David's Desk 03_07_09

David discusses the current market moves and the importance of portfolio construction.

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Morning Report: 3rd July 2009

• Stocks slumped overnight, ending the shortened week in the US sharply lower following weaker than expected jobs data.

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David's Desk 02_07_09

Today David discusses Mike Hawkins latest “The View from the Outer”, our weekly publication available here

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The View from the Outer: Resilience - From asset to liability?

• The July edition of The Financial Engineer was released yesterday.

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The Financial Engineer: July 2009

The Financial Engineer is a monthly publication which details our outlook for the Australian market, our current thoughts on portfolio design and stock-specific opportunities.

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TOX - Gorgantuan

TOX is all but certain to provide waste management services during the 3-5 year construction phase of the Gorgon Project’s gas processing facility on Barrow Island.

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David's Desk

David talks about the start of a new financial year touching on what he believes to be its themes and issues.

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Mirabela Nickel, initiating coverage report

With production scheduled to commence from Mirabela’s flagship Santa Rita nickel project in Brazil late this year, strong forecast production growth, and costs well below sector averages, Mirabela looks set to challenge Western Areas as the pre-eminent pure nickel producer listed in Australia.

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PanAust upgrade of recommendation to positive (previously neutral)

With a considerably strengthened balance sheet, signs that recoveries of transitional material are set to improve, mill restarted ahead of scheduled and a supportive cornerstone investor, we feel that PanAust is positioned for a period of outperformance.

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Inaugural Podcast from David's Desk

The first podcast from “David’s Desk”, discussing a range of issues surrounding investment insights and observations.

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Coca-Cola Amatil

Paul Ryan, Senior Research Analyst, discusses Evans and Partners recent positive recommendation on Coca-Cola Amatil –CCL.

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