The share market may be hovering around an all-time high but that doesn't mean that every stock has been in winning form. While it's always important to select stocks that are going to make you money, it's just as crucial to know what you should do with the "strugglers". In this... Show More
MedAdvisor (MDR: ASX) operates in the healthcare IT space, specifically in improving the interaction between pharmacies, patients, drug manufacturers, doctors, and government. MDR provides a fully digital end to end experience for handling medical scripts for prescribed medication, primarily targeting chronic conditions which require ongoing medication management. Show More
At a recent technology conference, I attended there was a whole panel discussion on the opportunities around the use of technology and innovation in the education sector. While not as sexy and almost ubiquitous as FinTech or platform businesses like Facebook and Netflix etc. Education globally is still a huge... Show More
Well, another reporting season has come and gone. After sifting through literally hundreds of microcap results my assessment was that it was a very average reporting season for microcaps. A few standouts with good beats to guidance and strong outlook statements but the vast majority came in soft or missed... Show More
Well, another reporting season is on us and results are starting to come in thick and fast. As investors, August and February represent the 2 months of the year when we find out does our investment thesis get proven or disproven. I have previously done a guide on how to... Show More
Silex Systems (SLX: ASX) a long time listed uranium play is cutting a forlorn figure these days on the ASX boards. SLX recently announced that it had failed to resolve all the due diligence issues with regards to its purchase of 76% of is GLE joint venture from its JV... Show More
This month we outline four microcaps to watch, and discuss some research from Goldman Sachs on coverage at the small end of the market. We also talk to a high performing microcap fund, and discuss one of the more interesting stocks from their portfolio. Show More
Energy Action (EAX: ASX) has had a very chequered past in recent times. Following a successful IPO and relatively successful early days post IPO the performance under the tenure of the previous CEO Scott Woodridge was a torrid affair from a shareholders point of view. The share price fell from... Show More
Veris Limited (VRS: ASX announced another acquisition in its continuing strategy to rollup firms in the surveying and urban/regional planning business. Veris decided to wind down its old OTOC construction business over last 18 months to focus on its surveying and planning strategy. The new acquisition was well received with... Show More
Kip McGrath Education Centres Limited (KME: ASX) has been a long-standing microcap on the ASX. The company provides private tuition for students through a network of franchise tutors. The company has been overhauling its business model and systems in the last few years in order to improve profitability and capture... Show More
It’s a head scratcher alright. Over the past six months the ASX All Ordinaries index is up 9.37% while the ASX 200 index is up 8.56%. Despite recent negative headlines stocks are still higher than they were last August. Show More
Consolidated Operations Group (COG:ASX) is the new incarnation of the old Armidale Investment Corporation (AIK:ASX). COG has been slowly transitioning itself from the old LIC structure to a proper operating business structure over the last two years. COG is now pursuing two main lines of business: Show More
MedAdvisor (MDR: ASX) operates in the healthcare IT space, specifically in improving the interaction between pharmacies, patients, drug manufacturers and doctors. They provide a fully digital end to end experience for processing medical scripts for prescribed medication. Show More
HGL Limited (ASX: HNG) is a mini-conglomerate containing predominantly distribution businesses. HGL distributes some of its own propriety brands and third party brands in the Australia and New Zealand market. The business has been in a turnaround or self-help mode for the past 3 years and these efforts are now... Show More
Investing is full of mistakes. If we are unable to accept we were wrong in our thesis around a stock and it is now time sell, well we won't last long in investing. Even the best fund managers are only getting 6 out 10 of their picks right the other... Show More
For many investors that focus on small cap and microcap stocks, the dream is of finding a 10-bagger or even a 100-bagger stock. The little stock that turned into an absolute world beater, something akin to finding a McDonalds in the late 1960’s when it had roughly a 1,000 outlets... Show More
5 months ago we highlighted Blackwall Property Funds https://www.livewiremarkets.com/wires/31224. It looked well funded, undervalued and with its "WOTSO Workspaces" shared office model in early phase development, BWF overall looked interesting. The "WOTSO Workspaces" has plenty of room to grow, in terms of both the offering itself versus conventional offerings and... Show More
Apologies for my long hiatus, it has been hard to find interesting, reasonably valued stocks. Blackwall Property Funds (BWF) manage and service ~$600m of properties for various property vehicles. What’s exciting is they are in the early rollout phase of their shared office product ‘WOTSO Workspaces’. The strategy is to... Show More
This weekend's report is relatively short because stock markets have unfolded exactly as we have been forecasting; hopefully, that's not the kiss of death to our views! Show More
Could you have seen it coming for Dick Smith Holdings Ltd (ASX: DSH)? The stock has crashed 87% since the start of the year and the last thing shareholders want to hear is someone singing “I’ve told you so”. Show More