May 6 A golden era of record profits and lush … Continue reading Australian banks’ golden run over as growth plateaus
TurmOIL or Opportunity? We explain why Oil is compelling
In crisis there is opportunity. Katana Asset Management believe that … Continue reading TurmOIL or Opportunity? We explain why Oil is compelling
ASX struggles as bank woes outweigh oil surge
Further falls in the big banks and weakness in the major … Continue reading ASX struggles as bank woes outweigh oil surge
Oil does not have a supply side problem
Much has been written about the ‘sudden supply side problem’ … Continue reading Oil does not have a supply side problem
Hope is Not a Plan
The #1 trending saying over the past fortnight is ‘hope … Continue reading Hope is Not a Plan
Keep it simple – sir!
Keep it simple – sir! Without wishing to belie our … Continue reading Keep it simple – sir!
Half Yearly Outlook: Extraordinary Times
In last half’s outlook, we noted that ‘an astounding 90%+ … Continue reading Half Yearly Outlook: Extraordinary Times
ASX runs out of steam on avalanche of company earnings (AFR)
The Australian sharemarket finished underwater on Wednesday as a global … Continue reading ASX runs out of steam on avalanche of company earnings (AFR)
Investors wipe $41bn off market (The Australian)
Article by David Rogers – Markets Editor, Sydney The local sharemarket … Continue reading Investors wipe $41bn off market (The Australian)
Mineral Resources is positioned to surprise
We believe that the market is currently discounting the earnings … Continue reading Mineral Resources is positioned to surprise
Katana – Hot Stocks (The Sunday Times)
Katana Asset Management Speculative Buy – Troy Resources (TRY) $0.225 … Continue reading Katana – Hot Stocks (The Sunday Times)
Katana – Hot Stocks (The Sunday Times)
Katana Asset Management Add – Cash We see a number … Continue reading Katana – Hot Stocks (The Sunday Times)