Happy New Year – 2016

It’s been an interesting year. When I started this site I really didn’t know what was going to happen… in most respects, it has exceeded my expectations. A Few Opening Remarks On a positive note, I genuinely felt support for the mission of trying to create a fresh dialogue around the quality and transparency of ASX-listed companies operating in this…

For Personal Use Only

I love Analytica (ASX : ALT). At so many different levels. How do I love thee? Let me count the ways… I love PeriCoach to the depth and breadth and height My soul can reach, when feeling out of sight yet bluetooth-enabled For the ends of Being and ideal for travel  I love thee to the…

Winds of Change

If I was talented enough regarding web design to make this page open up with the Scorpians whistling away “Wind of Change” in the background… I surely would. Having followed the “Moskva down to Gorky Park”  in the middle of winter on many occasions, I can only try and do my best to send a warm vibe…

ACL : Live and Let Die?

I love a good Bond film and my favorite is, without hesitation, “Live and Let Die”. Charismatic villains, gorgeous but complex “starlets”, and Roger Moore at his gorgonzola-best. McCartney’s awesome sound track is surprisingly glam rock for the era, reminding us that after all the optimism and hope of youth – “live and let live” – is…

The 2000 Mile Rule

When I was a kid, my Dad and I drove across the Nullarbor Plain, from Adelaide to Perth. I will never forget the experience and it rests in my mind as one of the most visually spectacular stretches of road I have ever driven along. It also very much reinforced my perception of how remote and far-flung…

Compensation Matters

I have alluded to my distaste for excessive executive and board compensation several times since I started this blog. For example, my opinion is generally known that Geoff Cumming at Anteo Diagnostics (ASX : ADO) is considerably overpaid relative to the performance of his company, particularly revenue growth. Compensation  is also a multi-faceted beast and so…

Good MAAAAAAWNIN’ Sydney!

Good maaaaaawning Stuart Roberts in Sydney, Let me start this email by asking you, Prima BioMed, a question. Are you optimistic about the state of the world at the moment, or pessimistic? Me, I’m pessimistic, indeed, I’ve been particularly pessimistic ever since I watched your stock rally on the basis of yesterday’s sensationalist drivel. I couldn’t…