ASX:CTM

CENTAURUS METALS LIMITED

Mark Gordon

The current ~$420 million takeover offer by OZ Minerals for ASX listed Brazilian copper miner Avanco Resources should pique the interest of investors in Brazil, a major global producer of a number of commodities with highly prospective geology, but with only a relatively few ASX listed resources companies operating in... Show More

Andrew Mitchell

While the month-end reports for February will indicate the ASX Small Ordinaries finished the February reporting period dead flat, it would be difficult to find any smaller cap investors this month that would summarise the reporting period as dreary. Show More

Australian shares have generally followed the pattern of global equities, following a wave of Trump-induced optimism. While we have confidence in a cyclical turnaround over the medium term, we need to see signs of better earnings momentum before getting more comfortable with a much broader-based rally. In this environment, investors... Show More

Avoca Investment Management

Back in February 2016, Jeremy Bendeich from Avoca Investment Management shared his list of stocks that were vulnerable to earnings misses, which formed a handy acronym - ‘BITBAD’. Blackmores, IPH, TPG, Bellamy’s, A2 Milk, and Domino’s Pizza. Since then, four of the six are down more than 20%. A simple... Show More