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
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
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
While most smallcap indexes around the world tend to trade at a premium to their associated larger cap index, the Australian market is an exception. Smaller companies have traditionally traded at around a 15% discount to larger companies in Australia, however, this has reversed and they now trade at a... Show More
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
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
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
As the dust settles on yet another eventful reporting season, we believe it is important to take some time to pause and reflect on markets and our portfolio positioning. As a natural and ongoing extension of this process, we examine a range of companies that we believe are well positioned... Show More
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
AMA is Australia's leading panel repair business with 63 sites nationally. Show More
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
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
Michael Glennon talks about Mayne Pharma Limited Show More
Boss Resources (ASX:BOE) announced a resource upgrade at their Honeymoon Uranium Project of 27.6 Mlbs U3O8 at a grade of 820ppm. The increase comes less than two months since Boss acquired the Honeymoon Project, which is one of only four uranium projects in Australia to be fully permitted for Uranium... Show More
The movement in the uranium price have been well documented over the past decade with numerous well publicised events. However the uranium price has been one of the few commodities that has stabilised over the past 12 months in US dollar terms and has actually increased in Australia dollars. Show More
One clear outperformer has been Bellamy’s Australia Limited (ASX: BAL). For those unaware, Bellamy’s is a Tasmanian firm producing organic baby milk powder and formula. Show More
Many small cap stocks listed on the ASX are under researched. In this video Michael Glennon of Glennon Capital gives investors some advice on what to look for when investing in a small cap company and how to avoid some of the common investor mistakes in this space. “The more... Show More
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
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
