STRATEGIC PLANNING

Floating LNG gets a sinking feeling

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Original article by Angela Macdonald-Smith
The Australian Financial Review – Page: 15 : 29-Mar-16

Tri-Zen International’s Tony Regan says recent decisions to shelve two floating LNG projects is disappointing. Floating LNG technology was once regarded as a good alternative to costly onshore gas projects. However, Woodside Petroleum has abandoned plans to develop the Browse project using Shell’s floating LNG technology, while the partners in Indonesia’s Abadi gas project have also dropped plans to use the technology. Woodside will look at alternative floating LNG solutions.

CORPORATES
WOODSIDE PETROLEUM LIMITED – ASX WPL, ROYAL DUTCH SHELL PLC, TRI-ZEN INTERNATIONAL PTE LTD, INPEX CORPORATION, EXXONMOBIL CORPORATION, BERNSTEIN RESEARCH

ACCC on alert as Fortescue, Vale get cosy

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Original article by Matt Chambers, Paul Garvey
The Australian – Page: 19 & 27 : 9-Mar-16

The Australian Competition & Consumer Commission is among the regulators that are likely to scrutinise a proposed deal between Fortescue Metals Group and Vale. The Brazilian group would acquire 5-15 per cent of Fortescue’s shares on-market, while the two groups would establish a blending joint venture to export $US4bn worth of iron ore to China. Christopher LaFemina of Jefferies does not see much advantage for Vale from the deal unless the long-term plan is for it to acquire Fortescue.

CORPORATES
FORTESCUE METALS GROUP LIMITED – ASX FMG, VALE SA, JEFFERIES AND COMPANY, BHP BILLITON LIMITED – ASX BHP, RIO TINTO LIMITED – ASX RIO, CITIGROUP PTY LTD, WESTERN AUSTRALIA. DEPT OF THE PREMIER AND CABINET

Coal mining crisis to hit at home

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Original article by Amanda Saunders, James Chessell
The Australian Financial Review – Page: 1 & 4 : 10-Dec-15

Anglo American CEO Mark Cutifani has revealed plans to offload or close 35 of its mines worldwide and significantly reduce its global workforce. At least four of the group’s Australian mines are expected to be affected by the restructuring, although Anglo American is likely to retain the majority of its metallurgical coal mines in Australia. Anglo American will also abandon its progressive dividend policy, and shareholders will not receive a dividend payment in 2015 and 2016.

CORPORATES
ANGLO AMERICAN PLC, BHP BILLITON LIMITED – ASX BHP, RIO TINTO LIMITED – ASX RIO, SOUTH32 LIMITED – ASX S32, UBS HOLDINGS PTY LTD, PENGANA CAPITAL LIMITED, GLENCORE PLC, ANTAMINA, CERREJON, SAMARCO MINERACAO SA, MITSUI AND COMPANY LIMITED

The cruise where land is the destination and not the ship

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Original article by Jamie Freed
The Australian Financial Review – Page: 3 : 27-Oct-15

The marketing strategy of Azamara Club Cruises is based on promoting itself as a provider of destination immersion. Azamara CEO Larry Pimentel says passengers are offered longer stays and more night touring. The boutique arm of Royal Caribbean Cruises specialises in cruises for passengers who prefers smaller ships.

CORPORATES
ROYAL CARIBBEAN CRUISES LIMITED, AZAMARA CLUB CRUISES

Advertising agencies reinvent themselves for new era

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Original article by Paul McIntyre
The Australian Financial Review – Page: 37 : 14-Sep-15

Havas Worldwide CEO Andrew Benett says advertising agencies must evolve and adapt to the changing media landscape. Ad agencies have traditionally focused on making ads, but they are increasingly becoming active in producing and distributing content for clients. Havas Worldwide and WPP are among the advertising groups that are securing alliances with media companies.

CORPORATES
HAVAS WORLDWIDE, WPP GROUP PLC, VIVENDI GROUPE, UNIVERSAL MUSIC GROUP, CANAL PLUS SA, VIVENDI UNIVERSAL, SNAPCHAT INCORPORATED, DAILY MAIL AND GENERAL TRUST PLC, IBM CORPORATION, DROGA5, WME, IMG WORLDWIDE INCORPORATED