ASX:WBA

WEBSTER LIMITED

Investment Theme
Patrick Fresne

In pre-industrial times, the influence of climate and weather on human societies was readily apparent to the World’s predominantly rural populations: inclement weather could result in failed harvests, higher food prices, unrest and revolutions. Show More

Bell Potter

The Bureau of Meteorology has moved to an ‘El Niño watch’, which means the likelihood of it this year is around double the average at 50%. Our analysis of past El Niño events demonstrates Elders, Graincorp, Nufarm, and RuralCo are the most susceptible to share price underperformance, and that Websters... Show More

Patrick Fresne

California has been pummelled by a deluge of wet weather over the past couple of months. A downpour in February followed on from one of the state's wettest Januaries in history, leading to the well-publicised crisis at the Oroville dam in the North of the state. Show More

John Hempton, a renowned Sydney based hedge fund manager, has doused fuel onto the property bubble debate. In an article published by Fairfax, Hempton shares details of an expedition undertaken to explore the 'underbelly' of Sydney's property market. The gory tale of empty apartments and dodgy lending has created some... Show More