Oracle Investment Management

02/09/2022

In our latest blog article, Luke Durbin discusses stock-based compensation, which is a common way for companies to pay their staff. Luke examines the main benefits and issues that can arise if a company chooses to adopt stock-based compensation.

Stock-based compensation a common way for companies to pay their staff. It's especially true for technology companies and startups without much cash.

26/08/2022

We recently purchased a position in Elders Limited to the Oracle Emerging Companies Portfolio. Elders has been an integral part of Australia’s rural business landscape since 1839.

Elders provides various services to primary producers, supporting their needs throughout the entire production cycle. From finance, banking, and real estate services to wool, grain, and livestock trading. Elders offers innovative services to those working in the agricultural industry and is heavily involved in all aspects of primary production.

Elders are benefiting from rising fertiliser and chemical prices, good farming conditions and food inflation. We expect to see high earnings growth for the company in Fiscal Year 2022 and Fiscal Year 2023.

23/08/2022

We recently added Washington H Soul Pattinson (WHSP) to the Oracle Australian Equities Portfolio. WHSP is an investment house with a portfolio encompassing many industries including its traditional field of pharmaceuticals, as well as mining, building materials, property investment, telecommunications, financial services, and other equity investments. They are often referred to as Australia’s Berkshire Hathaway, due to its conglomerate business model in which they own huge stakes in the likes of New Hope Group, TPG Telecom, and Brickworks.

As well as taking large stakes in public companies, they also have a material private equity portfolio consisting of private businesses such as Ampcontrol, the nation’s largest private engineering company, as well as managing a share portfolio recently acquired from Milton Corporation. The Milner family run the business and own around 6% of the company, led by Chairman Robert Milner whose great, great Grandfather was the founder of the company. This focus and alignment with shareholders have allowed the company to produce a total shareholder return of 13.4% per annum over the past 20 years, without missing a dividend once and increasing it every single year. We support management to continue to produce high quality returns for shareholders.

22/08/2022

A company can have the best product or service, a significant market opportunity potentially running into billions, and able to generate high margins and returns. Although, if the “jockey” is mediocre, it’s most likely your “horse” is going to finish last, if they finish the race at all.

In our latest blog, Oracle Portfolio Manager Johan Snyman discusses the power of people, in terms of our approach to identifying and investing in high-quality companies in our global universe.

https://oracleag.com.au/2022/08/18/the-power-of-people/

If the “jockey” is mediocre, it’s most likely your “horse” is going to finish last - don't forget the power of people.

16/08/2022

We recently added Pilbara Minerals to the Oracle Australian Equities Portfolio. Pilbara Minerals is the leading ASX listed pure-play lithium company, owning 100% of the world’s largest, independent hard-rock lithium operation. Located in Western Australia’s resource-rich Pilbara region.

Pilbara Minerals has a solid balance sheet assisted by the high volume of cash presently being generated. Pilbara have a highly competent and experienced management team. They also have long-term prospects with the electric vehicle market, supplying sustainable demand for lithium well into the next decade.

12/08/2022

Jack Magann Oracle's Emerging Companies Portfolio Manager was recently featured on a Financial Review article on the falling equity markets. Jack stated that it could be a better time for those taking a long-term investment approach. Read the further in the article below...

The famous adage about making money on the sharemarket is to buy low and sell high. But does it actually work?

10/08/2022

Oracle Portfolio Manager Luke Durbin discusses the markets bouncing back during the month of July, with most of the global share markets in positive territory. Read further in our latest blog article below...

The Market rebounded strongly during the month of July with most global share markets in positive territory.

27/07/2022

For any consumer of daily financial news, this will ring true.

Equity markets sway wildly from day to day on the smallest of news, rally, and crash on sentiment, and celebrate or vilify the silliest data points. It’s important not to get caught up in the madness. Instead, stick to your homework. Always stay rational.

21/07/2022

Oracle's quarterly newsletter is ready to be unwrapped!
Bursting with the Oracle market update and portfolio quarterly results. 👉 https://bit.ly/OracleNewsletterQuarterly2022

13/07/2022

The stock market is said to have entered a once the respective index declines by 20% or more from its peak.

In our latest blog article Lachlan Hyde explores Bear markets - What are they, Why are we in one and How should investors react?

https://oracleag.com.au/2022/07/13/guide-to-bear-markets/

A bear market is defined as a market that rises over time without falling more than 20% from its peak during the period.

24/06/2022

Johan Snyman recently joined the Oracle Investment team as the Global Equities Portfolio Manager. Johan brings over 30 years’ experience in the financial services industry, having worked in South Africa as a sell-side analyst covering Technology, Electronics, Engineering & Media sectors across EMEA.

We've quizzed Johan, to get to know him a little better...

Tell us an interesting fact about yourself?

I was a part-time farmer in South Africa, with my wife managing a hydroponics business covering two hectares with tunnels. We grew cucumbers and tomatoes and delivered eight tons of cucumbers to the fresh produce market in Johannesburg on a weekly basis. Besides hydroponics, I was owner of a farm with 400 commercial cattle, and a Brahman stud of 40 animals, and also had a stud of Dexter cattle on the farm we did hydroponics. The improvement in genetics of the Dexter breed was close to my heart and all the testing for traits such as meat tenderness, marbling and feed efficiency was performed by Genestar in the US. My “love affair” with the Dexter breed took me and my wife to the first Dundrum International Dexter gathering in Ireland 2013 – Dundrum is regarded as the home of the Dexter cattle.

Nowadays, I keep myself busy with model trains, more the electronics aspect of it, such as multiple train control through use of computers.

What do you enjoy most about your job?

The one aspect I enjoy most about working as equities analyst and portfolio manager is no two days are the same. I find myself focusing a lot of time understanding who the “jockey of the horse” is and believe that great vision and great people deliver great companies through great financial management.

21/06/2022

In latest blog, Jack Magann explores the age-old debate of Property vs Shares as a investment. He explores and compares the two investments types and reveals his winner in the ultimate battle.

With interest rates on the rise, we're exploring the age-old debate of Property vs Shares, comparing the two as investments