Company Reports

Telstra’s problems are just beginning


Thursday, November 2nd, 2017
Two and a half years ago, Telstra was on top of the world. It had an entrenched, monopolistic position in both mobile and fixed line telecom and a rock-solid yield during a period when investors have been desperate for reliable...Click to view

Mantra: An Accord with Accor


Thursday, October 26th, 2017
We recently wrote a note on our investment thesis surrounding Mantra, Australia’s second largest operator of hotels and resorts. At the time, we outlined some of the secular trends and company specific catalysts which made it attractive to us as...Click to view

Market Wrap: A new stock idea


Thursday, October 26th, 2017
There is a lot happening at present with AGM’s, quarterly updates, market news and share price movements so today we bring you an update on five model portfolio holdings and one new idea. Analysts, David Walker, Adrian Ezquerro and Damen...Click to view

AGL’s energy portfolio surges in value as the government changes the rules


Tuesday, October 24th, 2017
As this year’s power shortages and unsavoury national energy debate resolve into the federal government’s new National Energy Guarantee (NEG) scheme, we can now give a view on what energy retailer and generator AGL is worth. After a six month-long...Click to view

Understand the present before predicting the future


Thursday, October 19th, 2017
Recently an investor posed us a question that flowed from his readings of a “doomsday” commentator who suggested that markets were vulnerable to an interest rate shock likely to flow from the predicted adjustments of US cash rates. He had...Click to view

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