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AU Financial Review
25-05-2025
- Business
- AU Financial Review
Billionaire Stokes family check out the up-for-sale Whyalla steel mill
The billionaire Stokes family's listed investment vehicle has taken an interest in the Whyalla steelworks, once owned by British industrialist Sanjeev Gupta and in the hands of administrators since the South Australian government moved in and seized control of the plant in February. That interest from SGH Limited, a $20.6 billion conglomerate which owns Boral and other big industrial plays, came in the form of a recent visit to the steel mill north-west of Adelaide by chief executive Ryan Stokes and chief financial officer Richard Richards.
Yahoo
08-04-2025
- Business
- Yahoo
Both public companies who control a good portion of Seven West Media Limited (ASX:SWM) along with institutions must be dismayed after last week's 16% decrease
Significant control over Seven West Media by public companies implies that the general public has more power to influence management and governance-related decisions A total of 2 investors have a majority stake in the company with 50% ownership Institutions own 35% of Seven West Media Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Every investor in Seven West Media Limited (ASX:SWM) should be aware of the most powerful shareholder groups. We can see that public companies own the lion's share in the company with 41% ownership. Put another way, the group faces the maximum upside potential (or downside risk). While institutions, who own 35% shares weren't spared from last week's AU$38m market cap drop, public companies as a group suffered the maximum losses In the chart below, we zoom in on the different ownership groups of Seven West Media. See our latest analysis for Seven West Media Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. We can see that Seven West Media does have institutional investors; and they hold a good portion of the company's stock. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Seven West Media's historic earnings and revenue below, but keep in mind there's always more to the story. Hedge funds don't have many shares in Seven West Media. Looking at our data, we can see that the largest shareholder is SGH Limited with 40% of shares outstanding. For context, the second largest shareholder holds about 9.9% of the shares outstanding, followed by an ownership of 6.0% by the third-largest shareholder. After doing some more digging, we found that the top 2 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. We can report that insiders do own shares in Seven West Media Limited. It has a market capitalization of just AU$208m, and insiders have AU$4.9m worth of shares, in their own names. Some would say this shows alignment of interests between shareholders and the board, though we generally prefer to see bigger insider holdings. But it might be worth checking if those insiders have been selling. The general public, who are usually individual investors, hold a 20% stake in Seven West Media. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. It appears to us that public companies own 41% of Seven West Media. It's hard to say for sure but this suggests they have entwined business interests. This might be a strategic stake, so it's worth watching this space for changes in ownership. It's always worth thinking about the different groups who own shares in a company. But to understand Seven West Media better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 3 warning signs with Seven West Media (at least 1 which makes us a bit uncomfortable) , and understanding them should be part of your investment process. Ultimately the future is most important. You can access this free report on analyst forecasts for the company . NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. 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Yahoo
07-04-2025
- Business
- Yahoo
Both public companies who control a good portion of Seven West Media Limited (ASX:SWM) along with institutions must be dismayed after last week's 16% decrease
Significant control over Seven West Media by public companies implies that the general public has more power to influence management and governance-related decisions A total of 2 investors have a majority stake in the company with 50% ownership Institutions own 35% of Seven West Media Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Every investor in Seven West Media Limited (ASX:SWM) should be aware of the most powerful shareholder groups. We can see that public companies own the lion's share in the company with 41% ownership. Put another way, the group faces the maximum upside potential (or downside risk). While institutions, who own 35% shares weren't spared from last week's AU$38m market cap drop, public companies as a group suffered the maximum losses In the chart below, we zoom in on the different ownership groups of Seven West Media. See our latest analysis for Seven West Media Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. We can see that Seven West Media does have institutional investors; and they hold a good portion of the company's stock. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Seven West Media's historic earnings and revenue below, but keep in mind there's always more to the story. Hedge funds don't have many shares in Seven West Media. Looking at our data, we can see that the largest shareholder is SGH Limited with 40% of shares outstanding. For context, the second largest shareholder holds about 9.9% of the shares outstanding, followed by an ownership of 6.0% by the third-largest shareholder. After doing some more digging, we found that the top 2 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. We can report that insiders do own shares in Seven West Media Limited. It has a market capitalization of just AU$208m, and insiders have AU$4.9m worth of shares, in their own names. Some would say this shows alignment of interests between shareholders and the board, though we generally prefer to see bigger insider holdings. But it might be worth checking if those insiders have been selling. The general public, who are usually individual investors, hold a 20% stake in Seven West Media. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. It appears to us that public companies own 41% of Seven West Media. It's hard to say for sure but this suggests they have entwined business interests. This might be a strategic stake, so it's worth watching this space for changes in ownership. It's always worth thinking about the different groups who own shares in a company. But to understand Seven West Media better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 3 warning signs with Seven West Media (at least 1 which makes us a bit uncomfortable) , and understanding them should be part of your investment process. Ultimately the future is most important. You can access this free report on analyst forecasts for the company . NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
27-03-2025
- Business
- Yahoo
Is It Time To Consider Buying SGH Limited (ASX:SGH)?
Today we're going to take a look at the well-established SGH Limited (ASX:SGH). The company's stock saw a decent share price growth of 14% on the ASX over the last few months. The company is inching closer to its yearly highs following the recent share price climb. With many analysts covering the large-cap stock, we may expect any price-sensitive announcements have already been factored into the stock's share price. However, what if the stock is still a bargain? Let's examine SGH's valuation and outlook in more detail to determine if there's still a bargain opportunity. The end of cancer? These 15 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's. According to our valuation model, the stock is currently overvalued by about 27%, trading at AU$51.15 compared to our intrinsic value of A$40.32. Not the best news for investors looking to buy! If you like the stock, you may want to keep an eye out for a potential price decline in the future. Given that SGH's share is fairly volatile (i.e. its price movements are magnified relative to the rest of the market) this could mean the price can sink lower, giving us another chance to buy in the future. This is based on its high beta, which is a good indicator for share price volatility. See our latest analysis for SGH Future outlook is an important aspect when you're looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Although value investors would argue that it's the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. With profit expected to grow by 53% over the next couple of years, the future seems bright for SGH. It looks like higher cash flow is on the cards for the stock, which should feed into a higher share valuation. Are you a shareholder? It seems like the market has well and truly priced in SGH's positive outlook, with shares trading above its fair value. However, this brings up another question – is now the right time to sell? If you believe SGH should trade below its current price, selling high and buying it back up again when its price falls towards its real value can be profitable. But before you make this decision, take a look at whether its fundamentals have changed. Are you a potential investor? If you've been keeping tabs on SGH for some time, now may not be the best time to enter into the stock. The price has surpassed its true value, which means there's no upside from mispricing. However, the positive outlook is encouraging for SGH, which means it's worth diving deeper into other factors in order to take advantage of the next price drop. So if you'd like to dive deeper into this stock, it's crucial to consider any risks it's facing. At Simply Wall St, we found 1 warning sign for SGH and we think they deserve your attention. If you are no longer interested in SGH, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
22-03-2025
- Business
- Yahoo
Beach Energy Limited's (ASX:BPT) largest shareholders are retail investors who were rewarded as market cap surged AU$125m last week
Significant control over Beach Energy by retail investors implies that the general public has more power to influence management and governance-related decisions A total of 14 investors have a majority stake in the company with 50% ownership Insiders have been buying lately If you want to know who really controls Beach Energy Limited (ASX:BPT), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are retail investors with 48% ownership. Put another way, the group faces the maximum upside potential (or downside risk). Clearly, retail investors benefitted the most after the company's market cap rose by AU$125m last week. Let's take a closer look to see what the different types of shareholders can tell us about Beach Energy. See our latest analysis for Beach Energy Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices. Beach Energy already has institutions on the share registry. Indeed, they own a respectable stake in the company. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Beach Energy's earnings history below. Of course, the future is what really matters. We note that hedge funds don't have a meaningful investment in Beach Energy. SGH Limited is currently the largest shareholder, with 30% of shares outstanding. In comparison, the second and third largest shareholders hold about 4.8% and 4.5% of the stock. Looking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 14 shareholders, meaning that no single shareholder has a majority interest in the ownership. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group. We can report that insiders do own shares in Beach Energy Limited. This is a big company, so it is good to see this level of alignment. Insiders own AU$39m worth of shares (at current prices). It is good to see this level of investment by insiders. You can check here to see if those insiders have been buying recently. With a 48% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Beach Energy. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders. It appears to us that public companies own 30% of Beach Energy. This may be a strategic interest and the two companies may have related business interests. It could be that they have de-merged. This holding is probably worth investigating further. I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. To that end, you should be aware of the 2 warning signs we've spotted with Beach Energy . Ultimately the future is most important. You can access this free report on analyst forecasts for the company. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
