The Iron Bridge magnetite project has strong economics, brokers acknowledge, but this depends heavily on Fortescue Metals obtaining a significant premium to benchmark pricing.
Incitec Pivot has provided further detail on the financial impact of the myriad problems impacting in FY19. These are mostly considered one-off issues and a better FY20 is expected.
Peter Switzer of the Switzer Super Report draws upon arguments against an inverted US yield curve implicitly ensuring a recession.
Charter Hall Retail will acquire Rockdale Plaza, providing an opportunity for both non-rental income and improved mix of stores.
Bletchley Park Capital highlights Adveritas, B2B provider of global protection from digital fraud.
While a buyback is pleasing and should underpin the stock in the short term, brokers suspect the closure of struggling Big W stores may not be enough to counter the headwinds facing Woolworths.
Michael Gable of Fairmont Equities noted BlueScope Steel has broken out of short term consolidation.
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Risks for EclipX remain elevated, brokers agree, but has the market reaction presented an opportunity?
Charter Hall Education Trust has acquired 13 early learning centres in various stages of development, providing an attractive growth path.
Craig Parker of Moat Capital suggest the bulls are doing their best for the ASX200 but conviction is faltering.
