Large harley

Harley Grosser

Launched Capital H Management - a private fund focused primarily on micro and small cap companies - in 2014. Previously worked for Pie Funds and Bligh Capital. www.CapitalHResearch.com.au

A Growing, Dividend Paying Microcap

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

A recent addition to the fund is Prime Financial (ASX:PFG), an integrated wealth management, accounting and capital advisory business. The company provides a broad range of services from financial planning, investment advice, life insurance, accounting & tax compliance, SMSF establishment and corporate advisory. Show More

Join the conversation

6 pieces of advice rarely given to private investors and SMSFs

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

Managing your own capital on a full-time basis is a constant process of learning and self-improvement that requires conviction in your views and the ability to shut out external noise and focus on what matters. If you get it right though, all the ups and downs are more than worth... Show More

Join the conversation

SDI Ltd - Global Dental Products Manufacturer Set to Re-rate

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

SDI Ltd (ASX:SDI) is a developer, manufacturer and distributor of dental restorative materials and small dental equipment. With it’s suite of non-amalgam, significantly higher margin products - glass ionomers, composites and professional whitening - all experiencing growth, the company has guided to NPAT of $7.2-$7.8m in FY16 and is trading... Show More

Wingara Ag (ASX:WNR): Strategy Starting To Play Out

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

A few months ago we introduced you to Wingara Ag (ASX:WNR) - the emerging exporter of Australian oaten hay to China, Japan and South Korea. Yesterday Wingara announced the acquisition of an additional nearby processing facility - Pyrenees Hay Processing Co-Operative Ltd (PHPC). Show More

Latest investment: Wingara Ag Ltd (ASX:WNR)

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

Wingara Ag (ASX:WNR) – an emerging agricultural exporter to Asian markets – is an attractive way to play the long term thematic of Asian demand for Australian agricultural produce. An exporter of Australian oaten hay (a high quality feed type for dairy cows) to customers in China, Japan, South Korea and Taiwan,... Show More

Ignore the market; focus on the company

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

In February, we stuck to our process of unearthing quality businesses led by well-incentivised management teams and began accumulating a new position that we expect will re-rate substantially when the investing community wakes up to the story. Capital H is generally looking for stocks that the investing community either has... Show More

Multiple catalysts for emerging litigation operator

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

JustKapital (JKL) is a large holding in the fund that still represents good value. Upcoming catalysts include demonstrating to the market that they are growing the debtor book of MML, which would also imply growth in revenue and earnings for the disbursement funding business. Acquisitions in this area, a key... Show More

Adacel's Growth Continues

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

In January I published this note https://www.livewiremarkets.com/wires/30291 stating the view that Adacel (ASX:ADA) was trading around fair value but that numerous opportunities existed for earnings upgrades and for the impressive growth story to continue. Last Friday Adacel announced another profit upgrade for FY16, guiding to 70% growth over FY15 (previous... Show More

JustKapital: Microcap Growth Story Under The Radar

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

Earlier this month we published a wire on JustKapital Litigation Partners (ASX:JKL), and shared our view that the company has an enormous growth opportunity in front of it, is led by impressive management and remains significantly undervalued. On Friday JKL announced that the acquisition of Macquarie Medico Legal (MML) is... Show More

Join the conversation

Adacel Technologies: Opportunities Abound

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

The market has started to wake up to the Adacel Technologies (ASX:ADA) story over the last 12 months with the rapid earnings growth being rewarded with a significant re-rate in the share price. Despite touching a recent high of $2.60 and reflecting what looks to be near fair value, investors... Show More

Join the conversation

Cogstate Ltd: Rapidly Growing Software and Services Microcap

Harley Grosser
Harley Grosser Capital H Management Pty Ltd

Cogstate Ltd (ASX:CGS) is a leading software and services provider for the measurement and assessment of cognition. The company’s primary source of revenue is the provision of their core technology and services to clinical trials programs to assess the impact of a drug on a patient’s cognitive performance for indications... Show More

No comments.