Media Room
-
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.
- 55 Comments
- save this article
- POSTED IN Media Room, Radio
-
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.
- 1 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
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.
- save this article
- POSTED IN Media Room, TV Appearances
-
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.
- 2 Comments
- save this article
- POSTED IN In the Press, Media Room
-
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.
- save this article
- POSTED IN Media Room, Radio
-
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 -
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.
- save this article
- POSTED IN In the Press, Media Room
-
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.
- save this article
- POSTED IN Media Room, Radio
-
MEDIA
Change is in the air
Roger Montgomery
November 18, 2010
There’s growing trepidation across the media sector as the government finalises changes to the ‘anti-siphoning list’ – the law dictating which national sports must be broadcast on free to air television stations and which are allowed to sell broadcasting rights to pay television. Roger Montgomery told 7.30 Report’s Gregy Hoy “Channel Ten has increased its profits over the last decade by about 4.5 per cent per year. That’s about the rate of inflation or about the rate of income and population growth in Australia. So the results aren’t spectacular and that’s why you’ve seen over time these assets are really the play things of the rich and famous”. Read the transcript.
by Roger Montgomery Posted in Media Room, TV Appearances.
- save this article
- POSTED IN Media Room, TV Appearances
-
MEDIA
Are banks still good value?
Roger Montgomery
November 17, 2010
Bad PR and reregulation at home and abroad combine to create serious headwinds for bank stocks. They really do need to fight the regulatory cloud hanging over them. And investors should only be buying at very big discounts to intrinsic value – which currently don’t exist. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 16 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
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.
- save this article
- POSTED IN In the Press, Media Room
