May 5, 2020
Here are links to The Mayne Report editions which have been produced for Alan Kohler's ezine The Constant Investor (now Investsmart) since August 2017, plus two guest Saturday Overview columns.
THE MAYNE REPORT
1. Directors
who should go, last day laggards, annual board elections, TEN's collapse, expanded
SPP cap, ANZ hybrid offer and NRW SPP
August 31, 2017 – 2182 words
2. Dodgy
Perth raisings (Buru and NRW), proxy advisers, limiting overs, pulled
resolutions, Ardent, Bellamy's and why Harvey Norman is
hardly normal
September 14, 2017 – 2212 words
3. A
blast on the phone from Gerry Harvey, AGL AGM, list of rem protest bounce
backs, ANZ Capital Notes offer, RCR hits rorters and NRW scale back
September 28, 2017 – 1920 words
4. Stokes' Beach creep, Select Harvest shocker, chair Nora and Macquarie Atlas capital
raise, Brambles board protest, bagging Brian Long and Solly gets his man
October 12, 2017 – 2597 words
5. Remarkable
James Packer exchanges, Tassal, Myer battle, Seven SPP complacency, IOOF,
placement votes and full list of PAITREOs
October 26, 2017 – 3735 words
6. Crown
AGM (including bootleg transcript), 8 dodgy placements in a day, 20 ways to raise
capital, ASA response to capital raisings and handling unco-operative chairs
November 9, 2017 – 4541 words
7. AGM
season wrap, director accountability with protest votes, hitting Woolworths
over pokies, Solly vs Myer, Nufarm PAITREO and raisings
where retail paid less
November 23, 2017 – 2255 words
8. Slaters
lessons, takeover social issues with Tabcorp, rem protest votes, TPG and who
can't vote on rem, stood up by Ken Henry, SPPs wrap and
chair succession as RIO goes for a miner
December 7, 2017 – 3951 words
9. AWE
SPP windfall, exiting billionaires Rupert and Lowy, Tigers AGM, Bega vs Tigers
EGM, Transurban PAITREO, Pact, Cleanaway and Worley in capital raising rip-off
December 21, 2017 – 3470 words
10. New CBA CEO Matt Comyn, Catalano quits Domain,
Transurban PAITREO, Steve Wynn, Mincor SPP, ASX gets tough on Getswift after
Guvera and departures which hit share prices
January 29, 2018 – 3248 words
11. Bunnings
UK, chairs with skin in the game, Wynne/Catalano, offshore takeover disasters, going
on Q&A, Transurban PAITREO and chair interviews wrap
February 12, 2018 – 3183 words
12. Time
for corporate law reform, Big Un a Bad ‘N, Woodside's PAITREO, Brian
McNamee's CSL sell-down, ASA conflicts and gambling odds and sods
February 26, 2018 – 2239 words
13. Big
Un scandal rolls on, bank Royal Commission, Woodside & APA PAITREOs, Lucy Turnbull invests, war stories with Michael Chaney and AGM
mini-season preview
March 12, 2018 – 3198 words
14. ASX
does reject some floats, Blackrock's permissive voting history, Argo's SPP
record, APA's PAITREO wraps up and inside windfall enjoyed by Bellamy's chair
March 26, 2018 – 2525 words
15. Special
edition on foreign ownership in Australia as Westfield's international assets leave the ASX
April 9, 2018 – 7027 words
16. AGL and Liddell, Blue
Sky and short sellers, Seven's cricket share trading, directors with baggage, Chinese placements, Kathmandu raising and where are the SPPs?
April 16, 2018 - 3594 words
17. Where
to for AMP, $300m Link placement, UniSuper's special deals, Next DC shows the
way, Kathmandu SPP scale back, disclosing AGM votes and Woolies divestment push
April 23, 2018 – 3071 words
18. AMP
chair quits, can Brenner stay on other boards, CSL almost passes NAB/ANZ, new
Getswift directors and the capital raisings of SRG, Redflow and Syrah Resources
April 30, 2018 –
3101 words
19. Reece goes multi-nationals, previewing AMP's AGM, the combative David
Murray, don't bag Macquarie, SRG delivers for small shareholders and who should
appoint big bank directors?
May 7, 2018 – 5480
words
20. Rich
List analysis, foreign success stories, Westfield pay issue, Big Un, Reece
capital raising update, Moelis AGM and grilling chairs
May 28, 2018 – 2885 words
21. ANZ placement charges, Moelis AGM,
Macquarie and the “sophisticated” investors, Four Corners takes on AMP, ranking the FAANGs, overloaded directors
and the Carnarvon SPP
June 11, 2018 – 4300 words
22. APA's
$23b takeover, AMP's rebuilding challenge, state budget gambling disclosures,
placements aplenty and critiquing the rules around trading halts
June 18, 2018 – 2829 words
23. ASX board's revolving door, Ramsay write-down, Credit Corp
class action and Bell Financial Group regrettably goes non-renounceable
June 25, 2018 - 2750 words
24. More capital raising rip-offs,
Goyder gets Qantas, Village Roadshow, out of town chairs, the biggest
accumulated loss-makers and another challenge to Kevin Andrews?
July 9, 2018 – 3039 words
25. Rupert
fronts his shareholders, Macquarie Group AGM, awful Ooh Media capital raising
and some fun and games in the gambling industry
July 23, 2018 – 3364 words
26. Give
Nine shareholders the vote, what's up with David Murray, executive payouts in
takeovers and some big gambling developments at Crown and Woolworths
August 6, 2018 – 2615 words
27. Biggest ever assessment of board social issues in takeovers,
who should go after the Royal Commission, Myer class action finally hits court
and Fleetwood's awful capital raising
August 20, 2018 – 3879 words
28. Harvey
Norman and Transurban capital raisings, Liberal governance problems, fast ASX
and AGL AGMs and inside the Nine-Fairfax merger
September 3, 2018 – 3297 words
29. Special
edition: remembering GFC capital raising deluge and what a contrast with
Transurban!
September 18, 2018 – 4772 words
30.
ABC
governance snafu, Afterpay and Transurban capital raisings, Elon Musk and the
Murdochs
October
1, 2018 – 3202 words
31.
Nine-Fairfax merger, farewell Jack Tilburn, James Packer's
investment record, rotten Harvey Norman capital raising and around the grounds
of gambling issues
October 15, 2018 – 3550 words
32. Gerry Harvey, Worley raising, gambling AGMs, name changes and
shareholder resolutions
October 29 2018 – 3124 words
33. Harold Mitchell, shareholder voting rights, a
flurry of media AGMs, Worley Parsons capital raising and the Victorian election
November 19, 2018- 2800 words
34. AGM season wrap, last day laggards, Myer,
Harvey Norman, Harold Mitchell and a look at the back catalogue
December 3 – 4422 words
35. PC super report, chairman succession,
Aristocrat, Costa dive, corporate divorces, CBA's PERLS XI, retirement payouts
to director and the RCR Tomlinson collapse.
January 14, 2019 – 4312 words
36. Australian Open, franking credits, Royal Commission, Village Roadshow, new CEOs who clear the decks and Menzies update
January 28, 2019 - 4113 words
37. Franking credits compromise, NAB chairman succession, Woolworths transparency, reporting season and Q&A
February 18, 2019 - 3691 words
38. Last day earnings rush, AGM mini season, punchy questions at Aristocrat AGM and doubts over Afterpay
March 4, 2019 - 3004 words
39. Corporate Travel shemozzle, Coles quits pokies, Afterpay, AMP, AGM mini-season, late reporters and the age debate
March 18, 2019 - 4000 words
40. Demergers, Dulux, capital raisings, Credit Corp and the AGM mini-season
April 24, 2019 - 5052 words
41. Newspaper sales, Nine's name, capital raisings, SPPs, Carnarvon Petroelum, demergers and more
May 2, 2019 - 3422 words
42. CEO payouts, AGM mini season, Credit Corp SPP and more
May 14, 2019 - 3473 words
43. Dexus disclosure coup, female chairs, Crown-Packer developments, St Barbara and a spate of placement
June 4, 2019 - 3454 words
44. Afterpay, Mirvac SPP, Woolies and pokies, GPT, prospective AGMs and St Barbara/Deutsche bank saga
July 8, 2019 - 3097 words
45. APRA, AMP, UBS, Matthew Grounds, Macquarie AGM, GPT SPP and more on the Woolies pokies demerger
July 18, 2019 - 3631 words
46. Macquarie AGM, Growthpoint SPP and Helen Coonan's ridiculous workload
July 30, 2019 - 6369 including transcript and 2389 without it
47. Transurban capital raising, AMP SPP, reporting season wrap, gambling developments
August 12, 2019
48. Macquarie raising, Transurban/AMP SPPs, Worner, Boral, Frydenberg and AFIC board tilt
August 29, 2019 - 4600 words
49. Macquarie, Transurban, Harvey Norman tilt, AMP SPP, last day laggards, directors who should go and small caps to watch
September 12, 2019 - 3930 words
50. Related party transaction, AMP SPP, Harvey Norman tilt, Crown directors and capital raisings wrap
September 24, 2019 - 1700 words
51. Latitude float, placement resolutions, small caps lacking SPPs and Ramsay Health Care board
October 1, 2019 - 2063 words
52. AFIC board tilt, Macquarie SPP, Latitude float and long serving directors who should go
October 10, 2019 - 1601 words
53. Transurban AGM, Bruce Teele, AMA and Kathmandu capital raisings and plenty more
October 15, 2019 - 2213 words
54. Treasury Wine Estates, Latitude, Harvey Norman capital raise, Kennett vs Faine, Village Roadshow AGM and Charles Goode
October 22, 2019 - 2700 words
55. Crown AGM, Harold Mitchell, Harvey Norman protests, Jeff Kennett and capital raisings wrap
October 29, 2019 - 2657 words
56. Westpac capital raising, Village Roadshow AGM, John Mullen, gambling wrap and shareholder resolutions
November 5, 2019 - 2966 words
57. Evans Dixon AGM, Westpac SPOP, last day AGM laggards and much more
November 12, 2019 - 2878 words
58. Harvey Norman tilt, Afterpay options, Nine AGM, Westpac SPP and Retail Food Group
November 19, 2019 - 3661 words
59. Westpac crisis, Harvey Norman AGM request, Mayne Pharma AGM and capital raisings wrap
November 26, 2019 - 2984 words
60. Exclusive: Stephen Mayne vs Gerry Harvey
November 28, 2019 - 1700 words
60. Last day AGMs deluge, Harvey Norman update, Westpac chair, December AGMs and around the grounds of capital raisings
December 3, 2019 - 3000 words
61. Tangling with billionaire Rob Millner at Soul Patts, Westpac AGM, Village director, Altium AGM and more
December 10, 2019 - 3414 words
62. Woolies AGM, Westpac AGM/SPP, capital raising disclosure and rem strikes
December 17, 2019 - 2738 words
63. ESG commentary, bushfire relief and capital raising wrap
January 7, 2020
64. Bushfire relief, corporate giving, Aussie Super voting, NRW SPP scale back and more
Tuesday, January 14, 2020 - 2672 words
65. Whitehaven, News Corp shareholder resolutions, bushfire donations, Afterpay SPP and Rich List
Tuesday, January 21, 2020 - 2251 words
66. BHP coal demerger, Coonan Crowned, ASX listing rules, Afterpay SPP and the corrupting of grants
Tuesday, January 28, 2020 - 3207 words
67. A deluge of political donations, Jim Cramer, Emeco raising, Perpetual's ESG move, Australian
Ethical and more Rich Listers - Tuesday, February 4, 2020 - 2667 words
68. Boral board accountability, JB Hi Fi chair succession, political donations, billionaires who should sell, Northern Star SPP, CIMIC and Rich Listers
Tuesday, February 11, 2020 - 3182 words
69. Bendigo capital raising, Australian Ethical, IOOF hypocrisy, Woodside dramas and 5 more Rich Listers
Tuesday, February 17, 2020 - 2799 words
70. Aristocrat AGM, BHP's coal quandary, Orica SPP, Rich Listers and more
Tuesday, February 24, 2020 - 3297 words
71. Tracking last day results deluge, sold out of unmarketables, chairman buying, topping up portfolio, Rich Listers and more
Tuesday, March 2, 2020 - 3216 words
72. Markets latest, oil crunched, how to play crisis, under-invested chairs, Bendigo SPP and raft of shareholder resolutions
Tuesday, March 9, 2020 - 3330 words
73. Wall Street crashes 13%, unprecedented times, COVID-19 ASX announcements, short selling, Rich List and more
Tuesday, March 16, 2020 - 2779 words
74. Wall Street down again, cancelled dividends, capital raisings, short selling, CIMIC backed and Afterpay Rich Listers
Tuesday, March 24, 2020 - 3000 words
75. Don't expand placements Josh, capital raisings, buybacks, property write-downs, Covid-19 announcements and foreign ownership
Monday, March 30, 2020 - 3629 words
76. Capital raisings deluge, online AGMs, cancelled dividend and bank bad debts
Monday, April 6, 2010
77. Capital raisings, bank dividends, Covid-19 ASX announcements, online AGMs and gambling
Tuesday, April 14, 2020
78. Virgin collapse, capital raisings, Auckland councillors strike back and Rich Listers
Tuesday, April 21, 2020
79. NAB shafts retail, Virgin update, Reece overs, Southern Cross and capital raising updates
Tuesday, April 28, 2020
80. Big bank capital raisings, unions all over Virgin, Cochlear scale back and plenty more
Tuesday, May 5, 2020
SATURDAY OVERVIEW
The Saturday overview
August 12, 2017
Booming US markets, Donald Trump and Australian capital raisings - second guest Overview
January 13, 2018
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