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.
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).
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.
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.
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.
