ASX Announcements
Application for quotation of securities - GMG
Appendix 2A (Application for Quotation of Securities)
Goodman Group completes Security Purchase Plan
Security Purchase Plan
Security Purchase Plan, Letter to Shareholders
Dispatch of 31 December 2024 distribution
Dividend - Other
Placement - Cleansing Notice under sections 708A and 1012DA
Cleansing Notice
Yesterday
Mum and dad investors saw right through Goodman Group
Existing shareholders of the ASX-giant were not enthused by its $400 million loyalty program.
February
JPMorgan, MS and RBC strong out of the gate with monster Goodman deal
The Goodman raising, the ASX’s sixth-largest ever and the bourse’s largest real estate deal, was done unsounded and with no wall crossings.
What we learnt: NAB’s plunge could be the start of the bank correction
Investors have been trying to figure out what would cause surging banks to come back to earth. We may have just found the catalyst.
Goodman Group’s monster raising dials data centres strategy up to 100
Investors and analysts have lapped up the company’s pivot into data centres, one of the hottest subsectors in the world, and now it is finally time to help fund it.
Book covered for Goodman Group’s monster $4b placement
JPMorgan, Morgan Stanley and RBC Capital markets underwrote the monster cash call.
Goodman flags $4b raising for data centres, warehouses
The industrial property giant’s focus is turning increasingly to data centres, which now represent 46 per cent of its $13 billion workbook.
Goodman Group raising $4 billion; three brokers on ticket
Greg Goodman earmarked the raising proceeds for development purposes.
January
Macquarie hopes for AirTrunk redux with $8b AI data centre bet
The asset management giant will invest in high-performance computing projects across the United States after striking a deal with Nasdaq-listed Applied Digital.
Citi upgrades shopping centre operator Scentre in recovering market
The investment bank has also flagged Goodman, National Storage, Ingenia, Stockland and GPT as stocks in for a better year.
Goodman, Scentre among REITs set to bounce higher in 2025
A lack of new supply is expected to put more pricing power in the hands of landlords, meaning stronger earnings growth in 2025, say global investment managers.
ASX closes higher as oil prices power energy rally; CBA lifts 1pc
Shares closed higher on Friday as energy stocks rallied for a second day, while gold miners also lifted the index. Commonwealth Bank closed 1 per cent higher.
December 2024
Australia’s 50 highest-paid CEOs in 2024 revealed
Macquarie Group’s Shemara Wikramanayake is Australia’s best-paid CEO for the fourth year in a row.
Greg Goodman turns his company into a data centre powerhouse
The billionaire’s push to meet the booming demand for data storage lands him a place on the 2024 The Australian Financial Review Business People of the Year list.
Humble starts, billion-dollar deals unite Business Person of the Year winners
Founders of Chemist Warehouse Jack Gance, Sam Gance and Mario Verrocchi, and AirTrunk’s Robin Khuda take the top prize for 2024.
Black Tuesday block fiasco has Citi staring down $50m loss
Snagging an order to sell $1.9 billion of Goodman shares should have been a coup. But the bungled deal has wiped the equities team’s entire annual fee revenue.
GDP misses forecasts; Chaos in South Korea; Forrest’s female fund
Read everything that’s happened in the news so far today.
Monster $1.9b Goodman Group block recut; Citi tipped to lose $35m
Fund manager sources said the belly flop came down to Citi’s ECM team trying to move nearly $2 billion worth of stock at a super-tight discount rather than a lack of demand for Goodman shares.
November 2024
Founder problems? Pull the other one. Founder stocks are flying
Look at the companies whose shares have hit all-time highs this week and what do you see?
ASX property stocks are the ‘quiet achievers’, says SG Hiscock
Portfolio manager Grant Berry says residential developer Peet has the most near-term upside and opportunity abounds in the smaller end of the property sector.
Goodman suffers first strike against pay despite 75pc return
The industrial powerhouse suffered a 34 per cent protest vote against its remuneration report despite reporting “truly outstanding” FY24 results.