small cap

Clime Asset Management

Before delving into some of the specifics, we believe it is worthwhile recapping where NGI has come from, to better appreciate some of the successes now becoming increasingly observable. It’s been quite a journey for the US-based Navigator Global Investments (NGI). Formerly known as HFA Holdings (HFA), NGI is the... Show More

Robert Frost

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

Robert Frost

Australia's premier fruit and vegetable grower, Costa Group (ASX:CGC), announced its acquisition, in conjunction with Macquarie Agricultural Funds Management, of Queensland-based Avocado Ridge orchard and packing operations. Under the agreement, Macquarie will purchase the farms and enter into a 20-year lease with CGC to operate them. The avocado category is... Show More

Robert Frost

National Veterinary Care (ASX:NVL) reported its first annual result since its August 2015 IPO and pleasingly managed to exceed prospectus forecasts. In the first 12 months of its listed life, NVL has acquired 44 vet clinics and expects to settle a further six by the end of October 2016. The... Show More

Matthew Langsford

Food as an investment theme has received significant publicity over the past two years, and a number of ASX listed food companies have performed extremely well. Despite being a crowded trade, most would agree the industry represents a significant opportunity. The thematic enjoys long-term structural drivers of growth including a)... Show More

Dean Fergie

This morning the recently listed Afterpay (ASX:AFY) announced its first quarter results with all metrics (merchants, end-customers, merchant sales and, importantly, fees to AFY) up over 100% in the June quarter. Even before today's announcement, the stock had risen more than 60% since its ASX debut in early May 2016.... Show More

Roger Montgomery

Some simple rules can help identify small-cap companies with big prospects. Although many investors believe there is more risk because the companies are smaller and the shares more volatile, the risks of an individual failure can be mitigated by focusing on quality and value, and by diversifying across a number... Show More

Adam Kiley

Cassini Resources (ASX:CZI) is developing the Nebo Babel nickel-copper project located in the West Musgrave region of Western Australia. The project has low forecasted operating costs (4Mtpa Case C1 cash cost of US$1.82/lb Ni) and significant production potential (12,300t Ni & 14,300t Cu per annum), which could make Nebo Babel... Show More

Adam Kiley

Minbos Resources (ASX:MNB) is developing the high-grade Cacata rock phosphate project in Angola (13Mt at 26% P2O5) and has significantly changed their strategy and corporate structure over the past 12 months. Drill results and long sections indicate a significant portion of this resource has the potential to be Direct Shipping... Show More