Companies

On 24 June, under the ASX code ISU, the IPO (Initial Public Offering) of iSelect.com.au is scheduled to occur. In what is being touted as one of the ‘hottest’ floats of the year, the business is seeking $215 million in new funds through the issuance of 116 million new shares. continue…

by Russell Muldoon Posted in Companies.

• 2 Comments
• save this article
• POSTED IN Companies

Yesterday, NRW Holdings Limited (ASX:NWH) joined a long list of resource and mining service companies materially downgrading their outlooks with the release of a “FY13 Guidance Update”. continue…

by David Buckland Posted in Companies, Insightful Insights.

• 2 Comments
• save this article
• POSTED IN Companies, Insightful Insights

According to one of our brokers, 127 companies have thus far announced downgrades for FY13. Throw Cochlear into the mix and that’s 128. continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

• 11 Comments
• save this article
• POSTED IN Companies, Insightful Insights

Fleetwood is a business that specializes in building two forms of accommodation – homes with wheels (e.g. caravans), and villages for miners. As such, the company’s share price is highly exposed to the mining cycle – it increased from $2 at the start of 2003 to peak above $10 in 2007. The share price then plunged below $4 in 2008. From this trough it again surged, this time to $14 in 2011, but has since fallen back to $4. continue…

by Ben MacNevin Posted in Companies.

• 15 Comments
• save this article
• POSTED IN Companies

Disappointing news from Cochlear (COH) this week. Following weak 2nd half sales, the company announced that it expected FY13 NPAT to fall between $130 and $135m – a large step down from what broking analysts had expected. continue…

by Tim Kelley Posted in Companies.

• save this article
• POSTED IN Companies

If a picture is worth a thousand words, we thought that after a recent meeting with Credit Corp Group Limited’s (CCP) management, a timetable would be helpful in showing how we currently anticipate the next few years playing out for the company. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Companies, Insightful Insights

Last week, within the first few minutes of sitting in a conference room listening to an update by Terry Smart, one of Australia’s smartest retailers, he announced a sales and profit upgrade. Naturally having a position in JB Hi-Fi (JBH) is pleasing.
continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

• 2 Comments
• save this article
• POSTED IN Companies, Insightful Insights

Even though we haven’t owned Blackmores shares, last week we read their regular quarterly update for the first nine months of 2013. We did so with some concern. At the top-line, a reported a 29% jump in revenue looks like a strong result. At the bottom-line, the 7% NPAT decline is troubling for a number of reasons.
continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

• 5 Comments
• save this article
• POSTED IN Companies, Insightful Insights

Resmed has just announced another record quarterly result. For those unfamiliar with Resmed, the company is a manufacturer of flow generators and masks for sufferers of Obstructed Sleep Apnea (OSA). OSA is a condition that causes the airways to temporarily close while sleeping (apnea means “without breath”).
continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

• 5 Comments
• save this article
• POSTED IN Companies, Insightful Insights

Shi Zhengrong received his Doctorate from the University of New South Wales’ School of Photovoltaic and Renewable Energy Engineering in 1992 under Professor Martin Green, the “father of photovoltaics”.

After working for Pacific Solar, a university spinoff, Dr Shi returned to China in 2001 to start the solar power company, Suntech.

Suntech Power Holdings Limited listed on the New York Stock Exchange and over the two years to late 2007 its share price climbed from $15 to above $88.
continue…

by David Buckland Posted in Companies, Insightful Insights.

• 4 Comments
• save this article
• POSTED IN Companies, Insightful Insights