20 March 2024
Ingham’s Group (ING): Feed on the decline
ING’s share price has remained fairly depressed post-1H24 despite the continued downdraft in both domestic wheat and imported soybean pricing.
7 March 2024
Nickel Industries Ltd (NIC): Blue chip nickel
NIC reported a CY23 financial result which was slightly ahead of our forecasts at the EBITDA line but a miss at the NPAT lines.
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.