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Zinc bull takes future by the horns
ZINIFEX believes the next three years will be good for zinc and that the stock market is under-pricing its future prospects.
When risk is as easy as GPT
WHEN GPT chief executive Nic Lyons and his board look forward to 2010 they can see one major obstacle standing in the way of a further major transformation of their organisation - if the world and Australia go into a period of much higher interest rates.
Rebound shows markets see slowdown, not recession
THE big Wall Street rebound is a signal that markets don't believe a global recession is likely, although world central bankers clearly want an international slowdown.
Hegarty runs hard in Oxiana play
THE latest commodity price and share market fall does not alter the long-term strategy of Owen Hegarty. Like most in the resources industry, he believes there is a long-term underlying shortage of metals such as copper and zinc that will keep prices at very profitable levels for low-cost producers.
Watch for Orica cash bonanza
BY 2010 Orica shareholders are likely to have been basking in three years of enormous cash generation.
Coke thirsts for something else to drink
COCA-COLA Amatil managing director Terry Davis's plan for the next four years is breathtaking. He wants Coca-Cola to be a supplier of every major packaged beverage in Australia except wine. Longer term, he is considering a major expansion into Australian food and Asian beverages. No Australian company has ever contemplated anything like it.
Morgan's vision for Westpac
WESTPAC and ANZ have similar market capitalisation but their CEOs have totally different views about the strategies that banks should adopt between now and 2010.
ANZ banks on becoming No 2
THE ANZ believes it has stolen a march on the other three major banks and can gradually lift market share to become, by 2010, the second-largest retail bank in Australia and the largest in Australia and New Zealand.
Lend Lease's grand plan to be a world player in 5 years
LEND Lease chief executive Greg Clarke is implementing a detailed plan to transform the company into a global property dynamo by 2010.
Heat on IAG to outgrow risk
A FEW days after Cyclone Larry hit Innisfail, Mike Hawker, chief executive of Australian's largest domestic insurance company, IAG, was intently watching the category four cyclone Wati as it moved dangerously south to the latitudes of the Sunshine and Gold coasts.
Simplified Brambles hopes pallets stack up as vultures circle
AS Toll chief executive Paul Little moves to acquire a strong Australian base so that Toll can be a meaningful regional transport player, he can learn much from Brambles, which has taken many decades to finally convert its strong Australian pallet base into a global success.
CSL poised for big profit injection with flu vaccine
CSL chief executive Brian McNamee believes he has three of the world's largest drug companies – Sanofi-Aventis, GlaxoSmithKline and Novartis – over a barrel in the global flu vaccine market.
In an ongoing series, award-winning commentator Robert Gottliebsen reveals to investors the deep strategic thinking that will drive Australia's biggest companies over the next five years.