Australia | Clime

Why the Future Fund has got it wrong… - 02/02/12

The following is an excerpt from an article voiced by Clime CIO, John Abernethy, that appeared in the Australian on Wednesday 1st February. The core of the article was the assertion that both the investment strategy AND the number of … Continue reading →

The direction of the $A will determine how strong the Australian equity market will be this year - 01/02/12

The international picture To the surprise of many, world equity markets have begun 2012 with a bit of a flurry. It certainly would have surprised the billionaires, the politicians, the economists, the hedge fund managers and the strategists who attended … Continue reading →

MACA Limited looks pretty interesting - 29/01/12

Clime analyst Adrian Ezquerro has written up an interesting mining services company called MACA Limited (ASX:MLD). MLD is a leading supplier of mining and civil services to clients in the mining and construction sector, primarily in Western Australia. It provides … Continue reading →

MACA Limited - 27/01/12

Following last week’s report featuring Forge Group Limited (ASX:FGE), we now turn our attention to another company well positioned to benefit from the increase in resources capital expenditure – MACA Limited (ASX:MLD). MLD is a leading supplier of mining and … Continue reading →

Fund managers at a discount - 20/01/12

A summary of the following article by George Whitehouse featured in the Eureka Report, 20 January 2012. PORTFOLIO POINT: Investors who have steered clear of placing their money in managed funds should consider buying shares in those same funds. The funds … Continue reading →

Forge Group Limited - 20/01/12

Following last week’s report ‘Resources Capex and Mining Services’, we now turn our attention to one of the potential companies that may benefit from the resources capex currently occurring in Australia – Forge Group Limited (ASX:FGE). FGE has been a … Continue reading →

A golden age for LNG - 18/01/12

With new production in the pipeline, Australia’s LNG exports could potentially quadruple within a decade. Australia could well be the world’s largest exporter of LNG by 2017/18, overtaking Qatar. This is destined to provide major benefits in the form of … Continue reading →

Resources Capex and Mining Services - 13/01/12

One of the key themes taking centre stage in Australia is the recent surge in committed and proposed minerals and energy project spending. Indeed what we are witnessing is unprecedented and will have significant flow on effects for many companies … Continue reading →

Smell the roses – things aren’t that bad - 11/01/12

The tumbling of the euro in recent weeks whereby one $A buys 80 euro cents is another effect of government intervention. Free market economists need to go on a very long holiday or go back to university and extend their … Continue reading →

Best dividend stocks for 2012 - 10/01/12

The following article by Matthew Koroi was the feature story in ASX Investor Update, 10 January 2012. Many investors are shifting their focus to achieving yield rather than capital growth, and favouring bank deposits over the sharemarket. But they must remember … Continue reading →