Companies
-
MEDIA
Cashrewards – the next category killer
Gary Rollo
February 10, 2021
In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
-
RBA lays out welcome mat for Takeover Mania! Who might be next?
Roger Montgomery
February 9, 2021
There are few who question that post-COVID fiscal support is necessary by governments to avoid a depression. Government spending is of course debt funded and borrowing occurs through the issue of Bonds. Large deficits, such as those seen after the pandemic commenced ensure a steady supply of government bonds. And without central bank buying of these bonds, bond yields would rise. continue…
by Roger Montgomery Posted in Companies.
- save this article
- POSTED IN Companies
-
February 2021 Reporting Season
Joseph Kim
February 8, 2021
We enter the February 2021 reporting season with a materially different backdrop to the one faced by investors in August 2020. Expectations have been rebased significantly upwards – along with share prices – suggesting a more even risk-reward skew for share price direction in terms of upside/downside due to earnings surprises. continue…
by Joseph Kim Posted in Companies, Editor's Pick.
- save this article
- POSTED IN Companies, Editor's Pick
-
Good reasons for Tabcorp to sell its Wagering & Media division
Stuart Jackson
February 8, 2021
Australian gaming giant, Tabcorp Holdings (ASX:TAH) has received unsolicited, confidential, non-binding and highly conditional proposals to buy its Wagering & Media division. I think a demerger makes sense for Tabcorp, and its investors, as it would leave the company as a leaner, almost pure play lotteries business. continue…
by Stuart Jackson Posted in Companies.
- save this article
- POSTED IN Companies
-
Bingo catches a bid. Who could be next?
Dominic Rose
February 5, 2021
Bingo Industries (ASX:BIN) confirmed in late January that it has received an unsolicited, indicative takeover proposal from a consortium led by private equity firm, CPE Capital (formerly known as CHAMP Private Equity), and including a Macquarie Infrastructure Fund (Macquarie Infrastructure & Real Assets, MIRA). continue…
by Dominic Rose Posted in Companies.
- save this article
- POSTED IN Companies
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
What to make of the Gamestop short squeeze?
Tim Kelley
February 5, 2021
The developments in recent weeks in relation to trading in Gamestop, a US-listed mall-based retailer of video games, have been fascinating for a whole host of reasons. Not the least of these has been how poorly-understood the whole episode has been. continue…
by Tim Kelley Posted in Companies.
- 1 Comments
- save this article
- POSTED IN Companies
-
What CCP’s results say about the health of the economy
Andreas Lundberg
February 4, 2021
Credit Corp (ASX: CCP), which is a buyer of debt, is a company we follow quite closely. Apart from being a potential investment, CCP’s fortunes provide a keen insight into the level of financial stress in the real economy. So, the company’s recent results were a good indicator of where we are at. continue…
by Andreas Lundberg Posted in Companies, Global markets, Market commentary.
- save this article
- POSTED IN Companies, Global markets, Market commentary
-
Why we invested in the Cashrewards IPO
Gary Rollo
January 22, 2021
Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model. And it’s only just getting going. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
- 1 Comments
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
City Chic accelerates global expansion
Dominic Rose
January 18, 2021
In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
-
Another stellar performance from Codan
Andreas Lundberg
December 17, 2020
Codan is a rare company with a clear market leading position in its niche and is producing very attractive returns and growth rates with sales growth of 28 per cent and profit growth of 40 per cent in FY20. In an update to market, Codan advised demand has been strong for its metal detectors, in both recreational and mining markets. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like
