Wholesale Investor Lunch: CM8 Update | OtherLevels (OLV) new contract win | US Futures Flat, Leading into Tonight |
Niv Dagan
Peak Asset Management
This afternoon we attended wholesale investor’s Melbourne lunch. A number of great “up and coming” companies presenting… Our good friend from Crowd Mobile (CM8), Dom Carosa, also presented and we should now see some activity, leading into the AGM on 10 December. It was the first time that CM8 presented as a consolidated group, following their ~$13.8M EBIT acquisition of TRACK At $0.26, we see a good buying here. OtherLevels (OLV:ASX) has had another contract win with an iconic U.S. hotel that operates 500 hotel, casino, restaurant and entertainment properties. More details in the attached document. The table below shows the momentum behind this stock. Some strong build up in new partnerships and contract wins since 31 March. We see value at these levels, as selling now has completely dried out. Niv
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Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investments capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional, intermediary and offshore hedge funds. Niv takes an active approach in managing client funds and is a firm believer that adequate risk management is paramount in any good investment decision. Niv's work is largely focused on portfolio management, asset allocation, fixed income, managed funds, structured products and developing tailored strategies for the SMSF sector.
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Niv Dagan
Executive Director
Peak Asset Management
Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investments capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional,...
Expertise
No areas of expertise
Niv Dagan
Executive Director
Peak Asset Management
Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investments capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional,...
Expertise
No areas of expertise
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