by Andrew Baber | Mar 10, 2024 | Hatchings
Hatchings MARCH 2024 – ISSUE 20 The H1 Reporting Season 2024 High Valuations – are no barrier to companies exhibiting strong earnings growth, share prices followed earning revisions higher. H1 2024 Reporting Season – Summary H1FY24 was a benign reporting...
by Andrew Baber | Jan 20, 2024 | Hatchings
Hatchings JANUARY 2024 – ISSUE 19 2024 – What to Predict? AUTHOR: Platypus Asset Management In January 2023 we published market forecasts for calendar year 2023. How accurate were the forecasts? Well not very and again we are reminded of the quote from...
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...
