Month: May 2020
Macquarie Conference: a few big hitters rounded out the final day of the virtual conference today. Beach Petroleum (BPT) was the last of the energy names to talk, trumpeting their strong balance sheet and capex flexibility as well as the large portion of earnings that come from fixed price contracts or hedged production. We own Beach in […]
Macquarie Conference: Day 2 of 3 of the conference today with one of our holdings taking to the virtual lectern. Tomorrow has Caltex, Perpetual and Beach energy among the big names, but today presenter Bingo (BIN) initially traded higher before tracking lower through the afternoon. The company-maintained margins above 30% through the third quarter, on track to reach […]
Macquarie Conference: a new look Macquarie conference kicked off today as presenters moved online to reach investors. The virtual conference will continue through until Thursday with a broad range of companies presenting. Investor presentations like these are a chance for the executives to talk up activity, with most stocks that presented closing higher in the […]
James Hardie (JHX) +4.85%: shares in JHX were higher today with the company updating the market on business activities and guidance. They talked up their early response to the pandemic with strict social distancing guidelines and hygiene focus coming into effect ahead of the virus allowing many manufacturing sites to continue businesses as usual. The […]
Really bullish, there's more to go in the reflation rally
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