The building materials heavyweight saw its shares fall by 25 percent after its merger announcement last week.

The shares have performed strongly as the company eyes growth in the US.

We increase our fair value after solid earnings.

High quality property portfolio props up this attractively priced share that just increased its dividend.

We recommend shareholders vote in favor of its proposed merger.

We believe the proposed merger is value neutral but shares cheap.

This lithium miner is trading at a 22% discount to our fair value. 

Brambles is the undisputed king of pallet pooling. Esther Holloway joined me to talk about its moat, growth prospects and risk of disruption.

We leave our fair value unchanged but the shares are trading at a 11% discount.

The Lottery Corporation pre-demerger report