micro caps

An old world stock with new world upside

Roger Collison
Roger Collison DMX Asset Management

At a time when so many investors are focused on technology and growth, it is understandable why the market is less interested in a seemingly old-economy company like Joyce Corporation Limited (ASX:JYC). Joyce’s origins go back over 130 years, and at one point was Australia’s largest foam and furniture manufacturer,... Show More

value investing small caps micro caps ASX:JYC Joyce

Optimistic about A2 Milk

Robert Frost
Robert Frost OC Funds Management

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

Imdex well positioned as commodity prices firm

Robert Frost
Robert Frost OC Funds Management

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

Kogan potential beneficiary of Amazon arrival

Robert Frost
Robert Frost OC Funds Management

Kogan.com was a stand-out performer amid the doom and gloom of the retail space with several highlights from its inaugural full-year result as a listed company. Show More

Can we rely on Reliance?

Robert Frost
Robert Frost OC Funds Management

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

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Blue Sky targets $5b AUM by 2019

Robert Frost
Robert Frost OC Funds Management

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

NetComm Wireless broadens reach

Robert Frost
Robert Frost OC Funds Management

Broadband product developer, NetComm Wireless (ASX:NTC), bounced strongly after news filtered out NBN Co is set to announce an expansion of its Fibre-to-the-Distribution point (FTTdp) roll-out to one million homes, up from the 700,000 homes currently announced. Show More

Appen booms as machine learning rises

Robert Frost
Robert Frost OC Funds Management

Speech and search technology services company, Appen (ASX:APX), was an outstanding performer last month after announcing a material upgrade to its full-year earnings guidance. Show More

Strong flows boost BT Investment Management, Pacific Current

Robert Frost
Robert Frost OC Funds Management

Listed investment managers, BT Investment Management (ASX:BTT) and Pacific Current Group (ASX:PAC), each provided positive updates to the market during April and moved higher accordingly. Show More

a2 Milk flows into US

Robert Frost
Robert Frost OC Funds Management

Alternative milk company, a2 Milk (ASX:A2M), performed strongly during the quarter after posting an outstanding interim result, well ahead of both our and consensus analyst forecasts. The A2M share price also benefited from a perceived relaxation in the regulatory environment in the key Chinese market late in the quarter. Show More

Updater continues upward move

Robert Frost
Robert Frost OC Funds Management

US-based technology company, Updater, Inc. (ASX:UPD), had a strong quarter on the back of ongoing penetration of the US mover market and strong validation of its product from its pilot program with US insurance major, Liberty Mutual. Show More

Costa delivers results trifecta

Robert Frost
Robert Frost OC Funds Management

Horticultural company, Costa Group (ASX:CGC), was a stand-out performer during the quarter with the fruit and vegetable grower producing a stellar interim result, which was applauded by the market. Show More

Blackham grows gold resources

Robert Frost
Robert Frost OC Funds Management

Blackham Resources (ASX:BLK) owns and operates the Western Australian-based Matilda gold project which has been rapidly brought into production over the past 18 months and is expected to produce more than 50,000 ounces of gold in FY17 and be profitable. Show More

Cobalt's time to shine: Clean Teq

Robert Frost
Robert Frost OC Funds Management

Clean Teq Holdings owns a world-class, shallow, high-grade scandium/nickel/cobalt deposit at Syerston in outback NSW. The core elements within this deposit are critical ‘future economy’ minerals including: Show More

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