Elizabeth Knight

Elizabeth Knight

Elizabeth Knight comments on companies, markets and the economy.

Andrew Forrest takes aim at Rio and BHP over plunging ore price

Elizabeth Knight.

Elizabeth Knight In the business world there is no more seasoned nor relentless campaigner than Andrew Forrest.

PanAust faces hostile bid from Guangdong Rising Asset Management

Elizabeth Knight.

Elizabeth Knight Chinese state-owned enterprise Guangdong Rising Asset Management is cutting the PanAust board out of the equation and appealing directly to shareholders.

Kerry Stokes passes Seven Group Holdings management to son Ryan

Elizabeth Knight.

Elizabeth Knight There will be the inevitable claims of nepotism on Monday in response to Kerry Stokes' son Ryan taking over the reins of chief executive officer at Seven Group Holdings.

Australia's video pirates walk the plank after Dallas Buyers Club ruling

Elizabeth Knight.

Elizabeth Knight Internet providers have finally been forced into action but it remains to be seen whether illegal downloaders will change their ways.

Iron ore avalanche creates buyers' market

With iron ore at a fresh six-year low, the price has dropped below Fortescue Metals' breakeven price of $US57 per tonne, according to UBS research.

Elizabeth Knight This week's potential collapse of Atlas Iron, the fourth largest producer in Australia, has ruffled the sector's second-tier companies.

House prices, iron ore and Australian leave RBA grappling for answers

Elizabeth Knight.

Elizabeth Knight If the RBA leaves rates on hold, the nation can blame Sydney's residential property buyers.

Beauty is in the eye of the shareholder – short sellers judge equities popularity pageant

2014 Miss World, Rolene Strauss holds hands with other contestants during the final of the Miss World 2014 pageant.

Elizabeth Knight In what equities popularity pageant would Myer win first prize, Metcash be the runner-up, followed by a list of finalists that include Fortescue, Flight Centre and Dick Smith?

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Harper competition review dragging taxis, shopping hours into 21st century

Elizabeth Knight.

Elizabeth Knight Governments have often been stuck in a time warp when Australian consumers are increasingly embracing new technology.

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Fortescue chairman Andrew Forrest's call for iron ore production cap may have backfired

Andrew Forrest, chairman of Fortescue Metals Group Ltd., speaks during the company's annual general meeting in Perth, Australia, on Wednesday, Nov. 13, 2013. Fortescue, the most indebted junk-rated mining company, is accelerating repayment of $2.04 billion in bonds to help cut debt and lower interest payments. Photographer: Aaron Bunch/Bloomberg *** Local Caption *** Andrew Forrest

Elizabeth Knight Andrew Forrest's call for the big iron ore producers to cap production may have backfired, with the commodity's price falling to its lowest level since a daily tradeable market was established in...

Arrival of Netflix and SVOD set to change Australian TV

Video streaming services such as Netflix are seen by some as heralding not only the demise of free-to-air television but a also catastrophe for Foxtel.

Elizabeth Knight and Jared Lynch The entry of video-on-demand services into Australia could be the demise of free-to-air TV and a catastrophe for Foxtel.

ACCC throws the fridge at Andrew Forrest and Fortescue

Twiggy Forrest's call on the mining majors to

Elizabeth Knight Andrew Forrest's suggestion of a cap on iron ore production when down like a lead balloon with Rod Sims.

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Gentle budget will help lift Solly Lew's star 'children' at Premier


Elizabeth Knight Mark McInnes describes the brands that make up the retail portfolio of Solomon Lew's Premier Investments as "the children".

Myer's results; thimble and pea disclosure?

The six-month honeymoon period for incoming chiefs has been severely truncated for the new Myer CEO Richard Umbers.

Elizabeth Knight It's hard to know what upset analysts more: The fact that Myer's half-year earnings were wildly disappointing and that its full-year earnings will also plunge, or the feeling that they were given a...

CBA's kickback scandal raises new questions about banking culture

Elizabeth Knight.

Elizabeth Knight The latest bank scandal, involving high-flying IT executives allegedly involved in bribery and fraud, puts the spotlight on the industry's practices and how they might foster bad behaviour.

Twiggy's plan B for Fortescue's debt billions

Elizabeth Knight.

Elizabeth Knight Fortescue Metals founder Andrew Forrest's recently hatched plans to recalibrate its debt load have not gone according to the script.

Rupert Murdoch and Malcolm Turnbull in the media boxing ring

Communications Minister Malcolm Turnbull has drawn the personal ire of Rupert Murdoch.

Elizabeth Knight Picking a fight with Rupert Murdoch can be career suicide, so why has Malcolm Turnbull stepped into the ring?

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NBN's hot rod hopes for old pipes

Sources said the higher costs were caused by contractors demanding more pay to work on the project.

Elizabeth Knight The Coalition's NBN case could be helped immeasurably by improvements in technology.

ACCC hands industry Davids a slingshot to hit Telstra's Goliath

Elizabeth Knight Dinkus Dinkus

Elizabeth Knight In  telecommunications land of the Telstra Goliath and its competitor Davids - the competition regulator  crafted a masterful slingshot on Wednesday.

As ACCC delivers blow to Telstra, smaller rivals win

Wednesday's draft decision from the ACCC on the prices Telstra can charge the likes of Optus and iinet for the use of its copper infrastructure will be a blow to the telco giant.

Elizabeth Knight While the $11 billion deal struck by Telstra with the National Broadband Network and the Federal Government will go down in history as one that reaches new heights in generosity, the ACCC could...

Distrust makes pariah of privatisation

Elizabeth Knight.

Elizabeth Knight Plans to partly privatise NSW's electricity network and defeat of a similar move in Queensland has exposed public disdain for "asset recycling."