Cash flows are now in positive territory with positive news from its Australian assets
Narrowing discounts and activist threats are reshaping how funds return money to shareholders
The Big Australian’s first half saw copper profits overtake iron ore for the first time
Operating leverage is fueling profit growth at the hotel operator, but its valuation looks full
Higher metal prices are helping the board balance capital spending and investor payouts
Rising capex and working capital commitments are constraining free cash flow
There’s more to the capital than sizeable losses in prime locations
Simon Thompson: Shares trade on a 15 per cent discount and could be trading on a PE ratio of 10 by 2028
The Squeeze: Focusing on a single issue can blind investors in the long term
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