With the 2024 financial year almost at an end, we turn our attention to what investors might expect from S&P/ASX 200 Index (ASX: XJO) energy shares in FY 2025.

And we’ll be hoping to see better returns over the next 12 months than we’ve realised over the past 12.

Since 30 June 2023, the S&P/ASX 200 Energy Index (ASX: XEJ) has slipped 8.3%, compared to an 8.4% gain posted by the ASX 200 over the same period.

Now there are a number of stocks that fall into the ASX 200 energy share category. These include utility providers and companies involved in oil and gas, coal, and uranium.

For the purposes of this article, I’ll stick to the three big Aussie oil and gas stocks. Namely Woodside Energy Group Ltd (ASX: WDS), Santos Ltd (ASX: STO) and Beach Energy Ltd (ASX: BPT).

Here’s how they’ve performed in FY 2024 to date:

• Woodside shares are down 19.3%
• Santos shares are up 1.1%
• Beach Energy shares are up 9.8%

Of course, all three companies offer some welcome dividend payouts as well.

Woodside shares trade on a fully franked dividend yield of 7.8%. Santos shares trade on an unfranked yield of 3.7%. And Beach Energy shares trade on a fully franked yield of 2.7%.

With Beach the only ASX 200 energy share to beat the benchmark returns in FY 2024, here’s what to look out for in FY 2025.

What’s ahead for ASX 200 energy shares in FY 2024?

There are obviously a lot of variables that can impact these companies over the next 12 months.

Some are company-specific and will relate to things like their production levels, costs and new project developments, to name a few.

Other factors are beyond the control of the ASX 200 energy shares themselves.

The biggest among these is the price they’ll receive in FY 2025 for the oil and gas they pump from the earth.

And forecasting that price is tricky, to say the least.

The oil price will be influenced by the path of global inflation and interest rates, which will have a direct impact on consumer and business demand.

Weather is also a major variable, with cooler weather increasing the demand for heating oil.

And then there are the ongoing conflicts in oil-rich regions like the Middle East. What happens there could have a material impact on oil prices and ASX 200 energy shares.

As for global oil demand, the International Energy Agency (IEA) expects demand to rise by 1.1 million barrels per day in calendar year 2024 and another 1.2 million barrels per day in 2025.

That demand growth could be outpaced by new supplies, with the IEA forecasting 1.8 million barrels per day of increased production in 2025, with non-OPEC+ nations adding 1.4 million of those daily barrels.

What this means for the Brent crude oil price depends on who you ask.

Brent is currently trading for US$86 per barrel, up from US$75 per barrel at the beginning of FY 2024. Bearish analysts are forecasting the oil price will fall to as low as US$60 next year, while the bulls are holding to US$90 per barrel.

Potential gas fuelled tailwinds

Offering some potential tailwinds for ASX 200 energy shares in FY 2025 is Australia’s looming national gas crisis.

With unseasonably cold weather and very low winds to power the turbines, the Australian Energy Market Operator (AEMO) warned last week that the eastern and southern states could face a gas shortage through September.

Woodside responded by saying it is “taking steps to support the gas market in eastern Australia”.

The post Buying ASX 200 energy shares? Here’s what to expect in FY 2025 appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Tuesday
• Buy Coles and these ASX 200 dividend stocks
• 5 things to watch on the ASX 200 on Monday
• Top ASX passive income shares to buy before June 30
• Top 10 most traded ASX shares and US stocks in May

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Calix Ltd (ASX: CXL) shares are catching the eye on Tuesday with a very strong gain.

In afternoon trade, the ASX 300 stock is up 15% to $1.47.

Why is this ASX 300 stock rocketing?

Investors have been scrambling to buy the environmental technology company’s shares since the release of an update this morning.

That update relates to the progress it is making with its Direct Air Capture (DAC) projects in partnership with Heirloom.

According to the release, under an exclusive technology licence agreement, Calix’s subsidiary Leilac will provide its electric calcination and carbon capture technology to two Heirloom DAC facilities capable of removing up to ~320,000 tons of carbon dioxide from the atmosphere per year.

The ASX 300 stock notes that carbon dioxide removal is predicted to play a critical role in meeting global climate commitments. An estimated 1-10 billion tonnes of atmospheric CO2 removal per year will be required to mitigate excess emissions and limit global warming.

What’s next?

Heirloom is taking things slowly. It will first build a facility that will have a CO2 removal capacity of ~17,000 tons per year. That is expected to be operational in 2026.

A second ~300,000 ton per year facility will be built in phases. The first ~100,000 tons of capacity is expected to come online in 2027.

The release notes that the ~300,000 ton per year facility is Heirloom’s contribution to Project Cypress. This is the U.S. Department of Energy (DOE)-supported DAC Hub that is eligible for up to $600 million in government funding.

Heirloom is responsible for financing the projects, with no capital expenditure by Calix or Leilac. It will also pay Leilac for engineering services required to deliver the projects.

This isn’t the first agreement between the two parties. Heirloom and Leilac have previously signed an exclusive, global and perpetual licence agreement for the use of the Leilac technology at all future Heirloom DAC facilities. This is subject to performance conditions being met.

The ASX 300 stock’s managing director and CEO, Phil Hodgson, was pleased with the news. He said:

Direct Air Capture is a huge potential market in the global effort to address climate change. Heirloom and Leilac’s partnership and complimentary technologies deliver an innovative pathway to drive down DAC costs and be at the forefront of this exciting opportunity. It is pleasing to see the significant progress being made.

This sentiment was echoed by Heirloom’s CEO, Shashank Samala. He adds:

We couldn’t be more excited to be building these new facilities in Northwest Louisiana. These investments not only bring meaningful economic activity and job creation to the region, but also help to cement Louisiana as a leader in this new energy economy and further America’s leadership on the global stage.

The post Guess which ASX 300 stock is rocketing 15% today appeared first on The Motley Fool Australia.

More reading

• Why Calix, Collins Foods, Myer, and Patriot Battery Metals shares are charging higher
• Guess which ASX tech stock could double in value

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

We’re now less than a week away from the end of the current financial year and the start of a new one. As such, it’s a good time to take stock of some of the top ASX 200 shares on our share market and discuss what the 2025 financial year might have in store for them. Today, it’s CSL Ltd (ASX: CSL) shares’ turn.

The CSL share price has had a decent, if unspectacular, FY2024. This ASX 200 healthcare stock started FY2024 at $277.38 a share. Today, those same shares are trading at $293.73 at the time of writing, up 0.56% for the day thus far. This means that this company has appreciated by 5.90% over the 2024 financial year to date.

Now that’s a decent return. But it hasn’t been enough to make CSL a market beater (at least with three-and-a-half days of FY2024 to go). The S&P/ASX 200 Index (ASX: XJO) has risen 8.46% over the same period.

But maybe FY2025 will be a better year for CSL shares. At least that’s what its shareholders would be hoping right about now. But let’s see what some ASX experts are pencilling in for this healthcare giant this June.

ASX experts: CSL shares set for a great FY2025

Here at the Fool, we’ve looked at a few ASX expert opinions on the CSL share price over the past month or so. First up is ASX broker Macquarie. As my Fool colleague James looked at earlier this month, Macquarie analysts are highly bullish on the company right now. The broker recently gave CSL an ‘outperform’ rating alongside a 12-month share price target of $330 a share.

If realised, CSL would gain a rosy 12.34% or so over the 2025 financial year.

Not only that, but Macquarie sees continuing success for this ASX 200 stock. It reckons CSL shares could even climb as high as $500 each by 2027, thanks to the strength of the company’s Behring business.

But Macquarie isn’t the only ASX expert bullish on the CSL share price.

Earlier this month, we also looked at the views of Roy Hunter, portfolio manager at the SG Hiscock Medical Technology Fund. Hunter was asked if CSL shares could indeed hit $500 in the next few years. He replied, “absolutely”, and stated this:

I think it’s a fool’s errand to bet against the ongoing success of a company like CSL. Its core plasma business looks set to deliver strong growth and margin expansion over the next few years.

It seems other experts share this sentiment. According to CommSec, four analysts currently have ‘hold’ recommendations on CSL, with a further three calling the stock a ‘moderate buy’, and four arguing CSL shares are a ‘strong buy’.

So it seems most ASX experts are united in thinking FY2025 will be a great year for CSL shares. But let’s wait and see if they’re on the money here.

The post Will CSL shares rise in value over the next 12 months? Here’s what the experts say appeared first on The Motley Fool Australia.

More reading

• 3 ASX shares that could create lasting generational wealth
• How to invest for retirement in an inflationary environment
• 10 ASX shares that have raised dividends for a decade
• Buy these ASX shares for a winning retirement portfolio
• How much could $10,000 invested in CSL shares be worth next year?

Motley Fool contributor Sebastian Bowen has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It can be tempting for investors to try and get rich quickly by buying ASX shares of a speculative nature.

And while sometimes a tiny portion of these investments will be successful, the majority just end up irreversibly destroying wealth.

A more reliable way to build generational wealth is to have a strong foundation of strong, reliable ASX shares in a portfolio.

But which shares could help you in this quest? Let’s look at three that could tick these boxes:

CSL Ltd (ASX: CSL)

Over the last decade, this biotherepeutics company’s shares have delivered an average total return of 16.8% per annum. This is comfortably ahead of the historical average return of 10% per annum for the share market.

The good news is that this ASX share looks well-placed to continue this market-beating trend long into the future. This is thanks to the quality of its businesses, its significant investment in research and development, strong demand for immunoglobulins, and its pipeline of potential products.

In fact, analysts at Macquarie have suggested that its shares could rise to beyond $500 within three years. This compares favourably to its current share price of $293.88.

Goodman Group (ASX: GMG)

This integrated industrial property company is another ASX share that has smashed the market over the past decade. During this time, it has achieved an average return of approximately 22% per annum.

Citi is feeling very positive on the company’s outlook. Although it trades at a premium, the broker believes this is justified given its strong earnings growth outlook. This is being underpinned by demand for industrial property and its data centre and warehouse developments.

Citi has a buy rating and $40.00 price target on Goodman’s shares.

NextDC Ltd (ASX: NXT)

Speaking of data centres, another ASX share that could help you build generational wealth is NextDC. It is one of the leading data centre operators in the Asia-Pacific region. Over the last 10 years, its shares have achieved an average return of 27% per annum.

Morgans believes the company has a very bright future. It currently has an add rating and $19.00 price target on its shares. The broker highlights that “the demand wave from business digitisation and cloud adoption will only get bigger as the third wave (AI) starts rolling into data centres.” It believes “NXT is especially well placed to succeed.”

In light of this, the broker has suggested that “if NXT can fund and fill the planned pipeline, then it could be a $40+ stock.”

The post 3 ASX shares that could create lasting generational wealth appeared first on The Motley Fool Australia.

More reading

• Will CSL shares rise in value over the next 12 months? Here’s what the experts say
• Are ASX real estate shares building towards a better FY25?
• Buy this ASX 200 stock for ‘stability and growth potential’
• 2 ASX 200 compounding machines to buy and hold forever
• 7 excellent ASX growth shares to buy next week

Citigroup is an advertising partner of The Ascent, a Motley Fool company. Motley Fool contributor James Mickleboro has positions in CSL and Nextdc. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Goodman Group, and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended CSL and Goodman Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Owners of ANZ Group Holdings Ltd (ASX: ANZ) shares can look forward to a few particular days over the rest of 2024.

Day to day, the ANZ share price is usually affected by external market events and general investor sentiment.

But, there are a few days over the year when ANZ makes an announcement that can really move its own shares.  

There are the results announcements, the quarterly updates, and the dividend payments. We’ve only seen ANZ’s half-year report so far in 2024; the upcoming dates may be even more important.

Essential upcoming dates for ANZ shares

The bank recently announced to the ASX when it’s expecting to reveal its financial numbers.

The next planned update is the June 2024 quarter APRS330 pillar 3 disclosure scheduled for Tuesday, 20 August 2024. Investors may learn here how ANZ’s loans and deposits have grown, as well as an update about the provisions and credit quality.

After that, ANZ plans to report its FY24 full-year result on Friday, 8 November 2024. The broker UBS predicts ANZ could generate net profit after tax (NPAT) of $7 billion. The ASX bank share is also predicted to generate $20.9 billion in revenue, $9.9 billion in pre-tax net profit, and $2.29 in earnings per share (EPS).

The estimate on Commsec suggests ANZ could pay an annual dividend per share of $1.66 in FY24.

Owners of ANZ shares probably want to know about their next payday. ANZ plans to pay its FY24 final dividend on 20 December 2024, though we don’t know what the payment will be yet until the board decides on a figure and the ASX bank share announces it.

The ASX bank share expects to hold its annual general meeting (AGM) on 19 December 2024, where the leadership will talk about last year’s performance, what the bank is working on and the outlook. Shareholders also get the opportunity to vote on certain matters.

ANZ also recently announced that its FY25 half-year result will be released on Thursday, 8 May 2025. At this stage, UBS predicts that ANZ could generate $7.3 billion of profit in FY25, representing an increase of around $300 million.

Redemption of $1.75 billion of notes

ANZ also announced today it will redeem its wholesale A$1.75 billion floating rate subordinated notes on the optional redemption date of 26 July 2024. These notes were due on 26 July 2029.

APRA has provided its written approval for ANZ to redeem the notes.

ANZ share price snapshot

Over the last 12 months, ANZ shares have gone up by 26%, as shown on the chart below.

The post Own ANZ shares? You need to know these important dates appeared first on The Motley Fool Australia.

More reading

• Can the good times keep rolling for ASX 200 bank shares in FY25?
• Top 10 most traded ASX shares and US stocks in May
• 2 ASX 200 bank shares smashing new multi-year highs today
• Are ANZ shares undervalued considering its FY25 outlook?
• Is the ANZ share price ‘the best value of the major banks’?

Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Few industries have a clear and drastic growth potential as that of electric vehicles (EVs) right now. By 2030, analysts project that two out of every three cars sold globally will be an EV. For investors looking to give their portfolio exposure to this burgeoning potential, there is one clear option: Tesla (NASDAQ: TSLA).

Over the years, the company has refined its vertically integrated supply chain, grown its production capacity, and produced some of the most sought-after vehicles on the market. Add it all up, and Tesla has established itself as the premier EV company in the industry. However, it probably isn’t for every investor.

The valuation dilemma

Today, Tesla’s valuation stands at approximately five times that of the second most-valuable automaker, Toyota. This is evident in the price-to-earnings (P/E) ratio, where Tesla trades at 47 while Toyota is around 7. Even the third most-valuable automaker and Tesla’s most prominent challenger in the EV space, BYD, has serious room between it and Tesla.

TSLA PE ratio data by YCharts.

This discrepancy highlights what many refer to as the “valuation dilemma.” Some analysts believe that if Tesla’s stock were to be valued solely off of its EVs, then it would be worth only around $135. While its energy production and storage segment is growing at a healthy clip, it doesn’t justify the difference between the base EV valuation and what its stock is worth today, about $185.

What we are seeing is the market’s expectations for its alternative projects such as humanoid robots, autonomous vehicles, and robotaxis to eventually bear fruit, even though they are not yet producing revenue.

Beyond EVs: The future of Tesla

Here lies the potential issue of investing in Tesla. While the company will surely continue to benefit from its leading position in the EV market and increasing global adoption of EVs, for the stock to see substantial future returns, it will need to successfully develop and commercialize its transformative technologies.

The good news is that the company is showing progress. Its supercomputer, Dojo, which is responsible for powering its artificial intelligence (AI) future, has doubled its computing capacity in just 2024. And Musk recently revealed that the company will unveil its autonomous vehicle in August and has plans to launch a robotaxi business once full autonomy is reached, an opportunity that could more than double its revenue by some estimates.

Lastly, there is Optimus, its humanoid robot. It has progressed enough that it is currently used in the company’s factories to replace humans doing repetitive tasks, and if all goes to plan, it should hit markets in 2025.

Analysts expect that humanoid robots will be more popular than cars one day. By CEO Elon Musk’s estimates, these robots could have a potential market worth more than $1 trillion, of which he thinks Tesla could grab a healthy 10% share.

Tesla is for you if…

While there is still clearly progress to be made, the potential impact these technologies could have on society would be monumental — and they would have a similar impact on Tesla’s stock. However, we can’t fool ourselves: There is still a relative amount of risk involved. Not to mention that it’s no secret Tesla and Musk are often known for optimistic timelines.

This means that the type of investors who are best suited for the stock are those who have a healthy appetite for risk and a long-term investment horizon.

There are few other companies that offer the level of exposure to the cutting-edge technologies of tomorrow like Tesla can. Along with the risk, its blend of EV market leadership and innovative ventures provides a unique opportunity that could yield significant rewards for investors who fit the criteria.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post Is Tesla the best EV stock for you? appeared first on The Motley Fool Australia.

More reading

• Why Tesla stock jumped today

The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BYD Company and Tesla. RJ Fulton has positions in Tesla. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) is back on form and charging higher on Tuesday. In afternoon trade, the benchmark index is up 0.95% to 7,806.7 points.

Four ASX shares that are rising more than most today are listed below. Here’s why they are storming higher:

Calix Ltd (ASX: CXL)

The Calix share price is up over 12% to $1.44. This morning, this environmental technology company released an update on the progress of its Direct Air Capture (DAC) projects in partnership with DAC company, Heirloom. Under an exclusive technology licence agreement, Calix’s subsidiary Leilac Limited will provide its electric calcination and carbon capture technology to two Heirloom DAC facilities that are capable of removing up to ~320,000 tons of carbon dioxide from the atmosphere per year.

Collins Foods Ltd (ASX: CKF)

The Collins Foods share price is up almost 7% to $9.95. This follows the release of the KFC restaurant operator’s FY 2024 results. Collins Foods reported a 10.4% increase in revenue from continuing operations to $1,488.9 million and a 15.6% jump in underlying net profit after tax from continuing operations to $60 million. Not even management’s downbeat outlook commentary has held back the company’s shares. Collins Foods’ interim CEO and managing director, Kevin Perkins, warned: “Significant cost-of-living and inflationary pressures are expected to remain for much of the year ahead, impacting sales growth and we expect margin pressure across the Group.”

Myer Holdings Ltd (ASX: MYR)

The Myer share price is up a further 5% to 81.5 cents. Investors have been buying the department store operator’s shares this week in response to news that it is aiming to merge with the apparel brands of Premier Investments Limited (ASX: PMV). This comprises the Just Jeans, Jay Jays, Portmans, Jacqui E and Dotti brands. The combination would see the department store acquire Premier’s apparel brands business in exchange for the issue of new Myer shares. Premier Investments’ chair, Solomon Lew, would be prepared to take an active role as a non-executive director of Myer if the merger proceeds.

Patriot Battery Metals Inc. (ASX: PMT)

The Patriot Battery Metals share price is up 6% to 58.5 cents. This morning, this lithium developer announced the final batch of core assay results from the CV5 Spodumene Pegmatite from its recently completed 2024 winter drill program at Corvette Property in Canada. Management notes that “these final holes from our winter program at CV5 continue to impress and demonstrate the scale of mineralization over a significant strike length.”

The post Why Calix, Collins Foods, Myer, and Patriot Battery Metals shares are charging higher appeared first on The Motley Fool Australia.

More reading

• Guess which ASX 300 stock is rocketing 15% today
• ASX 200 stock jumps 10% on strong FY24 results
• Here are the top 10 ASX 200 shares today
• Why Cleanaway, IGO, Myer, and Premier Investments shares are pushing higher
• Prediction: My 2 top ASX shares to beat the market in 2024 and beyond

Motley Fool contributor James Mickleboro has positions in Collins Foods. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Collins Foods and Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.