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Sub-prime lending – the graveyard of the ASX

Sub-prime lending – the graveyard of the ASX

Aug 06, 2020

Last Friday, FlexiGroup and Prospa Group released trading updates to the ASX along with expected provisions they will take against their loan books as the Australian economy continues to battle Covid. These updates were stark reminders of how difficult it is to be a... read more
Will shareholders get lucky with Clover Corporation?

Will shareholders get lucky with Clover Corporation?

Jun 23, 2020

Clover Corporation (CLV) is a recent addition to the Oracle Emerging Companies portfolio as a “picks and shovels” play on the booming premium infant formula market. The company has a patented encapsulation technology that creates a nutrient rich dry powder from tuna... read more
Don’t Fight the Fed

Don’t Fight the Fed

Jun 18, 2020

One of the most common questions financial professionals have fielded since March 23rd (the market bottom) is, why is the market rallying when we are in a Recession? While there are many answers, ranging from “a better than feared health outcome” to... read more
Beware false profits!

Beware false profits!

Jun 02, 2020

There is a saying “revenue is vanity, profit is sanity, cash is reality” which like most good quotes has seen the author lost to time. At its core, this quote is referring to the fact that there can often be large discrepancies between the profit reported through... read more
What has been priced into Webjet’s recovery?

What has been priced into Webjet’s recovery?

May 26, 2020

After an amazing rally over the last two days, Webjet is currently trading at $4.50 as I type this. While at first glance this is still over 50% below where the stock traded pre-Covid 19 it doesn’t account for the significant dilution forced upon shareholders at $1.70... read more
Look past the sugar hit, be wary of dilution

Look past the sugar hit, be wary of dilution

May 22, 2020

One of the most amazing features of the rally in the ASX since late March has been the sheer demand for capital raises which has seen many companies able to raise seemingly limitless cheap capital with investors seeking minimal discounts to market prices and most... read more
What will normal look like?

What will normal look like?

Apr 27, 2020

While there has been a lot of discussion over the past few weeks on how quickly Australia can return to normal in a post-Covid 19 world, the question I have been focusing on is “what will normal look like”? In particular, will the shock to GDP and unemployment be... read more

The New Normal: Oracle Update March 2020 Quarter

Apr 15, 2020

In the last quarterly update I expressed some hesitation over broad based market returns in the near future simply due to elevated valuations and the length of the post-GFC cycle. Nonetheless, I would never have predicted that by the next quarterly update not only we... read more
2019: A decade in review

2019: A decade in review

Sep 03, 2019

This quarterly update sees the curtains drawn on the 2010-2019 decade. Unquestionably a great decade for those who stomached volatility in the early years and held equities throughout. The ASX200 was up 113% (dividends re-invested) over the period, an admirable... read more
Australian Lending Environment: 2019 in Review

Australian Lending Environment: 2019 in Review

Sep 03, 2019

And the keys to attaining finance in 2020 Without a doubt 2019 has been an interesting period in the finance industry for bankers, mortgage brokers and financial advisors. The fallout from the Royal Commission into the banking and finance sector has, unsurprisingly,... read more
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