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    Opinion

    Chanticleer

    Yesterday

    Bears that have tried to sit out this rally are looking very foolish.

    Everyone hates bears right now. Here’s why you shouldn’t ignore them

    Chanticleer has surveyed the arguments from six bears who see cracks in the bullish narrative pervading markets. Here’s what could go wrong from here.

    • Updated
    • James Thomson

    This Month

    BHP chief executive Mike Henry has got his big break in the battle for Anglo.

    Make no mistake, BHP’s Anglo dream is alive and kicking

    Mike Henry has finally got what he always wanted – a chance to convince the Anglo American board of the merits of his deal. But he’s paid a hefty price to get here. 

    • Updated
    • James Thomson
    Sukhinder Singh Cassidy has delivered on her rule of 40 goal.

    The ASX tech giant surging without jumping on gen AI bandwagon

    ASX companies are scrambling to show they too have a generative artificial intelligence halo. But one of our hottest tech stocks is being far more measured. 

    • James Thomson
    Origin Energy chief executive Frank Calabria has made sure his shareholders got the better of the risk/reward balance.

    Why NSW had to underwrite Origin’s coal-fired plant

    NSW cannot afford to allow Origin Energy to shut Eraring Power Station, so it has offered up a generous insurance policy.

    • Anthony Macdonald
    Ben Cleary says Anglo’s copper mine in Peru took 30 years to come to market.

    The Anglo mine BHP craves explains why a deal boom is coming

    Investors expect the growing demand for copper and the surging costs of building new mines will spark a frenzy of big mining deals, regardless of the outcome.

    • James Thomson
    Advertisement
    The lack of offers to fund nuclear power has been deafening.

    Private capital not there for nuclear dream

    There’s vested interests everywhere in the energy sector, but it’s hard to find a deep-pocketed investor interested in nuclear over renewables and gas.

    • Anthony Macdonald

    Big China question hangs over Australia’s critical minerals sector

    Geopolitical tensions between China and the West loom large over Australia’s critical minerals industry, and there are no easy answers.

    • James Thomson
    Webjet boss John Guscic is sitting on plenty of cash but needs to pay out bondholders.

    Why Webjet wants to let the Ferrari out of the garage

    Breaking up is usually hard to do – but fed-up investors are mad for it. Webjet is jumping on the bandwagon.

    • Anthony Macdonald

    Lendlease change can’t stop with chairman’s retirement

    The retirement of Lendlease chairman Michael Ullmer will be welcomed by the company’s small army of critics. But it’s what happens next that counts. 

    • James Thomson
    Capgemini CEO Aiman Ezzat says his team has 400 generative AI projects on the go, and another 1600 in the works.

    ‘How to get fit’: 400 AI projects under way as consultants start having fun

    Cost avoidance has turned into cost transformation, as CEOs reshape business models to be ready to capitalise when growth return.

    • Anthony Macdonald
    Lendlease chief executive Tony Lombardo is feeling the heat from major investor John Wylie’s Tanarra Capital, while David Di Pilla’s HMC Capital is among other prominent investors in the construction and real estate giant.

    Prospect of Lendlease writedowns impossible to ignore

    It’s hard to get a good price when trying to sell assets quickly and cleanly: that’s the juggle inside Lendlease ahead of Monday’s investor day, where writedowns are on the cards.

    • Anthony Macdonald
    Telstra boss Vicki Brady is making hard choices as she looks ahead to 2030.

    Telstra’s biggest surprise isn’t its 2800 job cuts

    Telstra boss Vicki Brady is sending a message to the market: the telco must lift returns on investment, and that means hard choices.

    • James Thomson
    The bulls have started 2024 firmly in charge, and the bears are giving up.

    Nine signs there’s a ‘mini melt-up’ on the ASX – and 12 stocks to buy

    UBS strategist Richard Schellbach says Wall Street’s relentless grind higher will inevitably flow through to the ASX, and has picked some local stocks to watch.

    • Updated
    • James Thomson
    Adam Bell’s findings will be crucial to the Star Sydney’s future profitability.

    Star bidders need to answer one big question

    That the stricken Star would attract potential bidders is no surprise. But there’s one question buyers will struggle to answer.

    • James Thomson
    Perpetual chief executive Rob Adams. The company bit off more than it could chew by paying too much for rival funds manager Pendal – and using debt to fund the deal.

    Two things can be true in Perpetual’s shock break-up

    Perpetual is trying to get shareholders to look strictly at the numbers in a bid to take emotion out of its break-up. KKR’s $2.2 billion of cash can’t hurt.

    • Anthony Macdonald
    Advertisement
    BHP’s Mike Henry and Duncan Wanblad his Anglo American counterpart.

    The $64b question at the heart of Mike Henry’s biggest test

    Key BHP investors including AFIC are supportive of the mining giant lifting its bid for Anglo American. But the question is: how much?

    • James Thomson
    Cleanaway Waste Management boss Mark Schubert is met the first third of his earnings growth target.

    Why a rubbish collector is the ASX’s most vulnerable big company

    Cleanaway Waste Management needs investors to buy into its growth story, and soon, because while earnings forecasts are rising, the share price isn’t. That makes it vulnerable to a takeover.

    • Updated
    • Anthony Macdonald
    Mark Freeman says AFIC’s discount to NTA makes it a buying opportunity.

    The stocks Australia’s biggest LIC is buying

    While the LIC sector is under pressure, the 98-year-old Australian Foundation Investment Company is staying patient and hunting for value. 

    • Updated
    • James Thomson
    The housing crisis will be with us for some time, the RBA says.

    Dutton wants a housing election. This could get nasty

    As the RBA says, there are no quick fixes to the residential property crisis. But that won’t stop Peter Dutton trying before the next election.

    • Updated
    • James Thomson
    Watch out – the bulls are running hard.

    Why bad news has the ASX bulls running

    Bad news from the job market turned a good day on the ASX into a great one. Investors are ploughing into market darlings in the firm belief that rate cuts are coming.

    • Updated
    • James Thomson

    The Australian Financial Review Magazine

    BOSS Financial Review

    Cem Ozenc, general manager and vice-president of Novo Nordisk Oceania, in Sydney.

    Life & Leisure

    The Le Petit Chef dining experience is a must when on a Celebrity cruise.

    Rich List

    Nick Politis owns 27.3 per cent of Eagers Automotive, Australia’s largest new car dealership group.