Kimber Capital is pleased to announce our appointment as Co-Manager for PTrackERS. PM Capital Global Opportunities Fund (PGF) and PM Capital GO 2025 Limited are jointly issuing Portfolio Tracking Exchangeable Redeemable Securities – a next generation LIC security designed specifically … Continue reading
The end of the financial year is nigh and that means it’s time for companies to fess up on the bad news to follow when financial reporting for FY15 begins in August. Yesterday’s GDP news contained some good news and … Continue reading
The market has been worried about slowing rates of growth in Macau due to the clampdown corruption from the Chinese government. But the Australian casinos meanwhile have simply been getting on with things. Crown had become oversold in recent months … Continue reading
Explosives expert Orica has decided that a demerger of its chemicals business is a good idea. Having tried this trick once before with DuluxGroup in 2010, the strategy is to allow the chemicals group to stand and grow on its … Continue reading
Western Australia Environment Minister Albert Jacob has given Buru Energy and other shale gas explorers the ‘thumbs up’ to get on with hydraulic fracturing of shale gas formations in the state’s Canning Basin and beyond. Buru itself has about 100,000 … Continue reading
On last night’s Your Money Your Call, Kim Slater discusses whether we are looking at a potential recession in the economy given that economic growth is negative outside of mining exports. Is the market concerned about this? What investment strategy … Continue reading
This week on YMYC Kim Slater discusses the drop in consumer confidence, the positioning of the share market and whether the upcoming election will change the sentiment of investors.
On last night’s Your Money Your Call, Kim Slater discusses the growth of yield stocks, and the cost cutting strategies being employed by the banks.
On last night’s Your Money Your Call, Kim Slater discusses perspective and context. The demonstration of Chinese exports for April (up 14%) vs last week’s PMI figures and resource stocks – the gap between the share price and valuation.
On last night’s YMYC, hosted by Kim Slater of Kimber Capital, the panel discusses the current yield story focusing on investment strategies relating to capital risk vs yield.