The Investor Notebook

2 Jan 2025

New Blood

Source: The Australian

– General stock market health, here and abroad, and improving investor confidence will prove to be the transmission mechanism for healthy IPO outcomes in 2025.

– It remains somewhat of a black-art as to how best to pitch a winning IPO. Vendor consideration, post transaction ownership structure, probable earnings growth trajectory, C-suite and board composition and the right sponsoring broker are all influential elements. Thats before the gambol between vendor and professional investment managers commences over the appropriate valuation (PE).

– Nothing succeeds like success in the equity capital markets business. Good IPO’s inevitably leave the maddening crowd wanting more. The June public listing of Guzman y Gomez being a case in point.

Ben Griffiths​

Executive Chairman

Related articles

Yield Curve normalisation

Not the whole curve, rather the closely watched 10 year-2 year section of the US Treasury yield curve.
23 Oct 2024

Read more

The Encyclical March Quarter 2025

The Encyclical March Quarter 2025
22 Apr 2025

Read more

Buy or Sell: Nick Guidera – DroneShield, Temple & Webster, Nuix & more

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
16 Apr 2025

Read more

Invest Now

About us

Funds

Investor Portals

The Investor Notebook

Contact