Tim Schroeders

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9d
Brisbane Times
There's value in Australia's energy sector, Allan Gray saysChanos, who said he was considering betting against oil and gas explorers whose
There's value in Australia's energy sector, Allan Gray says
Brisbane Times / Posted 9 days ago
Chanos, who said he was considering betting against oil and gas explorers whose share prices have got ahead of themselves. Tim Schroeders, Pengana Global Resources Fund portfolio manager, said some of the local underperformance may be attributed to... Read more
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13d
Canberra Times
Woodside Petroleum investors seek answers on growth, M&Adownside but whether people want to be invested in the upside – I guess that's
Woodside Petroleum investors seek answers on growth, M&A
Canberra Times / Posted 13 days ago
downside but whether people want to be invested in the upside – I guess that's the conundrum as we sit here today," said Tim Schroeders at Pengana Global Resources Fund. That said, not all investors are of that view, with Allan Gray's Suhas... Read more
4 related stories
13d
Brisbane Times
Woodside Petroleum investors seek answers on growth, M&Adownside but whether people want to be invested in the upside – I guess that's
Woodside Petroleum investors seek answers on growth, M&A
Brisbane Times / Posted 13 days ago
downside but whether people want to be invested in the upside – I guess that's the conundrum as we sit here today," said Tim Schroeders at Pengana Global Resources Fund. That said, not all investors are of that view, with Allan Gray's Suhas... Read more
4 related stories
13d
The Age
Woodside Petroleum investors seek answers on growth, M&Adownside but whether people want to be invested in the upside – I guess that's
Woodside Petroleum investors seek answers on growth, M&A
The Age / Posted 13 days ago
downside but whether people want to be invested in the upside – I guess that's the conundrum as we sit here today," said Tim Schroeders at Pengana Global Resources Fund. That said, not all investors are of that view, with Allan Gray's Suhas... Read more
4 related stories
13d
Sydney Morning Herald
Woodside Petroleum investors seek answers on growth, M&Adownside but whether people want to be invested in the upside – I guess that's
Woodside Petroleum investors seek answers on growth, M&A
Sydney Morning Herald / Posted 13 days ago
downside but whether people want to be invested in the upside – I guess that's the conundrum as we sit here today," said Tim Schroeders at Pengana Global Resources Fund. That said, not all investors are of that view, with Allan Gray's Suhas... Read more
4 related stories
13d
WA Today
Woodside Petroleum investors seek answers on growth, M&Adownside but whether people want to be invested in the upside – I guess that's
Woodside Petroleum investors seek answers on growth, M&A
WA Today / Posted 13 days ago
downside but whether people want to be invested in the upside – I guess that's the conundrum as we sit here today," said Tim Schroeders at Pengana Global Resources Fund. That said, not all investors are of that view, with Allan Gray's Suhas... Read more
4 related stories
17d
Channel NewsAsia
Asia stocks mostly down, weak yen lifts Tokyoslipped 0.2 per cent and Seoul retreated 0.1 per cent. "There's just enough ou
Asia stocks mostly down, weak yen lifts Tokyo
Channel NewsAsia / Posted 17 days ago
slipped 0.2 per cent and Seoul retreated 0.1 per cent. "There's just enough out there to keep investors cautious," Tim Schroeders, a portfolio manager in Melbourne at Pengana Capital, told Bloomberg News. "We've got earnings... Read more
6 related stories
18d
The Age
Investors cautious as BHP spruiks growtha barrel. Those unit costs targets assume the Australian dollar averages US71¢
Investors cautious as BHP spruiks growth
The Age / Posted 18 days ago
a barrel. Those unit costs targets assume the Australian dollar averages US71¢. Pengana Capital Resources fund manager Tim Schroeders said the message would not dramatically change perceptions of BHP and shareholders should be cautious about... Read more
6 related stories
18d
Sydney Morning Herald
Investors cautious as BHP spruiks growtha barrel. Those unit costs targets assume the Australian dollar averages US71¢
Investors cautious as BHP spruiks growth
Sydney Morning Herald / Posted 18 days ago
a barrel. Those unit costs targets assume the Australian dollar averages US71¢. Pengana Capital Resources fund manager Tim Schroeders said the message would not dramatically change perceptions of BHP and shareholders should be cautious about... Read more
6 related stories
25d
Canberra Times
ASX drops over 1pc as BHP suffers worst day since 2008the Australian All Resources index was a record gain for any month ever," Penga
ASX drops over 1pc as BHP suffers worst day since 2008
Canberra Times / Posted 25 days ago
the Australian All Resources index was a record gain for any month ever," Pengana Global Resources Fund portfolio manager Tim Schroeders said. "It's not unreasonable that we see a pullback and consolidation period and I think that's what we're... Read more
5 related stories
25d
Brisbane Times
ASX drops over 1pc as BHP suffers worst day since 2008the Australian All Resources index was a record gain for any month ever," Penga
ASX drops over 1pc as BHP suffers worst day since 2008
Brisbane Times / Posted 25 days ago
the Australian All Resources index was a record gain for any month ever," Pengana Global Resources Fund portfolio manager Tim Schroeders said. "It's not unreasonable that we see a pullback and consolidation period and I think that's what we're... Read more
5 related stories
25d
Sydney Morning Herald
ASX drops over 1pc as BHP suffers worst day since 2008the Australian All Resources index was a record gain for any month ever," Penga
ASX drops over 1pc as BHP suffers worst day since 2008
Sydney Morning Herald / Posted 25 days ago
the Australian All Resources index was a record gain for any month ever," Pengana Global Resources Fund portfolio manager Tim Schroeders said. "It's not unreasonable that we see a pullback and consolidation period and I think that's what we're... Read more
5 related stories
25d
WA Today
ASX drops over 1pc as BHP suffers worst day since 2008the Australian All Resources index was a record gain for any month ever," Penga
ASX drops over 1pc as BHP suffers worst day since 2008
WA Today / Posted 25 days ago
the Australian All Resources index was a record gain for any month ever," Pengana Global Resources Fund portfolio manager Tim Schroeders said. "It's not unreasonable that we see a pullback and consolidation period and I think that's what we're... Read more
5 related stories
25d
The Age
ASX drops over 1pc as BHP suffers worst day since 2008the Australian All Resources index was a record gain for any month ever," Penga
ASX drops over 1pc as BHP suffers worst day since 2008
The Age / Posted 25 days ago
the Australian All Resources index was a record gain for any month ever," Pengana Global Resources Fund portfolio manager Tim Schroeders said. "It's not unreasonable that we see a pullback and consolidation period and I think that's what we're... Read more
5 related stories

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