Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

<ul><li>A global perspective on what happened overnight</li></ul>

A global perspective on what happened overnight

oOh!Media Ltd - The Overnight Report: Long-End Yields Rising

Macquarie Telecom Group Ltd - The Overnight Report: US-EU Talks Calm Nerves

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

Industrias Penoles, S.A.B. De C.V. / Index Rebalance

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world. </li>
<li>This index is reviewed semi-annually in March/September. During these reviews, names can be added or deleted from the index. We like it because a lot of money tracks it.</li>
<li>There are several potential ADDs/DELs for the Index Rebal Event in September 2025 but as yet most are Medium Conviction. There are a couple of large capping flows expected. </li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world. 
This index is reviewed semi-annually in March/September. During these reviews, names can be added or deleted from the index. We like it because a lot of money tracks it.
There are several potential ADDs/DELs for the Index Rebal Event in September 2025 but as yet most are Medium Conviction. There are a couple of large capping flows expected. 


[Quiddity Index] MV Junior Gold Miners Sep25 Rebalance Predictions: Flow Expectations

Australia

Evolution Mining Ltd is a gold exploration company with operations in Western Australia. The Company owns the gold mines -Cracow, Edna May, Mt Rawdon, and Pajingo - and the Mt Carlton development project.

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Evolution Mining (EVN AU)

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

oOh!Media Ltd - The Overnight Report: Long-End Yields Rising

A global perspective on what happened overnight

FNArena

Macquarie Telecom Group Ltd - The Overnight Report: US-EU Talks Calm Nerves

A global perspective on what happened overnight

FNArena

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

FNArena

[Quiddity Index] MV Junior Gold Miners Sep25 Rebalance Predictions: Flow Expectations

The semi-annual index rebalance for the MV Junior Gold Miners Index will take place in September. There are several potential ADDs/DELs. So far all...

Travis Lundy

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