Podcast: Bank to the future – Steve Lapin, CFO of Zebit (Ep 32) By Chris Titley 27 November 2020, 5:00 PM Today’s bank to the future podcast is with Steve Lapin of ASX listed Zebit (ASX Code: ZBT). Zebit plays within the Buy Now Pay Later predominately in the US. Read more...
Podcast: Bank to the future – Charles Youakim, CEO of Sezzle (Ep 31) By Chris Titley 27 November 2020, 4:30 PM Today’s episode is with Charlie Youakim from Sezzle (ASX: SZL). Sezzle plays in the Buy Now Pay Later (BNPL) sector and Charlie goes into detail on how they are competing in what is quite a crowded market. Read more...
Technical Analysis: 26 November 2020 By Violeta Todorova 26 November 2020, 8:30 AM Orocobre (ORE), Nanosonics (NAN), Emeco Holdings (EHL), and New Hope Corporation (NHC). Read more...
Oil and Gas: Turn in oil market starting to materialise By Adrian Prendergast 26 November 2020, 12:00 AM An eventual Covid recovery, building supply response, and the prospect of a weakening US dollar have combined to leave us bullish on our oil & gas coverage. We have made short- and medium-term upgrades to our oil price forecasts. Read more...
Will oil break upwards? By Michael Knox 25 November 2020, 11:30 AM Michael Knox discusses how the falling US oil stock levels and a falling US dollar will help oil trade upwards over the next quarter. Read more...
Australia Strategy: Global leaders – COVID vaccine to fuel further upside By Tom Sartor 23 November 2020, 2:25 PM The dominant global technology and consumer franchises are leveraging COVID inspired structural shifts and continue to lead the market recovery. Read more...
Technical Analysis: 23 November 2020 By Violeta Todorova 23 November 2020, 8:00 AM Estia Health (ETE), SCA Property Group (SCP), FlexiGroup (FXL), Data#3 (DTL and ResMed Inc (RMD). Read more...
Technical Analysis: 20 November 2020 By Violeta Todorova 20 November 2020, 10:00 AM Orocobre (ORE), AGL Energy (AGL), APN Industria REIT (ADI), Charter Hall REIT (CQR) and GPT Group (GPT). Read more...
Podcast: Bank to the future – Robbie Cooke, CEO of Tyro (Ep 30) By Chris Titley 19 November 2020, 4:31 PM In Episode 30 I sit down with Robbie Cooke, Chief Executive Officer of Tyro (ASX:TYR). Read more...
ALS: Firmly on the recovery trajectory By Tom Sartor 19 November 2020, 3:45 PM 1H21 underlying financials met the market’s expectations helped by thorough disclosure through COVID. All indications suggest 1Q21 will mark the low-point in activity, with resilient margins and much stronger 2Q sample flows seen continuing into 2H21. We forecast earnings to recover back to pre-COVID levels during 1H22, contingent on avoiding further hard lockdowns in key geographies. Our blended valuation is based on our FY22 forecasts and adjus... Read more...