revenue to jump from $182 million last year to $300 million this one, and $500 million next.

Zooming out: Rise of the machine.
Automation is big business these days: robotics software company UiPath raised more than $1.5 billion when it listed on the stock market in April, while fellow American Automation Anywhere is hoping for the same kind of success when it goes public in the next few months. The UK wants in too: Blue Prism announced on Tuesday that it was being bought out by private equity firm Vista Equity Partners for $1.5 billion.

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💬 Quote of the day

“I can give you a six-word formula for success: think things through, then follow through.”

– Captain Edward V. Rickenbacker (an American fighter ace in World War I and a Medal of Honor recipient)
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🌎 Finimize Live

🎭 Introducing… bonds

Bonds often get pushed into the shadows while showier stocks hog the limelight. Well, we’re giving them a chance to shine in our next event, The Wonderful World Of Bonds. It’s on Wednesday, and Global Macro investor Ritesh Jain is taking centre stage.

💰 Does It Make Sense To Own Bonds In 2021?: 3pm UK time, September 29th
💥 How To Inflation Proof Your Portfolio: 6pm UK time, October 1st
🤷‍♀️ The Hows, Whats And Whys Of Staking Your Crypto: 1pm UK time, October 4th
🤞🏽 The Risks And Rewards Of Chinese Stocks: 6pm UK time, October 4th
How To Master A Market-Beating Mindset: 1pm UK time, October 5th
💉 How To Get Your Dose Of Healthcare 2.0: 5pm UK time, October 6th
🏡 How To Profit From The World Working At Home: 6pm UK time, October 7th
👍 How To Trade In Good And Bad Times: 5pm UK time, October 11th
👵 Age Wealthily, Not Gracefully: 5pm UK Time, October 13th
🤔 The Pros And Cons Of Alternative Investments: 5pm UK time, October 18th

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