Investment implications of a trade war
The emergence of a US-China trade war (via the threat of tit-for-tat tariffs) has, not surprisingly, spooked investors and led to heightened volatility in global markets in recent weeks. The feud began in March when Trump announced a plan to tax steel and aluminium from China and other countries. Since... Show More
Blue Sky re-rates following excellent FY17 result
Blue Sky Alternative Investments Limited continued to re-rate following an excellent FY17 result that came in at the top end of their guidance range. Blue Sky had been largely under the radar of institutional investors but has become much better understood as a result of improved recent disclosure from management... Show More
Exposure to infrastructure, mining pick-up: Seven
Several significant corporate transactions saw us add Seven Group Holdings (ASX:SVW) to our portfolio during the September quarter. These included: Show More
Optimistic about A2 Milk
The A2 Milk Company continues to re-rate on the back of a very strong trading performance driven by ongoing gross margin expansion and continued rapid growth in sales of its A2 Platinum infant formula, especially in the large Chinese market. Show More
Imdex well positioned as commodity prices firm
As a provider of drilling fluid products, downhole instrumentation and geo-analytic services to exploration, development and resources production companies, Imdex Limited is highly leveraged to any uptick in key commodity prices such as gold and/or base metals. Show More
Kogan potential beneficiary of Amazon arrival
Kogan.com was a stand-out performer amid the doom and gloom of the retail space with several highlights from its inaugural full-year result as a listed company. Show More
Can we rely on Reliance?
Following share price weakness ahead of its full-year result, we added Reliance Worldwide Corporation to our portfolio. Reliance is a global plumbing supplies business specialising in reliable and premium branded water flow and control products including the market-leading 'SharkBite' push-to-connect fittings. Show More
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Blue Sky targets $5b AUM by 2019
Blue Sky Alternative Investments reported a strong FY17 result at the top end of the guidance range after profitably exiting several private equity investments, adding to its credibility, particularly in the private equity space. Show More
NetComm Wireless broadens reach
Broadband product developer, NetComm Wireless (ASX:NTC), bounced strongly after news filtered out NBN Co is set to announce an expansion of its Fibre-to-the-Distribution point (FTTdp) roll-out to one million homes, up from the 700,000 homes currently announced. Show More
Appen booms as machine learning rises
Speech and search technology services company, Appen (ASX:APX), was an outstanding performer last month after announcing a material upgrade to its full-year earnings guidance. Show More
Strong flows boost BT Investment Management, Pacific Current
Listed investment managers, BT Investment Management (ASX:BTT) and Pacific Current Group (ASX:PAC), each provided positive updates to the market during April and moved higher accordingly. Show More
a2 Milk flows into US
Alternative milk company, a2 Milk (ASX:A2M), performed strongly during the quarter after posting an outstanding interim result, well ahead of both our and consensus analyst forecasts. The A2M share price also benefited from a perceived relaxation in the regulatory environment in the key Chinese market late in the quarter. Show More
Updater continues upward move
US-based technology company, Updater, Inc. (ASX:UPD), had a strong quarter on the back of ongoing penetration of the US mover market and strong validation of its product from its pilot program with US insurance major, Liberty Mutual. Show More
Costa delivers results trifecta
Horticultural company, Costa Group (ASX:CGC), was a stand-out performer during the quarter with the fruit and vegetable grower producing a stellar interim result, which was applauded by the market. Show More
NextDC on cloud nine
Data centre operator, NextDC, re-rated after reporting a strong result, which demonstrated the operating leverage in the business model. Revenue grew 36% to $56m but the company reported EBITDA growth of 110% highlighting the high fixed-cost leverage, which is one of the key attractions of the stock. Show More
Blackham grows gold resources
Blackham Resources (ASX:BLK) owns and operates the Western Australian-based Matilda gold project which has been rapidly brought into production over the past 18 months and is expected to produce more than 50,000 ounces of gold in FY17 and be profitable. Show More
Cobalt's time to shine: Clean Teq
Clean Teq Holdings owns a world-class, shallow, high-grade scandium/nickel/cobalt deposit at Syerston in outback NSW. The core elements within this deposit are critical ‘future economy’ minerals including: Show More
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Market-leading position in growing industry: IDP Education
IDP Education (ASX:IEL) is a quality provider of international student placement and English language testing services. IEL operates three related businesses: 1) it co-owns IELTS, one of the leading ‘high stakes’ English language tests for students, migrants and employees, 2) it is one of the largest student placement agents globally... Show More
Costa Group makes fruitful acquisition
Australia's premier fruit and vegetable grower, Costa Group (ASX:CGC), announced its acquisition, in conjunction with Macquarie Agricultural Funds Management, of Queensland-based Avocado Ridge orchard and packing operations. Under the agreement, Macquarie will purchase the farms and enter into a 20-year lease with CGC to operate them. The avocado category is... Show More
a2 Milk strong despite Bellamy's woes
Pioneering milk business, The a2 Milk Company (ASX:A2M), performed well during the quarter despite being down 14.3% for the month of December on the back of concerns around the current predicament of its listed peer, Bellamy’s Australia (ASX:BAL) (-45.7% for the month of December). BAL issued a profit warning in... Show More
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