Companies
-
The $18.0 billion Merger of two Aussie Gold Miners
David Buckland
October 8, 2020
In November 2019, Saracen Mineral Holdings (ASX: SAR) acquired 50 per cent of the Fimiston Open Pit, known colloquially as the Kalgoorlie Super Pit, from Barrick Resources for US$800 million. A month later Northern Star Resources (ASX: NST) bought Newmont’s 50 per cent stake for US$750 million. continue…
by David Buckland Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like
-
How much higher can Buy-Now-Pay-Later stocks go?
Roger Montgomery
October 8, 2020
As you’ve no doubt noticed, Buy-Now-Pay-Later (BNPL) providers, like Afterpay and Zip, are all the rage. But do their soaring share prices reflect their real value and future earning power? Or are we just witnessing the latest incarnation of tulip mania? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- save this article
- POSTED IN Companies, Editor's Pick
-
Why we think Corporate Travel Management’s recent acquisition is a game changer
Dominic Rose
October 6, 2020
Corporate Travel Management (ASX:CTD) announced last week the US$200 million acquisition of US-based Travel & Transport (T&T) which transforms the company’s North American business and positions the company as the global leader in mid-market corporate travel services. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like
-
An exciting growth stock: Macquarie Telecom
Roger Montgomery
October 6, 2020
In this week’s video insight Roger discusses cloud computing and a small cap opportunity in the space. We currently believe companies within this sector will see a long runway for growth. One company delivering the framework on which this innovation cycle is being built is Macquarie Telecom. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
-
Will the mania for EV stocks be a highway to hell for investors?
Roger Montgomery
September 30, 2020
What is it with investors and electric vehicle companies? I get that the demand for battery-powered vehicles is rising. And that the potential market is huge. But what we are seeing right now is a turbo-charged speculative fervour that is off the charts. And to me, that’s batty. continue…
by Roger Montgomery Posted in Companies.
- 2 Comments
- save this article
- POSTED IN Companies
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
One company to benefit from a vaccine and reopening
Roger Montgomery
September 28, 2020
In this week’s video insight Roger discusses how to position for the possibility of a vaccine and reopening. When the global economy reopens further, there will likely be many more sectors returning to growth. We are looking for companies that are winners in sectors that have had their outlooks impacted. One of these is Corporate Travel Management which could take share from weakened competitors. Why is the Corporate Travel Management share price on fire right now? continue…
by Roger Montgomery Posted in Companies, Stocks We Like, Video Insights.
-
California and VW go electric
Roger Montgomery
September 25, 2020
Back in 2015 I wrote about Tesla noting “In this era of creative destruction, transition and disruption, finding the winners can be a challenge.” That was when Tesla shares were $52 adjusted for splits. With Tesla post-split shares now trading at $380 it would seem Tesla has won. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 3 Comments
- save this article
- POSTED IN Companies, Editor's Pick
-
The good, the bad, and the shorted
Dean Curnow
September 25, 2020
Last month Roger shared a wrap-up blog from the most recent reporting season and concluded that results were generally more good than bad for the majority of ASX companies that reported. This led to many companies’ share prices surprising on the upside. continue…
by Dean Curnow Posted in Companies.
- save this article
- POSTED IN Companies
-
How long will the shift in retail spending continue?
Stuart Jackson
September 23, 2020
One of the thematics from the last few months has been the material change in retail spending. With COVID-19 related lockdowns and restrictions on population movement and activity, the ability to spend on services such as out of home entertainment and activities has been significantly curtailed. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
- save this article
- POSTED IN Companies, Consumer discretionary
-
Deferred loan repayments are hitting the banks
Stuart Jackson
September 17, 2020
How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it’s a pretty bleak picture for most of our lenders. continue…
by Stuart Jackson Posted in Companies, Financial Services.
- save this article
- POSTED IN Companies, Financial Services
