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Category Archives: Newsletter

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FMG – the sought after coin toss

Posted on by Kim Slater

Gullible young journalists often were sent on wild goose chases, to the mirth of the senior colleagues. Errands like go buy tomorrow’s newspaper today. An oldie but a goodie, as pranks go. Much of tomorrow’s news is created by the … Continue reading

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Telstra – Sell

Posted on by Kim Slater

Telstra shareholders could be forgiven for thinking they were channeling gonzo journalist Hunter S Thompson, after the recent profit announcement.  Hunter S said there was no way to explain the edge, because the only people who understood where it was … Continue reading

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Skyfii (SKF)

Posted on by Kim Slater

The death of retailing, like Mark Twain quipped when told of his printed obituary, has been greatly exaggerated. The face of retailing has been reshaped by online internet shopping. And globally shopping malls and retailers are using the same internet … Continue reading

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The new paradigm – Gold

Posted on by Kim Slater

The new paradigm – get used to hearing those words. The paradigm however, may not be “new”. Capital is backing an end to the current era of low interest rates and quantitative easing. And gold is the preferred investment alternative, … Continue reading

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Rio slipper drop

Posted on by Kim Slater

The two thunks hitting the floor last week were mining giant RIO dropping its slippers. And when the second drops, usually a third follows. Net result is the share price falls. Management dropped the ball big time. Things have gone … Continue reading

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New highs for Iron Ore

Posted on by Kim Slater

Rivers of gold, not quite, but almost. As global iron prices, however, keep setting new highs, the resounding but old fashioned kerching will resonate this August reporting season for shareholders of Australia’s seaborne iron ore producers. An embarrassment of riches … Continue reading

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EML Payments

Posted on by Kim Slater

Gimlet eyed readers of Kimber Capital’s blog will recall our previous investment thesis on payments company EML. The proposition paid off significantly this week when EML’s share price touched a high of $2.38 – a 58% return on our first … Continue reading

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Know when to hold ’em

Posted on by Kim Slater

Know when to hold ‘em and know when to fold ‘em poker players appreciate the frisson of an all-in $10 billion pot when it comes to the biggest game, Crown Casino, now in town.  Minimum game buy in has to … Continue reading

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Iron Ore – FMG

Posted on by Kim Slater

Iron Ore – all roads, presently lead to Rome. Long term price upgrade forecasts are thicker than flies on a billy goat’s bum. Supply side constraints continue with Vale’s dams and Pilbara production now impacted by cyclones. Chinese steel mills … Continue reading

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Seven West Media (SWM)

Posted on by Kim Slater

The more things change, the more things remain the same for ownership of Australian media assets.  Change epicenter, this time around, is Disney’s completed $71bn acquisition of Rupert Murdoch’s entertainment business, 21st Century Fox – a deal which unites franchises … Continue reading

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