Richard Coppleson

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

Bell Potter

In this 64-page sector report, Bell Potter Analyst Jonathan Snape identifies four major themes emerging within the agricultural sector, and provides an overview on 17 agricultural and Fast Moving Consumer Goods (FMCG) stocks under coverage. The major themes emerging include a maturing cattle price cycle; the likelihood of a more... Show More

Robert Frost

Apiam Animal Health (ASX:AHX) is a production animal health business that OC holds in the Emerging Leaders section of its OC Dynamic Equity portfolio following its IPO in mid-December. AHX is a vertically integrated business providing a range of products and services to support the health and wellbeing of production... Show More