High expectations, high growth, and high risk. Small cap tech stocks are not for the faint of heart; high potential returns are on offer though, if you get the call right. So, find out whether it’s time to subscribe or delete these young companies, with Roger Montgomery and Neil Carter. Show More
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
Carsales 'mini-me' Latam Autos has driven investors down the wrong road since listing three years ago, but after a strategtic re-set the Latino car ads house looks to be headed in the right direction. Meanwhile, the well-known but private Johns Lyng Group is steering towards a listing Show More
We have pivoted the HAM portfolio to gain exposure to the strong trend in infrastructure spending. The quote below came from a SME business survey conducted by the highly experienced and respected, Ross Cameron Show More
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.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
After ‘firing’ the hero to zero dud 1-Page, investors again are backing recruitment stocks with a ‘hire’ purpose. Show More
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
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
For investors, too much medical dope is never enough as they rush a new veterinary cannabis listing. In the more traditional industrial sector, a packaging minnow chaired by ex Aussie Post boss Ahmed Fahour has the flexibles market all boxed up. Show More
It’s been a pretty ordinary decade for the ASX Small Ordinaries Index, which remains more than 30% below its 2007 peak. However, it’s a market that’s ripe for producing alpha; according to Lonsec, all but one of the small cap managers in their coverage outperformed their benchmark over five and... Show More
These two minnows – one of them an IPO – are striving to make the human brain redundant while striking fear into the hearts of errant motorists and gamblers along the way. Show More
We follow US small and micro caps and the managers who own them. We highlight an Indian film distributor EROS which ticks the boxes in the investment process followed by small cap growth managers. Show More
Cut price competition means the listed assisted baby makers Virtus and Monash IVF are doing it tough. But funeral operator Invocare remains a stock to die for as mortalities pick up. Show More
Baby Bunting is a well-recognised baby goods retailer with approximately 12% market share in Australia. The company has 42 stores across its network and has successfully doubled sales in less than 4 years. Baby Bunting is still in the early stages of its store rollout program, with new stores maturing... Show More
If new IPO CropLogic has its way, it’s not just Eric Olthwaite who will be getting excited about rain gauges and precipitation. Meanwhile, the globalized Fluence is taking on the world’s polluted waterways one filthy drop at a time Show More
One of the things that frustrates me most is fund managers who take the “other peoples money” approach. My fundamental belief is that if you wouldn’t do something with your own money, why would you do it with someone else’s money? When we look to hire new analysts, we spend... Show More
Investors can be drawn to small-caps because the segment often houses companies with unappreciated growth prospects. The challenge of course is to avoid the numerous failures and investment speculation from creeping into portfolios. Show More
For two small caps exposed to the industrial military machine here and in the US, increased defence and anti-terrorism spending is a godsend... Show More
Along with their unsightly buttocks, brickies will become endangered if robotics group Fastbrick has its way. Meanwhile, 1ST Group is on a quest to automate the medical appointments booking process Show More