We caught up with Domenic Carosa, CEO of Crowd Mobile (CM8) directly after their half year 2016 results released today. We discussed the result, the underlying business, the Track acquisition, the growth in its subscription revenue streams and the catalysts for the stock for 2016, including expansion into Asia &... Show More
Pureprofile (PPL.ASX) has drifted below its issue price ($0.50) post listing in late July. At today's price ($0.48), PPL is trading with a market cap of roughly 1 times its proforma 2016 revenue (A$28m). With a robust existing "big data" business and a material deal with Newscorp, that has gone... Show More
Reporting Season - expecting strong results from MBE. Targeting sectors and companies that can outperform during reporting season, we like the digital/online media space. Whilst traditional media is in serious decline, Australia's online advertising spend outgrows traditional media channels and was up 16% in 2013 (IAB Australia). Within online, mobile grew... Show More