Webjet (WJL AU): CEO's Surprise Exit May Kickstart Takeover Discussions
Webjet is still very much in play. Barry's departure not only establishes a leadership vacuum; but potentially removes the legal uncertainty...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
504 Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
935 Views
A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
520 Views
Webjet (WJL AU): Helloworld Steps Up As Weiss/BGH Seek Board Spill
BGH counters with a non-binding A$0.91/share off-market Offer, conditional on a 75% minimum acceptance condition. BGH/Gary Weiss hold 18.3%. The...
818 Views