Ideas

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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Equities

25 May 2022

Eagers Automotive (APE): More positives than negatives

Eagers Automotive released a trading update and provided 1H2022 guidance of underlying operating PBT b/w $183-189m which is 12-15% below the pcp on a like-forlike basis (i.e. excluding the Daimler Trucks contribution in 1H2021).

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Equities

25 May 2022

Cooper Energy Ltd (COE): Defining Otway production growth

COE has released updated details of its near-term Otway Basin development plans, outlining a path to more than double existing output and extend the project’s life.

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Equities

16 May 2022

Aeris Resources Ltd (AIS): ROM acquisition builds scale and growth

AIS has entered into a binding agreement with Washington H. Soul Pattinson (WHSP), to acquire Round Oak Minerals (ROM) for total consideration of $234m.

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Equities

16 May 2022

Technology One (TNE): SaaS ARR growth likely to be the highlight

Technology One is scheduled to report its 1HFY22 result on Tuesday, 24th May and we anticipate a solid result with forecast low double digit revenue and PBT growth.

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