Some comments from ShareCafe MD Tim McGowen in light of an imminent article bringing into question the relationship between our research arm Corporate Connect and Magnis Energy Technologies.
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OpenLearning CEO Adam Brimo discusses the structural shift for educations providers post COVID.
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In this video, Calima Energy (ASX: CE1) President Michael Dobovitch provides an update on what’s been happening with the company and its operations.
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Mark Diamond, CEO and Managing Director of Australian biotech company Antisense Therapeutics (ASX: ANP), discusses the firm’s latest goings-on with Share Cafe’s Tim McGowen.
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Tim McGowen from Share Cafe speaks with Fabian Siegel, CEO, and Co-Founder of meal-kit delivery business Marley Spoon.
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Eclipx Group is an established leader in vehicle fleet leasing, fleet management, and diversified financial services in Australia and New Zealand. Share Cafe Managing Director Tim McGowen recently spoke with the company’s CEO Julian Russell.
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Corporate Connect Research analyst Marc Sinatra recently published a research report on Antisense Therapeutics (ASX:ANP) with a 30.5 cent valuation. The report is available for free download.
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New CEO of Novonix Dr. Chris Burns discusses Battery Day and the recent volatility in the company’s share price with ShareCafe Managing Director Tim McGowen.
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Scott Kelly, Manager of DNR Capital’s Australian Equities Income Portfolio, gives us an update on the fund and his outlook for the oncoming months.
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CEO of Australian oncology company Kazia Therapeutics Dr James Garner discusses the latest news from the company with Share Café Managing Director Tim McGowen.
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Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund looks at the long term opportunities in Australian small caps.
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First Sentier Investors Senior Portfolio Manager Tim Canham discuss their substantial shareholding in renewable energy company Genex Power.
Read MoreMarley Spoon has been operating for 6 years and currently generates half a billion in AUD$ in runway revenue, it achieved positive operating cash flow in H1 2020 and became profitable in Q2 this year. ShareCafe spoke with CEO Fabien Siegel.
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The Agency Group (ASX:AU1) is one of Australia’s fastest-growing integrated real estate service companies, with approximately 280 real estate agents. The company recently released their Preliminary Final Report for the full year ended 30 June 2020.
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What’s former Leighton chief Wal King up to these days? He’s putting the finishing touches on an astute acquisition by bringing together Terracom Limited (ASX:TER) with Universal Coal.
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With a number of positive macro factors driving the outlook, T. Rowe Price believes the US housing market offers a happy hunting ground for high-quality companies. Ryan Martin, Head of Research, Australian Equities, explains how James Hardie is leveraged to this theme.
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Micheal Dobovich – President – Calima Energy provides an update on activity and the continuing interest by large oil & gas companies in the Montney Formation in northeast British Columbia, Canada, in which it holds a highly prospective position.
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Magellan’s CEO, Dr Brett Cairns, and Chairman and CIO, Hamish Douglass, provide further clarity on the recently announced proposal to restructure Magellan’s Global Equities Funds, as released to the ASX on Monday, 3rd August 2020.
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Krakatoa Executive Chairman Colin Locke provides an update on the company’s Belgravia Porphyry Project and the Turon Gold Project.
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While all the recent marketing hype has been around HotCopper’s change in name to The Market Herald and its Canadian acquisition, Tim McGowen points out that it’s the size of the company’s share portfolio that has actually changed the nature of its business model.
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Mark Freeman Chief Executive Officer & Managing Director at Australian Foundation Investment Co (ASX: AFI) provides an update on the LIC’s investment process and investing philosophy.
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An update from Airlie Funds Management’s Matt Williams about his firm’s Australian Share Fund, which is available to investors in both listed (ASX: AASF) and unlisted form.
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Ryan Sohn, Deputy Portfolio Manager at Perennial Value, discusses subscription-based weekly meal kit services provider Marley Spoon (ASX:MMM).
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La Trobe Financial’s Senior Vice President and Chief Investment Officer, Chris Andrews, provides some insights into the way the company conducts its business, the products it offers, and what it stands for.
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In this short video, Grant Patterson, CIO and Managing Director of Providence Independent Investment Advisory discusses the current outlook with Michael Ogg, Director of Providence.
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Scott Kelly, Manager of the DNR Capital Australian Equities Income Portfolio, provides an update on his firm’s outlook for dividends in the Australian equity market.
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Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund, explains why he believes recent volatility in equity markets has provided some excellent opportunities in the smaller cap sector.
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In this video, L1 Capital’s Joint MD and Co-CIO Mark Landau provides an update of the Fund’s positioning and progress.
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I have ‘banged the drum’ before in regards to my opinion on IPO Wealth but in this current climate there are real risks to the value of their unlisted portfolio of assets.
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Gerald Stack, Portfolio Manager of the Magellan Infrastructure Fund, Currency Hedged (ASX code: MICH), discusses the yield opportunities presently on offer in the Infrastructure sector.
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Australian Foundation Investment Company (ASX: AFI) CEO and Chief Investment Officer Mark Freeman discusses the recent changes made to their investment portfolio.
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The Schroder Absolute Return Income (Managed Fund) (Chi-X code: PAYS), available on Chi-X, is an actively managed fixed income exchange traded fund (ETF) that aims to help investors strengthen the defensive allocation within their portfolios by boosting income, while seeking to protect capital
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Gerald Stack, Magellan’s Head of Infrastructure explains how infrastructure stocks can maintain their defensive qualities by managing the impact of natural disasters.
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Airlie Portfolio Manager, Emma Fisher, discusses where the team sees value in 2020 and puts a spotlight on stocks including Mineral Resources, Suncorp and CSL. Emma also outlines where the fund is positioned in relation to the retail sector and in particular their holdings in Premier Investments and Nick Scali. With Westpac under pressure following the Austrac scandal, Emma discusses their view on Westpac and the bank industry as a whole.
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The rationale for investing globally is irrefutable, however, navigating and investing in an unpredictable world is easier said than done. In this video short video Scott Berg, portfolio manager for the T. Rowe Price Global Growth Equity Strategy looks at the industries that excite him over the next 10 years and explains why you should not apply a singular label to all emerging markets.
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The Schroder Absolute Return Income (Managed Fund) Chi-X code: PAYS is an active ETF designed to boost income while preserving capital. In this video, Mihkel Kase Portfolio Manager for PAYS details how the fund can help to strengthen the defensive allocation of portfolios and generate reliable monthly income.
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With a backdrop of low interest rates where should investors seek yield? Informed Investor sat down with Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income SMA to find out.
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Jamie Nicol, Portfolio Manager for DNR Capital’s Australian Equities High Conviction Fund and SMA, spoke with Informed Investor about the rotation from growth to value.
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Hamish Douglass, CIO and Lead Portfolio Manager, discusses China’s Alibaba and why it’s a top holding in Magellan’s Global Strategies.
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Clay Smonlinski, Co-Portfolio Manager of the Platinum International Fund discusses the divergence of equity market valuations across global markets at present.
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