ASX:ORI

Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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December 2016: Month ahead in meetings

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With the main AGM season out of the way for the 30 June FYEs, several key AGMs occur this month including TPG Telecom, ANZ, NAB, Westpac, DuluxGroup, Incitec Pivot, Orica. Outside All the Majors, December features AGMS for Ten Network Holdings, Cudeco, Elders and Emeco Holdings. This month's note also... Show More

January 2016: The month in meetings

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This month features four scheme meetings (Drillsearch, iProperty, M2 Communications and NAB), two AGMS (Orica and Australian Pharmaceutical Industries) and a Board Spill meeting at Samson Oil and Gas. I take a brief look at three of the four scheme meetings and the other meetings in this note. https://subscriber.theexecutiveremunerationreporter.com.au/archives/14257 Show More

Orica FY2015 results: a 'good enough' year of performance?

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Orica released its FY2015 results this morning: while revenue from continuing operations of $5.7 billion is down slightly on the pcp (FY14: $5.78 billion), underlying NPAT on continuing operations of $417.2 million is down 26% on FY14. Statutory NLAT of -$1.267 billion includes $1.169 billion in assets impairments. STI awards... Show More