A Case for Privatising Aveo
Mulpha International (MIT MK) is trading at 0.21x P/B. It's 22.7% stake in Aveo Group (AOG AU) (itself trading at 0.6x P/B, a three and half year...
438 Views
MGX: "Cash Is King" – Not Always
Mr Market is pricing Mount Gibson Iron Ltd (MGX AU) for less than its net cash and liquid assets on its balance sheet, which implies that an...
203 Views
False Dawn: The Bulk Commodity Mining Rally Will Prove Short-Lived
Bulk commodity miners are overvalued. Shares of iron ore and met coal miners have rallied to levels notseen since 2014, when Chinese steel demand...
264 Views
Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
1.9k Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
422 Views