by Roger Montgomery's Team Posted in Old Content.

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After initially bursting on to fund managers’ radars in early 2010 with a spike in prices, rare-earths producer Lynas (ASX:LYC) has been trading in relative obscurity for most of the decade as the company battled a myriad of issues that impacted its share price – including lower rare-earth prices, higher capital costs, regulatory uncertainty, balance sheet stress, slower than expected production ramp-up and significant board and management upheaval. Continue…

by Joseph Kim Posted in Companies.

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In this interview on Money News, Roger discusses the impact the Federal Election had on markets. Following the surprise result we have seen a rally in the banks. Is this due to the fear of losing franking credits under a Labor government prior to the result?

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight Roger takes a closer look at private equity. With interest rates declining over recent years, investors have fled from cash into fast growing start-ups. Although how can the multiples of these companies keep expanding if they are profitless?

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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Do Australia’s rocketing tech stocks – particularly the so-called WAAAX stocks Wisetech, Afterpay, Altium, Appen and Xero – deserve their lofty premiums? The market certainly thinks so. But I’m not so sure. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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One of the things that characterises sophisticated investors is the way they use investment strategies that are designed to produce returns uncorrelated with equity market returns. Continue…

by Tim Kelley Posted in Whitepapers.

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by Roger Montgomery's Team Posted in Old Content.

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