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Copper – the world needs more of it
30 November 2020 Times have been good the last eight months or so if you’re a copper producer. Back in late March, during the Corona Crash, copper got down to nearly US$2 a pound on Comex, one of the main futures markets for copper. Since then, the re-rating has been steady and as at late November…
November 30, 2020
Oil is making a comeback
27 November 2020 Not long ago we joked that Hollywood movie producers wanted to do a remake of the 1987 film Less than Zero, with the US oil benchmark West Texas Intermediate (WTI) replacing the Robert Downey Jr. character from the original film. What we were referring to was that historic day on Monday 20 April…
November 27, 2020
Weebit Nano: Firing on all cylinders
27 November 2020 Stocks Down Under subscribers will know that we have a soft spot for ASX-listed semiconductor companies. Many of them have developed technologies that we believe have great commercial potential and, importantly, most of them are still not well-understood by the Australian investment public. As a consequence, many of these stocks are still mispriced,…
November 27, 2020
The November Property Bear massacre
The November Property Bear Massacre
19 November 2020 The month of November has really sent the property bears running for cover as the S&P/ASX 200 A-REIT index rose around 12% and the month is not even over. This is compared to the roughly 8% decline the index has suffered so far during 2020. To make a quick comparison to our own…
November 19, 2020
Pfizer delivers the goods on a COVID-19 vaccine
10 November 2020 One of the reasons investors can be optimistic about 2021 is the speed with which the first of the Covid-19 vaccines delivered Phase 3 data. On Monday 9 November the American pharmaceutical major Pfizer (NYSE: PFE) announced the results of an interim analysis showing that the BNT162b2 vaccine was more than 90% effective…
November 10, 2020
Crown Resorts: From bad to worse
Crown Resorts: From bad to worse
9 November 2020 We rated Crown Resorts two stars back on 19 October 2020 for two main reasons: the NSW investigation and COVID-19 keeping Australia’s borders on lockdown. One of our biggest issues with the NSW investigation was that it seemed unlikely to be contained just to NSW with Victoria’s regulators seemingly chomping at the bit…
November 9, 2020
AMP Limited: Breaking up is the best thing to do
5 November 2020 When we rated AMP four stars back on 4 September 2020, we placed a fairly significant requirement that the company was sold, either in pieces or in a single sale. We stand by our analysis today and sincerely believe that AMP management has so thoroughly destroyed its brand that if the company is…
November 5, 2020
Bank of Queensland: On the road to recovery
27 October 2020 Since our four-star rating back in March, a lot has gone right for the Bank of Queensland (ASX: BOQ). Back then we felt the company had taken too much of a beating when it seemed things were starting to turn around and the FY20 results proved us right. While statutory profit declined 61%…
October 27, 2020
AfterPay’s brave new world
25 October 2020 Last week, AfterPay’s (ASX: APT) share reached our price target as it shot through the $100 barrier. The company announced a deal with WestPac (ASX: WBC) that outlined the collaboration between the two companies. Starting in the second quarter of 2021, AfterPay will be launching new financial products for its customers, including savings…
October 25, 2020

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