Neil Carter

Neil
Carter

Executive Director
IFM Investors

Expertise

No areas of expertise

Updater gets moving on monetisation

Neil Carter

Every year, there are around 17 million house moves in the US. As anyone who’s moved house in recent memory will confirm, it’s generally a frustrating and time consuming process. Updater (ASX:UPD) helps tenants update their address through mail forwarding, changing utilities, and getting a new cable provider. Show More

ifm investors ASX:UPD

Why overseas tech firms are listing in Australia

Neil Carter

Technology firms have traditionally turned to venture capital, but in recent years there has been an influx of overseas start-ups shunning VCs in favour of an ASX-listing. Have these firms failed to raise cash elsewhere and turned to the ASX as a last resort, or is something else going on? Show More

technology ifm investors

The technological threat to the banks

Neil Carter

The banks are facing a technological threat in many parts of their businesses. Ozforex, for example, is a new entrant in the FX area, offering consumers the ability to make foreign exchange transfers for half the fees that the banks charge. In the mortgage space, mortgage brokers are taking market... Show More

banks australian equities ASX:ANZ ASX:CBA ASX:NAB ASX:WBC

Gateway has both organic and acquisitive growth options

Neil Carter

Gateway Lifestyle is a leading player in the Manufactured Housing Estates retirement village market. Demand for affordable retirement options is growing and Gateway has both organic and acquisitive growth options. The valuation of the business is attractive at around 12x EV / EBITDA and a 6% yield. In a market... Show More

ipo australian equities

Go back a few years and PE was a dirty word in listed equity markets after a number of disastrous floats

Neil Carter

Go back a few years and PE was a dirty word in listed equity markets after a number of disastrous floats. Today we are awash with PE floats and fundies are falling over themselves to buy the latest hot issue. Do we have short memories or has something changed? Firstly,... Show More

equities ipo private equity mantra pas group

The recent weakness in retail is creating a buying opportunity in our view

Neil Carter

The recent weakness in retail is creating a buying opportunity in our view. Whilst the federal budget is being blamed for creating an air pocket in consumer confidence our analysis suggests that the impact on household disposable income is actually very modest, particularly in the short term. As a result,... Show More

equities retail

We are short media, particularly traditional media

Neil Carter

We are short media, particularly traditional media. Why? Consumers are shifting their media consumption at an alarming pace away from print, but also TV to online, particularly mobile. The eyeballs have moved, but the ad dollars haven't yet. They will. The shift is even more marked when we look at... Show More

Australia equities mbe

No comments.