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  1. Australia’s duopolies are breaking down.

    For many years, almost decades, Australians have endured a business environment where two was good company and three was a crowd. That was very good for profits but not for consumers.   As Woolworths CEO Grant O’Brien starts to pack … Continue reading

  2. Media – Same old story, whole new ball game

    Streaming and subscription are the new media buzzwords. The old television networks are now fighting the same battle for survival that their print cousins have endured against the internet but the outcome looks bleak.   Nine’s earnings downgrade was dumped … Continue reading

  3. South32 breaks free

    The South32 iceberg is finally adrift in the southern latitudes, allowing the slimmed down BHP Billiton to concentrate its effort on its core commodities. A swarm of analysis has surfaced on South32 and unsurprisingly, given the huge corporate effort by … Continue reading

  4. Top Tips – SYD, IPH, HSO

    Macquarie’s annual conference this year hosted 70 companies and a gaggle of local and international fund managers scrounging for hidden gems. Here’s a couple of ideas that I took away from the event. Sydney Airport has always had monopolistic characteristics, … Continue reading

  5. TV tanties

    The ball-up for the next AFL and NRL free-to-air broadcast rights contracts hasn’t been bounced, but both teams at Channels Nine and Seven have shed some (debt) weight in preparation.   Nine’s sale of its events business (mainly Ticketek) and … Continue reading

  6. Build the network: they’re already coming.

    Telstra’s network is central to its business so the thinking around how it should be developed for a fast changing world of communications is critical. But the company has evolved from simply an engineering-driven process to one that is driven … Continue reading

  7. It’s M&A time for resource sector

    Shell’s US$70 billion deal to buy BG Group is a complex global deal, but the underlying logic of buying a business at a low point in the commodity cycle makes plenty of sense. The same logic could apply to many … Continue reading

  8. TPG Telecom – Two Lego Blocks

    I got it wrong. Writing on TPG a year ago, I wondered if acquiring iiNet was on TPG’s agenda but thought it wasn’t the right fit at the time. It also looked like the $1.5 billion price tag would have … Continue reading

  9. TV Networks – Nothing to see here

    The annual gong season of Oscars, Brit Awards and others have ended with Madonna falling off the stage and Michael Keaton jumping the gun with his winner’s acceptance speech. Nothing bizarre about all that really, but the self-aggrandisement of the … Continue reading

  10. Woodside Petroleum – Oi-l, Oi-l, Oi-l

    Looking for a yield stock with a pristine balance sheet, growth opportunities and cash flow coming out its ears? Welcome to oil and gas stock, Woodside Petroleum.   Whoever or whatever concocted the oil price plunge from above US$100 per … Continue reading