Robert Frost

Baby Bunting (BBN) released an upbeat FY 2018 result earlier this morning, which was a welcome relief to investors who had endured a difficult year following unprecedented structural change in the baby goods industry, with many of the company’s key competitors entering administration. This led to a wave of heavy... Show More

Robert Frost

We have seen a plethora of analyses in recent weeks from investment banks such as UBS, Morgan Stanley and Citigroup sounding warning bells on the domestic housing market and data from the latest CoreLogic Home Value Index suggests that the Melbourne and Sydney markets are now firmly in retreat. Show More

Robert Frost

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

Robert Frost

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

Robert Frost

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

Robert Frost

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

Robert Frost

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

Robert Frost

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

No comments.