One stock set to exceed forecasts

Jack Collopy

National Tyre & Wheel (ASX:NTD) is a wholesale importer and distributor of car tyres and wheels throughout Australia, New Zealand and South Africa. No tyres are made locally in Australia and NTD has the exclusive import rights to the Cooper Tyre brand. NTD has over 2,300 customers who include tyre... Show More

Value remains in GBST despite the rally

Jack Collopy

GBST (ASX:GBT) is an Australian based fintech company with two main businesses across securities trade clearing and Platform technology solutions. The business has faced a number of issues over the past 18 months, most recently announcing a significant cost blowout in relation to a R&D project on its Platform technology... Show More

A small company with a wide moat

Jack Collopy

Johns Lyng Group (ASX:JLG) is an integrated building services company, providing building and restoration services as well as commercial building services throughout Australia. The majority of group earnings are generated through the Insurance Building and Restoration division. Show More

Imdex set to benefit from mining recovery

Jack Collopy

Imdex has internally developed a fleet of tools and products which it leases to drillers for use during exploration. Imdex have had significant success with their traditional core orientation tools and are progressively seeing increased demand for newer cost-saving technologies. Current R&D expenditure is focused on developing tools for the... Show More

PAC: Attractive valuation and meaningful earnings growth

Jack Collopy

Pacific Current Group (PAC) is a multi-boutique asset management firm with investments in 16 managers globally with a combined FUM of $62bn as at June 2017. The business was formed via the merger of Australian-based, ASX-listed Treasury Group and US-based Northern Lights Capital Group. Whilst both Treasury Group and Northern... Show More

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