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ValueLine: Infrastructure
Roger Montgomery
December 1, 2010
You would think that a country so reliant on infrastructure would offer good investment opportunities for value investors. Unfortunately there are depressingly few opportunities. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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MEDIA
Mobile phone competition heats up
Roger Montgomery
November 25, 2010
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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MEDIA
Heaven sent
Roger Montgomery
November 24, 2010
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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MEDIA
QR National share debut beats expectations
Roger Montgomery
November 23, 2010
Australia’s biggest rail freight company, QR National, made its debut on the share market this lunchtime. Roger Montgomery said the intrinsic value of this business is closer to about $1.50 than it is to $2.50. Read transcript.
by Roger Montgomery Posted in Media Room, Radio.
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MEDIA
ValueLine: Flying blind
Roger Montgomery
November 23, 2010
A company’s profit figure can bear little resemblance to the cash profits or cash flow. Thanks to tax-driven asset purchases, disposals and attempts to “estimate” the wear and tear on equipment, among many other things, the accounting profit is often not an accurate reflection of the economic performance of a business. Perhaps the best example of this in the listed company arena is Qantas. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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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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MEDIA
QR National listed on the stock exchange
Roger Montgomery
November 22, 2010
It is Australia’s biggest public float since Telstra – Queensland rail company QR National was listed on the stock exchange today. The sale is the centrepiece of a suite of contentious asset sales by the Queensland Government. Roger Montgomery said the long-term intrinsic value of the company is a lot lower and the government in Queensland did get a lower price than what they’d hoped. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
QR debuts at $2.54, then surges higher
Roger Montgomery
November 22, 2010
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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MEDIA
QR National float inflated by index funds
Roger Montgomery
November 22, 2010
More than a billion dollars’ worth of QR National shares changed hands in the first two hours of trade this morning as index funds rushed to gain an allocation, distorting the price. Read transcript.
by Roger Montgomery Posted in Media Room, Radio.
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MEDIA
Rail sale makes billions for Queensland Government
Roger Montgomery
November 22, 2010
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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MEDIA
QR National float surprises market
Roger Montgomery
November 22, 2010
The Queensland Government’s rail freight company, QR National, has performed much better than expected at its launch on the local share market. But Australia’s biggest float in more than a decade has been marked by controversy. Read transcript.
by Roger Montgomery Posted in Media Room, Radio.
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