Companies
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Avita Medical receives FDA approval for full-thickness skin defects
David Buckland
June 9, 2023
It has been 30 years in the making, when Dr Fiona Wood and scientist Marie Stoner recognised the potential of tissue engineering to treat burns and a skin culture facility was borne. Their product evolved from cultural sheets of cultural epithelial autograph (CEA) to aerosol delivered cell-clusters and today it is known as “spray-on skin”. The skin cells then grow on the patient and the technology has been patented and commercialised through Clinal Cell Culture, which became Avita Medical (ASX:AVH). continue…
by David Buckland Posted in Companies, Stocks We Like.
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Is there a bright future ahead for Aeris Resources and Rex Minerals?
David Buckland
June 1, 2023
I recently concluded that while Copper’s near-term outlook remains closely linked to global industrial production expectations, as the global supply/demand curve heads into a deficit later this decade we expect the Copper price to hit record highs. Today, I wanted to focus on two relatively junior Australian Copper plays, owned by the Montgomery Small Companies Fund, Aeris Resources (ASX:AIS) and Rex Minerals (ASX:RXM). continue…
by David Buckland Posted in Companies, Stocks We Like.
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Quality growth – the recipe for success
Michael Gollagher
May 31, 2023
2023 has been a challenging year for stock markets, when we commenced in January we launched with a bang, with strong market returns occurring across the globe. By the time February approached volatility had set in and we find ourselves in a situation where like tropical weather, the forecast can change at a moment’s notice. continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications.
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How much more financial pressure can Australian mortgagees take?
Sean Sequeira
May 30, 2023
Talk to anyone on the street these days and the conversation will inevitably turn to how inflation is increasing their cost of living in some form or another. Inflation has risen steadily since the beginning of 2022 despite the determined efforts of Reserve Bank of Australia (RBA) to bring it back towards its target range of 2-3 per cent. continue…
by Sean Sequeira Posted in Companies, Financial Services.
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Universal Store’s share price plunges after trading update
Roger Montgomery
May 29, 2023
Sentiment remains extremely tentative. Good news is met with share price gains of one or two per cent but disappointment is met with market capitalisations falling by a quarter or more in a single day. That sentiment met Universal Stores (ASX:UNI) last week, as it released its trading update, which also offered insights into consumer behaviour and guidance for its Full Year 2023 result. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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Three is the magic number
Roger Montgomery
May 22, 2023
With apologies to De La Soul for hijacking the title of one of their hit songs, we discuss here three companies that are currently held in our domestic funds. All three can be found in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, managed by Sean Sequeira, Alan Kwan and Daniel Chan. Corporate Travel Management is also held by Gary Rollo and Dominic Rose in the Montgomery Small Companies Fund. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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REA Group continues to deliver for long-term investors
Roger Montgomery
May 17, 2023
Since listing in 1999, the share price of REA Group (ASX:REA) – Australia’s leading online property portal – has risen from around 50 cents to around $140. So you’d have been far, far better investing in REA than in the property market that it serves. REA continues to be one of the highest quality businesses on the ASX, and a slightly underwhelming third-quarter trading update has not changed my opinion of the company’s prospects. continue…
by Roger Montgomery Posted in Companies, Property, Stocks We Like.
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The wrangling over White Gold is set to accelerate
David Buckland
May 15, 2023
As detailed in my most recent blog entitled “Will the copper price hit record highs?”, Latin America and Australia combined, according to the U.S. Geological Survey, currently controls around 75 per cent of the world’s lithium reserves, whilst China has 80 per cent of the global refining capacity. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Why Australian Eagle invested in AMP
Sean Sequeira
May 11, 2023
Back in the 1960s, AMP Limited (ASX:AMP) built the tallest building in Australia, with magnificent views over Sydney harbour. It was a symbol of the firm’s dominant place within the local financial sector. Fast forward 60 years, and AMP is a shadow of its former self, and its share price has suffered accordingly – down 91 per cent since listing in 1998. Subsequent to its fall from grace, Australian Eagle identified certain factors which gave the company the chance to evolve and if successful, continue to play a big part in the financial services industry. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Portfolio changes to the Polen Capital Global Growth Fund in the March quarter
Polen Capital
May 8, 2023
After a busier than usual fourth quarter, activity returned to a more normal level for the Polen Capital Global Growth Fund in the first quarter of 2023. This is partly because we are so confident in the current state of the Fund’s Portfolio. This quarter consisted of only adding and trimming current positions in the portfolio, which included adding to Amazon and Thermo Fisher Scientific and trimming weights in Mastercard, Visa, and Abbott Laboratories. continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like.
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