Mason Willoughby-Thomas

Nearmap (NEA) released another impressive set of results on Wednesday, with strong numbers across all of its key KPIs. Annualised contract value (ACV) growth was consistent with what the company had pre-released in January, whilst the benefits of scale manifested in healthy growth in gross margins, EBITDA and bottom-line profitability.... Show More

Eley Griffiths Group

Eley Griffiths Group does not always as a house run bullish, but we have in the past couple of years. In a recent presentation to the Morgans network, Portfolio Managers Ben Griffiths and David Allingham outlined some of reasons underpinning our current bullish stance. Show More

Livewire Exclusive

Advancement in technology is creating countless new opportunities for business to streamline their operations and improve customer experiences. However, there's often a gap between when a concept is first introduced to a market and when the real commercial application is validated. Mason Willoughby-Thomas from the Ausbil MicroCap Fund says Australian... Show More

Wilson Asset Management

On Tuesday, aerial mapping business Nearmap Limited (ASX: NEA) announced its first quarter FY17 trading update, showing continued revenue growth in both its Australia and US businesses. Quarterly subscription revenue growth was up 39% to $9.2 million, with the Australian operation reporting organic revenue growth of 32%. The company has... Show More

Avatar fallback

Too early for the mini AGM season, the focus this month is on general meetings and a key theme is share placements. I take a look at the GMs scheduled for Tassal Group (financial assistance), Ausenco, Coppermoly, Impedimed, nearmap, Oncosil Medical, Programmed Maintenance Services. This month's note takes a look... Show More