8 December 2021
GrainCorp Ltd (GNC): Goodnight, tonight, goodbye
The Dec’21 ABARES crop report highlighted an east coast winter crop forecast of 29.1mt above last year’s previous high of 28.6mt.
29 November 2021
Nickel Mines Limited (NIC): Production to double in CY23
NIC announced it has signed a Memorandum of Understanding. We reinforce NIC as one of our top picks in the sector and we retain our Buy recommendation.
29 November 2021
National Australia Bank (NAB): Folksy, not schmaltzy
The ACCC will not oppose NAB’s buy of the Citi consumer business as the transaction should not lessen competition.
25 November 2021
LIC Quarterly – The LIC sector trades at a discount to NTA… Right?
In the latest LIC Quarterly report we discuss one method for identifying and determining the importance of pre-tax NTA versus post-tax NTA, as well as the treatment of pre-tax and post-tax net effects considered in this calculation.
23 November 2021
How does your pension live on after you die?
In this newsletter we discuss what happens to your pension after you die.
22 November 2021
Commonwealth Bank (CBA): Forest for the trees
We discuss CBA’s 1Q22 result components in this piece, and lower our price target by 6% to $111.000 (previously $118.00).