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Beware false profits!
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 ...
What has been priced into Webjet’s recovery?
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 ...
Look past the sugar hit, be wary of dilution
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 ...
What will normal look like?
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 ...
The New Normal: Oracle Advisory Update March 2020 Quarter
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 ...
2019: A decade in review
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 ...
Australian Lending Environment: 2019 in Review
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 ...




