ASX:PDN

Betting on the perfect storm

Nigel Littlewood & Jackson Lee

As value investors, we usually shy away from resources and materials because the factors influencing their price are inherently unpredictable – namely macro factors, the inability to reliably measure and forecast supply and demand, and the timing of cycles – not to mention the poor capital allocation of most miners. Show More

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The Rules of Investing: Rick Rule’s secrets of success

Livewire Exclusive

This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the top five most influential people in mining globally; an honour that he shares with President Xi Jinping and Donald Trump. Show More

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Livewire Reporting Roundup

Livewire Exclusive

The Livewire Reporting Roundup is a new and exclusive weekly series carefully crafted to bring Livewire readers the best exclusive insights and investor resources throughout reporting season. We’ve invited 7 professional stock pickers to nominate their standout company results from the past week with responses from Regal Funds, K2 Asset... Show More

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Feb 2017 Reporting Season Calendar

Bell Potter

The Bell Potter reporting calendar covers 210 companies for the February period, as well as several in March, and highlights reporting dates, period reported, NPAT (consensus and Bell Potter estimates) and our analyst recommendation for the stock. The pace is increasing, with 16 reporting on Monday and Tuesday alone. Livewire... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market lost the momentum from four straight positive days to deliver a negative day. We are in the school holiday period where most investors will take the next two weeks off with Christmas and New Year breaks. We have seen better volumes this week than most expected and that may... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market moved up again despite negative global sentiment to deliver fourth straight positive day. Aussie market looks to be suffering from delusions of grandeur by maintaining the positive momentum despite falls in global markets, currency, volatility index and yields. We are in the school holiday period where most will take... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market moved up again on positive global sentiment to deliver third straight positive day. The local market has now reached near 18mth high on price index while making new all-time high on accumulation (i.e. including dividend) index. The main market in focus is the US and history shows that there... Show More

Livewire readers’ best and worst picks

Livewire Exclusive

With the end of the year in sight, it’s time to check in again on how the Livewire readers’ 2016 stock picks are tracking. The biggest observation is the pullback in the YTD mean performance across the sample, from 18.3% (Oct 19th) to 8.7% (Dec 5th). Only 35% of stocks... Show More

Daily AGM Note 19 November 2015 - first strike at Village Roadshow; Sedgman only 1 resolution passes; Board Spill at GM for Intrepid Mines

Avatar fallback

Today's Daily AGM note is now available - it is updated progressively through the day and it's been quite a day at both AGMs and EGMs today - and aside from Village Roadshow receiving a first strike against its remuneration report, Acorn Capital Investment Fund Limited and Gowing Brothers received... Show More

Week ahead in AGMs: 16-20 November 2015

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Another big week of AGMs (including CBA, BHP Billiton Ltd, Sonic Healthcare, Slater and Gordon) plus a few two strike AGMs (a conditional Board spill resolution is on the AGM agenda) in the mix. Cash Converters, SDI Limited and Redflex Holdings all received second strikes at their 2013 AGMs but... Show More