Business insights across the market

NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are 22 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors... Show More

The New Criterion: Testing The Appetite For Cobalt

Tim Boreham

Northern Cobalt’s upcoming IPO will test just how much investors still crave the battery metal. In the meantime, oil and gas explorer Whitebark is determined to prove there’s still a buck to be made out of dirty hydrocarbons Show More

ASX:TGR cobalt Northern Cobalt ASX:COB ASX:G88 ASX:WBE

Sunset Strip > Trading Day Wrap From Blue Ocean 20170303

Mathan Somasundaram

Local market fell on the open and then recovered some losses to give up substantial part of yesterday’s gains. Markets are working through the implications of increased fiscal spending without spending cuts…likely to drive inflation higher and force US Fed to move faster than expected. US Fed rate hike March... Show More

Tasmanian salmon: A fishy business.

Andrew Mitchell

One of the real pleasures of investing within the emerging companies space is the ever-evolving variety of businesses and industries we come across in our constant search for new ideas to allocate our investor capital. Where businesses inside the Top 50 are generally well established in industries that are well... Show More

Longform huon aquaculture ASX:TGR ASX:HUO food and ag

There are many ways to grow a company

Glennon Capital

It is important first to tackle what we mean by growth. It might be growth the industry is experiencing, growth in the business’s market share, revenue growth, profit growth, earnings per share growth, or free cash flow per share growth. Show More

March 2016: The month ahead in meetings

Avatar fallback

Too early for the mini AGM season, the focus this month is on general meetings and a key theme is share placements. I take a look at the GMs scheduled for Tassal Group (financial assistance), Ausenco, Coppermoly, Impedimed, nearmap, Oncosil Medical, Programmed Maintenance Services. This month's note takes a look... Show More