In the Press

It’s that time of year again when we remind you of some of the more egregious follies of the business community during the year. Read article.

by Roger Montgomery Posted in In the Press, Media Room.

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Roger Montgomery’s ValueLine column for Alan Kohler’s Eurkea Report was a favourite this year. In August he investigated Matrix Engineering, a company that has tripled in value this year and whose shares almost doubled since his article was published.

Montgomery liked the look of the annual report figures from the specialist mining services provider (revenue of $102 million and profits of $18.2 million) and thought that revenue could double over the next 12 months, though profit will depend on the level of increased production from a new $29 million facility in WA and currency movements. He bought them, at $3.42 but valued them at $6.05–9.00. Matrix closed December 23 at $6.33, an increase of 85.09%. Great call, Roger.

by Roger Montgomery Posted in In the Press, Media Room.

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Choosing your shares is a big step, but it’s not unmanageable if you ask the right questions. Gayle Bryant of the Medical Observer asked Roger Montgomery for his insights. Read article.

by Roger Montgomery Posted in In the Press, Media Room.

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Vodafone and Optus have upped the ante heading into Christmas, further threatening Telstra’s market hold. Roger Montgomery says the value of Telstra today is $2.30 and that’s significantly lower than its value 10 years ago. Read the transcript.

by Roger Montgomery Posted in In the Press, Media Room.

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Barbara Drury goes shopping for gifts that will keep on giving and discovers Roger Montgomery’s Value.able fits the bill. Read article.

by Roger Montgomery Posted in In the Press, Media Room.

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QR National shares opened 1 cent below their listing price, but have since hit highs of $2.68. Independent share analyst Roger Montgomery is less optimistic about the future prospects of the company. Read article.

by Roger Montgomery Posted in In the Press, Media Room.

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The Queensland Government has raised $4.6 billion by selling 60 per cent of its rail freight business, QR National. Roger Montgomery says QR National’s value is actually well below what the Government has got for it. Read article.

by Roger Montgomery Posted in In the Press, Media Room.

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Some analysts believe BHP could me worth a lot more broken into its component parts that the conglomerate it has become. Roger Montgomery questions the loss of synergies and the risk of BHP’s smaller business units receding back to the status of being a “price taker” rather than BHP’s traditional power as a “price maker”. Read article.

by Roger Montgomery Posted in In the Press, Media Room.

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The take up by retail investors, private investors, has been significantly less than was hoped and that means that the onus is now on the institutions to make up the difference. Read article.

by Roger Montgomery Posted in In the Press, Media Room.

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The long title of this book covers what Roger Montgomery sets out to do and he does it well… Value.able is an easy to read book and the reader is not blinded by mathematical formulae. It would be ideal if the book was made compulsory reading for all public company directors and management and Chairpersons ordered all their Board to reread it before considering the takeover being proposed by management. Read the Australian Investors’ Association review.

by Roger Montgomery Posted in In the Press, Media Room.

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