Unlocking the value of hidden assets by spinning them off into a separate and focused ASX listing is proving fertile ground for the junior mining sector. More often than not it has been structural shifts in supply/demand scenarios, and the resultant impact on the pricing of commodities, that has given... Show More
In the short-term, zinc and nickel look reasonable based on their respective supply side constraints. We’re not getting carried away with the outlook for China in terms of demand, but equally we don’t expect a financial or policy crisis there in the short to medium-term. Independence Group is a predominantly... Show More
Spring means the main 2016 AGM season is upon us although the AGM season really kicks in next month. This month's note https://subscriber.theexecutiveremunerationreporter.com.au/archives/15623 takes a brief look at the AGMs for Suncorp Group, AGL Energy and ASX. Given the fewer AGMs, I also look at unit holder requisitioned meetings to... Show More