All posts by Tom Sartor
Senior Analyst
Sectors Covered: Junior (Emerging) Resources, Bulk Materials
By Tom Sartor
22 October 2018, 3:52 PM
The market continues to under-appreciate OZL's valuation uplift as Carra transitions from peak capex this year into cash generation from 2020
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By Tom Sartor
04 October 2018, 12:24 PM
Labor's proposal to scrap cash refunds of surplus franking credits has created unwanted angst for affected retirees.
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By Tom Sartor
25 July 2018, 3:40 PM
Our key picks from Noosa 2018 include producers which look cheap relative to their cashflows, under-appreciated developers, and explorers with upcoming drilling which could prove transformational.
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By Tom Sartor
20 April 2018, 9:17 AM
We are backing OZL's ability to commission Carrapateena on schedule and on budget, and to execute its broader growth agenda without over-stretching itself.
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By Tom Sartor
07 June 2017, 9:25 AM
We flag stocks that are either vulnerable to disappointment ahead of the August financial year results, trading ahead of fundamentals or where our preferences lie elsewhere.
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By Tom Sartor
09 May 2017, 10:38 AM
We flag our best current buys
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By Tom Sartor
28 April 2017, 11:58 AM
Premium replaced by a discount
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By Tom Sartor
13 April 2017, 12:00 AM
Watch Equity Strategist, Tom Sartor discuss his thoughts on the Investment Strategy Outlook for Second Quarter, 2017.
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By Tom Sartor
06 March 2017, 10:36 AM
While cautious overall, we continue to uncover pockets of opportunity.
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By Tom Sartor
28 October 2016, 1:22 PM
Correction looks overdone
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