21 February 2024
Inghams Group (ING): Fried chicken
ING reported a 1H24 underlying NPAT modestly lower than expectations at $63.4m (BPe $65.5m).
24 January 2024
Arcadium Lithium PLC (LTM): Primer note + lithium outlook update
The Allkem-Livent (AKE-LTHM) Scheme of Arrangement has recently been implemented.
24 January 2024
IDP Education (IEL): Canada’s international student crackdown
The Canadian Government has announced several material policy changes targeting international students, however these changes on IDP are unclear.
24 January 2024
Elders Ltd (ELD): Riding on the range
We see conditions in general more favourable for ELD in the months following the FY23 result, with improved rainfall patterns in key cropping areas and stronger livestock pricing trends.
10 January 2024
Gold Road Resources (GOR): 4QCY23 Production Update
GOR reported that Gruyere gold production was lower qoq due to labour availability issues impacting mining performance.
9 January 2024
Analyst Outlook December 2023
Our analysts provide their sector outlook and top stock picks for December 2023.