ASX:BHP

It's Different This Time, Not A Bubble

Rudi Filapek-Vandyck

One of my all-time favourite movie scenes is when Woody Allen stands in the queue in Annie Hall (1977) and he ends up having a discussion with the loudmouth academic behind him who professes to know everything there is to know about Marshall McLuhan. Show More

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BHP turnaround is well on track

Troy Angus

BHP has delivered for shareholders in the 12 months since we laid out our bullish thesis on Livewire which you can see here. Collectively Andrew Mackenzie as CEO and the recently installed Chairman Ken MacKenzie have done a good job in managing the business and the balance sheet. Show More

Recognition that lithiums ain’t lithiums said to help explain price volatility

Barry FitzGerald

Once high-flying lithium stocks have tanked of late. Lower lithium prices, which are being blamed on over-supply, are said to be responsible. But those close to the action say all is not what it appears and a recovery is coming. Plus, the Chinese come knocking for Cassini’s battery metals. Show More

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Big versus Small Company Investing

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

Key themes for reporting season

Livewire Exclusive

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... Show More

Strong A$ gold price fuels talk of M&A among mid-tiers

Barry FitzGerald

With bumper margins and bloated kitties, Australia’s mid-tier gold miners are primed for M&A. But this time, it’s expected to be more bolt-on than mega-merger. Smaller companies with growing inventories are seen as potential targets. And talking of targets, Argonaut Resources is about to drill several in the Gawler Craton. Show More

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Australian Results Season: Resurrection or Crucifixion?

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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One rally underway, and another one brewing

Livewire Exclusive

Miners and Banks are the two dominant sectors on the ASX. For the last few years, the miners have done the heavy lifting, and while they are a long way from former highs, there is no denying they've had a good run. Catherine Allfrey of Wavestone Capital says investors are... Show More

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