ASX:ILU

Barry FitzGerald

Mineral sands prices have risen sharply this year and are tipped to continue climbing on the back of a supply deficit. This has underpinned share price gains for emerging producers such as Sheffield, Strandline and Image, which stand to benefit handsomely as their projects progress in parallel with growing demand. Show More

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Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

Barry FitzGerald

Alliance’s combination of high-grade gold hits, the prospect of a maiden resource and abundant exploration upside sounds like opportunity knocking. Plus, this column’s instincts about emerging mineral sands miner Strandline are shaping up as spot on and Stavely gets to the pointy end of its hunt for a copper-gold porphyry. Show More

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Stockland (SGP), CSL (CSL), Woodside Petroleum (WPL), Computershare (CPU), Origin Energy (ORG), Seek (SEK), Dexus Property Group (DXS), Sonic Healthcare (SHL), Iluka Resources (ILU) and Westfield Corp (WFD) with links through to... Show More

Alex Cowie

A cohort of Australia’s leading fund managers gathered at the 2017 Future Generation Investment Forum two weeks ago, each presenting their top stock idea. A clear trend is already emerging in the domestic stocks mentioned. While the broader market has pulled back 2.2% since the Forum, this group of stocks... Show More

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Mathan Somasundaram

Local market moved up in the morning on weak global sentiment before getting hammered by Moody downgrading China. Market tried hard after that news to make a slight recovery and close in the positive. The best performers were Industrials, Staples and Telcos while Gold, Miners and Utilities were the worst... Show More

Livewire Exclusive

The 2017 Future Generation Investment Forum has been a resounding success. Livewire provided coverage of the event in which 13 of Australia’s leading fund managers all offered at least one of their best stock ideas. Presenting firms include Magellan Financial Group, Tribeca Investment Partners, Wilson Asset Management, Morphic Asset Management,... Show More