Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
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Global E&Ps: Energy Weekly Vol. 23
Oil PriceCrude oil prices broke their 7-week old losing streak, ending the week up c.4% with WTI at USD 68.55/bbl and Brent at USD 75.6/bbl. The...
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Upstream Oil & Gas M&A Surges As Mixed 2Q18 Results Keep E&Ps Undervalued
A wave of summer M&A. After three months of subdued M&A in the oil and gas upstream industry, over $30bn of deals have been announced...
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Santos Ltd (STO AU): Quadrant Energy Acquisition Implies USD 10/Boe 2P
Closely following Quadrant's recent significant exploration success at the Dorado well (see our report Global E&Ps: Energy Weekly Vol. 22 for...
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Sino Gas' Scheme on Track. IE Concludes Offer Is Fair
The Scheme Booklet for Lone Star's proposed acquisition of Sino Gas & Energy Holdings (SEH AU) has been registered with ASIC. Key points from...
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