Some juicy insights into the #lithium market; the upcoming $WEB split and stepping into retailers, are things looking up? FNArena In Brief: Lithium, Webjet Split, Retailers In Focus fnarena.com/index.php/2024…

RBC Capital on Arcadium $LTM: "ALTM held its inaugural strategy day. ALTM aims to deliver differential value via 1) profitable production growth; balancing growth against funding requirements, cash flow and debt. 2) Maximise the value of each lithium unit sold by leveraging its

RBC Capital on Regis Healthcare $REG: "REG has announced the acquisition of two aged care homes (+262 beds) and that it will start the development of three greenfield sites in FY25. "We believe these investments are proceeding because of the positive dynamics in the aged care

One of the popular 'playbooks' going around is 'Markets After A Fed Cut', which, by definition is too simplistic. There is no universal playbook, just like there is no universal Fed rate cutting. The key factor that will determine markets from here is whether economic recession

ANZ Bank: "We forecast an additional 150bp cuts this monetary easing cycle after the Fed cut rates by 50bp last week. "We maintain our view that the fed funds ceiling will fall to 3.5%." #bonds #equities #investing #XJO

#Green houses in the spotlight in the latest #ESG update FNArena ESG Focus: The Little Big Things – 18-09-2024 fnarena.com/index.php/2024…

RBC Capital on Healius $HLS: "HLS has obtained a high price for its Lumus Imaging business, which is likely to be towards the top end of our expected range. "The Lumus divestment will enable HLS to significantly de-lever, focus management's attention on improving the

VIDEO Interviewed by Paul Rickard Switzer bit.ly/4ec4rBS #investing @fnarena #stocks #XJO #equities

Join our experts as the delve into ten stocks picked by viewers... and of course the stock of the day to be announced once markets open. Live here from 12pm AEST: ausbiz.co/4gtuupw $DDR $APX $GTK $ACL $IDX $CNI $IPH $HLI $ORG $NHC #asx200 #ausbiz Rudi Filapek-Vandyck

Is #NuclearPower back in focus? To find out more check out the latest #U308 update from @fnarena with news on $PDN $LOT short sellers & more Uranium Week: Banks & Microsoft Go Nuclear fnarena.com/index.php/2024…

ANZ Bank on #China: "Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China (PBoC) will likely ease more, and ease more frequently. "The authorities rarely announce an easing package in combo

If you're wondering why #uranium stocks like $PDN are up another 7% today, then check out this week's #U308 update FNArena Uranium Week: Banks & Microsoft Go Nuclear fnarena.com/index.php/2024…

ANZ Bank: "The easing cycle now has broad participation, and further rate cuts are coming, but markets are over-pricing how much easing is likely to be delivered. "Confidence is likely to respond positively to even modest rate cuts. "Healthy balance sheets suggest

A small reminder that many of the #stocks that are in fashion today were selling off yesterday. No, I don't know what that means either, other than it's dangerous to draw too many conclusions from daily share price moves as an investor with a longer-term focus #investing #XJO

For all those times you don't see me shaking my head and mumbling 'that's not how PE ratios should be used', plenty of insights and guidelines for those who like to get it right bit.ly/3XYe29u #investing #equities #stocks #XJO Livewire Markets

Some interesting companies in this week's In Brief including the battle of the dragons at $ALL & $LNW; $CDA Codan making a positive acquisition and $MVS still offering value FNArena In Brief: Light & Wonder, Codan, Mitchell Services & More fnarena.com/index.php/2024…

VIDEO FNArena's Danielle Ecuyer interviewed CrossBorder Capital's Michael Howell bit.ly/3BubXt3 Financial markets are led by liquidity in an era of abundance FNArena #investing #gold #stocks #XJO #equities Danielle Ecuyer CrossBorder Capital

🍷 It’s THE LAST CALL 🍷 on ausbiz this afternoon. Special guest - former NRL player Robbie Farah ahead of footy finals Plus Tribeca’s Jun Bei Liu, Rudi Filapek-Vandyck , James Whelan , Natixis’s Lucas Goode and AMP’s My Bui Join us from 3.30 AEST Nadine Blayney Andrew Geoghegan #ausbiz