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What's the trick to investing in decarbonisation? Do you go all-in with battery metals? Do you mix in some intangible services like software, IT, and a basket of EVs?...

They are officially back. The August reporting season re-opened the treasure chest of dividends, but are they destined to stay? Banks have announced record buybacks,...

This reporting season we saw a more balanced outcome of results, with those surprising to the upside; in-line; and missing expectations, broadly evenly split. So while...

The highly anticipated August 2021 company reporting season for Australian listed companies concluded earlier this week. While certain companies in the travel...

The Australian market rallied through August, keeping pace with global equities. Our local earnings season gave a series of mixed messages and displayed a significant...

Having soundly beaten his benchmark – the ASX300 – over most timeframes, First Sentier Investors' deputy head of Australian equities, David Wilson,  is well-placed...

When it comes to movers and shakers, the Aussie reporting season has delivered on all fronts. A surprise 141% dividend increase and an impressive jump in earnings...

Telstra’s (ASX: TLS) $2.8 billion sale of a major stake in its InfraCo Towers business was welcomed by shareholders in recent weeks. The deal will unlock a large...

It’s certainly been an eventful couple of weeks for the Big Australian. On-top of releasing the strongest results for some time and confirming the go-ahead for its...

Eden Partners caught up with IGO Limited’s (IGO) Managing Director and Chief Executive Officer Peter Bradford last week to hear an update of operations, strategy and...

For a profit reporting season that promised the first bloom of earnings recovery, August’s slew of disclosures lacked a bit of froth and bubble. The numbers themselves...

Lithium and rare earth miners have had nothing short of an electric run over the past 12 months, with the appetite for battery material producers switching into gear...

Pilbara Minerals is a hard rock lithium miner operating in the Pilbara region of Western Australia that we believe is undervalued and, despite weaker results than...

The local market’s response to the latest wave of lockdowns has been similar to last year, when the worst of the selloff quickly reversed and investors “looked...

It was expected to be a sound reporting season for dividend investors, but so far it’s one that has exceeded the expectations of many. For those invested in...

The COVID-19 pandemic, and associated lockdowns, have impacted some businesses very positively but been less kind to others. These impacts are coming to light in the...

A resume filled to the brim with unique activities would undersell the experiences of Alex Waislitz. Having been a company director at VISY and Pratt, vice president...

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...

Now we're in the home stretch of reporting season and things are starting to wind down, but that didn't stop the final week from delivering some interesting reports. ...

When Alex Waislitz started his private investment company, Thorney Investment Group, back in 1991, he was a dyed-in-the-wool value investor. Having learned the craft...

Of all the businesses to have been hit hard by the global shutdowns since 2020, none have felt that impact worse than those in travel. Closed international and...

And Iluka’s bullish assessment of mineral sands prices is good news for Strandline as it ramps up construction of its Coburn project in WA.It is hard to move the dial...

While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not...

Ramsay (ASX: RHC) is the largest private hospital operator in Australia and a leading provider in France, the UK, and a number of Nordic countries. It has a long...