This week Marcus Padley and Henry Jennings are on the Couch together talking a few War Stories. Broking in the 80’s, Cuppa Soup, smoking, alcohol and no PCs. Research was only just starting and commissions were 1.65% and went up (!) for larger orders. We talk about the ’87 Crash and the best thing to…
A look at Gold Miner DGO Gold (DGO)- 15.8% shareholder of DEG This week Henry is On the Couch talking to Ed Eshuys and Bruce Parncutt (AO) from DGO Gold. Ed is the Executive Chairman and Director of Dacian Gold Limited and a Director of De Grey Mining Limited. In the early 1990s he led the teams that discovered the…
We are into the results season and these days, for equity investors, the results month is like being on a battlefield during an artillery barrage wearing fluoro orange. You never quite know when you’re going to get blown up. We are into the results season and these days, for equity investors, the results month is…
This week we catch up with Portfolio Manager Jun Bei Liu from Tribeca Investment Partners. Jun Bei is a familiar face on financial news media and a truly passionate investor. Jun Bei manages a $1bn long short fund with Tribeca and is a regular participant in prestigious conferences such as Sohn as well as appearances…
I was asked last week about getting exposure to space. Not an easy one to be exposed to and maybe there are better markets and companies out there but there are three on the ASX that sprang to mind. First up is the one that everyone got excited about Electro Optic Systems (ASX: EOS) In the…
The chart below shows the very close correlation between the iron ore price and the ASX 200 (ASX: XJO) resources sector. (Charts dated 11th February 2021) When you look at this chart you begin to realise that it really doesn’t matter what the broker analysts say, what the earnings forecasts are, what the return on…
From The Broking Desk How To Lose $5000 Instantly On the broking desk some years ago, it must have been a slow day, one of my colleagues asked the question, “What’s the best way to lose $5,000 in the stock market?” You might be interested in the many replies. Here are some of the more…
This excerpt is taken from Henry’s Take where Henry explores whether you should sell Polynovo (ASX: PNV) and buy Avita (ASX: AVH). In any market, you have to compare like with like. When you look at fruit, you hold the apple in your hand and compare it to all the other apples. No use trying…
Back in August, Henry was joined by not one but two guests, Bryce Leske and Alec Renehan, the podcast doyens from Equity Mates. Two great young guys starting out on their investment journey and sharing with the world. They have created a series of successful educational podcasts which interview industry experts on investing and all things…
