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Equities
29 June 2022

Mader Group Limited (MAD): Finishing the year with a bang

We have transferred analyst coverage of MAD, with our investment thesis unchanged.
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Equities
28 June 2022

Bega Cheese Ltd (BGA): A fearful symmetry

We have reviewed commodity drivers, milk flows and farmgate pricing (FMP) for Bega Cheese, and have downgraded our rating from Buy to Hold.
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Equities
24 June 2022

Mincor Resources NL (MCR): Producer status confirmed

On 23 June 2022 MCR announced that it had received its first payment from nickel concentrate sales for FY22 of 1,003t (vs 962 BPe).
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Equities
20 June 2022

Costa Group Holdings (CGC): Green gold on a comeback

Our analysis of YTD wholesale, retail and export pricing for CGC suggests reasonable pricing outcomes across most categories, with our Buy rating remaining unchanged.
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Superannuation & Technical Financial Advice
9 June 2022

End of Financial Year Planning 2022

In this newsletter we've compiled some of the items that should be high priority on everyone’s list to get their financial affairs in order for the end of financial year.
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ETF, LIC & LITs
2 June 2022

Is there value in fixed income?

In the latest ETF Report we discuss if there is value in fixed income, with a combination of a hawkish Federal Reserve and a developing conflict between Russia and Ukraine elevating commodity prices, recalibrated interest rate expectations and spiralled financial markets.
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