Notes from the Silk Road: Australia &Â Developed Asia - Small-Mid Cap Free Cashflow Screening
Cash is king and driving earnings, allowing shareholders to be rewarded through dividends or buy-backs. Buyer beware: Often underlying factors...
346 Views
Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
2.1k Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
613 Views
RBA Downbeat on Commodity Price Outlook
In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...
3.2k Views
Aussie Shorts (23rd Mar 2026): Pilbara Minerals, Sigma Healthcare, Yancoal, Treasury Wine Estates
As at the 23rd March 2026, total shares short amounted to ~A$52.2bn down~A$2.3bn in the past week. The largest industry net increase in the past...
380 Views