In the Press
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Time to break up BHP?
Roger Montgomery
November 17, 2010
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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MEDIA
QR National retail share offer closes
Roger Montgomery
November 16, 2010
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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MEDIA
The Australian Investors’ Association reviews Value.able
Roger Montgomery
November 10, 2010
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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Advisers wary of QR’s big price tag
Roger Montgomery
November 8, 2010
Despite a glossy $15 million marketing campaign QR National has been rejected by many advisers and retail investors, including Roger Montgomery. Read article.
by Roger Montgomery Posted in In the Press, Media Room.
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MEDIA
Perpetual sells soaring ASX shares
Roger Montgomery
October 29, 2010
The big end of town has quietly been selling shares during the huge ASX share price spike that has followed the Singapore Exchange’s $8.4 billion takeover offer. Roger Montgomery questions the national interests of the Singapore deal, flagging the possibility of the ASX being onsold by Singapore. Read article.
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MEDIA
Big guns cash in and move out of ASX
Roger Montgomery
October 29, 2010
THE big end of town has quietly been selling shares into the huge rise in ASX Ltd’s share price since Singapore Exchange made its $8.4 billion takeover offer, threatening to leave small investors holding the can should the deal flounder as political opposition to the deal grows. Market experts have questioned the national interest of the Singapore deal, including prominent equities analyst Roger Montgomery, who flagged the possibility of Singapore onselling ASX. Read article.
by Roger Montgomery Posted in In the Press, Media Room.
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QR National $6 billion share float receives conflicting reviews from analysts
Roger Montgomery
October 25, 2010
The second-biggest share market float in Australia’s history, coal rail freight business QR National, is getting mixed reviews from analyst. Independent analyst Roger Montgomery says it is not a high-quality company. Read article.
by Roger Montgomery Posted in In the Press, Media Room.
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Term deposits ‘a better option’ than QR National float
Roger Montgomery
October 25, 2010
Term deposits offer a more secure investment option than the current $6 billion share market float by coal rail freight business QR National, Roger Montgomery has said. Read article.
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Montgomery’s view on Ten
Roger Montgomery
October 22, 2010
Ten Network’s shares gained following James Packer’s raid on the company’s share register. The media company revealed in its full year results a return to profitability with a $150 million net profit. Independent investment expert Roger Montgomery shared his insights with Peter Switzer. Read article.
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Packer paid too much
Roger Montgomery
October 22, 2010
Anyone who made money after reading my take on James Packer’s raid on the Ten Network on Tuesday should be warned that my favourite company assessor, Roger Montgomery, thinks Ten’s intrinsic value is only 65 cents! Read Peter Switzer’s insights.
by Roger Montgomery Posted in In the Press, Media Room.
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