ASX:CYA

WAM Microcap: Leveraging a proven process

Peter Rae

IIR is initiating coverage of WAM Microcap (ASX:WMI) a listed investment company that invests in a portfolio of ASX-listed micro cap stocks. The company is managed by Wilson Asset Management which uses its proven research process to select stocks for the portfolio. The Manager has an investment team with considerable... Show More

Spotlight on Alumina

Matthew Haupt

Aluminium prices hit three-month highs this week following embargoes on a major Russian producer, Rusal, and an unresolved supply disruption at an Alunorte refinery in Brazil. Rusal, which is responsible for approximately 7.0% of the world’s aluminium, had its material blocked by the two largest global metal exchanges after President... Show More

Wilson Asset Management November 2017 AGM & Shareholder Presentations

Wilson Asset Management

We're pleased to bring you the Wilson Asset Management investor presentation live from Sydney. A live stream of the AGMs and Shareholder Presentation will commence on Wednesday the 29th of November at 8:30am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends... Show More

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If 24 LICs ran the Melbourne Cup... which would be our favourites?

Daryl Wilson

To win the Melbourne Cup requires a horse that is well trained, has a great jockey, and importantly hasn’t been hit too hard with a weight handicap from the stewards. To win the "Affluence LIC Cup", an LIC requires many of the same attributes... Show More

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Wilson Asset Management weekly: Afterpay and Boral

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. On Tuesday, National Australia Bank’s (ASX: NAB) monthly survey found business conditions reached their highest level since 2008, with business sentiment improving across most industries in August. The Westpac Melbourne Institute Index of Consumer Sentiment, released on Wednesday,... Show More

Wilson Asset Management weekly: Origin Energy and SG Fleet results

Chris Stott

As reporting season continues this week we have seen many companies provide conservative outlook statements for the year ahead, confirming a backdrop of moderate earnings growth. Among the themes to emerge is companies reinvesting into their businesses to drive growth in a relatively anaemic economic environment. In this week's report... Show More

Rio Tinto’s results overlooked

Matthew Haupt

Rio Tinto Limited (ASX: RIO) announced its full year results on Wednesday, reporting an interim underlying profit of US $3.9 billion, driven by its iron ore division. The profit was a 286% increase on the previous year, but was slightly below market expectations. The company also announced its record interim... Show More