Why we bought Nine Entertainment.

Mitch Taylor

During March we invested in Nine Entertainment Company Holdings Limited (NEC). NEC owns the Nine television network, a suite of digital media assets and a 50% interest in fast growing Video-On-Demand platform Stan. Show More

An overlooked Agri microcap?

Mitch Taylor

The Namoi Cotton Co-op (NAM) owns and operates cotton gins. Our conservative estimate implies the current market price represents a 50% discount to the post conversion net tangible assets per share, or a normalised P/E ratio of 6-8x in an average cotton crop. We like the business’ high barriers to... Show More

Shaky Italian Banks reinforce uncertainty in Europe

Mitch Taylor

Italy’s political stability is precarious due to the perturbing condition of its banks. The most recent data published by the European Banking Authority on 22 July recorded the nonperforming loan (NPL) ratio of Italy’s banks at 17%, compared with a 5.7% average amongst EU members. The total value of bad... Show More

Osprey Medical Inc (OSP)

Mitch Taylor

An ASX listed medical device company with big upside. OSP's FDA approved DyeVert device reduces the amount of contrast iodine injected into patients undergoing common heart and peripheral vascular procedures such as angioplasty and stenting. Show More

No comments.