Stocks We Like
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The rise of Telix Pharmaceuticals
David Buckland
May 28, 2024
In this week’s video insight, I discuss the remarkable progress of Telix Pharmaceuticals (ASX:TLX). Over the past ten months, Telix’s share price has seen significant growth, driven by advancements in radiation imaging and therapy technologies. Their flagship product, Illuccix, is gaining traction in the market. With impressive revenue growth and strategic acquisitions, Telix Pharmaceuticals is well-positioned for continued success in the healthcare sector. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Why we think Hub24 is a quality growing company
Michael Gollagher
April 23, 2024
The Australian superannuation system is often seen as one of the envies of the world. With assets totalling $3.7 trillion, our system is the fourth largest in the world and grew by 10 per cent over 2023 from a combination of contributions made to superannuation and underlying investment performance. continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
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Pilbara Minerals: the ASX’s most shorted stock, yet poised for long-term success?
Daniel Chan
March 19, 2024
As a low-cost and long-life spodumene producer (spodumene is a raw material used to produce lithium for batteries in your phone, e-bike and electric vehicles (EVs), Pilbara Minerals (ASX:PLS) is one of the highest quality single commodity miners on the ASX. The share price has been punished recently, with the spodumene price falling from over U.S.$8,000 per tonne to below U.S.$1,000 per tonne in just over 12 months. continue…
by Daniel Chan Posted in Companies, Editor's Pick, Stocks We Like.
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Audinate: surpassing expectations and expanding market dominance
Roger Montgomery
March 6, 2024
It’s unlikely you’ve heard of Audinate (ASX:AD8), a holding in the Montgomery Small Companies Fund. Audinate is a company with shares listed in the small cap sector of the Australian stock market. It might have flown under your radar by virtue of its size. But the other reason you might not have heard of it is you’re probably not a customer. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Life360: massive growth potential from the helicopter parent tailwind
David Buckland
March 5, 2024
ASX listed Life360 (ASX:360), a family safety app that allows GPS location sharing is one of the larger and more exciting companies held by the Montgomery Small Companies Fund. In the two business days since Life360 announced its results for the year to 31 December 2023, the share price has jumped 46 per cent from $8.30 to $12.14. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Aussie Broadband and the consolidation of the Australian retail broadband sector
David Buckland
February 27, 2024
After highlighting the Vaughan Bowen and Michael Simmons lead Uniti Corporation and the several bolt on acquisitions from early-2019 (and then seeing the takeover from Morrison & Co at $4.50 per share a few years later), it appears the team at Aussie Broadband (ASX:ABB), led by Phil Britt, are following a similar run sheet by taking market share from the incumbents via organic growth and roll-up acquisitions. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Audinate Group: the growth worth listening to
Michael Gollagher
February 26, 2024
As we sift through the results from our companies over the first reporting season of the year, we watch with great interest as the market is reminded that company fundamental results still matter. We have seen macroeconomic speculation influencing market returns and share prices significantly over the last 18 months, rather than, in some cases, consideration for the fundamental changes occurring within some companies at a base level. continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
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Altium: An extraordinary roller coaster over its 25-year listed history
David Buckland
February 23, 2024
In this weeks video insight, David takes us through Altium Limited’s (ASX:ALU) 25-year listed history, marked by a recent bid from Renesas Electronics Corporation valuing it at AU$9.1 billion. From highs of $6.70 per share in 2000 to a record low of $0.09 per share in 2011, Altium has experienced significant fluctuations. However, since fiscal 2012, there has been a turnaround with notable revenue growth and improved earnings before interest, taxes, depreciation, and amortisation (EBITDA) forecasts. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Megaport half yearly: A solid, albeit pre-announced result
Roger Montgomery
February 21, 2024
Megaport (ASX:MP1) announced its half-yearly results on Tuesday. As the numbers were largely pre-reported at the company’s previous second-quarter announcement on 30 January, they were considered ‘in-line’ with expectations. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Altium’s share price soars on take-over bid
David Buckland
February 21, 2024
Altium Limited (ASX:ALU) was floated on the ASX in August 1999 at $2.00 per share, and the market bought into the excitement by driving up the share price to $6.70 by March 2000. 11 years later, the company was going through enormous pain, and this saw the Altuim share price crash to $0.09 by mid-2011, down 98.7 per cent from its record high. continue…
by David Buckland Posted in Companies, Stocks We Like.
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