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Treasure Chest: The Santos Equity Raising Debate

Dec 15 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Will Santos need to raise equity because of the drop in oil prices? Brokers argue the case.


Treasure Chest: Pending Index Changes

Dec 04 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. S&P will review the constituents of its ASX stock indices tomorrow.


Treasure Chest: Has Amcom Killed Off A Vocus Merger?

Nov 05 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Amcom has announced east coast fibre infrastructure deals which bring into question merger discussions with Vocus.


Treasure Chest: Senex Energy Takeover A Solution For Santos?

Oct 28 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Now that Senex Energy has swapped Queensland CSG assets with BG, Macquarie believes the company is a prime takeover target and Santos is the obvious suitor.


Treasure Chest: Confidence In Billabong’s Recovery Growing

Oct 06 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. It’s been 15 months since embattled retailer Billabong has attracted a Buy rating in the FNArena database, but JP Morgan sees signs of life.


Treasure Chest: Computershare’s Boat Soon To Come In

Sep 30 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. The expectation of interest rate normalisation over the next four years leads Merrills to upgrade to a market-leading target price for Computershare.


Treasure Chest: Rio Tinto Gaining Support

Sep 25 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Morgan Stanley has upgraded Rio to a Buy equivalent rating, joining the eight FNArena database brokers with similarly positive expectations.


Treasure Chest: Why Santos Is A Gas

Sep 09 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. JP Morgan argues Santos’ significant free cash flow growth makes the stock a stand-out amongst the big cap energy companies.


Treasure Chest: Origin And Evolution

Sep 04 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Forget about Origin Energy’s exposure to the domestic electricity market. Life’s a gas, says Morgan Stanley, as the broker lifts its target price 20%.


Treasure Chest: Capital Management Considerations For UGL

Aug 13 2014

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. UGL’s divestment of DTZ opens up capital management potential in Moelis’ view.



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