The Mining Cycle – Booms and Busts
Atlas Funds Management
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16h ago
Unlike industrial companies such as Amcor or Transurban, mining companies’ profits are inherently cyclical. The earnings from mining companies are subject to booms and busts, mainly outside the control of their management teams. This occurs as, ultimately, any company producing a commodity is a “price taker”, not a “price maker”, as there is no difference … Source ..read more
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AFR – Macquarie brokers say CSL shares will hit $500
Atlas Funds Management
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2w ago
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March Monthly Newsletter
Atlas Funds Management
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2w ago
Go to Monthly Newsletters for a more detailed discussion of the listed property market and the fund’s strategy going into 2024. Source ..read more
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Why picking ASX biotechs is mostly for the crazy brave
Atlas Funds Management
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2w ago
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AFR – Supermarket wars will throw up bargains for investors
Atlas Funds Management
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3w ago
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SMH – How to almost treble your investment returns without thinking
Atlas Funds Management
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1M ago
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February Monthly Newsletter
Atlas Funds Management
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1M ago
Go to Monthly Newsletters for a more detailed discussion of the listed property market and the fund’s strategy going into 2024. Source ..read more
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Key Themes from the February 2024 Reporting Season
Atlas Funds Management
by
1M ago
During February and August every year, most Australian listed companies reveal their profit results and guide how they expect their businesses to perform in the upcoming year. Whilst we regularly meet with companies between reporting periods to gauge how their businesses are performing, reporting season offers investors a detailed and externally audited look at the … Source ..read more
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The winners and losers of earnings season and what’s next for the economy | The Business | ABC News
Atlas Funds Management
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1M ago
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January Monthly Newslettter
Atlas Funds Management
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2M ago
Go to Monthly Newsletters for a more detailed discussion of the listed property market and the fund’s strategy going into 2024. Source ..read more
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