7 March 2022
Select Harvests (SHV): Costs on the high side
SHV’s recent AGM comments highlighted continued subdued almond market conditions and more elevated costs than we had previously allowed for.
7 March 2022
A core-satellite approach to investing
In the latest ETF Report we discuss a core-satellite approach to investing and considering future drivers of growth and earnings underpinning business models when future proofing portfolios.
1 March 2022
Eagers Automotive (APE): Stronger for longer
Eagers Automotive reported an underlying PBT of $401.8m, which was ahead of our forecast of $394.6m and the guidance of $390-395m.
28 February 2022
The end of an era – winding up your SMSF
In this newsletter we'll explore winding up a Self-Managed Superannuation Fund (SMSF).
23 February 2022
Fortescue Metals Group (FMG): Weathering the storm
FMG announced its 1HFY22 financial results, which reported record half year production volumes but lower revenue, EBITDA and earnings.
23 February 2022
Breville Group (BRG): Strong across all markets
BRG announced underlying 1H22 EBIT of $112.5m, up 18.9% YoY and 5.0% ahead of BPe $107.2m.