ASX:CZZ

Patrick Poke

This year’s Wilson Asset Management shareholder presentations marked a changing of the guard at the firm; for the first time in nine years, the meeting was not headlined by Chris Stott as Chief Investment Officer. “Stotty” recently announced his retirement to spend more time with family, so this offered an... Show More

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

NAOS Asset Management

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More

Morgans Financial Limited

In 2Q17, CZZ will launch a new high margin honey product. We understand that it is an innovative 'industry-first' therapeutic product which offers health benefits beyond those of regular honey. This product will be exclusive to CZZ. It should increase CZZ's overall market share, expand the honey category and has... Show More

Avatar fallback

Evidence of shareholder dissatisfaction at Slater and Gordon...not with the remuneration report, but with the grants to the Executive Directors. A second strike, but no Board Spill at SDI ...and some director election resolutions at other AGMs attracting significant proxy instructions to vote against. The Daily AGM note is updated... Show More