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Opinion

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  • Woodside Petroleum (WPL) – Testing investor patience…
    • Opinion

    What the SportsBet-BetEasy merger means for TabCorp and punters
    Public
  • Woodside Petroleum (WPL) – Testing investor patience…
    • Opinion

    The New Criterion: will the listed sanitiser stocks clean up – or clean out – investors?
    Public
  • Woodside Petroleum (WPL) – Testing investor patience…
    • Opinion

    Is this the most hated company on the ASX?
    Public
  • Woodside Petroleum (WPL) – Testing investor patience…
    • Opinion

    Do you really own your shares?
    Public
  • Woodside Petroleum (WPL) – Testing investor patience…
    Is this the most hated company on the ASX?
    • Review
    • August 16, 2019
  • Quick Update: Who bought the dip? Iron ore update + more
    • Review
    • August 14, 2024
  • The dark side to becoming a ‘Sophisticated’ Investor
    • Review
    • May 27, 2020
  • Whats causing Aussie gold stocks to flourish?
    • Review
    • August 21, 2019
  • What the incredible monetary actions mean for equity markets
    • Review
    • May 6, 2020

Latest Articles

  • Quick Update: Who bought the dip?  Iron ore update + more
    Quick Update: Who bought the dip? Iron ore update + more
    • Opinion

  • What if we are NOT in a new “commodities supercycle”?
    What if we are NOT in a new “commodities supercycle”?
    • Opinion

  • How the Chevron Doctrine decision could shake the environment and investors
    How the Chevron Doctrine decision could shake the environment and investors
    • Opinion

  • Monthly Wrap: US attempting to quell China’s control on semiconductors and AI
    Monthly Wrap: US attempting to quell China’s control on semiconductors and AI
    • Opinion

  • Why a tsunami of liquidity might be on its way
    Why a tsunami of liquidity might be on its way
    • Opinion

  • Woodside Petroleum (WPL) – Testing investor patience…
    • Opinion

    Woodside Petroleum (WPL) – Testing investor patience…

    A client recently asked about WPL and given it is a well owned stock, we thought our notes below may be worth sending around. Recently, there has been a disconnect between WPL’s share price and broader oil markets (chart below – WPL vs Brent Oil US$/bbl), which is frustrating some investors given it is in portfolios

    Read More
    Public
  • The New Criterion: One of Australia’s oldest listed companies follows a super new path
    • Opinion

    The New Criterion: One of Australia’s oldest listed companies follows a super new path

    The walls of the Melbourne headquarters of Equity Trustees (EQT) are adorned with the portraits of former prime ministers, premiers and governors-general who have served on the board of the stately 133 year old institution. The roll call of dignitaries includes 19th century premier Sir Charles Sladen, prime ministers Stanley Bruce and Robert Menzies and

    Read More
    Public
  • Investing 101: Five top tips for new investors
    • Opinion

    Investing 101: Five top tips for new investors

    We know that the share market can be confusing to navigate, and investing for the first time can be daunting. Before you start investing it’s important to understand some of the fundamentals of how the share market works as well as your preferences as an investor. We have put together our 5 top tips for

    Read More
    Public
  • Executive Meeting Notes – Are Elon and Tesla on the same page?
    • Opinion

    Executive Meeting Notes – Are Elon and Tesla on the same page?

    We recently had a one-on-one meeting with Mr. Maynard Um (IR Lead) of Tesla Inc (TSLA). The meeting was used as an opportunity to reassess our investment thoughts on the Company and get an update on business operations. During our meeting the official position on the bitcoin investment was one of long-term. However, recent tweets

    Read More
    Public
  • Manganese: the next hot battery metal
    • Opinion

    Manganese: the next hot battery metal

    Move over lithium, graphite, cobalt and copper: manganese is fast emerging as the next ‘battery metal’ story to titillate investors. The back story is similar: with manganese usage dominated by China and supply emanating from largely unattractive or unreliable geographies, western world car and batter makers are desperate to get their paws on the processed

    Read More
    Public
  • Diagnostic imaging: what stock will become the next Pro Medicus?
    • Opinion

    Diagnostic imaging: what stock will become the next Pro Medicus?

    For all the leaps and bounds in medical science, the know-how behind detecting diseases hasn’t changed much in decades – or even centuries. Take X-rays, which are widely used despite the wee problem of irradiating the patients. And that’s because they are cheap and convenient. The underlying tech hasn’t really moved on since 1895, when

    Read More
    Public
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The content published on this website is solely for general information purposes and is not to be construed as financial advice. Should you seek financial advice you should consult with an appropriately qualified person. Opinions expressed on this site are subject to change without notice and The Sentiment who produced this content is under no obligation to keep the information current. The Sentiment, affiliated companies & associates may have a conflict of interest with companies discussed on the website due to commercial arrangements, for example they may be shareholders in the company, be engaged by them to assist in investor communications or receive commission/brokerage for funds raised.

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