Price and value converge at RHG
RHG’s share price has risen 40% since our last review and the margin of safety is vanishing fast. Here our managing director explains how he believes shareholders can extract maximum value from their investment.
Oil stocks in the black
This time last year, we found some highly prospective acreage in the small oil sector, and drilled two gushers. We’re about to start a wider exploration effort.
Balancing up BEPPAs
BBI EPS holders should do well out of the current recapitalisation plan, if it’s approved.
Time to Whisky a Go Go from GrainCorp
Last year GrainCorp was a $450m company with a collection of dominant, attractive assets. Following the company’s latest proposed acquisition, shareholders will barely recognise their old business inside a $1.4bn ‘international agribusiness’.
Servcorp soups up its balance sheet
Servcorp has been hoarding cash, patiently waiting for the cycle to turn in its favour. With the world’s office towers emptying, management is seizing the opportunity to expand in its own typically contrarian style.
ARB's AGM and special dividend
We were unable to get along to the company’s annual meeting in Melbourne last week, but fortunately had a spy in the audience.
A new perspective on Flight Centre: Part 2
Having analysed this company’s traditional ‘cash cow’ last issue, we now examine the competitive position and economics of its rising ‘star’.
A world of opportunity: Part 2 of Your overseas investing survival guide
If the benefits of diversifying your portfolio overseas seem obvious, but you consider the practical obstacles too onerous, consider hiring a team of professionals.
New deal to boost BBI EPS
Babcock & Brown Infrastructure’s (BBI) preference shares, BBI EPS, were born out of the incredibly complicated and expensive Alinta takeover. The deal that looks set to rescue them is almost as complicated.
A new perspective on Flight Centre: Part 1
The travel business has changed markedly over the past five years, presenting significant threats and opportunities for Flight Centre. We’ve undertaken a reappraisal over the past few months, resulting in this three-part analysis.
Fisher & Paykel's challenges and opportunities
Things are tough for this fridges to finance company but there's plenty of opportunity for those prepared to look beyond the immediate problems.
Waking up to ResMed
A lower share price combined with a potentially market-changing event in America have encouraged us to take another look at this impressive Australian growth company.
Call 1300 880 160
Start a chat
Schedule a call
