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
Even Warren Buffet only gets 6 out of 10 calls right. So investors of all stripes should be prepared to respond appropriately for the calls they will get wrong. In this exclusive video, Dean Fergie from Cyan talks candidly about how his fund handles making some hard decisions, illustrating their... Show More
The average return on new listings in 2017 was over 60%. Having some exposure can add to your returns, but there are plenty of landmines to avoid. Cyan is active in this market and Dean Fergie discusses their approach in this exclusive interview, including one recent listing that passed the... Show More
We are on the home stretch of FY18 and microcap and small caps indexes have continued to demonstrate strength. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation Index returned a -3.69% for the Q3FY18. In contrast, the S&P/ASX Emerging Companies Index posted a -1.85% return in... Show More
With value in short supply, managers usually berate the lack of opportunities they are seeing. However Graeme Carson from Cyan IM told us that early stage companies are presenting a lot of opportunities, and went on to discuss his process with us. Graeme emphasised really getting to know the underlying... Show More
To find out what makes him tick, we asked Graeme Carson what he is most passionate about in the market. He told us that it is the satisfaction of watching a company grow from ‘birth’ to become ‘one of the bigger companies in our economy’. Cyan participated in the IPO... Show More
Graeme Carson from Cyan Investment Management nearly refused the initial meeting with this microcap, but was inspired to ‘do some digging’ after hearing the scale of the vision the management had. Today he believes the company is on its way to growing its value fivefold. Carson says the market has overlooked... Show More
Spirit Telecom appears to be emerging as a major beneficiary of the NBN's underwhelming high-speed internet deployment. As professional investors, we're always looking for an angle to make a dollar. And one company's misstep is often another's opportunity. Show More
Surveying consolidator OTOC has recently raised $12m to acquire further businesses in its narrow market sector and looks set to maintain its strong earnings and share price momentum. Show More
SKB has made a company transformative move in its acquisition of Cairns based adventure tourism company, Raging Thunder (RT). This marks SKB's first move outside its traditional skydiving business and opens up a myriad of new opportunities and prospects to its young, but already incredibly successful, business model. Show More
