Special Report: Iron Ore and Steel – the world’s most important metal
Iron ore prices hit five-year highs in April 2019, surging on the back of shortfalls in the Brazilian
Analyst Research
Analyst Research
Croplogic Ltd (CLI) – Special Report
Croplogic (CLI) is a agtech company which assists farmers in improving crop yields by utilizing its proprietary crop
Meeting Notes
Medtronic Plc (MDT) – Meeting Notes
We recently had a one-on-one meeting with Mark Wilterding, Director of Investor Relations of Medtronic Plc (MDT). MDT
Meeting Notes
Cooper Energy Ltd (COE) – Meeting Notes
We recently had a one-on-one meeting with David Maxwell, Managing Director of Cooper Energy Ltd (COE). Cooper Energy
Analyst Research
AGL Energy Ltd (AGL) – NEUTRAL
We recently attended the AGL Energy (AGL) operational site visit at Loy Yang power station and adjacent coal
Meeting Notes
Goodman Group (GMG) – Meeting Notes
We recently had a one-on-one meeting with James Inwood, Group Head of Stakeholder Relations of Goodman Group (GMG).
Meeting Notes
Fluence Corporation Ltd (FLC) – Meeting Notes
We recently had a one-on-one meeting with Henry J. Charrabe, Managing Director and CEO of Fluence Corporation Ltd
Meeting Notes
Oil Search Ltd (OSH) – Meeting Notes
We recently had a one-on-one meeting with Oil Search Ltd (OSH). The meeting was used as a refresher
Meeting Notes
BHP Billiton Ltd (BHP) – Meeting Notes
We recently had a one-on-one meeting with Andrew Gunn, Senior Manager Investor Relations of BHP Billiton Ltd (BHP).
Analyst Research
Reach Research – Quarterly Update
Overarching view: In our last quarterly update in July we pulled back our exposure to Asia / Emerging