Monthly Archives: January 2023

  • resources stocks video

    My top picks in the resources sector

    Gary Rollo
    January 31, 2023

    In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. Continue…

    by Gary Rollo Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like, Video Insights.
    resources stocks video

  • February 2023 reporting season calendar

    David Buckland
    January 30, 2023

    Australia may have fared better than its international peers, but markets still took a pummelling in 2022. With the scoresheet now posted for last year’s returns it is worth considering what may be in store for investors in 2023. Over the next month Australia’s largest companies will report their half-year financial reports. 
    Continue…

    by David Buckland Posted in Investing Education.
  • Non-bank lenders opportunity

    A $9 billion Opportunity for Non-bank SME Lenders

    Brett Craig
    January 30, 2023

    The conclusion of the Term Funding Facility and conclusion of the Federal Government Coronavirus SME Guarantee Scheme means approximately $9 billion1 of SME credit will require refinancing by Australian non-bank lenders over 2023 and 2024. Continue…

    by Brett Craig Posted in Aura Group.
    Non-bank lenders opportunity
  • Aura Private Credit

    Aura Private Credit: Letter to investors 27 January 2023

    Brett Craig
    January 27, 2023

    This week, the December 2022 quarterly Consumer Price Index (CPI) reported the fourth consecutive quarter to show a rise greater than any seen since the introduction of GST in 2000. With the persistent inflationary pressure not yet showing any signs of slowing, further RBA rate rises are certainly on the cards. Continue…

    by Brett Craig Posted in Aura Group, Editor's Pick.
    Aura Private Credit
  • Global stocks Polen Capital exited

    Why Polen Capital exited these positions in the December 2022 Quarter

    Polen Capital
    January 27, 2023

    2022 was a challenging year in the market, particularly for growth stocks, and now we enter 2023 with the consensus expectation for a recession. Portfolio activity for the Polen Capital Global Growth Fund picked up during the fourth quarter of the year. Four long-term holdings were sold during the December 2022 quarter – Nike, Adidas, Starbucks, and Meta Platforms. Each of the exited positions were smaller weights within the portfolio, reflecting some concerns on outlook. Continue…

    by Polen Capital Posted in Companies, Polen Capital.
    Global stocks Polen Capital exited
  • Newcrest Mining

    Could Newcrest Mining be ready to bounce?

    Sean Sequeira
    January 25, 2023

    The share price of Australia’s leading gold miner, Newcrest Mining (ASX:NCM), has been somewhat disappointing for the last few years. That could soon change if the recent recovery of gold price continues, recent corporate actions start to bear fruit and if investors start to take note of the company’s significant copper assets. Continue…

    by Sean Sequeira Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
    Newcrest Mining
  • End of the term funding facility

    End of the Term Funding Facility = Greater opportunity for Non-bank SME Lenders

    David Buckland
    January 25, 2023

    When the COVID-19 pandemic got going in early-2020, the Reserve Bank of Australia established the Term Funding Facility (TFF) to offer low-cost three-year funding to authorized deposit-taking institutions (ADIs, often referred to as the Banks). This facility essentially provided the Banks with access to extremely low-cost funding (at a flat 0.10 per cent fixed for 3 years) for the period up until 30 June 2021, when new drawdowns ceased. Continue…

    by David Buckland Posted in Aura Group.
    End of the term funding facility
  • IMDEX acquires Devico

    IMDEX’s strategic acquisition of Devico

    David Buckland
    January 24, 2023

    In this week’s video insight David takes a closer look at IMDEX’s (ASX:IMD) acquisition of Devico AS.  The strategic combination expands the product suite and client footprint offers extended market presence in key mining regions as well as cross-selling opportunities for IMD’s integrated solutions, with the global number one position in each of Rock Knowledge Sensors, Drilling Optimisation Products and Real-Time Data and Analytics. Continue…

    by David Buckland Posted in Companies, Stocks We Like, Video Insights.
    IMDEX acquires Devico

  • December quarter update on the Polen Capital Global Small and Mid Cap Fund

    Polen Capital
    January 23, 2023

    The fourth quarter of 2022 echoed themes that endured throughout the year, and despite posting double-digit returns over the quarter, 2022 ended with the largest annual decline since 2008. While multiple compression was behind the broad decline over the year, the fourth quarter saw multiples expand for the first time since Q4 2021. Signs of inflation slowing mostly drove this reversal. Continue…

    by Polen Capital Posted in Polen Capital.
  • Path for investing in 2023

    What can we expect from markets in 2023?

    Scott Phillips
    January 20, 2023

    The calendar year of 2022 proved to be a tough one for most investors. In fact, it is only the third time in the last 100 years that both equities and bonds have recorded a down year together (those years being 1931, 1969 and now 2022). Bonds, which usually provide a cushioning effect for portfolios in times of equity market weakness proved ineffective as inflation soared, pushing bond yields higher and bond prices lower. Continue…

    by Scott Phillips Posted in Global markets, Market commentary.
    Path for investing in 2023