4 small caps in focus as reporting season wraps up
We’re bringing The ASX Small Cap Wrap to Livewire for the first time. Hosted by A Rich Life’s Claude Walker and Patrick Poke, the podcast dives into the most interesting stories and results from the small end of the ASX, with thoughtful analysis and the occasional irreverent aside.
In this episode, recorded as reporting season draws to a close, we discuss XRF Scientific (ASX: XRF), Monash IVF (ASX: MVF), Cuscal (ASX: CCL), and PWR Holdings (ASX: PWH) — what the numbers told us, and where the market might have over- or under-reacted.
If you’re looking for fresh perspectives on small caps beyond the headlines, this is a great place to start.
Stocks Covered:
- XRF Scientific (ASX: XRF)
- Monash IVF (ASX: MVF)
- Cuscal (ASX: CCL)
- PWR Holdings (ASX: PWH)
Read Patrick’s article on Monash IVF here (referenced in the discussion)
Listen and Subscribe:
- YouTube: Watch the episode here
- Spotify: Listen on Spotify
- Apple Podcasts: Listen on Apple Podcasts
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Disclosure: Claude Walker owns shares in XRF, EOL and CCL, Patrick Poke owns shares in PWH, neither owns shares in MVF. They will not trade shares in any of these companies for at least 48 hours following the publication of this show. This show is not intended to form the basis of an investment decision and is not a recommendation. Any statements that are advice under the law are general advice only. The hosts have not considered your investment objectives or personal situation. Any advice is authorised by Claude Walker (AR 1297632), Authorised Representative of Ethical Investment Advisers Pty Ltd (ABN 26108175819) (AFSL 276544).

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4 stocks mentioned