Stuart Jackson

On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the proposed acquisition of the company by one of the private equity funds of Apax Partners for NZ$6.45 per share.Assuming shareholders vote in favour of the proposal,... Show More

Investment Theme
Andrew Mitchell

Despite continuing equity market volatility and ongoing geo-political uncertainty (both domestically and overseas), corporate activity again remained elevated towards the end of 2018 as an array of Australian businesses were either subject to takeover announcements or sought to raise capital to fund their own growth initiatives. Show More

Stuart Jackson

Lately, we are hearing many investors lament that it’s getting hard to find value in our market. Well, there are still pockets of value. And TradeMe (ASX:TME), New Zealand’s largest online auction and classifieds website, could be one of them. Show More

Avoca Investment Management

In the podcast below, Jeremy Bendeich, Chief Investment Officer and Portfolio Manager at Avoca Investment Management discusses his overall impressions and trends for the reporting season. He discusses the following six key points: Show More

Stuart Jackson

One of the stocks we hold in the domestic portfolios is TradeMe. The company is an online marketplace for goods – effectively the eBay of New Zealand – and enjoys a dominant market position. But that could soon change. It is about to go head-to-head with Facebook, which has announced... Show More

Buy Hold Sell

New Zealand has the highest government bond yields of any AAA-rated country, GDP has grown 2.8% in the last year, and the cash rate is 2%. In a globally economy marred by low rates and low growth, New Zealand has remained robust. While a strong domestic economy is a welcome... Show More

Ben Griffiths, Portfolio Manager at Eley Grifftihs Group, says that New Zealand is a great place to invest. Auckland Airport has been a significant holding of theirs for some time, while Trade Me Group is currently their largest position. All up, New Zealand-Based companies now make up ~16% of their... Show More

Last week, Livewire Markets, in conjunction with Bell Direct and ASX, presented the second Livewire Live investor conference to a sold-out crowd of 250 investors at the ASX in Sydney. The event provided investors with a unique opportunity to hear how 14 of Australia’s most respected investors have been making... Show More