Media Room

In this article for Livewire Roger discusses why we like Macquarie Telecom. We’ve promoted the Macquarie Telecom story and explained the investment opportunity since about $25 per share, and our small cap team think it is worth far more than that today. We also believe considerable upside remains from its current price of $76. Read here. continue…

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss the prospects for the discretionary retail sector. With international and domestic travel off the table for Australians, people are looking for other ways to spend their money. This has resulted in a boost for retailers like JB Hi-Fi, Harvey Norman, Temple & Webster and Kogan. Although what happens when this spending slows down?

by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

• save this article
• POSTED IN Editor's Pick, Podcast Channel

Roger joined Alicia Barry on The Business to discuss why there is so much M&A actvitiy at the moment. The $39 billion takeover of Afterpay by US giant Square highlights the amount of cash in the market. Watch here.

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

• save this article
• POSTED IN Editor's Pick, TV Appearances

Gary Rollo joined Chris Judd on Talk Ya Book to discuss a microcap pick in the telco and e-sports space, Pentanet (ASX: 5GG). Pentanet is a Perth based high-speed internet provider although our investment thesis is based on their volume growth opportunity in cloud gaming.

continue…

by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like.

• save this article
• POSTED IN Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like

Rod Myer published an article in The New Daily discussing why the share prices of major coal generation owners Origin and AGL are under downward pressure as the shift to renewables continues. Rod draws on comments from Andreas on renewable energy coming into the market at very low prices. Read here.

by Andreas Lundberg Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Roger Montgomery joined James Kirby in this episode of The Australian’s Money Cafe to discuss how to find value on the ASX, whether the capital city property market is expensive or relative, and a share market ‘pick’ ready to reward for years to come.

by Roger Montgomery Posted in Podcast Channel.

• save this article
• POSTED IN Podcast Channel

Ishan Dan published an article in The Inside Investor sharing Gary Rollo’s view on what makes a successful IPO. So far this year, there have been 81 IPOs with another 24 booked in for the next two months. Read here.

by Gary Rollo Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

The Australian market has had a fantastic start to the week with some big gains in blue chip banks, mining giants and Telstra. While share prices are climbing consumer confidence is doing the opposite, so what is driving the optimism in markets? Roger joins Phil Clark on ABC Nightlife to discuss. Listen here. 

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

Roger Montgomery joined Sean Aylmer on the podcast series Fear And Greed  to discuss the frenzy of dealmaking on the Australian share market. Since the start of the calendar year to 30 June 2021, $85 billion worth of takeover deals have been conducted. Why are we seeing such an increase in takeover activity and what does this mean for investors?

by Roger Montgomery Posted in Podcast Channel.

• save this article
• POSTED IN Podcast Channel

Rod Myer published an article in The New Daily discussing Solomon Lew’s increased stake in Myer from 10 per cent to 15.77 per cent. Does he intend to take control of the troubled department store? Rod calls on Roger’s and Stuart’s opinions. Read here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet