Gavin Wendt

Someone famously once said, “The best qualification of a prophet is to have a good memory.” When trying to identify potential opportunities within the resource sector, it’s always handy to have some grasp of history. In the case of our vanadium call about 12 months ago, we utilised our awareness... Show More

Mark Gordon

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

Spring means the main 2016 AGM season is upon us although the AGM season really kicks in next month. This month's note takes a brief look at the AGMs for Suncorp Group, AGL Energy and ASX. Given the fewer AGMs, I also look at unit holder requisitioned meetings to... Show More