Oil and Gas: A plan to have a plan By Adrian Prendergast 22 September 2020, 9:25 AM We see the oil & gas sector as a Covid-exit trade that has so far been overlooked. Given market jitters around energy, we expect a broad sector re-rating to trail some other key Covid trades. This has left us favouring those oil & gas players with defendable (low risk) earnings platforms and healthy balance sheets. Read more...
Technical analysis: 21 September 2020 By Violeta Todorova 21 September 2020, 4:50 PM Woolworths (WOW), People Infrastructure (PPE), Icar Asia (ICQ), Orocobre (ORE) and Appen (APX). Read more...
Morgans Conversations: Nicholas Therkelsen, Co-Founder and CEO of Max Kelsen By Chris Titley 21 September 2020, 11:21 AM In this episode of Morgans Conversations we chat with Nicholas Therkelsen, Co-Founder and CEO of Max Kelsen. Read more...
Energy retailers: Don't worry the Feds are here to help By Max Vickerson 21 September 2020, 8:50 AM The government is looking to extend the heads of agreement with LNG producers designed to increase gas supply to the domestic market. Read more...
Technical analysis: 17 September 2020 By Violeta Todorova 17 September 2020, 10:22 AM TPG Telecom (TPG), Alliance Aviation Services (AQZ), Megaport (MP1), Home Consortium (HMC) and Breville Group (BRG). Read more...
Technical analysis: 14 September 2020 By Violeta Todorova 14 September 2020, 4:40 PM Karoon Energy (KAR), Red 5 (RED), Vocus Communications (VOC) and IPH Limited (IPH). Read more...
Morgans Conversations: Mark Englund, Founder and CEO of FiberSense By Chris Titley 14 September 2020, 12:00 AM In this episode of Morgans Conversations we chat with Mark Englund, Founder, and CEO of FiberSense. Read more...
Technical analysis: 11 September 2020 By Violeta Todorova 11 September 2020, 4:40 PM Adbri (ABC), The A2 Milk Company (A2M), Technology One (TNE) and IOOF Holdings (IFL). Read more...
Podcast: Bank to the future – Rebecca James, CEO of Humm (Flexigroup (ASX:FXL)) (Ep 21) By Chris Titley 10 September 2020, 5:58 PM In Episode 21 I sit down with Rebecca James, CEO of Humm (Flexigroup (ASX:FXL)). Read more...
Technical analysis: 10 September 2020 By Violeta Todorova 10 September 2020, 4:40 PM Medibank (MPL), Coles group (COL), Zip Co (Z1P), QUBE Holdings (QUB) and Kelly Partners (KPG). Read more...