With a new backer, Food Revolution Group is taking an aggressive approach to the Middle Kingdom. Further up the food chain, investors are trying to work out whether Costa Group’s issues are cyclical or more systemic. Avocado prices aside, the other big issue swirling around the Newtown/Fitzroy milieu is: have... Show More

The takeover activity at the top end of town is permeating down to the small to mid-sized sector, raising the perennial question of who might be next to garner interest from cashed-up or merely opportunistic acquirers. With dollars to spare, private equity features strongly in the takeover activity to date. For... Show More

In space, no one can hear you scream – except for the residual howls of pain from investors in former ASX-listed market darling NewSat, which went broke in mid 2015 after its $600 million-plus plans to launch a telecommunications satellite crashed and burned. NewSat’s woeful corporate governance practices aside, the company... Show More

Waiting for the depressed uranium market to turn is like waiting on the platform for a tardy train, but the fundamentals for a recovery are in place. Given the number of false sightings, we’ll only be confident of a new bull market when the uranium recovery train steams up to... Show More

Hey Google! Which ASX small caps are exposed to the unfolding home automation boom? The answer is the minnows Buddy Technologies (BUD, 5.4c) and Quantify Technology Holdings (QFY, 0.8c), although we caution that both have disappointed in the past. For the Adelaide-based 'cloud' minnow Buddy - previously Buddy Platform - now... Show More

With both China and India closing their borders to plastic waste imports, the pressure to address the problem elsewhere has increased by several notches. In short, both western and developing countries are drowning in mountains of non-recyclable plastic, eight billion tonnes of which finds its way to the ocean and... Show More

The only pure-tech listed investment company on the ASX, Bailador Technology Investments (BTI, 93c) adheres to a simple charter of providing investors with a one-stop exposure to emerging local innovators with a decent chance of cracking a global market in the same vein as Afterpay, Atlassian or Wisetech Global.But despite... Show More

Which of the ‘buy now, pay later’ providers offers the best value and upside for investors: Afterpay, Zip, or neither of the above..?The rise of Afterpay (APT, $24.80) from obscurity to a circa $6 billion market cap entity has been widely documented, but less so Zip’s emergence from a... Show More

One value-seeking investor recently proposed a daring mission for Criterion which, naturally, your intrepid columnist chose to accept: identify a handful of small cap stocks with reliable earnings and dividends, trading on an earnings multiple of ten times or less and a yield of more than 5 percent.Given that excludes... Show More

The flagging housing market and sagging consumer sentiment ahead of the federal and NSW elections have affected the performance of an unlikely ASX-listed exponent - the assisted reproduction outfit Virtus Health (VRT, $3.98). Show More