ASX Announcements
Market Sensitive
2024 AGM Investor Presentation
Company Presentation, Chairman's Address to Shareholders
- Nov 11, 2024
- 25 pages
This Month
Antipodes’ Ross says short-term wealth hinges on US election
The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.
- Jonathan Shapiro
August
Pinnacle funds under management hits record $110b
The multi-affiliate investment manager recorded a 20 per cent jump in assets in 2023-24, with international clients accounting for the bulk of net inflows.
- Joanne Tran
July
End of an era as Antipodes Partners snaps up Maple-Brown Abbott
The investments house was established in 1984 and managed money for some of Sydney’s wealthiest families. The deal creates an $18 billion asset manager.
- Joshua Peach and Jonathan Shapiro
July 2023
Alibaba’s break-up turned this fundie more bullish
Antipodes’ John Stavliotis says the market environment is an opportunity to buy quality and resilient businesses in China.
- Joanne Tran
Ex-Antipodes fundie surfaces at PAC Capital
The appointment hails a shift in direction for the esports-centric firm to global equities.
- Sarah Thompson, Kanika Sood and Emma Rapaport
January 2023
Why global banks are better value than the ASX’s big four
Antipodes’ Jacob Mitchell shares why he’s bullish on European equities, the world’s cheapest decarbonisation play, and shorting over-earning, payroll software companies.
- Alex Gluyas
July 2022
Jacob Mitchell says these stocks will beat tech blue chips
The Antipodes founder has helped the fund manager amass more than $8 billion in assets under management since just 2015.
- Tom Richardson
February 2021
Unflappable: Vita Group’s Maxine Horne
At the news 90 per cent of its turnover will evaporate by June 2025, Vita was admirably sanguine.
- Joe Aston
August 2020
- Opinion
- Investing
Is the herd being led into growth purgatory?
Market cap concentration is at a 30-year high, and only 20 per cent of stocks are outperforming. These extremes have signalled a turning point in the past.
- Jacob Mitchell
November 2019
VGI commits to fully franked dividends to narrow global LIC's discount
The move to do something about its NTA discount follows a fraught couple of weeks for listed investment companies.
- Sarah Turner
Ellerston Global LIC to convert to a trust
Ashok Jacob's decision will allow investors to cash out of the fund at the underlying value of the assets.
- Sarah Turner and Jemima Whyte
May 2005
October 2004
Integrated takes APT into the fold
Integrated Tree Cropping, hoping to become a dominant forestry industry player, announced an off-market takeover of Australian Plantation Timber yesterday.
- Ben Power
August 2001
How APL was turned into firewood
Investors who were burned in the demise of Australian Plantation Timber Ltd can take some small revenge by closing their accounts with the Commonwealth Bank
- Trevor Sykes
September 2000
APT sprouts olive branch
Tree-farm investment manager, Australian Plantation Timber Ltd, is expected soon to announce plans to diversify into a major olive project in Western Australia, joining several of its listed rivals in expanding beyond the blue-gum products which to date have driven their strong sales and earning growth.
- Cathy Bolt
Blue gum growth fails to sway market
Australian Plantation Timber Ltd failed to shake off disenchantment with the blue gum investment management sector despite yesterday reporting a fourfold lift in net profit to $33.8 million and forecasting further strong growth.
- Cathy Bolt
May 2000
APT beats target by 15pc
Newly-listed timber investment manager Australian Plantation Timber Ltd is set to exceed its prospectus earnings forecast for this financial year by more than 15 per cent after meeting its sales targets early.
- Cathy Bolt