Companies

In what we believe is a company transforming event, TPG Telecom (TPM) has announced the acquisition of Telecom New Zealand Australia Pty Ltd and its subsidiaries, which include the AAPT and PowerTel businesses. continue…

by Roger Montgomery Posted in Companies.

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One of our brokers and a producer of some excellent insights into smaller capitalized companies in Australia, Baillieu Holst, recently attracted the skills of analyst Stuart Roberts who has wasted no time releasing a new 37 page report covering the Life Sciences sector. As many private investors rarely have a comprehensive understanding even of the players in this sector, I thought it would very useful to provide you with Baillieu’s summary (with permission) of each of the companies covered. continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

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As Dick Smith prepares to re-enter the public domain, it may be worthwhile comparing the company with JB Hi-Fi to understand the sustainability of its transformation. continue…

by Ben MacNevin Posted in Companies.

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You can call this Part 5 or the ‘Finale’ in our series on McMillan Shakespeare.

You might recall that after McMillan Shakespeare’s shares were lifted from suspension (following Kevin Rudd’s pre-election announcement of a change to the recording of car usage for FBT purposes), the shares traded around $7.00 – down 50 per cent from pre-suspension levels. continue…

by Roger Montgomery Posted in Companies.

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In what was arguably the AGM season’s standout result, it was pleasing to read through the presentation by Ainsworth Game Technology Limited (ASX: AGI) and discover that much of the anecdotal evidence we had gathered a few weeks ago here largely proved reliable and correct. continue…

by Russell Muldoon Posted in Companies.

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From time to time, a national dialogue is raised about Australia’s position in the Commonwealth. For a period, the public questions the role of the British monarchy in Australia, before ultimately deciding that if the system isn’t broken, don’t fix it. continue…

by Roger Montgomery Posted in Companies.

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Cochlear Limited (COH) is one of the businesses we have followed with interest over the years. More recently, we have been concerned that competitors like Med-El and Sonova might be closing the technological gap on COH, and threatening its dominant market position. continue…

by Tim Kelley Posted in Companies.

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by Roger Montgomery Posted in Companies.

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In the past year the Slater & Gordon (ASX:SGH) share price has doubled to $4.00, giving the company a market capitalisation approaching $800m. Specialising in personal injury insurance and litigation services including everything from asbestos and medical law to workers compensation law, Slater & Gordon has 69 offices in Australia. The company also has, we believe, strong medium-term prospects thanks to an aggressive acquisition strategy into the highly fragmented UK law industry. continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

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Resmed recently released its results for the September quarter – the first period to fully reflect the significantly lower reimbursement rates independent distributors of Resmed’s products receive from Medicare in the US. While this disruption in the market was anticipated and widely known, the fall in Resmed’s sales was greater than expected. continue…

by Ben MacNevin Posted in Companies.

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