Month: August 2020
Beach Energy (BPT) +7.12% A strong FY20 result from BPT today with our medium-term thesis for owning intact. We’ve got a new energy analyst at Shaw (Michael Clark) and today BPT beat his expectations reporting underlying NPAT of $461m v his expectations for $442m. Operating cash flow of $874m is down 15% on FY19 due […]
Commonwealth Bank (CBA) -0.48% Released FY20 results this morning and I said on the recording yesterday (click here) that it was a good result and it was with CBA showing why it’s the No 1 bank in Australia. Reading through initial analyst commentary some are suggesting that cash profit was a decent miss ~7%, however […]
Magellan (MFG) +2.8% Full year results came in ahead of expectations with Adj. NPAT of $438.3m beating analyst expectations by 2% and 5% above last year’s result. The beat came despite a drop in performance fees for the group, being driven by management fees outpacing expense growth. This comes despite Magellan pushing on with bonus […]
Really bullish, there's more to go in the reflation rally
Please enter your login details
Forgot password? Request a One Time Password or reset your password
One Time Password
Check your email for an email from [email protected]
Subject: Your OTP for Account Access
This email will have a code you can use as your One Time Password for instant access
To reset your password, enter your email address
A link to create a new password will be sent to the email address you have registered to your account.
Enter and confirm your new password
Congratulations your password has been reset
Sorry, but your key is expired.
Sorry, but your key is invalid.
Something go wrong.
Only available to Market Matters members
Hi, this is only available to members. Join today and access the latest views on the latest developments from a professional money manager.
Smart Phone App
Our Smart Phone App will give you access to much of our content and notifications. Download for free today.
