Today
- Opinion
- Chanticleer
BHP’s nickel blunder a timely reminder for Australia
BHP wanted to profit from the EV boom by selling nickel to battery makers. It hasn’t worked, yet.
- Opinion
- Chanticleer
The Good Guys debacle reveals inflation’s unexpected consequence
When inflation peaked at 7.8 per cent 18 months ago, no one could’ve predicted how it would affect some of our big brands.
Yesterday
Spilt milk everywhere as Incitec pivots, again
We have another “deal yourself in, deal yourself out” situation. And it isn’t pretty.
- Opinion
- Chanticleer
How a global giant plans to get bang for its buck at CSR
One of the ASX’s oldest companies, CSR, went out with a bang; now the games start over. This is how Saint-Gobain plans to make it in Australia.
Wall Street’s big run has investors trying to pick the top
The No.1 question is: when will the remarkable run come to an end? Another nine days of gains (out of the past 10) only makes it more fascinating.
- Opinion
- Chanticleer
Steve McCann takes his biggest punt with embattled casino giant Star
As far as turnarounds go, this is bigger than Boral, Bapcor and Seven West Media combined. “I had room for one more,” he says when asked why he took the job.
- Exclusive
- Casinos
Gaming no longer ‘glorious part of the business’: Star boss
Steve McCann says the company’s casino business might never return to the boom times and its future is likely to lie in its restaurants and hotels.
This Month
Private credit pioneer meets Goldman Sachs money man
Under-the-radar private credit boutique Alceon snaffles a big name former Goldman Sachs banker to be its CEO. It’s a very 2024 story.
South Africa open to deals – it’s all in the approach
South Africa’s government will do deals, like the ones BHP would need to acquire Anglo American, but they need to be done discreetly.
- Opinion
- Chanticleer
How to play higher interest rates for longer in equities
Our super funds made two things clear: rates are likely to be higher for longer and equities are back in fashion. We ask some stock pickers to name their calls.
- Opinion
- Chanticleer
Industry super has overcome its last frontier – retirees
Some of the biggest retail names – from AMP to MLC – have posted better returns than industry fund bigwigs this week. But they are coming from behind.
- Opinion
- Chanticleer
This super fund is cashing in on climate risk
Insurers love telling us how hard and expensive it is to get reinsurance, so it is good to see an Australian super fund - MLC super - making money from it.
- Opinion
- Chanticleer
ACCC uses land grab to put new property prices under microscope
Two big property groups trying to trade 12 would-be housing estates have caught the regulator’s eye.
- Opinion
- Chanticleer
To back Vik Bansal, you have to buy into the Seven dream
Boral’s gone from the ASX, but not forgotten. It’s tucked up inside Seven Group’s portfolio and still one of Australia’s turnaround stories to watch.
- Opinion
- Chanticleer
Santos cage rattling makes value impossible to ignore
Gas deals are getting extra scrutiny, even those that have nothing to do with keeping the lights on for Australians.
- Opinion
- Chanticleer
New Hope makes it two convertibles in two days
It’s good to see the miners creative with their funding structures.
- Opinion
- Chanticleer
‘If it was normal, I wouldn’t be in a job’: inside AustralianSuper’s year
CIO Mark Delaney realised he was too bearish and had to make an important call over Christmas. By April, it was reversed. Nvidia was at the heart of it.
- Updated
- Opinion
- Chanticleer
Passive funds changed markets, but Grantham’s GMO says golden rule hasn’t
Active funds managers are worried about the weight of money heading into passive funds. And they should be.
- Opinion
- Chanticleer
Bye-bye, banks: Liontown’s wild ride reveals critical minerals truths
The harsh reality of where the ASX’s two biggest sectors – banking and mining – cross over has played out before our eyes.
- Opinion
- Chanticleer
The underestimated bank boss with the strategic handball
Bendigo and Adelaide Bank’s Marnie Baker was underestimated on arrival. She leaves well regarded, albeit having failed to answer the big structural question over her bank.