Insightful Insights

Yesterday, we attended a lunch put on by one of our brokers for a deep-dive into the unlisted retail industry. Here, we gained further insights into the sector, following a raft of negative news flow recently from the likes of Supercheap Auto (ASX: SUL), The Reject Shop (ASX: TRS) and Kathmandu (ASX: KMD). continue…

by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.

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Appearing recently on Your Money Your Call, my fellow panelist recommended Titan Energy Services Limited (ASX: TTN), due to the strong growth in the Queensland coal seam gas industry. Titan’s share price has traded between $0.40 and $3.70 since its listing in late-2011, and at the current $2.13 it has a market capitalisation of $108 million. With only $11m of net debt (at December 2013), the enterprise value is $119m. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights, Value.able.

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It should come as little surprise that we’re fond of finding great value opportunities. But perhaps what you don’t realise is that high quality and good value are not the sole preserve of the stock market… continue…

by Roger Montgomery Posted in Insightful Insights, Value.able.

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Last week I met with several companies in Melbourne, including Burson Group (ASX: BAP), Repco and Super Retail Group (ASX: SUL) to discuss their businesses and what they are presently doing to compete. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights, Manufacturing, Value.able.

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Let’s play a game. We’re each going to bet $1 on the outcome of a coin flip and see who wins. If you considered playing this game, you would expect to be indifferent to playing, as the outcome to you is essentially zero. continue…

by Scott Shuttleworth Posted in Insightful Insights.

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 Vocus worth $6.10?

On Tuesday, we reported on the exciting future for Vocus Communications (ASX: VOC) after their AU$107.7m acquisition of New Zealand’s largest ducted inter-city fibre optic network operator, FX Networks. continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Takeovers, Technology & Telecommunications, Value.able.

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(Additional commentary by Roger Montgomery.)
Navitas (NVT: ASX) has announced that its largest University Pathways partner – Macquarie University – will not extend its partnership after 12 February 2016. continue…

by Ben MacNevin Posted in Insightful Insights.

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Value investors around Australia are united in their view that there are few bargains remaining in the Australian stock market. This is evidenced by the M&A activity seen in the market for inferior-quality companies who have lost market share and suffered declining profits and/or margins. continue…

by Roger Montgomery Posted in Insightful Insights, Market Valuation.

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Vocus Communications (ASX: VOC) plans to acquire FX Networks Limited, New Zealand’s only ducted inter-city fibre optic network, for an enterprise value of NZ$116m (A$108m), or around 8 times EBITDA. This will be Vocus Communications’ sixth acquisition, and easily their largest, in the past four years. continue…

by David Buckland Posted in Insightful Insights, Takeovers, Technology & Telecommunications.

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It’s a rare feat indeed for businesses to grow consecutively year-on-year for a decade, and just a handful of companies will ever achieve such a milestone. So when you own a company that has just notched up its fortieth consecutive quarter of growth, you know you have something special. continue…

by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.

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