Morning Mail Podcast

Evans and Partners Chief Investment Officer, Tim Rocks provides his monthly outlook for February. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Evans and Partners Chief Investment Officer, Tim Rocks provides his monthly outlook for January. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Evans and Partners Chief Investment Officer, Tim Rocks provides his monthly outlook for October. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Evans and Partners Chief Investment Officer, Tim Rocks provides his monthly outlook for August. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Evans and Partners Chief Investment Officer, Tim Rocks provides his monthly outlook for July. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week's Evans and Partners Research Update, Robin Young discusses Tim Rocks' recent View from the Outer, ‘Healthy returns', the team's latest reports covering the Materials and Energy sectors, as well as Phil Kimber's research on Wesfarmers. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week's Evans and Partners Research Update, Robin Young discusses Cameron McDonald's recent reports on Sydney Airport and Qube Holdings, Paul Mason's latest research on the Technology sector, as well as Julian Mulcahy's note on Johns Lyng. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week's Evans and Partners Research Update, Robin Young discusses the Macro team's recent View from the Outer notes ‘A new regime for returns' and ‘Taper time', as well as the latest reports on Woolworths and initiation of coverage for Endeavour Group and Hipages. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week's Evans and Partners Research Update, Robin Young discusses Tim Rocks' recent View from the Outer note ‘Europe Redux', as well as the team's latest reports on Woolworths, Qantas and Xero. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week's Evans and Partners Research Update, Robin Young discusses Tim Rock's recent View from the Outer note ‘Decrypting Bitcoin', Paul Mason's latest research on Carsales, Sacha Krien's report on SkyCity's FY21 earnings guidance, as well as Julian Mulcahy's note on Johns Lyng. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week's Evans and Partners Research Update, Robin Young discusses Phil Kimber's recent note on Wesfarmers' Annual Investor Day and Cameron McDonald's note on Aurizon's Investor Day. He also outlines some of the key points from the team's latest research on Sonic Healthcare, Sezzle and Nitro Software. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Evans and Partners Chief Investment Officer, Tim Rocks provides his monthly outlook for May.  This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week's Evans and Partners Research Update, Robin Young discusses Sacha Krien's latest research on Aristocrat and Tabcorp, Simon Fitzgerald's recent note on Magellan, as well as Julian Mulcahy's reports on Catapult and the initiation of coverage for DUG Technology. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners' relationships This podcast contains factual information or general advice and does not take into consideration any particular person's financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses the team's latest reports on Sydney Airport, Aristocrat’s pre-released 1H21 result, Carsales’ recent acquisition of Trader Interactive, and Xero’s FY21 result. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses Macquarie Bank’s FY21 result, Phil Kimber’s latest report on Woolworths, Sacha Krien’s ‘Battle for the Crown’ note on the Casino sector, Paul Mason’s research on Carsales, as well as the initiation of coverage for Atlas Arteria. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Evans and Partners Chief Investment Officer, Tim Rocks provides his monthly outlook for April.  This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses 3Q21 results for Woolworths, Coles and JB Hi-Fi, Cameron McDonald’s report on Transurban’s Investor Day, as well as the team’s latest research on Seek and Sezzle. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses the latest report on Iron Ore, 3Q21 results for BHP and Afterpay, as well as the team’s recent research on Tabcorp and Blackmores. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses the Macro team’s recent View From The Outer note ‘As safe as houses’, the latest research on Transurban and Wesfarmers, as well as Rio Tinto’s 1Q21 result. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses Tim Rocks’ latest View From The Outer note “European Waves”, and outlines the team’s recent publications on Aristocrat Leisure Ltd, REA Group Ltd, Redbubble Group and Zip Co Limited. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses Simon Fitzgerald’s recent research on Computershare, Sacha Krien’s latest notes on Aristocrat Leisure and the Gaming sector, as well as John Copley’s reports on 4Dmedical and Telix Pharmaceuticals. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses the Macro team’s recent ‘View From the Outer’ notes, Sacha Krien’s latest research on Crown Resorts, Julian Mulcahy’s report on Kathmandu, as well as current trends in the Office sector. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses Tim Rocks’ ‘View From The Outer: Rule Britannia’, the latest ‘The Tale of the Tape’ note for BHP vs RIO ― while also covering the team’s recent publications for Xero, Sezzle and Bendigo Bank. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Chief Investment Officer, Tim Rocks provides his monthly outlook for February. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses the wrap-up of the February reporting season, outlining 1H21 results for Nextdc, Afterpay, Woolworths, Qube Holdings, Ramsay Healthcare and Liberty Financial Group, as well as FY20 results for Sydney Airport. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young outlines the teams current reporting season highlights, Paul Mason’s recent note on Seek, and Matt Wilson’s coverage of Macquarie Bank, Bank of Queensland and the Buy Now Pay Later sector. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses the team’s coverage of 1H21 results for Commonwealth Bank of Australia, Transurban, Telstra, ASX and Beach Energy, and Julian Mulcahy’s recent reports on Atomos and Nearmap. *Correction within the video: Please disregard where Robin states our analyst’s latest valuation for Transurban Group (TCL) to be $15.49. The correct valuation for TCL is $15.39. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners Research Update, Robin Young discusses his latest note on the mining sector, Paul Mason’s review of REA Group’s 1H21 result, John Copley’s expectations for CSL’s upcoming 1H21 result, and Julian Mulcahy’s recent publication on Kathmandu. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Chief Investment Officer, Tim Rocks provides his monthly outlook for January. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans & Partners Research Update, Robin Young discusses Tim Rocks’ latest research note “Value: if not now, when?” and outlines the team’s recent publications on Resmed, OilSearch, PointsBet, Electro Optic Systems and Nitro Software.   This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans & Partners Research Update, Robin Young discusses Matthew Wilson’s expectations for the Commonwealth Bank of Australia’s upcoming results, Cameron McDonald’s reports on Sydney Airport and Transurban, and reviews the 4Q 2020 production results from Woodside Petroleum and Santos. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Chief Investment Officer, Tim Rocks provides his monthly outlook for October. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Chief Investment Officer, Tim Rocks provides his monthly outlook for August. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

In this week’s Evans and Partners research update, E&P Executive Director, Robin Young provides an update on the recent research published over the last week. This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct. The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.