Empire Energy Group - Positioning For "Future Normal"
Empire Energy Group Limited (ASX:EEG) is a junior oil and gas producer and explorer with onshore oil & gas shale assets. EEG holds the...
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Australia and New Zealand Candidates for Placement
Over the past two weeks, Australia and New Zealand have collectively seen over ten placements/entitlement offerings, of which we have covered...
543 Views
Oil Search Placement - Worth Exploring but I Wouldn't Pump Too Much into It
Oil Search Ltd (OSH AU) plans to raise around US$700m via an institutional placement and entitlement offer. The company will use the proceeds to...
438 Views
Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
359 Views