| Dividends may be in short supply at the moment due to the impact of Covid-19 on corporate earnings and cash flows but some companies are still making those all-important distributions to shareholders. With that in mind, Quantum Foods put out a timely reminder yesterday that cheques will no longer be accepted as a form of payment. That means if you previously received dividends from any of the companies you're invested in by cheque, you'll have to make new arrangements. Read on for more on that. Meanwhile, as Murray & Roberts increases business in Australia, Wilson Bayly Holmes-Ovcon's plan to reduce its presence in that country has come unstuck after the Australian Foreign Investment Review Board advised that an application to buy its Probuild subsidiary would be rejected by the Federal Government on the grounds of national security. While WBHO didn't name the potential buyer, Australian media has reported that a Chinese-government controlled conglomerate was behind the takeover bid for one of the country's largest builders. With the current trade row between the two countries, it would be hard to see the deal succeed at present. Still, WBHO says it remains optimistic about Probuild's fundamentals. Also in your newsletter today, tin miner Alphamin has beaten its own production targets as it grows its operations in the Democratic Republic of Congo. And Ingham Analytics is back with its own take on Saxo Bank's outrageous predictions for 2021. More details down below. Have a good day. Stephen Gunnion Managing Editor, InceConnect
The latest from Ingham Analytics "Saxo's electrifying message" is one of the most popular Ingham Analytics downloads. They say that Saxo Bank's inclusion of South Africa in its annual "outrageous predictions" was another timely reminder to investors to heed warning signals. Whilst this year South Africa doesn't get ignominious mention, they say it doesn't need to as the writing on the wall has just got much bigger. However, Saxo has 10 predictions for 2021 that Ingham Analytics highlight in their latest note and provide their take on, both as an idea and a trade in "Saxo's outrageous predictions for 2021 and our take". | 