Companies
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Is Lynas an unlikely winner from a protracted trade war?
Joseph Kim
May 22, 2019
After initially bursting on to fund managers’ radars in early 2010 with a spike in prices, rare-earths producer Lynas (ASX:LYC) has been trading in relative obscurity for most of the decade as the company battled a myriad of issues that impacted its share price – including lower rare-earth prices, higher capital costs, regulatory uncertainty, balance sheet stress, slower than expected production ramp-up and significant board and management upheaval. continue…
by Joseph Kim Posted in Companies.
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Beware: Watch for falling WAAAX!
Roger Montgomery
May 21, 2019
Do Australia’s rocketing tech stocks – particularly the so-called WAAAX stocks Wisetech, Afterpay, Altium, Appen and Xero – deserve their lofty premiums? The market certainly thinks so. But I’m not so sure. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Three key themes from the banks’ results
Stuart Jackson
May 17, 2019
Australia’s four major banks have now reported their interim results. Common to all of them were three key themes, which are presenting both challenges and opportunities. continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Why Smart Group keeps outperforming Eclipx
David Buckland
May 15, 2019
The contrasting fortunes of fleet management businesses, Smart Group and Eclipx, highlight yet again the importance of making good corporate acquisitions. continue…
by David Buckland Posted in Companies.
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How a slowing listings environment impacts Domain and REA Group
Joseph Kim
May 13, 2019
The topic of the property market is a favourite obsession for many Australians given the significant percentage of household wealth the asset class represents for most Australians. There is plenty of media and other commentary discussing property market conditions on any given day – including from other contributors to the blog – so I won’t delve into where I think prices will go in the future. However, a slowing property market does have implications for listing volumes. continue…
by Joseph Kim Posted in Companies, Editor's Pick, Property.
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Uniti is now Unifying; another agreed acquisition
David Buckland
May 10, 2019
Since writing on Uniti Wireless Limited (ASX: UWL) five weeks ago, two things have occurred. Firstly, the company has announced two acquisitions. Pivit Pty Ltd was acquired for approximately $0.45 million inclusive of all customer assets, brand and associated intellectual property and more recently Fone Dynamics was acquired for between $5.04 million and $8.4 million, depending on their EBITDA in each of the years to June 2019 (base consideration) and the year to June 2020 (performance-based consideration). continue…
by David Buckland Posted in Companies.
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More reasons to avoid Uber’s IPO
Roger Montgomery
May 8, 2019
Uber says it is only in the early stages of capturing a $12 trillion total addressable market that includes personal mobility, food delivery, and freight shipping. So, if you believe its prospectus, the potential upside should be huge. But how realistic are its aspirations? continue…
by Roger Montgomery Posted in Companies.
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Where to for Avita Medical?
Joseph Kim
May 6, 2019
One company that recently caught our attention, that I believe is worth monitoring, is Avita Medical (ASX:AVH). AVH owns the patents and produces a medical device called RECELL, which produces a “suspension” of spray-on skin cells using a small sample of the patient’s own skin to help treat burn patients and skin defects. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Do we view Brambles as a high quality company?
Andreas Lundberg
May 2, 2019
Brambles is one of the companies that you’d think would tick quite a few of the quality criteria that we at Montgomery evaluate any potential investment on. Let’s have a look and see! continue…
by Andreas Lundberg Posted in Companies.
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Will Uber’s IPO lead to uber losses for investors?
Roger Montgomery
April 30, 2019
Uber’s upcoming IPO promises to be monumental. The big question for would-be buyers is: will this loss-making juggernaut be a good investment? Or, like its rival, Lyft, will its shares plummet after the float? continue…
by Roger Montgomery Posted in Companies.
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