Daily FNArena News

Weekly musings from your editor.

Peplin posted a loss of more than $10m for the December half but ABN Amro Morgans suggests investors should focus on the results of clinical trials when assessing the stock’s outlook.

Intersuisse believes the market is missing a great investment opportunity by ignoring Beach Petroleum for all the wrong reasons.

Australia has had three interest rate hikes in a year but consumer sentiment remains rosy – as long as you’re in the city.

Rumours of competing bids for Alcoa by BHP and Rio were a catalyst for another takeover-inspired rally on Wall Street overnight.

Merrill Lynch rates the stock as Sell but sees a higher zinc price in the short-term as likely to spark a bounce in the Zinifex share price.

Yes, the Alcoa rumours are back and this time The Times has a report with some interesting backgrounds and insights.

GoldMoney’s James Turk believes there is a good chance US$600/oz for gold will never be seen again.

Economists agree the RBA Statement on Monetary Policy implies no rate rise around the corner, but they won’t agree on what will happen after that.

Last week saw no deals concluded and thus no change to the spot uranium price but market experts believe prices are set to run up further, and soon.