August 2017
Printer IVE Group heads into escrow expiry with disclosure confusion
Small cap IVE Group appears to have added at least $20 million of consideration in its previous results related to the cost of acquisitions.
- Updated
- Vesna Poljak
November 2016
ACCC kicks off PMP/IPMG merger review
The competition regulator has called for printing and marketing industry participants to weigh into the proposed PMP/IPMG printing tie-up, asking for industry submissions by Novermber 18.
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- Edited by Sarah Thompson, Anthony Macdonald and Joyce Moullakis
October 2016
Gresham, Allier Capital print PMP/IPMG tie-up
Gresham Partners and boutique Allier Capital have helped stitch up a printing merger, involving ASX-listed PMP.
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- Edited by Sarah Thompson, Anthony Macdonald and Joyce Moullakis
July 2016
Lanyon's David Prescott and the lonely pursuit of the deep value investor
Buying unloved stocks and holding cash doesn't win you friends but it's a winning strategy says Lanyon's David Prescott.
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- Jonathan Shapiro
July 2015
Nigel Littlewood on investment lessons from his mum and Rene Rivkin
Nigel Littlewood applies two important lessons from his mother and Rene Rivkin to his small-cap stockpicking.
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- Philip Baker
Meet the top fund manager who holds more than 50 per cent in cash
Erik Metanomski is possibly the hardest investor in the world to impress. With more than half of his fund in cash, he explains the importance of truly defensive investments. Since co-founding deep-value investment firm Lanyon Asset Management with co-portfolio manager David Prescott in 2009, the pair have set a new benchmark for how to invest by not investing.
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- Matthew Smith
June 2015
- Comment
- Shares
Flight Centre, Invocare, ASX Ltd: Australian stocks with Warren Buffett appeal
The Oracle of Omaha may struggle to find value in big Australian stocks, but if he returns to his roots, he'll find plenty of 'cigar butts'.
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- Jonathan Shapiro
August 2014
Results Wrap | Reporting season blog
Live blog | Welcome to the Financial Review reporting season blog. Companies that are due to report today include: ■ Qantas ■ Adelaide Brighton ■ iSelect ■ Nine Entertainment.
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June 2014
Pack hunting on Safari Down Under
It seems that fund managers Simon Marais and Rob Osborn have more in common than their country of birth. The two South Africans run Allan Gray and Lazard Asset Management respectively.
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May 2014
FIIG says investors want 10 year corporate debt
FIIG Securities has originated its first rated corporate bond, illustrating growing demand from the broker’s private clients for corporate debt as efforts to facilitate a deeper local corporate bond market gather pace.
- James Eyers
March 2014
Healthier PMP looks ahead to rationalisation
A much improved performance by the long underperforming PMP prompted Bell Potter to increase the company’s 12 month price target from 60 cents to 68 cents, representing a premium of about 50 per cent to its recent trading range.
- Trevor Hoey
February 2014
PMP profit return buoys analysts
A much improved performance by the long underperforming PMP could buoy investor confidence in the catalogue printing and distribution group.
- Trevor Hoey
August 2012
PMP to sell key assets
Printing company, PMP Limited announced on Monday that it was putting four key assets on the block.
- Updated
- Jake Mitchell
PMP delivers net loss of $25.4 million
Printing and distribution company PMP has reported a net loss after tax of $25.4 million for the 2012 financial year.
- Ben Holgate
July 2012
PMP questions TMA Group’s funding
Printer PMP Ltd has turned away suitor TMA Group of Companies until it can provide more details on how it will finance its 68¢ to 78¢ a share takeover offer.
- Sarah Thompson | Anthony Macdonald
June 2012
Kingmaker cleans up at Spotless
As the new kingmaker of the Australian sharemarket, Simon Marais of funds management group Allan Gray will be even more closely watched by boards of directors and investment bankers.
- Updated
- Tony Boyd
May 2012
The PMP priming of that TMA tilt
PMP Limited’s takeover offer caught everyone by surprise, as did Street Talk’s revelation that former market dog TMA Group of Companies was behind the $253 million offer.
- Opinion
- Opinion
PE-backed Qld firm behind PMP offer
it is believed a family-owned, Brisbane-based company is behind a conditional, non-binding indicative takeover offer for commercial printing and distribution services provider PMP in the range of 68¢ to 78¢ a share.
- Sarah Thompson and Anthony Macdonald
Gresham tipped to defend PMP
PMP chairman Ian Fraser is taking his sweet time choosing an investment bank to defend the printing and publishing company against last week’s $253 million takeover offer, but the smart money is on Gresham Advisory.
April 2012
PMP keeps its $253m suitor secret
When PMP chairman Ian Fraser received a $253 million takeover offer on Thursday night, it was with a familiar feeling. It is his 11th takeover stoush, and he insists he will not be rushed into a quick decision.
- Sarah Thompson and Anthony Macdonald