Clover Corp has been a big winner from the China-led boom in infant formula, but by supplying a key ingredient rather than the end product. Meanwhile, other dairy suppliers have refused to follow the herd and are diversifying into goat’s milk. Show More
Gold miner West Wits has turned its focus from the Indonesian province of Irian Jaya to South Africa’s famed Witwatersrand region. Meanwhile, the revived Kingrose Mining is out to prove that ASX listed miners can do business in Indonesia. Show More
The previous basket case Tasmania is in the midst of an unlikely economic boom. Here’s a (two) heads-up on how to gain an ASX exposure Show More
According to someone more boned up on the topic than your columnist, self-executing digital contracts have been around since at least 1994 - when Paul Keating still ruled the land with his colourful invective. Show More
Growth vs value is a well-documented discussion in stock investing. It describes two fundamental approaches or styles to investing where in a basic sense, the growth approach seeks to invest in companies that exhibit strong growth characteristics (whether this be in the sales, earnings and/or cash flow of a company),... Show More
The head of one mid-sized ASX biotech play recently told an industry forum that after a quiet 2017 for global takeover activity in the pharmaceutical sector, Trump’s tax cuts would fire up activity this year. Show More
There are more ways to gain exposure to commodities than buying the miners themselves. Here are two alternatives Show More
Lottery ticket reseller Jumbo took the right decision to align itself with traditional partner Tatts Group rather than aggressive challenger Lottoland. Meanwhile, digital promotions house OtherLevels believes that a clamp on wagering advertising will be good for business Show More
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
With around 8,000 small caps to choose from around the globe, narrowing down that universe is a key part of successfully investing in this area. Edward Rosenfeld, Portfolio Manager at the Lazard Global Small Cap Fund, says there are four essential elements that they consider when assessing a potential investment.... Show More
Some argue that nickel is a more important component in electric vehicle batteries than lithium or graphite. Whatever the case, nickel stocks have found their groove although they remain vulnerable to renewed market volatility Show More
After a rough start to the year in 2017, smaller companies had a stellar run in the back half that once again shone light on the smaller end of the market. With nearly 20 years’ experience running a small cap mandate, Rob Frost from OC Funds has seen this kind... Show More
The two ASX listed funeral operators face 'grave' concerns if the UK industry trends are replicated here. In the meantime, consolidation of the $1.1 billion local sector continues apace Show More
The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to stock market corrections. However, our market outlook dimmed due to recent ‘risk-on’ rally, where most of the year’s return was delivered... Show More
Just as the bitcoin emerged from the cyber haze in 2017, 2018 is emerging as the year of blockchain, the underlying technology supporting cryptocurrencies. Is blockchain another form of crypto craziness, or a more respectable iteration of bitcoin and its many cousins? Show More
Backed by car maker Ford, chat show host Larry King, a white rapper and a Bollywood songstress, Hear Me Out offers a ‘hands-free’ alternative to Facebook and Twitter. But not all automotive-related ‘internet of things’ plays have enjoyed smooth driving conditions Show More
An outlook for 2018 is best served with a quick recap of the last six months. After a tepid first half of 2017, the Australian Small Ordinaries index (XSO) rose strongly over the second half of the calendar year, to be up over 18% (at the end of December). While... Show More
The global asthma market is huge, but developing asthma prevention and management devices has hardly been a wheeze for the listed Adherium and Respiri. It doesn’t help when some patients adopt a novel approach to usage … Show More
An ASX newcomer is offering an exposure to both the taxi and ride share sectors at a time when listed stalwart Cabcharge is fighting back. Which stock represents the ‘farest’ value? Show More
While investors continue to enthuse about lithium, two mine developers are eyeing two little-known elements that commonly occur in mineralisation with the battery metal. Show More
