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          <time datetime="2018-10-04T12:36:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 04, 2018 12:36</time>
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              Default rates trending higher while prepayment rates drop sharply…
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  We have just published our August RMBS default index report, which you can download here. Key take-aways are as follows:   	Contrary to S&amp;P data, Coolabah’s...
</div>

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      <div>
        Coolabah Capital
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        <time datetime="2018-10-04T12:36:40+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 04, 2018 12:36</time>
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          <time datetime="2018-10-04T11:48:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 04, 2018 11:48</time>
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              Out of favour, lots of flavour
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  Last year we called out the compelling value in Sirtex, which had been through a very rough patch. Livewire asked us to review our thesis on the stock, which has more...
</div>

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      <div>
        Spheria Asset Management
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        <time datetime="2018-10-04T11:48:22+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 04, 2018 11:48</time>
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          <time datetime="2018-10-04T10:29:51+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 04, 2018 10:29</time>
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              Nine high conviction stocks for October
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Australian Finance Group Ltd</div>
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        ARCO Investment Management
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          <time datetime="2018-10-04T08:56:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 04, 2018 08:56</time>
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  Antipodes Global Investment Company options (ASX:APLO) will cease trading on the ASX on 9 October 2018 and expire on 15 October 2018 at 5pm AEDT.  Option holders...
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          <time datetime="2018-10-04T08:27:28+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 04, 2018 08:27</time>
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              Kibaran Resources - Building a vertically integrated graphite business
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  After receiving a key guarantee from the Tanzanian Government for a 10 year extension to the Mining Licence for its 100% owned fully permitted Epanko Graphite Project...
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  It’s rare to see investors agree on a topic, but when Livewire recently reached out to Roger Montgomery, Ben Rundle, and Jason Teh to find out which ‘super investor’...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>An ‘absolutely massive’ investment <span class="whitespace-nowrap">thematic<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...
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  A few months ago, local brokers in Manila were wondering what was I doing in their city. Apparently I was a year late. While in 2017 the local bourse jumped 25%, since...
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        Datt Capital
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          <time datetime="2018-10-03T09:21:50+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 03, 2018 09:21</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>One stock that passes the Firetrail <span class="whitespace-nowrap">filter<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  James Miller from Firetrail Investments argues there are just two or three things that really matter when it comes to assessing any stock on the ASX. “A company like...
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  With a potential change in Federal government on the horizon, in this thematic discussion, we sat down with Matt Williams from Airlie Funds Management and Rhett ...
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="RRL" data-controller="event" data-event-name-value="link_click" data-event-id-value="39544" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-rrl">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">RRL</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1694" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-rrl">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Regis Resources Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:RRL</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1694">
            Followed by<span class="font-bold text-gray-700"> 172 </span>people
        </div>
          <div 
  class="follow-stock-code-1694-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1694"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="SYR" data-controller="event" data-event-name-value="link_click" data-event-id-value="39544" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-syr">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">SYR</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1958" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-syr">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Syrah Resources Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:SYR</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1958">
            Followed by<span class="font-bold text-gray-700"> 142 </span>people
        </div>
          <div 
  class="follow-stock-code-1958-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1958"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

</div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="21725" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:20980,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/barry-fitzgerald">
            <picture style="">
    <source type="image/webp" srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdWNJIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--cd34c8962769a7d9f088f805f679ca83451464c8/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2wzWldKd09oTnlaWE5wZW1WZmRHOWZabWxzYkZzSGFRSElhUUhJIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--1fd30fd39e489c8cda41fffd3d21b2be931eb227/Barry.png" />
  <img
    class="h-10 w-10 rounded-full bg-white overflow-hidden"
    src="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdWNJIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--cd34c8962769a7d9f088f805f679ca83451464c8/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Barry.png"
    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdWNJIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--cd34c8962769a7d9f088f805f679ca83451464c8/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Barry.png, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdWNJIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--cd34c8962769a7d9f088f805f679ca83451464c8/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Barry.png 2x"
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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="21725" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/21725/contributor">
          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="21725" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:20980,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/barry-fitzgerald">Barry FitzGerald</a>
</span>    </div>
      <div>
        Independent Journalist
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-39544" data-load-engagement-count-target="like" data-wire-id="39544" data-position="20980">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/39544/wire/20980/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="39544" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:20980,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-39544" data-load-engagement-count-target="comment" data-wire-id="39544" data-position="20980">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/kumova-s-alderan-gives-a-glimpse-of-the-good-stuff-as-copper-gold-assays-beckon#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="39544" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:20980,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-39544" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="39544" data-position="20980" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2018-10-02T10:59:25+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 02, 2018 10:59</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2018-10-02+10%3A59%3A25+%2B1000&amp;last_position=20980"></a>
</template></turbo-stream>
