CDA had a strong 2H16, resulting in the company reporting a revenue increase of 17.8% in FY16 on the pcp. EBITDA and NPAT increased 40.1% and 21.7%, respectively. The Minelab division performed better than expected over the period and continues to be the greatest revenue contributor to the company. The... Show More
Broader Australian market performed poorly during the March quarter, with the ASX All Ordinaries Accumulation Index down 2.4%, taking the 12 month performance to a decline of 8.0%. Financials were a large drag with the S&P/ASX 200 Financials Accumulation Index down 7.2% due to a weak performance by the banks.... Show More
Pureprofile Limited (PPL) is a global data, insights and programmatic media company which offers a strong investment proposition. Its technology provides a relatively unique convergence of online consumer profiling with big data analytics and programmatic advertising which is crucial to the effectiveness of the online advertising industry. PPL was an... Show More
Fertoz looks like it's in an ideal position to take advantage of the rapidly growing North American organic agriculture industry, by virtue of its key direct application phosphate assets located in British Columbia, close to target markets. Production has already commenced (making it Canada’s only phosphate producer) by virtue of... Show More
Extension of Environmental Approval at Wiluna Underway, ESD's submitted for review by the EPA for the Millipede and Lake Maitland deposits. The approval process is expected to be completed in the 2H’CY2016. Landowner approval progressing for Wiluna Project. Refinancing of Macquarie bank debt facility complete. TOE repaid the outstanding $6m... Show More
Revenue was up 62.7% in FY15 on the pcp, largely as a result of significantly improved rental income of $22m, up 58.6% on the pcp and slightly above our forecast rental income of $21.3m. The Fund reported an increase in the book value of properties of $40.8m, a 28.8% increase... Show More
Easton Investments Limited (ASX: EAS) is a diversified financial services company that has been actively acquiring strategic positions in businesses in FY15 to complement the company’s product offering. The distribution arm of the company will be the driver of growth going forward with management also looking to expand the other... Show More
At September-end 2015, there were 76 listed investment companies (LICs) and Listed Investment Trusts (LITs) on the ASX, with a collective market capitalisation of $27.8B. Over the 12 months to 30 September 2015, the market cap of LICs & LITs grew 24.6%, with 15 new listings over the 12-month period.... Show More
Bailador Technology Investments Limited (ASX: BTI) is a listed investment company that provides exposure to a portfolio of unlisted internet related businesses founded in Australia and New Zealand. The company invests in private companies that are in the expansion stage, with a demonstrated revenue and customer base. The company is... Show More
LiveTiles Limited (ASX: LVT) was recently acquired by Modun Resources Limited and relisted on the ASX on 18 September 2015. LiveTiles Design generates revenue and is a software tool that improves the user experience of Microsoft Sharepoint, an enterprise collaboration platform. LVT is in early stages of growth with no... Show More
At June-end 2015, there were 65 listed investment companies (LICs) and Listed Investment Trusts (LITs) on the ASX, with a collective market capitalisation of $27.4B. Over the 12 months to 30 June 2015, the market cap of LICs & LITs grew 9.8%, with 9 new listings over the 12-month period.... Show More
AHAlife Holdings, Inc. (ASX: AHL) was founded in September 2010, in Manhattan, New York and provides a curated online marketplace (www.AHAlife.com) that sells premium high-end home and design, accessories, and beauty products produced by independent designers and artisans. Since the development of its proprietary technology platform and subsequent commercial launch... Show More
CDM is a LIC with a long/short Australian and international equities investment strategy. Approximately 18 months ago, the Manager began investing in international equities and such securities have become a material component of the portfolio. The currency exposure to date has been unhedged, introducing an additional performance variable in the... Show More