ASX:PNV

Tim Boreham

For investors in the burns treatment house, progress has been a slow burn indeed since Avita rode the prestige of treating Bali bombing victims with its innovative ‘spray on’ skin technology. That was back in 2002 and my time flies. Now, Avita faces its defining moment in history with the... Show More

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

Mathan Somasundaram

Market pulled back slightly as global sentiment remains weak after running ahead of the fundamentals. US Fed has set the path to end cheap debt while every other central bank is on hold indefinitely. The stronger the yields, the strong the USD, the more pressure on Emerging Markets to raise... Show More

Mathan Somasundaram

Market followed the weak global positive sentiment after ECB decided to trim QE magnitude per month while stretching out the period to the end of 2017. As we always say… “Self Interest”, for lack of a better word, is a good leading indicator. ECB delivered as we expected...not substantially expand... Show More

Mathan Somasundaram

Market fell hard to pretty much unwind all the gains from yesterday’s big bounce ahead of EU break up worries. The US president elect is moving back into reality star mode and threatened US corporates with tariffs to keep them from moving jobs outside US. The reality is that the... Show More

Avatar fallback

A first strike at Global Masters Fund. As for All the Majors: it's a quiet day. Some dissent on the resolution to re-elect Trevor Gerber as a director of Vicinity Centres. Otherwise a lot of smaller AGMs today. Today's note highlights different examples of the resolutions where shareholders express dissent:... Show More

Mathan Somasundaram

Market was choppy all day but finished well in the positive territory to deliver the best week since mid-July. Get used to higher volatility…..it is going to be with us for the rest of 2016. Markets have priced in the optimism from the new US leadership while uncertainty still looms... Show More