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Why IMDEX’s proposed acquisition of Devico is a great strategic fit
Dominic Rose
February 9, 2023
IMDEX (ASX:IMD) reported a strong set of 1H23 results, well ahead of consensus with revenue up 18.5 per cent from 1H22 and EBITDA up 21.9 per cent from 1H22. Despite great results these were overshadowed by IMDEX’s proposed acquisition of Devico, which appears highly strategic. Dominic joined IMDEX’s CEO Paul House to take a deep dive into the proposed acquisition which is highly strategic with strong synergies. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Get set for the year of efficiency
Roger Montgomery
February 8, 2023
After a big spending couple of years, Meta CEO, Mark Zuckerberg, last week declared 2023 would be a “year of efficiency.” Zuckerberg’s statement sent Meta’s share price soaring. And his objective of delivering a leaner organisation in the face of a slowing economy is shared by many U.S. companies now reporting full-year 2022 results. Efficiency, it seems, will be one of the key themes this reporting season. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Why I steer clear of whisky – and distillers
Roger Montgomery
February 7, 2023
Just how do you value a company like Lark Distilling (ASX:LRK), whose main asset (award-winning Tasmanian whisky) is locked up for years, but increases in value as it matures. The answer: it’s hard. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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My top picks in the resources sector
Gary Rollo
January 31, 2023
In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like, Video Insights.
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Why Polen Capital exited these positions in the December 2022 Quarter
Polen Capital
January 27, 2023
2022 was a challenging year in the market, particularly for growth stocks, and now we enter 2023 with the consensus expectation for a recession. Portfolio activity for the Polen Capital Global Growth Fund picked up during the fourth quarter of the year. Four long-term holdings were sold during the December 2022 quarter – Nike, Adidas, Starbucks, and Meta Platforms. Each of the exited positions were smaller weights within the portfolio, reflecting some concerns on outlook. continue…
by Polen Capital Posted in Companies, Polen Capital.
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Could Newcrest Mining be ready to bounce?
Sean Sequeira
January 25, 2023
The share price of Australia’s leading gold miner, Newcrest Mining (ASX:NCM), has been somewhat disappointing for the last few years. That could soon change if the recent recovery of gold price continues, recent corporate actions start to bear fruit and if investors start to take note of the company’s significant copper assets. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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IMDEX’s strategic acquisition of Devico
David Buckland
January 24, 2023
In this week’s video insight David takes a closer look at IMDEX’s (ASX:IMD) acquisition of Devico AS. The strategic combination expands the product suite and client footprint offers extended market presence in key mining regions as well as cross-selling opportunities for IMD’s integrated solutions, with the global number one position in each of Rock Knowledge Sensors, Drilling Optimisation Products and Real-Time Data and Analytics. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Is Corporate Travel the pick of Australia’s travel stocks?
Sean Sequeira
January 18, 2023
The COVID-19 pandemic smashed the earnings of travel businesses across the globe. But here in Australia, Corporate Travel Management (ASX:CTD) not only withstood the tourism downturn – it was able to grow. With its share price still below the pre-COVID-19 level, and the business in great shape, Corporate Travel Management is a quality company with potential for much larger earnings growth in the years ahead. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Stocks We Like.
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Perreault Resigns from CSL, having already written some of the next chapter
Roger Montgomery
December 16, 2022
When investors, like Montgomery, and our partners, Australian Eagle, talk about quality Australian companies – those with wide and deep economic moats or competitive advantages, relatively low debt, high returns on equity and growing profits – Australian biotech CSL Limited (ASX:CSL) invariably appears near the top of the list. Even global quality-based investors such as Polen Capital count CSL among their holdings. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Will the FTC beat Microsoft and Buffett?
Roger Montgomery
December 9, 2022
Warren Buffett, often described as the world’s savviest investor began accumulating shares in Activision at around US$77 per share, through Berkshire Hathaway, in October and November of 2021. continue…
by Roger Montgomery Posted in Companies.
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