ASX:SYR

SYRAH RESOURCES LIMITED

Alex Cowie

ARK Invest has just published a great podcast with the one and only Elon Musk. Interviewed by Cathie Wood and Tasha Keeney, Elon set the scene by agreeing with their aggressive projections for EV sales to increase 20-fold in the next 5 years, which would represent about a third of... Show More

Buy Hold Sell
Buy Hold Sell

Short selling lets investors profit from a fall in a stock price by selling first then buying after it has fallen. So a bearish consensus can lead to a big short position building in hope of a lower price. In this special episode Matthew Kidman from Centennial Asset Management hosts... Show More

Rob Tucker

Last July we highlighted 5 stocks that we believed could double cash flow over 5 years. Twelve months on we review how they have performed, and discuss the reasons for the one that disappointed. Show More

Livewire Exclusive

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International, says it’s important not be underweight commodities stocks, as their “prices could really run ahead” in an inflationary environment. Show More

James Gerrish

This time last year we wrote a piece on Livewire calling a short-term top for resources, targeting a correction of around 10% before we became buyers once again, which you can see here. As it turned out, resources did retreat by a little over 10% affording us an attractive buying... Show More

James Gerrish

More of the same today only on a bigger scale with early optimism met with some decent selling later in the session after the market traded to a 10 year high of 6150 on the ASX 200 during morning trade. As we cautioned yesterday a market that is trading in... Show More

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

Mathan Somasundaram

Local market had a slide after flip flopping early in the day. Commodities bounce helped the miners after US Fed, ECB and BOE moved dovish. UK recovery in wages growth and historically low unemployment helps support the economy despite the high inflation and low currency. Show More

Mathan Somasundaram

Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and Asian markets were directionless. China data was stable without being special while local housing data was weak and private credit data was solid. July count... Show More

Rob Tucker

­­­Whilst we use a megatrend framework to identify a narrow subset of stocks that we then spend more time understanding, we ultimately invest capital on a stock by stock, bottom up basis. We focus heavily on cash flow growth as a key metric of how we look to invest money.... Show More