This morning Betmakers (ASX: BET) bid for Tabcorp’s (ASX: TAH) wagering arm. It is part cash and part shares. It values the wagering business at $4bn. There is $1bn in cash and $3bn in BET shares. The number of shares that BET proposes to issue would be fixed at the time that any potential transaction…
Henry sat down with Geoff Lord and Kurt Hansen from Tesserent (ASX: TNT) this week and spent a terrific 30 minutes chatting all things cyber and how the TNT business is going. Geoff Lord needs no introduction, and he was a lovely down-to-earth guy and very generous with his time. Some may remember Geoff from UXC which he founded, built, and…
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Take a deep dive into whether cryptocurrencies should be considered an asset class worth having allocation for, find out how much cash and gold are currently held in the growth portfolio and engage in the debate over whether…
Get court-side access to what the Marcus Today team are talking about this week ‘On the Desk’. In this new podcast Tom, Ben and Chris unpack what’s got them excited, concerned or curious. If you have ever wondered what it is like on the other side of the newsletter, then this podcast is for you.…
This week’s On the Couch is with Betmakers (BET) COO Jake Henson. Given that we own BET in the MT Growth Portfolio, we thought it would be a good idea to catch up with all the trackside action and hear the story from the horses’ mouth. We talk about the opportunities ahead, BET’s recent Sportech…
My first car was paid for with the cash I earned cutting water cress in Whitwell for 10 hours a day, six days a week for ten weeks in the summer of 1979. I had to stand or kneel all day in water, bending up and down. Health and safety at work was a thing…
MAYDAY MAYDAY MAYDAY After a 27% rally in the ASX 200 since May 1st 2020 we are set up for a repeat of the old adage "Sell in May and Go Away". I have written about the “Sell in May and go away” concept every May and make the regular comment that the only reason this…
Welcome to another special episode of ‘On the Couch’ with Henry Jennings from Marcus Today. This week I am talking to Doug Morris, the CEO of Sharesight. Some members will be familiar with this portfolio tracking platform and Doug runs through some of its features. We talk, Bitcoin, NFTs and the rise of fintechs and…
Welcome to another special episode of ‘On the Couch’ with Henry Jennings from Marcus Today. This week we are joined on the couch by John Forwood, the CIO from Lowell Resource Funds Management (LRT). John is a qualified lawyer and geologist experienced in the resources sector. He has 17 years of resources financing experience with…
