Companies
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Recently listed US tech stocks about to face their moment of truth
Roger Montgomery
June 28, 2019
Many high-profile US tech companies – like Uber, Pinterest and Lyft – are about to see the expiry of their share lockups, which are akin to our escrows. If the past is anything to go by, this should lead to some precipitous share price falls. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Beware companies issuing multiple downgrades
Roger Montgomery
June 25, 2019
Over the last few months, eight times as many ASX-listed companies have downgraded as upgraded. That’s an alarming figure, and reveals a serious decline in business conditions. The mission for all investors is to try to avoid companies issuing further downgrades. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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A tough ten-year anniversary for Julian Segal
David Buckland
June 21, 2019
Julian Segal has built an excellent reputation as a CEO getting the best out of highly cyclical businesses, at both Incitec Pivot for four years and at Caltex for the past ten years. It now seems the “cyclical gods” are against him. continue…
by David Buckland Posted in Companies.
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What are the best venture capital bets?
Joseph Kim
June 18, 2019
There have been a number of high-profile IPOs in the US this year – with the ride-sharing Apps Uber and Lyft being two of the most prominent. The combined valuation of the two listings at IPO was >US$100bn (Uber $82bn, Lyft $24bn), a higher valuation than every company on the ASX aside from the mighty BHP. continue…
by Joseph Kim Posted in Companies.
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Which way next for BINGO Industries?
Roger Montgomery
June 17, 2019
The share price of waste management business, BINGO Industries (ASX:BIN), has been on a roller-coaster ride since the company listed on the ASX in 2017. With its heavy exposure to property development, it remains to be seen which way it moves next. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Is Costa Group’s share price decline cyclical or structural?
Joseph Kim
June 12, 2019
One of the more significant de-rating stories over the past 12 months has been that of fruit and vegetable grower Costa Group (ASX:CGC), which has had to issue two earnings downgrades over this period due to a variety of weaker pricing and agricultural-related issues. continue…
by Joseph Kim Posted in Companies.
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Will a tech IPO bust drag the market down?
Roger Montgomery
June 6, 2019
Each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this latest tech bubble could be coming to an end. continue…
by Roger Montgomery Posted in Companies, Market commentary.
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The conga line of loss making IPOs is a worry..
Roger Montgomery
June 4, 2019
There are plenty of charts doing the rounds showing the rising percentage of companies listing in the US, that are losing money. Uber is perhaps the best recent example, which we wrote about and suggested it might be a great short selling opportunity. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Eclipx Group Limited comes clean
David Buckland
June 1, 2019
In releasing their half-yearly results for the six months to March 2019, the Eclipx Group (ASX: ECX) management has come clean. After spending a combined $246 million on the Right2Drive and GraysOnline acquisitions in May 2016 and August 2017, respectively, they have now been written down by $118 million. continue…
by David Buckland Posted in Companies.
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Why we’re not trumpeting Jumbo Interactive right now
Roger Montgomery
May 31, 2019
Jumbo Interactive (ASX:JIN) is a wonderful business that we’ve liked for a long time. But with its share price doubling over the past six months to an all-time high, is it wise for would-be buyers to step aside for now? continue…
by Roger Montgomery Posted in Companies.
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