BellPotter Marketing

Equities

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.

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Equities

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.

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ETF, LIC & LITs

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.

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