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Tim Boreham

Tim Boreham

Tim Boreham edits The New Criterion. Many readers will remember Boreham as author of the Criterion column in The Australian newspaper, for well over a decade. He also has more than three decades' experience of business reporting across three major publications.

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Little Green Pharma Eyes Global Markets After Federal Regulator Approves State-Of-The-Art Manufacturing Facility

October 27, 2020October 27, 2020 - by Tim Boreham

Little Green Pharma has become one of the few Australian cannabis companies with full approvals from both the TGA and the Office of Drug Control.

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Biotechnology / Shares

Antisense Eyes A Golden Ticket In The US

October 7, 2020October 7, 2020 - by Tim Boreham

Two announcements from drug developer Antisense Therapeutics have raised hopes of an expedited path to market for its novel candidate to treat a genetic muscular disorder that affects only boys and is regressive, fatal, and poorly treated.

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Shares / Video

With A ‘Ticket To Ride’, Kazia Wows Investors With Its Rare-Cancer Story

August 24, 2020October 14, 2020 - by Tim Boreham

Kazia Therapeutics has been trialling its lead drug paxalisib (formerly GDC-0084) to treat the aggressive and complex disease. Paxalisib inhibits a signalling pathway called PI3K which is expressed in 85 per cent to 90 per cent of glioblastoma tumours. After years of quiet development, Kazia in August achieved two key milestones.

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Investors Are Listening As Immutep Eyes Revolutionary Cancer Treatments

August 12, 2020August 12, 2020 - by Tim Boreham

With Immutep’s largest and most advanced trial in breast cancer patients, AIPAC, the company is running it alone. Otherwise, its clinical activities revolve around partnerships with big pharmaceutical houses, which reduce the risk and cost of big-ticket drug development.

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Novonix Is Off The Blocks In The Race To Build A ‘Million Mile’ Battery

July 30, 2020July 31, 2020 - by Tim Boreham

As a pioneer of advanced battery materials the ASX listed technology house Novonix is playing a key role in cracking the battery equivalent of Roger Bannister’s four-minute-mile in 1954.

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Markets

Turn On, Tune In But Don’t Drop Out: The Pending Boom In Psychedelic Medicines

June 16, 2020June 16, 2020 - by Tim Boreham

While local investors are unfamiliar with psychedelic therapy, this is likely to change given the burgeoning interest in North America, where no fewer than 20 companies are actively involved in the field.

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Are The Banks Perfume Or Poison To Investors?

June 10, 2020June 10, 2020 - by Tim Boreham

Assuming the lack of a bad debt apocalypse, the big banks certainly look cheap. But the smaller banks look even cheaper, which suggests there’s better value at the minnow end which is more oriented to mortgages than business lending.

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The Gambling Stocks To Punt On Post The Coronavirus Crunch

June 3, 2020 - by Tim Boreham

The age-old notion of Australians betting on anything that crawls has been supported by the behaviour of sports punters during the virus lockdown that has stymied most professional sporting events.

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Little Green Pharma Stands Out Amid The Crowded Cannabis Canopy

May 15, 2020May 15, 2020 - by Tim Boreham

Little Green Pharma was the first company to produce a home-grown medicinal cannabis product for patient use and it was also the first to export when it became legal to do so. Tim Boreham highlights why the company stands out as a genuine player above a canopy of chancers.

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Commodities / Shares

Bargains For The Brave In The Mining Services Sector

May 12, 2020May 12, 2020 - by Tim Boreham

The New Criterion’s Tim Boreham highlights several mining services contractors, large and small, and their potential at this time.

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Commodities / Shares

Time For Yellowcake’s Day In The Sun?

May 4, 2020May 7, 2020 - by Tim Boreham

As followers of uranium would know, there have been plenty of proclamations about an imminent recovery post Fukushima, but they have all turned out to be false dawns. With buyers and sellers trilling from the same song book, is this time different?

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Will The Listed Sanitiser Stocks Clean Up – Or Clean Out – Investors?

April 23, 2020April 23, 2020 - by Tim Boreham

Who said capitalism was dead in the new world order of prolific government handouts? The profit motive is at least alive and kicking in the sexed-up sanitiser sector, as both new and established participants grab on to what’s hopefully a once-in-a-lifetime opportunity.

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Organic Growth: The Next Generation Of Stocks Tapping The “Wellness” Boom

April 15, 2020April 15, 2020 - by Tim Boreham

Usually referred to in the same breath as health, “wellness” is an amorphous term but that hasn’t stopped investors from flocking to listed exposures to trendy sectors such as organics, artificial meat, probiotics, vitamins and health supplements.

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The Business Models Holding Up In The Rout

April 1, 2020April 3, 2020 - by Tim Boreham

Beyond the dismal parade of ASX-listed victims ensuing from the corona crisis, a low-profile cluster of stocks is benefiting from the mayhem.

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The BNPL Sector Faces Its Sternest Test

March 27, 2020March 27, 2020 - by Tim Boreham

The New Criterion’s Tim Boreham assesses what the virus and lockdown mean for Afterpay and other listed buy now, pay later companies.

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Commodities / Shares

Who (Eventually) Benefits From The New Oil Shock

March 18, 2020March 18, 2020 - by Tim Boreham

In more normal times – and nothing is normal at the moment – low oil prices benefit the global economy and stocks such as manufacturers and transport companies. Tim Boreham outlines those Australian companies which stand to benefit from significantly lower energy prices.

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Do Less Risky Stock Market Exposures Really Exist?

March 13, 2020 - by Tim Boreham

With a sense of raw panic descending on global stock markets, the question is whether there are any truly safe havens in terms of remaining exposed to equities?

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The New Cinema Blockbuster As Village Fades To Black

March 9, 2020March 9, 2020 - by Tim Boreham

Just as video didn’t kill the radio star, DVDs didn’t snuff out the silver screen and then streaming failed to deliver the mortal blow.

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ASX Biotech Poised To Disrupt Global IVF Market

February 26, 2020March 17, 2020 - by Tim Boreham

ASX-listed Memphasys (MEM), has developed a novel device to separate and select sperm more quickly and effectively than the current methods. Dubbed Felix, the device uses electrical fields and membranes to sort the sperm by quality and size.

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Commodities / Shares

Is There Value In Unloved Coal Stocks?

February 26, 2020March 18, 2020 - by Tim Boreham

In adversity lies opportunity and some deep-pocketed investors have recognised that, like the Stone Age, the era of coal won’t end overnight.

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All The Dope On Emerald Clinics’ Limp Debut

February 24, 2020February 24, 2020 - by Tim Boreham

Having been long on promises but short on deliverables, the ASX listed cannabis sector is taking an evolutionary step from growing the stuff to proving that pot is indeed the healing herb it is meant to be.

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Shares / Technology

When High-Flying Tech Darlings Return To Earth

February 19, 2020February 19, 2020 - by Tim Boreham

The savage share sell down of Nearmap highlights the dangers of investing in tech stocks valued on lusty revenue multiples that leave little room for error. Given that billion-dollar valuations have become common in the sector, no doubt other casualties will emerge as the reporting season unfolds.

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Stocks That Tap The Disaster Zeitgeist

February 5, 2020February 5, 2020 - by Tim Boreham

As is the norm, the speculative end of the market moves to its own rhythms and influences. In this vein, here are three ‘special situation’ stocks that plug into the topical anxieties of natural disasters, the coronavirus threat and the security of domestic gas supply.

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Commodities / Shares

Behind The Victorian Gold Revival

January 29, 2020January 29, 2020 - by Tim Boreham

The New Criterion’s Tim Boreham explains why junior gold miners are rushing to secure long abandoned riches in the Bendigo/Ballarat goldfields.

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Bushfire Impact: Affected Stocks

January 22, 2020January 22, 2020 - by Tim Boreham

With the prolonged bushfire crisis now abated thanks to the efforts of Mother Nature and tireless firefighters, Tim Boreham ponders the effect of the firestorm on listed equity exposures.

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Ironing Out The Blight Of Money Laundering

January 13, 2020January 13, 2020 - by Tim Boreham

It may be cold comfort for shareholders of Westpac and the Commonwealth Bank, but our two biggest banks are not alone when it comes to breaching anti money laundering rules.

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Small Cap Dividend Stocks You Probably Have Never Heard Of

December 16, 2019December 16, 2019 - by Tim Boreham

For yield chasing investors, the small-cap sector can offer attractive dividends based on sound and sustainable earnings. Many of these dividends delights are virtually unheard of, which means they haven’t been bid up as aggressively as the handful of blue-chip stocks that investors flock to.

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Shares / Technology

The Opportunities In – And Pitfalls Of – The Data Storage Sector

December 4, 2019December 4, 2019 - by Tim Boreham

While demand for shared cloud-based data storage shows no signs of abating in a hurry, local data centre oversupply is looming as a short term issue.

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Shares

Four Small Cap Recovery Stocks

November 29, 2019November 29, 2019 - by Tim Boreham

When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact it’s quite cathartic. But don’t be so hasty: enterprises rarely evolve in a neat linear fashion.

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Commodities / Shares

Is Copper Due For A Run?

November 21, 2019November 21, 2019 - by Tim Boreham

The bellwether of global economic activity, copper has pretty much marked time over the last 12 months price-wise – a fair reflection of the sluggish conditions.

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Markets / Shares

How To Benefit From Short Selling

November 14, 2019November 14, 2019 - by Tim Boreham

With an increasing number of activist short selling campaigns targeting stocks perceived as overvalued, nervous directors will be asking ‘who’s next?’

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Shares

In Any Language, English Testing Is A Lucrative Market

November 11, 2019November 11, 2019 - by Tim Boreham

The federal government may have succeeded in cleaning up the woeful private vocational education sector, but now faces a fresh issue in its quest to protect the $35 billion foreign student trade.

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LICs / Shares

The Benefits And Risks Of Credit-Focused Listed Investment Trusts

October 18, 2019October 18, 2019 - by Tim Boreham

With investors clamouring for better yields than paltry returns on cash deposits, the world’s top debt whisperers have obliged with an expanding cluster of ASX-listed funds to give retail punters an exposure to a $US2 trillion global sector hitherto the preserve of institutions and sophisticated investors.

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Shares

Picking The One Cent Wonders That Could Become Dollar Dazzlers

October 3, 2019October 3, 2019 - by Tim Boreham

When a stock is trading at a fraction of a cent, it’s usually a message for investors to abandon all hope and sell for the tax losses while they can. But ‘penny dreadful’ shares can sometimes rise from the ashes.

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Shares

Two Ways To Play The Pain Medication Game

September 26, 2019 - by Tim Boreham

Massive legal settlements in the US have highlighted the scourge of opioid abuse, but Australian producer Palla Pharma is confident the drug class will remain the world’s foremost pain medication. Meanwhile, Paradigm Pharmaceuticals presents an alternative.

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Commodities / Shares

Behind The Lithium Market Meltdown

September 19, 2019September 19, 2019 - by Tim Boreham

The stronger-for-longer lithium story is not exactly panning out as such, with a global oversupply emerging and the upbeat blue sky stories supplanted by tales of woe from the emerging producers. The same thing’s happening with that other wonder battery metal, graphite.

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The Genuine Investor Interest Behind The Fake Meat Trend

September 11, 2019September 11, 2019 - by Tim Boreham

Meat substitute stocks are all the rage in the US, but locally there’s a more limited bill of fare for investors – for the time being at least.

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Shares

Two Retail Suppliers To Watch

August 29, 2019August 29, 2019 - by Tim Boreham

Being a supplier to the big bad supermarkets hasn’t been a fun place over the last decade, but two of the sector’s stalwarts are fighting their way out of the retailing wilderness.

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Shares

The ASX Stocks Storming The US Military Establishment (Or Trying To)

August 22, 2019August 22, 2019 - by Tim Boreham

A paradox of the Pentagon is that it can start a war in about five minutes, but when it comes to selecting contractors to supply the materiel the process drags out for years. But some ASX stocks are achieving success in their assault on the military establishment.

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Property / Shares

Should Investors Squeeze Into The Co-Working Collaborative Zone?

August 14, 2019August 22, 2019 - by Tim Boreham

Shared office space used to be just that: cheap digs for start-up enterprises. Now it’s a burgeoning property sub-sector.

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And a Door Opens Wide

Antisense Therapeutics’ lead drug sits at the nexus of two areas of drug development that are starting to grow dramatically in importance. One relates to its mode of action and the other to the type of drug it is. Combine that with management who know the drug very well and strong results in a trial in a horrible disease afflicting children, and you have the basis for true value creation.

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Fit for tough times; prepared for coal’s upswing

Terracom has counter-cyclically placed itself in a position to improve efficiency and margins plus pursue organic mine growth. Cashflows will further swell once currently depressed coal prices rebound. These assets appear undervalued compared to our Base Case $0.27/share NPV valuation of TER. TER has upside on management’s record of delivering new projects from currently controlled development assets and/or by opportunistically securing acquisitions.

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A Laser-Like Focus on Adding Value

Since August 1st, Kazia Therapeutics has announced US Food & Drug Administration fast track status for one program & orphan drug and rare paediatric disease designation for another, while finishing the period by announcing a new trial for its cancer drug, paxalisib. Over the next nine months investors are likely to see six data readouts from five programs. How fast can a company go?

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