Tim Boreham
82 Articles0 Comments

The New Criterion

Royal Commissioner Kenneth Madison Hayne’s final report on bank atrocities was never going to make pretty reading after the tome landed on the desk of salivating reporters. Having said that, the entrails weren’t quite as gory as expected and the…

The New Criterion

As with online dating, seeking a suitable partner can be a vexed pursuit for emerging Australian tech plays. As the experience of these two ‘true blue’ stocks attest, the partnering process involves many twists and turns Bluglass (BLG) 28c A…

The New Criterion

For a sector that has heaped heartbreak on investors over the years, ASX-listed seafood exposures at least present an ocean of choice to investors. Most of the expanding school of piscatorial plays are export oriented – or aspire to be…

The New Criterion

As is always the case in a shabby market, investors have taken an indiscriminate approach to baling out of small to medium cap stocks, rather than basing their actions on specific news. With so many investment babies being thrown out…

The New Criterion

Tin might be one of the world’s most strategic metals, but it’s not reflected in the current price of the commodity. But with supply issues looming, this could well change in 2019. Touted as the next ‘battery metal’, tin has…

The New Criterion

Having been buoyed earlier on by some positive clinical trials – notably from HIV drug house Biotron (BIT, 20c), the ASX’s biotech sector is finishing the year on a bum note after a number of failed trials. The plunging valuations…

The New Criterion

Vonex (VN8) 10c To Vonex chief Matt Fahey, the intensifying rollout of the National Broadband Network rivals the deregulation of the telecommunications sector in the 1990s as an opportunity for smaller challengers to pinch market share from the incumbent Telstra.…

The New Criterion

Tech Mpire (TMP) 8c Nineteenth century US department store magnate John Wanamaker famously said that half of the money he spent on advertising was wasted, but the trouble was he didn’t know which half. The same can be said for…

The New Criterion

Fiji Kava (FIJ, not yet listed) When Prince Harry supped on a ceremonial cup of kava during his and Meghan’s recent visit to Fiji, he prioritised politeness to his hosts over the dangers of possible side effects from the mild…

The New Criterion

While resources pundits regard copper as the commodity most reflective of the world’s economic strength or otherwise, arguably zircon is an better guide. On zircon’s recent price strength, investors shouldn’t be fretting about a global recession or – more pertinently…