Tim Treadgold

Perth commentator Tim Treadgold is one of the state's highest-profile business journalists. He brings decades of experience to Business News, offering readers sharp and insightful analysis of current events and breaking news.

The trouble with London property

If stock market and property prices are to be believed, the international financial world is back to where it was seven years ago, which either means good times have returned or we are exactly where we were just before the 2008 GFC.

Lowy senses retail storm

It’s hard to not admire Frank Lowy, either as founder and major shareholder of the Westfield retail property group or for the $6 billion personal fortune he has amassed after arriving in Australia as an impoverished European migrant in 1952.

Supply issues mount for minerals

The switch from ‘demand-pull’ to ‘supply squeeze’ in the global resources market may provide opportunities for WA miners.

We’re (not) all in it together

No business sets out to deliberately make life hard for clients, especially if the client base includes some of Australia’s richest people, which is why a recent technology change at the blueblood stockbroking firm JB Were is an example of how not to change a system.

Eventually, the piper has to be paid

‘A man before his time’ isn’t a description many would associate with the prime minister, but the federal budget may put him in that category.

Bauxite rides on nickel’s coat tails

Western Australia’s nickel miners are celebrating a classic supply-side surprise, which has driven the price of their metal sharply higher; but the same Indonesian government ban on the export of unprocessed nickel ore could soon do the same way for another WA specialty – bauxite.

A Boral lure may tempt Buckeridges

Deutsche Bank’s latest analysis of Boral has rekindled debate over a potential move on the Buckeridge Group.

Resources positivity gains currency

It may not be a feeding frenzy, yet, but the flood of deals in the Australian mining industry is a pointer to a significant and very positive mood swing.

China takes new route on ore

The $1.4 billion joint bid by Baosteel and Aurizon for control of Perth-based Aquila Resources marks a new wave of Chinese investment interest in WA’s iron ore.

Nickel win may be short lived

Just as Western Australia’s nickel miners pop champagne corks to celebrate the remarkable 40 per cent rise in the nickel price over the past five months, signs have started to emerge that the party might soon be over

Managers could nick shareholders’ silver

Increasingly generous staff share issues in the US threaten the rights of existing shareholders.

Dollar heading lower as pressure builds

If prices for iron ore, coal, oil and gold are falling, which they are, how long before the Australian dollar follows?

Rail, port projects could fire next boom

Oakajee is being rejuvenated not so much as a mining project but more as an infrastructure play.

WA loses appeal for big offshore miners

Masked by the delay in plans to merge Barrick Gold and Newmont Mining to create a $33 billion global gold mining giant is another sign that Western Australia’s resources industry is losing its international investment appeal.

Roy Hill is gold for Rinehart

UBS has dug up hot numbers on the WA iron ore project that could propel the billionaire to world’s richest person.

Clear path for CITIC at Oakajee

Finally, after decades of dithering and empty promises there is hope the ambitious Oakajee port and rail plan in the Mid West will move beyond the drawing board, not that there will be a ground-breaking ceremony for a few more years.

Barnett bullseye on oil and gas

Managing community relations is proving a major challenge for oil and gas companies, and there’s a lot of goodwill to claw back.

What will DJs really cost Woolworths?

It's easy to understand why South Africa’s Woolworths is currently being seen as a winner with its $2.15 billion takeover offer for David Jones, but it’s also interesting to wonder whether Woolworths will be seen as a winner next year.

$US100 the magic number for oil, ore

Uncertainty over the price of oil makes Seven Group Holdings’ purchase of Nexus Energy a classic case of what business risk is all about.

BHP plans good news for WA

It’s amazing what an improvement a new owner can bring to a business, which is why the proposed break-up of Australia’s biggest company, BHP Billiton, is excellent news for Western Australia, particularly the Goldfields and South West.

Iron ore price a known unknown

Having secured funding for her Roy Hill mine, Gina Rinehart’s fortunes will soon rely on something she can’t control – the iron ore price.

Timing wrong on currency conundrum

Dollar up, gold down. It wasn’t supposed to be like that, especially in a week when Australian miners have been trying to convince international investors at a conference in Hong Kong that it’s time to take a fresh look a country that was in danger of pricing itself out of the market.

Shopping centres broaden appeal

European shopping centres are evolving to include more leisure and lifestyle pursuits in an attempt to provide an experience the internet can’t.

Strap in, we’re slowing down

High debt levels and rising interest rates are an unpleasant combination, but everyone with an interest in the retail, property and share markets would be wise to see that one factor has arrived and the other one is on its way, potentially producing a pincer-squeeze on spending and growth.

Is nickel back in the game?

Whether it’s a blip on the radar or a turning of the commodities price cycle, things are looking better for nickel.

Three big WA projects on the financial edge

Never has the KISS management principle (keep it simple, stupid) been better demonstrated than in the dreadful condition of Western Australia’s mineral processing sector, where crisis is piling on crisis.

More bad news for manufacturing

The production phase of the resources boom is likely to put upward pressure on the dollar and therefore the manufacturing sector.

Reliable supply a trump card

Wars produce winners as well as losers, and while Russia’s invasion of Ukraine is not classified as a hot war, yet, there are signs emerging that one of the winners will be a long way from the action – Australia.

Vitol bets against Dutch disease

The state’s rising demand for fuels and lubricants has prompted a deal between Shell and Dutch-owned but Swiss-based Vitol.

Aussie icons get left behind

There's no point in an Australian government trying to save a business regarded as a national icon if Australians have stopped buying the services of that business.

Wheels within resources wheels

The cost-cutting phase of the current resources cycle has been a ‘success’, and an upswing could be just around the bend.



Window opens for lithium hopefuls

ANALYSIS: Worldwide demand for lithium is rising and more than 20 companies in WA are on board for the ride.

All good things must eventually come to an end

A number of asset classes are facing the likelihood of a bust this year, with WA watchers’ eyes trained on the lithium sector.

WA lithium gets jump on rivals

ANALYSIS: A forecast global surge into electric cars and buyers’ growing preference for the state’s hard rock lithium ore is putting a rocket into the sector.

New model shake-up for online used car sales

The second-hand car business was revolutionised 20 years ago with the arrival of the internet, but there is a second revolution under way that promises to be even more disruptive and could have a significant effect on some of Western Australia’s best-known car yards.

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Doubts over Qantas flight plan

OPINION: As promising as it sounds, the prospect of non-stop flights from Perth to London might not be the success some people seem to believe.

Analysis: The e-tail retail divide

If anyone didn't already know that the internet is a powerful tool for retailing they do now thanks to Australia's best ever example of how to shoot yourself in the foot.

Wine a contender for worst industry

Margaret River grape growers might hate the idea of a coal mine in their backyard, but unless the outlook for Australian wine improves they might have to change their minds.

Analysis: Bunnings' market strategy

Price fixing is illegal. What about product pegging? If you haven't heard that expression before, get used to it because it is about to revolutionise Australian retailing.