ASX Announcements
Notification of cessation of securities - SIG
Appendix 3H (Notification of cessation of securities)
- May 9, 2024
- 4 pages
Notification regarding unquoted securities - SIG
Appendix 3G (Notification of Issue, Conversion or Payment up of Unquoted Equity Securities)
- May 9, 2024
- 6 pages
Market Sensitive
ZSP: Boral Limited to be removed from the S&P/ASX 200 Index
Standard and Poor’s Announcement
- May 2, 2024
- 2 pages
April
- Opinion
- Chanticleer
How Chemist Warehouse can get its deal past the ACCC
Divestments may be needed to get the Chemist Warehouse/Sigma deal over the line, but they don’t look too strenuous.
- Updated
- Anthony Macdonald
March
Chemist Warehouse sales, profit surge ahead of ASX debut
Regulatory approval from the ACCC stands in the way of a combined Chemist Warehouse and Sigma, which have revealed robust financials before their merger.
- Updated
- Carrie LaFrenz and Jemima Whyte
- Opinion
- Chanticleer
First look under the hood of Chemist Warehouse is striking
Sigma Healthcare gave investors a little taste of the growth inside the country’s biggest pharmacy retailer on Thursday. The numbers are impressive.
- Updated
- James Thomson
Jobless rate falls; Powell unleashes bulls; Chemist Warehouse surges
Read everything that’s happened in the news so far today.
- Opinion
- Company mergers
The Sigma-Chemist Warehouse deal is upending all the usual rules
If you need proof that the $8.8 billion reverse listing is unusual, cast your mind forward to the company’s results on Thursday. They’re almost irrelevant.
- Jemima Whyte
February
Critical minerals bust | When will rates fall? | Elon Musk’s very bad day
This week we try to answer the big question on the minds of markets: when are interest rates coming down; examine the critical minerals bust; and look at Elon Musk’s ‘excessive’ pay package and the Australian connection.
January
- Opinion
- Company mergers
Chemist Warehouse blows up pharmacy regulation
The listing of Chemist Warehouse on the ASX is the final nail in the coffin for laws designed to keep pharmacies in the hands of small business owners.
- Tony Boyd
December 2023
From stinky deals to companies to watch in 2024: Chanticleer awards
In this week’s episode, James and Anthony wrap up 2023 with the Chanticleer Podcast awards, examine what’s ahead for markets in 2024 and help readers out with last-minute Christmas shopping.
EY cuts poor performing, misbehaving partners
More than 40 partners have left big four consulting firm EY in the second half of 2023, more than half because of poor performance, or behaviour issues.
- Edmund Tadros
AFR Business People of the Year | What CEOs want | Inside Chemist Warehouse
In this week’s episode, James and Anthony take a deep dive into what CEOs want to see from Anthony Albanese in 2024 and discuss the astounding Chemist Warehouse deal.
Inside the Chemist Warehouse franchisee world
There are over 200 managing partners who are shareholders in the discount chain. They are all ambitious pharmacy owners, many with multiple sites.
- Carrie LaFrenz
- Opinion
- Chanticleer
Chemist Warehouse deal just part of David Di Pilla’s big plan
In helping to bring the retail giant and Sigma together, he is playing the long game and hopes to create a “mini Blackstone” in Australia.
- James Thomson
- Opinion
- Chanticleer
Sigma’s 40pc pop: a FOMO story on a Chemist Warehouse scale
Too bad Chemist Warehouse came just as investors are winding down for Christmas. Can the FOMO survive the break?
- Anthony Macdonald
HMC Capital opens back door to Sigma-Chemist Warehouse deal
Street Talk understands about 80 brokers tuned in for a lunchtime briefing from the asset manager on Wednesday.
- Sarah Thompson, Kanika Sood and Emma Rapaport
David Di Pilla’s lucky streak at Sigma
Di Pilla’s HMC will emerge with a board seat and around 3 per cent of the new company, should the deal go through
- Sarah Thompson, Kanika Sood and Emma Rapaport
Sigma could shed customers after Chemist Warehouse merger
The deal, creating an $8.8 billion retail and wholesaling giant, could even be blocked by competition regulators, according to analysts at Morningstar.
- Carrie LaFrenz and Tom Richardson
Sigma’s advisers kept Chemist Warehouse close
Sigma’s board no doubt pushed for as good a deal as they could get. The motivations of their advisers, though, are complex.
- Updated
- Myriam Robin
‘Like Bunnings’: Fund managers bullish on Chemist Warehouse
Investors are optimistic that the pharmacy chain is among the best retailers in the country, and has enough room to grow at home to justify its valuation.
- Tom Richardson
- Opinion
- Chanticleer
Why Chemist Warehouse creates a quandary for fund managers
The structure of Chemist Warehouse’s deal with Sigma means fund managers who like the growth story face tough decisions on when and how to get a slice of the action.
- Updated
- James Thomson
How David Di Pilla dreamt up the Chemist Warehouse deal over sushi
Five months ago, over a sushi dinner at Melbourne’s Nobu, Sigma boss Vikesh Ramsunder and his major shareholder David Di Pilla were toasting a win. Then the lightbulb moment hit.
- Aaron Weinman
