by Andrew Baber | Nov 20, 2023 | Hatchings
Hatchings NOVEMBER 2023 – ISSUE 18 Injuring Workers Hurts Share Prices AUTHOR: Platypus Asset Management Paul O’Neill became the CEO of Alcoa Inc. in 1987. He remained CEO of Alcoa for the next 12 years, retiring in 1999. Paul O’Neill’s tenure at Alcoa is the...
by Andrew Baber | Nov 20, 2023 | Hatchings
Hatchings SEPTEMBER 2023 – ISSUE 17 The August 2023 Reporting Seasons Increasing Interest Rates Bite, the Consumer Trades Down and High Costs for Resource Companies Leads to Lower Free Cash Flow. Author: Platypus Over the last 6 months guidance for the ASX 300...
by Andrew Baber | Apr 15, 2023 | Hatchings
Hatchings APRIL 2023 – ISSUE 14 The Lopsided Trading Smile How Investment Product Unit Pricing Distorts Daily Trading Volume For many years, no self-respecting financial markets participant would take a call when the market opened. For the Australian Securities...
by Andrew Baber | Mar 9, 2023 | Hatchings
Hatchings MARCH 2023 – ISSUE 13 Good assets get better, and turnarounds are hard. AUTHOR: Prasad Patkar The February 2023 interim reporting season was tough for many companies listed on the Australian Securities Exchange, highlighted by elevated costs offset...
by Andrew Baber | Feb 7, 2023 | Hatchings
Hatchings FEBRUARY 2023 – ISSUE 12 The Energy Market The Unintended Consequences of Government Intervention How should investors assessmarket intervention by governments? It’s a perennial challenge as governments strive for a balance between the growth and...
by Andrew Baber | Jan 10, 2023 | Hatchings
Hatchings JANUARY 2023 – ISSUE 11 2023 What to Predict? AUTHORS: Hugh Donaldson and Jared Grylls “Prediction is very difficult, especially if it is about the future“ Niels Bohr – Danish Nobel Laureate in Physics and father of the atomic model. “There are two...
