Mark Gordon

One of the issues facing potential graphite developers now is the large number of companies (and projects) fighting for a relatively limited pool of funds and customers. As such, to be successful, a company will need to differentiate itself through providing a product that will be sought after, and a... Show More

Roger Montgomery

Emerging markets are growing at least three times faster than the demographically challenged developed economies. Powerful supporting dynamics includes younger, upwardly mobile populations, urbanisation with the shift from agrarian to service jobs, greater female workforce participation and a broadly improved education system. Show More

Wilson Asset Management

Building products suppliers CSR (ASX: CSR) and Boral (ASX: BLD) both made strong announcements this week. On Wednesday, CSR reported a 32% jump in underlying interim profit to $92.4 million, its seventh consecutive year of earnings growth. Boral management at its AGM said continuing growth in building approvals had allowed... Show More

Roger Montgomery

The growth in smartphones over the coming five years is set to be enormous. The installed base of smartphones is set to more than double from 2.6 billion in 2014 to over 6 billion in 2020. What this means is that, by 2020, 70 per cent of the world’s population... Show More