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Will Iluka Resources spin off Deterra?
Joseph Kim
October 14, 2020
Last year I wrote about the possibility of a spin off of Iluka Resources’ MAC royalty, and how much this asset could be worth as a standalone entity. It appears we will find out the market’s assessment of the value of the royalty – to be known as Deterra Royalties (DRR AU) – in as little as two weeks, with the Extraordinary General Meeting to vote on the proposed de-merger occurring on Friday 16 October. Continue…
by Joseph Kim Posted in Companies.
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Why yield investors should take a look at Centuria
Stuart Jackson
October 13, 2020
If you’re looking for a robust income stock, Centuria Capital Group (ASX:CNI) is worth considering. Centuria owns a suite of assets focused on property and investment bonds, and pays an annual yield of around 4.3 per cent. Making this business even more appealing, is a share price that keeps heading in the right direction. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Should your portfolio have exposure to the Aussie e-commerce theme?
Roger Montgomery
October 13, 2020
In this week’s video insight Roger discusses the exciting global megatrend of e-commerce. In the seven years between 2014 and 2020, worldwide retail e-commerce sales have grown from US$1.3 trillion to US$6.5 trillion. While much of the focus is on the leading giants; Amazon, eBay, and Alibaba, there are numerous small Australian companies generating serious returns for investors from e-commerce. City Chic Collective is an exciting global e-tailer with a structural component to its growth runway. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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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.
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