cloud

Robert Frost

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

Murdoch Gatti | York Wealth Management

LiveTiles Limited (ASX: LVT) was recently acquired by Modun Resources Limited and relisted on the ASX on 18 September 2015. LiveTiles Design generates revenue and is a software tool that improves the user experience of Microsoft Sharepoint, an enterprise collaboration platform. LVT is in early stages of growth with no... Show More

Roger Montgomery

iSentia (ASX: ISD) is a really interesting business that debuted on the ASX on Wednesday, and closed up +19 per cent from its listing price. The company offers over 5,000 clients a proprietary cloud-based media monitoring tool that captures and interprets content from over 5,500 mainstream media outlets - including... Show More