October 2020
ASX gains; Six day winning streak as banks bounce; Link soars
The Australian sharemarket notched up a sixth straight days of gains as banks rallied off their session lows. Carlyle and Pacific Equity Partners offered $5.20 a share for Link. Aware Super raised its bid for OptiComm to $6.50 a share. Bravura bought UK-based Delta for $41.5 million.
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- Robert Guy, Vesna Poljak and William McInnes
August 2020
ASX sinks 0.7pc; Telstra falls 8pc; AGL's worst day since 2007
The ASX ends down 0.7 per cent as Telstra has biggest decline since March after cutting return target. AMP shares rallied 10.9 per cent on $544 million capital returns. AGL suffers biggest fall since October 2007 after dividends were cut.
- Robert Guy, Vesna Poljak, Sarah Turner, William McInnes, Luke Housego and Tom Richardson
April 2020
- Opinion
- Chanticleer
A SHARP way to help directors save distressed firms
Giving directors the protection from insolvent trading they need to rescue struggling companies will help the broader economy through the COVID-19 fallout.
- James Thomson
March 2020
Lender bails as Speedcast reveals new money wishes
There's more movement in troubled satellite owner Speedcast's debt stack.
- Sarah Thompson, Anthony Macdonald and Tim Boyd
Speedcast caught in state of distress
There's plenty of smoke and mirrors in the world of distressed debt - and Speedcast now finds itself right in the middle of it.
- Sarah Thompson, Anthony Macdonald and Tim Boyd
Distressed debt player finds chink in Speedcast armour
The distressed debt vultures have been circling at ASX-listed satellite owner Speedcast, and the first strike has been made.
- Sarah Thompson, Anthony Macdonald and Tim Boyd
February 2020
Debt ridden Speedcast drafts in Canaccord for help
Embattled satellite owner Speedcast has tapped an advisor to help claw its way out of its fiscal black hole.
- Sarah Thompson, Anthony Macdonald and Tim Boyd
August 2019
Speedcast boardroom all at Portsea
There's a thorn in Speedcast International's side. And it's one with a bigger interest in the company than anyone else.
- Sarah Thompson and Anthony Macdonald
Fundies prepare to give Speedcast both barrells
Just when small cap fund managers thought satellite owner Speedcast couldn't disappoint any more.
- Sarah Thompson and Anthony Macdonald
- Analysis
- Investing
What we learnt: Battle of the Big Shorts
It was a day of confrontation between doubters and believers in four of the most shorted stocks on the ASX.
- James Thomson
July 2019
$340 million wiped off Speedcast
Problems from multiple business divisions have caused Speedcast to downgrade its earnings estimates.
- Tim Boyd
May 2019
Financial types kicking around downcast Speedcast
Telco assets are the new battle ground for cashed up private equity-style infrastructure investorst.
- Sarah Thompson and Anthony Macdonald
Swap and go: 15pc of Speedcast crossed
The biggest trade of the day on Tuesday falls to $900 million satellites company small cap Speedcast International.
- Sarah Thompson and Anthony Macdonald
August 2018
Speedcast sell-off a rare Sohn upset for Greencape
Until Tuesday, Greencape Asset Management's Matthew Ryland probably figured he had another success on his hands.
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- Myriam Robin
How to pick winning stocks this earnings season - avoid black holes, find stars
An unrefined broad-brush strategy means there is the potential to miss significant gains that often come from finding a gem amongs the rocks.
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- Elio D'Amato
March 2018
Macquarie trades TA Associates out of Speedcast
Private equity firm TA Associates is selling its $170 million stake in satellite owner Speedcast International.
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- Sarah Thompson, Anthony Macdonald and Joyce Moullakis
November 2017
Future Fund warns rapid technological change will hit returns
Some of the market's top thinkers claim that the accelerated pace of technological disruption is being underestimated by investors
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- Jonathan Shapiro and Jemima Whyte
September 2017
Being informed beats being early says Greencape's Matt Ryland
Greencape Capital's Matt Ryland says their edge comes from limiting their fund size and not limiting their travel budget.
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- Jonathan Shapiro
November 2016
Credit Suisse, UBS seek bids for Speedcast shortfall
Brokers Credit Suisse and UBS are in the market with 8.8 million Speedcast shares on Wednesday afternoon.
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- Edited by Sarah Thompson, Anthony Macdonald and Joyce Moullakis
Credit Suisse, UBS kick off Speedcast shortfall bookbuild
Brokers Credit Suisse and UBS are seeking bids for 27 million new Speedcast International shares, which were left over from the company's rights issue.
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- Edited by Sarah Thompson, Anthony Macdonald and Joyce Moullakis