Companies
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What to make of KKR’s bid for Ramsay Health Care
Andreas Lundberg
April 21, 2022
As you’ve probably read in the press, a consortium led by US-based investment behemoth, KKR & Co, has just lobbed a $20 billion bid for Ramsay Health Care (ASX:RHC), Australia’s dominant private hospital business. This values each RHC share at an all-time high of $88, well above the previous day’s close of around $64. So it’s potentially good news for RHC investors – including The Montgomery Fund. But what are the chances of the deal going through? continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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Aeris Resources – drilling is the truth; and successful exploration is transformational
David Buckland
April 20, 2022
Aeris Resources (ASX:AIS) has had a successful drilling program and pleasingly increased its Copper production guidance at Tritton, about 50 kilometres north-west of Nyngen, Central NSW, from 19,000 tonnes in Fiscal 2022 to around 31,500 tonnes in Fiscal 2025, and importantly the life of the mine plan has been extended from three years to at least eight years. continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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Two high quality businesses you should get to know
David Buckland
April 19, 2022
Montgomery Investment Management has partnered with US-based fund manager Polen Capital to help deliver superior returns for our investors. Polen’s team manages US$82 billion in total assets, and its longest-running flagship investment strategy has averaged double-digit annual returns for more than 30 years. Here I’d like to share with you two high quality firms in the Polen Capital Global Small and Mid Cap Fund. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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What to expect from bank net interest margins
Stuart Jackson
April 14, 2022
In this week’s video insight Stuart discusses the performance turnaround from the major banks, which is due to a change in the market’s outlook for net interest margins on the back of an expectation of rising rates. continue…
by Stuart Jackson Posted in Companies, Financial Services, Video Insights.
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Tulla Resources – ambitions to become a diversified mining and investment house
David Buckland
April 14, 2022
I was watching an investor presentation from Mark Maloney, Executive Director of Tulla Resources (ASX: TUL), and an ex-colleague of mine. The company had a tough start to public life, floating on the ASX in March 2021 at $0.90 per share before a substantial de-rating to $0.40 per share six months later. continue…
by David Buckland Posted in Companies, Energy / Resources.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Probability of the Uniti takeover bid is firming
David Buckland
April 13, 2022
We understand Commonwealth Superannuation Corp have joined the Morrison & Co/ Brookfield consortium in what could become a 20 per cent/ 30 per cent/ 50 per cent ownership structure in the potential bid for Uniti Group (ASX: UWL). continue…
by David Buckland Posted in Companies, Stocks We Like.
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Why we have initiated a position in Computershare
Joseph Kim
April 12, 2022
Computershare (ASX:CPU) is a global leader in the provision of shareholder registry services, employee equity plans, proxy solicitation, stakeholder communications and other diversified financial services including loan and mortgage servicing. As a recent addition to the portfolio of The Montgomery Fund and The Montgomery [Private] Fund, let’s take a closer look into the business. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Allkem Limited is having a day out
David Buckland
April 8, 2022
Formed by the merger of Galaxy Resources and Orocobre in August 2021, Allkem Limited (ASX: AKE) has an audacious objective of producing at least 10 per cent of global lithium, whilst being a top three global lithium supplier. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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How strong is the demand for Electric Vehicles?
Roger Montgomery
April 7, 2022
In this week’s video insight Roger discusses the decarbonisation investment theme and the small cap beneficiaries of the electric vehicle revolution. Some companies in this theme include Pilbara Minerals, Mineral Resources, IGO, Allkem and Aeris Resources. Is all of the good news already factored into these prices? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Shipping firms profit from the supply chain crisis
Andreas Lundberg
April 6, 2022
The global supply chain crisis caused by COVID-19 has significantly increased the cost and time it takes to ship goods. This has been bad news for some businesses – particularly those that find it difficult to pass on rising costs. But the crisis hasn’t been bad for everyone. For the world’s major container shipping companies and freight forwarders, it’s meant rising profits and soaring share prices. continue…
by Andreas Lundberg Posted in Companies, Consumer discretionary.
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