5 June 2024
The cycle appears to be turning
As we move closer to the halfway mark for CY24, the U.S. economy has displayed remarkable resilience, with stocks at near all-time highs and the S&P 500 defying forecasts for a slowdown.
12 April 2024
Regis Resources Ltd (RRL): McPhillamys still stacks up
We have reviewed our valuation of RRL’s 100%-owned McPhillamys Gold Project following the recent update of estimated costs of key elements of the project.
12 April 2024
Life360 (360): Life’s full of surprises
Life360 provided a positive and unexpected market update with two key metrics in 1Q2024 materially exceeding both our and market expectations.
20 March 2024
Bega Cheese Ltd (BGA): Leverage on leverage
The recent ABARE commodities report highlights the leverage play in BGA’s ingredients business. We see this upside potential as underappreciated by the market.