FY21 will be a watershed year for Senex Energy and several brokers expect the stock to re-rate as gas production increases and LNG spot prices recover.
Brokers are increasingly confident network services provider Megaport has a bright future after the June quarter revealed significant growth in revenue and installed locations.
Wall Street is pricing in a -25 basis point Fed rate cut this month as a 100% chance. Brandywine Global ponders whether such a certainty may be misguided.
Peter Switzer of the Switzer Super Report expands his ETF horizon’s beyond the norm.
Western Areas is currently benefiting from a surge in the nickel price, although there are questions over whether the increase is sustainable in the short term.
What does the passing of the Modern Slavery Act mean for investors and how can investors contribute to positive change on labour rights and other human rights?
Brokers are modelling an expanded production outlook for Saracen Mineral Holdings but concede the stock is already trading ahead of valuations.
Michael Gable of Fairmont Equities suggests its not too late to buy into WiseTech Global.
Capital management will be the focus for brokers when South32 reports in August. The other catalyst, a sale of South Africa Energy Coal, is considered unlikely to be resolved at that stage.
A sharp downturn in June quarter production and revenue, while perhaps one-off, has caused brokers to question whether Woodside Petroleum’s timeline on growth projects is slipping.
