Lauren Pashley, Author at Firetrail Investments

Podcast

Firetrail Equity Edge Podcast Episode 8

In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he thinks really matters for Fortum’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

Lauren PashleyMay 15, 2024

Research Insights

Golden Horizons: Newmont’s Growth Trajectory After Acquiring Newcrest

Last year Newmont, a large US-domiciled gold miner, paid a 35% premium to acquire Newcrest Mining in a cash and scrip deal. We held Newcrest in the Firetrail High Conviction Fund prior to the bid and maintained our holding in Newmont after deal completion.

Lauren PashleyApril 30, 2024

Podcast

Firetrail Equity Edge Podcast Episode 6

In this episode, small caps portfolio manager and ex-geologist, Matthew Fist, tells us what he thinks really matters for Genesis’ earnings outlook, what the market is missing, and what the bull and bear case is for the company’s stock price.

Lauren PashleyApril 15, 2024

Podcast

Firetrail Equity Edge Podcast Episode 5

In this episode, global equities analyst Georgia Locke tells us what she thinks really matters for UPM’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

Lauren PashleyApril 3, 2024

Weekly insights from the Trail

Chart of the week

A look at the Lotteries and the value of trees.

Lauren PashleyMarch 8, 2024

Research Insights

Renewable energy stocks: changing winds?

Decarbonisation is one of the most important challenges of our time, but it is also often one of the most difficult to successfully invest in.

Lauren PashleyOctober 31, 2023

Research Insights

The Real Decarbonisers – Why you need to focus on avoided emissions

When it comes to analysing a company’s impact on the environment, it is important to look below the surface.

Lauren PashleyJuly 3, 2023

Research Insights

The resources M&A show has started – Australian small cap investors have front row seats

After a quiet decade for deals, mergers and acquisitions (M&A) activity in the resources sector has boomed in 2023.

Lauren PashleyJune 16, 2023

Weekly insights from the Trail

Chart of the week

A look at the reserves of major gold companies and the increasing importance of high interest savings accounts amongst consumers.

Lauren PashleyApril 6, 2023

Weekly insights from the Trail

Chart of the week

A look at global share price performance and the rise of M&A in the Australian market.

Lauren PashleyMarch 31, 2023