What we learnt from Regal, IGO, Lovisa and APA’s results
Regal is on the lookout for more managers, IGO does not want to air its dirty laundry, Lovisa blows shorts away and APA reminds us why gas is important.
On the big days of this month’s earnings season, The Australian Financial Review’s Chanticleer columnists James Thomson and Anthony Macdonald extract the gold from the key profit results.
JT: The global equity market rally that began at the end of October has already been good to investors in Regal Partners, pushing the alternative asset manager’s stock up 56 per cent. But the prospect of lower interest rates and better conditions for the small- and mid-cap stocks that Regal specialises in picking should give the company extra momentum coming into 2024.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
Anthony Macdonald is a Chanticleer columnist. He is a former Street Talk co-editor and has 10 years' experience as a business journalist and worked at PwC, auditing and advising financial services companies. Connect with Anthony on Twitter. Email Anthony at a.macdonald@afr.com
