If there's a silver lining to the recent collapse in tech valuations, Hansen is the right company to exploit it. Management said its book of prospective acquisitions is 'full', and that it plans to ...
Let's start with CSL's leadership change, because it sets the tone. Paul McKenzie has stepped down as chief executive, and the board has appointed long-time CSL executive and current director Gordon ...
Sigma Healthcare Limited (SIG) is a full line wholesale and distribution business to community pharmacy. Sigma actively seeks to engage in and influence industry discussions to contribute to ...
What is the current share price of Ophir High Conviction Fund (OPH)? Ophir High Conviction Fund's (OPH) current share price is $2.87. This constitutes a price movement of 3.04% when compared to the ...
Investors can learn a lot from failure with BHP's third unsuccessful attempt to lure Anglo American into a merger, the latest strong hint that copper is likely to be next year's top commodity. Already ...
In May this year, we did what we haven't done in a decade—venture into gold mining stocks. Cynics may suggest we were chasing the latest market fad, but rest assured, we aren't for chasing. The turn ...
In Part 1, we explained how Constellation Software uses decentralisation and alignment to avoid the common pitfalls of the roll-up strategy. We'll now shift our focus to why this can continue by ...
Aurizon's 5,000km rail network is virtually irreplaceable. The Central Queensland Coal Network, in particular, took a century to build, cost tens of billions, and can't be replicated due to ...
Insurance brokers are good businesses. That's because brokers take a cut from the premiums that customers pay to stay insured. Brokers aren't directly exposed to the hailstorms and typhoons that ...
Gentrack's client relationships resemble hostage situations more than simple customer service. Its billing software is right at the core of a utility's cash flow engine. High switching costs mean the ...
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Stephen Mayne looks at the takeover deluge as the ASX keeps thinning, casts his eye over WiseTech, goes around the grounds of early 2025 AGMs, and much more.
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