Yesterday
Inghams director warns: Guzman y Gomez store will attract ‘riff-raff’
Behind the minor fracas is a bigger question about whether the country’s biggest poultry producer can continue to squeeze big profits from fast food chains.
- Jemima Whyte
This Month
- Analysis
- Droneshield Limited
DroneShield: a capital markets plaything or the real deal?
Even as sceptics question its valuation, the drone detection and jamming group has a near $1 billion market capitalisation.
- Jemima Whyte
July
- Analysis
- Iluka Resources
Why M&A arb funds are sitting out ‘the trade of the year’
Sierra Rutile has caught the eye of London’s ‘most daring emerging markets fund’, a Sierra Leone mining contractor and a global commodities trader in a three-way bidding war.
- Jemima Whyte
A letter and PowerPoint about News Corp made this activist fund $120m
A failed bid to merge with Fox Corporation pointed out the inherent value in a couple of News Corp’s assets. One investor cashed in on the rise.
- Sam Buckingham-Jones
Liontown lithium supply test of faith for Tesla after BHP nickel halt
Nickel and lithium have had a rocky ride over the past 18 months. But the outlook cannot be wider for the biggest local players in each commodity.
- Brad Thompson
- Analysis
- NBN
Competition for broadband intensifies as consumers crack down on bills
Small telcos such as Superloop and Aussie Broadband have been stealing internet customers from Telstra, TPG Telecom and Optus as consumers shop around.
- Jenny Wiggins
Solomon Lew’s surprise role model? Vegas mogul Sheldon Adelson
Like the colourful businessman, the billionaire rag trader won’t stop building his empire. And Myer, with a new chief, is finally playing ball.
- Updated
- Jemima Whyte
June
- Analysis
- Iluka Resources
Deterra’s big-ticket bet on lithium royalties faces tough reception
After years of being criticised for high costs and inaction, Iluka-backed Deterra Royalties has bid for Trident Royalties and is facing a backlash, again.
- Jemima Whyte
PEXA drags feet on breaking up its own monopoly, pleasing investors
While shareholders are hopeful of overseas riches, the property settlement platform is facing the threat of its stranglehold on e-conveyancing being broken.
- Jemima Whyte
- Analysis
- Lifestyle Communities Limited
Only way to lose on Aussie property? Top short defies doubters
Lifestyle Communities, one of the market’s most shorted stocks, was a key hedge fund bet at the Hong Kong Sohn conference.
- Jemima Whyte
May
Why Harvey Norman, JB Hi-Fi could be AI winners
Microsoft is making big bets on faster, more sophisticated computers. Harvey Norman, JB Hi-Fi and Officeworks could be unexpected beneficiaries.
- Jemima Whyte
- Analysis
- Southern Cross Media
ARN Media’s M&A record holds out for elusive win
After seven months, the dream of an ARN-Southern Cross combination fell apart. But if history is any guide, M&A has been a source of unease for ARN investors.
- Jemima Whyte
Brookfield’s Healthscope debt trap is a mess for everyone involved
The investment giant is bringing its punchy approach to restructuring – and tactics more often found in the US – to Australia as it works on the hospital group.
- Jemima Whyte
- Analysis
- Analysis
Time for Rio Tinto dual-listing rethink with Anglo American in play
Trading the spread between the value of Rio Tinto’s dual-listed London and Australian shares is usually the province of specialist arbitrage funds. But BHP’s tilt at Anglo American has it back in focus.
- Jemima Whyte
April
BHP has UBS, Barclays in corner as it eyes mega Anglo American deal
Sources close to discussions said negotiations were at an early stage and other miners were interested in the London-based producer of platinum and copper.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Another casino operator is in trouble. Nobody is talking about it
Star Entertainment has been tearing itself apart. But SkyCity is also in a world of pain, with lenders sceptical, money tight and management in disarray.
- Zoe Samios
- Analysis
- Lendlease
Why this time might be different for serial underperformer Lendlease
A demerger is often the go-to solution for companies weighed down with an underperforming division. But it might not stack up for under-pressure Lendlease.
- Jemima Whyte
- Analysis
- Macquarie Group
What is Macquarie’s secretive green investment arm even worth?
Valuations of renewable assets are volatile, and exits remain hard. At least one investor thinks the banking giant should get itself out of the business.
- Jemima Whyte
March
- Analysis
- G8 Education
G8 tries to escape childcare’s returns quagmire
The biggest listed player in childcare posted better profit results. But after years in the shareholder doldrums, many hurdles to consistent profit loom.
- Liam Walsh
Customers may hate supermarket anti-theft tech, but investors don’t
Coles share price rise is partly due to its ability to take advantage of tech like artificial intelligence to stop thieves and appeal to more shoppers.
- Paul Smith
