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Summary of presentations from the Sydney Investment Management Conference

The recent Future of Investment Management Conference, held on 12 July 2023, brought together industry experts to discuss Australia’s economic outlook, portfolio construction challenges, risk management techniques, and the role of technology in investment. The conference covered a range of topics, including the impact of inflation, geopolitical shifts, portfolio diversification strategies, operational risk management, model […]

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Stocks of the Hour: Alliance Aviation, Vulcan Energy Resources, Cirrus Networks

Alliance Aviation (ASX:AQZ) has upgraded profit guidance due to increased flying activity. Estimated full-year profit before tax is now expected to be $56.9m, surpassing previous guidance. The company also confirmed it has renewed its contract with Incitec Pivot for a further 5 years and has acquired 4 additional Embraer E190 airframes to address capacity shortfall

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European Commission approves Broadcom’s US$61 billion bid for VMware with conditions

The European Commission has officially granted its approval for Broadcom’s ambitious US$61 billion acquisition of virtualisation software giant VMware, albeit with certain stipulations regarding access and interoperability. When the colossal deal was first announced in May of last year, it was anticipated that regulatory scrutiny would be inevitable. In December, Europe unveiled plans for an

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Golden showdown: St Barbara’s cash pile attracts predators in the resources sector

St Barbara (ASX:SBM) looks like a very attractive cash pile that could be snapped up by any one of a handful of predators in the WA resources sector in the wake of the reshuffle of its Leonora gold mining assets with Genesis Minerals. A combination of the cash and debt repayment from the Genesis deal,

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The critical minerals race

The International Energy Agency (IEA) has released a report shedding light on the availability of critical minerals needed to support the global energy transition. Here are the key takeaways: Promising Project Pipeline: The IEA’s report presents a more optimistic outlook on the potential supply of critical minerals. If all planned mining and processing projects come

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