Niv Dagan

Swift's debut up ~ 56% in two days has been strong, but the question we want to task: "Is there more behind it?" The sector as a whole (TV2, ONE, XTV) has recently been re-rated significantly, but more importantly, SW1 is a key standout vs. its peers, trading at ~... Show More

Niv Dagan

There is growing speculation that the ASX will make it much harder for tech companies to float their respective businesses on the exchange. The "profit test" and "asset test", may increase from $3M to closer to $10M and the spread requirements may rise to $5,000 per investor (all yet to... Show More

Niv Dagan

It appears that just like the strong correlation between crude oil and equities (currently at ~91%), US Stocks are moving along with inflation expectations…. Just take a look at the below chart from the start of January and the correlation between the two is strong... So does this mean that... Show More

Niv Dagan

We caught up with Domenic Carosa, CEO of Crowd Mobile (CM8) directly after their half year 2016 results released today. We discussed the result, the underlying business, the Track acquisition, the growth in its subscription revenue streams and the catalysts for the stock for 2016, including expansion into Asia &... Show More

Niv Dagan

Fat Fish Internet Ventures (FFG), is an internet incubator encompassing 13 portfolio companies, listed on the ASX. Some of the companies include Dressable (the 2nd largest online shopping mall in Singapore) and RajaPremi (one of the only platforms that sells car insurance and travel insurance in Indonesia). The stock is... Show More

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