Stocks We Like
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Aeris Resources: a highly operationally leveraged Copper play
David Buckland
October 20, 2021
After rallying from $0.03 to $0.24 per share over the 12 months to June 2021, the Aeris Resources (ASX: AIS) share price recorded a solid retreat over the September 2021 quarter to $0.16 per share. This prompted a handful of clients to ask if something was wrong. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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What a day…
Roger Montgomery
October 18, 2021
Since the COVID-19 crash, we’ve written a number of posts reflecting our view that a boom in Mergers and Acquisitions would continue, that 2022 has all the hallmarks of another positive year for asset prices – particularly quality equities like those owned in both the Montgomery and Polen Funds –and the search for income would prompt a frenzy of acquisition activity in the infrastructure space and among entities producing steady, reliable and even boring income. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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MEDIA
Pentanet brings high end gaming performance to almost any device
Gary Rollo
October 18, 2021
Cloud gaming, sometimes called gaming on demand or gaming-as-a-service, is the future for gaming and computing and Pentanet (ASX:5GG) will soon be launching GeForce NOW – American multinational technology company NVIDIA’s premiere cloud-based game streaming service powered by Pentanet. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like.
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Pentanet’s solution for fast internet
Gary Rollo
October 14, 2021
Pentanet (ASX:5GG) is a Perth-based micro-cap in the telco and cloud gaming space. Pentanet is passionate about high-speed internet and delivers the largest fixed wireless network in Perth. The company uses owns their own network which allows larger margins and provides a higher quality of service to its users. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like.
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Polen Capital Global Growth goes long ICON PLC
David Buckland
October 12, 2021
When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and Emerging Markets Growth out of London. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Why our small caps team recently bought Accent Group
Roger Montgomery
October 5, 2021
The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our confidence surrounding a recovery has grown somewhat as we witness an impressive acceleration in both first dose and second dose vaccinations, particularly in the most populous states of New South Wales and Victoria. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Wesfarmers: Likely to go to Round Three
David Buckland
September 28, 2021
Wesfarmers (ASX: WES) committed themselves to the Health, Wellbeing and Beauty Sector when, after nine weeks consideration, they increased the price they were prepared to pay for API Pharmaceuticals (ASX: API) by 12.3 per cent (or $83 million of value) from $1.38 to $1.55 per share. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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WES commits to the health, wellbeing and beauty sector
David Buckland
September 17, 2021
It took the CEO, Rob “they’re not browsing” Scott, a little over nine weeks to arrive at the conclusion that if Wesfarmers (ASX:WES) are serious about using Australian Pharmaceutical Industries (ASX:API) as a springboard to enter the growing health, wellbeing and beauty sector, then its logical to increase the acquisition price. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Weekend watchlist – Macquarie Telecom ASX:MAQ
Roger Montgomery
September 14, 2021
Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Podcast Channel, Stocks We Like.
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What we learned from reporting season
Joseph Kim
September 8, 2021
Another reporting season has come and gone. In all, 345 ASX listed businesses reported their FY21 results, which kept market analysts busy assessing the ‘beats’ and ‘misses’, earnings revisions, macro trends and warning signals. Here are the chief take-outs from the analysts at investment banks Macquarie and JP Morgan.
continue…by Joseph Kim Posted in Companies, Stocks We Like.
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