Tim Boreham

Many readers will remember Boreham as author of the Criterion column in The Australian newspaper, for well over a decade. He also has more than three decades’ experience of business reporting across three major publications.

Expertise

The New Criterion: two different approaches to oil and gas extraction

Tim Boreham

Leigh Creek management must be feeling like Fortescue Metals founder Andrew Forrest on opening his Cloudbreak mine, after an analyst earlier opined he would safely lie on the railway track to the site because the mine would never be built. Show More

oil gas small caps ASX:ELK ASX:LCK

The New Criterion: is there value in Mortgage Choice?

Tim Boreham

With Mortgage Choice joining the casualty list of high-profile franchised operations, investors are pondering just how low the mortgage broker’s shares can go following reports of a looming franchisee revolt. Show More

small caps ASX:MOC ASX:AFG mortgage brokers

The New Criterion: Quickstep should be flying high as Sensera rounds up the cows

Tim Boreham

Quickstep Holdings (QHL) 7.5c: Quickstep’s recently-appointed CEO gives a succinct explanation for why shares in the Bankstown Airport based carbon composites maker are trading at close to record lows. Show More

small caps ASX:SE1 ASX:QHL

The New Criterion: listed brokers change their spots

Tim Boreham

Aside from the hoary old one about bellhops imparting share tips, the sure-fire sign of an impending bear market is when stockbrokers seek a public listing to share the dubious love. Show More

small caps ASX:BFG ASX:PNI asx:ed1 asx:ezl asx:swf listed brokers

The New Criterion: small cap exposures to life insurance and data centres

Tim Boreham

A low key listed life insurer is in an intriguing position following a recent acquisition. Meanwhile, a newly-listed data centre operator has the big players in its sights. Show More

Life insurance data centres ASX:FIG ASX:DXN small caps

On the crest of a uranium wave?

Tim Boreham

The paradox of the current uranium market is that the more the major producers curtail output because of a stubbornly low price for the commodity, the higher the hopes of a recovery. Show More

uranium small caps ASX:SLX ASX:BKY asx:pen ASX:VMY asx:bmn asx:tow

The New Criterion: Keating's pooled development funds live on

Tim Boreham

A handful of Paul Keating era pooled development funds survive as listed companies. Two of them – Authorised Investment Fund and Acrux – have taken measures to revive their fortunes so that investors one day may enjoy the full benefits of the PDF structure. Show More

small caps ASX:ACR ASX:AIY pooled development funds

The New Criterion: the real stock tapping the infant formula boom

Tim Boreham

Clover Corp has been a big winner from the China-led boom in infant formula, but by supplying a key ingredient rather than the end product. Meanwhile, other dairy suppliers have refused to follow the herd and are diversifying into goat’s milk. Show More

China small caps ASX:AHF ASX:CLV ASX:WHA ASX:BUB infant formula

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The New Criterion: an intriguing tale of two tech stock valuations

Tim Boreham

As a developer of a concrete additive to make the building material tougher and lighter, the US-focused Eden should be benefiting from the Trump-inspired infrastructure spending push. But does its listed associate present better value? Show More

ASX:EDE ASX:TAS small caps tech stcoks

The New Criterion: a fresh approach to the Witwatersrand gold rush

Tim Boreham

Gold miner West Wits has turned its focus from the Indonesian province of Irian Jaya to South Africa’s famed Witwatersrand region. Meanwhile, the revived Kingrose Mining is out to prove that ASX listed miners can do business in Indonesia. Show More

gold small caps ASX:KRM asx:wwi

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The New Criterion: listed education stocks learn their lesson

Tim Boreham

The survivors in the listed vocational education sector are licking their wounds from recent controversies and nourishing young minds. The government is loosening its funding purse strings, too Show More

australian small caps rdh:asx akg:asx ict:asx ucw:asx nvt:asx iel:asx

The New Criterion: how to tap Tasmania's economic boom

Tim Boreham

The previous basket case Tasmania is in the midst of an unlikely economic boom. Here’s a (two) heads-up on how to gain an ASX exposure Show More

small caps MYS:ASX AWY:ASX

The New Criterion: blockchain's likely ASX winners and losers

Tim Boreham

According to someone more boned up on the topic than your columnist, self-executing digital contracts have been around since at least 1994 - when Paul Keating still ruled the land with his colourful invective. Show More

Biotech stocks: the animal spirits are back

Tim Boreham

The head of one mid-sized ASX biotech play recently told an industry forum that after a quiet 2017 for global takeover activity in the pharmaceutical sector, Trump’s tax cuts would fire up activity this year. Show More

biotech small caps ASX:VLA ASX:1AD

The New Criterion: two alternative exposures to the commodities recovery

Tim Boreham

There are more ways to gain exposure to commodities than buying the miners themselves. Here are two alternatives Show More

small caps ASX:K2F ASX:ZEN

The New Criterion: two gambling exposures worth a punt

Tim Boreham

Lottery ticket reseller Jumbo took the right decision to align itself with traditional partner Tatts Group rather than aggressive challenger Lottoland. Meanwhile, digital promotions house OtherLevels believes that a clamp on wagering advertising will be good for business Show More

small caps ASX:JIN ASX:OLV

The New Criterion: how to make a dime out of nickel

Tim Boreham

Some argue that nickel is a more important component in electric vehicle batteries than lithium or graphite. Whatever the case, nickel stocks have found their groove although they remain vulnerable to renewed market volatility Show More

small caps nickel ASX:IGO ASX:MCR ASX:PAN ASX:WSA

The New Criterion: deathcare in focus

Tim Boreham

The two ASX listed funeral operators face 'grave' concerns if the UK industry trends are replicated here. In the meantime, consolidation of the $1.1 billion local sector continues apace Show More

small caps ASX:IVC ASX: PFP

The New Criterion: from bitcoin to blockchain

Tim Boreham

Just as the bitcoin emerged from the cyber haze in 2017, 2018 is emerging as the year of blockchain, the underlying technology supporting cryptocurrencies. Is blockchain another form of crypto craziness, or a more respectable iteration of bitcoin and its many cousins? Show More

The New Criterion: driving to a different beat

Tim Boreham

Backed by car maker Ford, chat show host Larry King, a white rapper and a Bollywood songstress, Hear Me Out offers a ‘hands-free’ alternative to Facebook and Twitter. But not all automotive-related ‘internet of things’ plays have enjoyed smooth driving conditions Show More

small caps internet of things ASX:CXZ ASX:HMO