Ahmed Fahour's bad Latitude
Latitude Financial Services is the latest private equity float. If that alone doesn't scare you off, the disingenuous way Latitude is being packaged for sale certainly should.
Chorus appoints new CEO
With the business about to change dramatically, Chorus appoints a new chief.
Macquarie Telecom looks to the cloud
With two divisions - one growing slowly and one growing swiftly - a mispricing might be present at Macquarie Telecom.
Pinnacle's steep ascent
Magellan's meteoric rise has obscured Pinnacle's impressive ascent, which could have much further to go.
Is OFX's currency about to take off?
OFX sacked its CEO, is growing its roster of business clients and growing overseas. But is it enough in such a competitive industry?
Latitude IPO review coming
We're working on this consumer finance company's $4bn float and expect to publish a review of the offer on Friday 11 October.
Tabcorp: the rational bet
We've been down on Tabcorp's wagering division for years. Here's the case for optimism.
Brickworks: from great to good?
Brickworks risks morphing from an industry anomaly into a conventional brick maker. That would be a shame.
Gentrack's earnings decline ... again
Another downgrade suggests the market is harder hit than management realised.
Webjet: banking on beds
Webjet is a go-to place for travellers, but it's the company's infrastructure for travel agents that deserves your attention.
Soul Patts creeps closer
Soul Pattison has quietly built one of the best investing track records in the country. With the share price falling, an opportunity is near.
Ideas Lab: Treasury and the stockpiling showdown
This world-class wine producer is growing strongly but watch the red flags.
Audinate: The most important thing
Is Audinate just another hot tech stock in a market slavishly chasing them or is there genuine value on offer?
IOOF: The signal and the noise
With the business under strain and without sound prospects, we're ceasing coverage.
Ideas Lab: LICs set to rebound?
L1's track record and a reasonable discount to NTA make it and a number of other LICs worth a look.
IOOF prevails against APRA
IOOF is now more likely to complete the acquisition of ANZ's Pensions and Investments business.
Thinking about the oil price surge
How does the oil price spike change valuations for BHP and Woodside?
Amcor faces a low-growth world
Amcor has conquered the Americas but it won't solve the underlying issues.
Chorus: A yield stock in hiding
Chorus commands a high-quality asset base but its future earnings are a mystery. That's the opportunity.
Thorn's final, punishing spike
With the board opting to raise capital and pursue a risky turnaround rather than return cash to shareholders, we're out.
URW: Full disclosure
URW has challenged a number of analytical points from last week's research. Here's the exchange, in full and unvarnished.
Thorn raises capital in a turnaround attempt
We're re-examining the investment case after Thorn's plan to raise capital and turnaround its struggling businesses.
Call 1300 880 160
Start a chat
Schedule a call
