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ABC Nightlife – Forecasts for 2024 and reporting season updates
Roger Montgomery
February 21, 2024
In this week’s ABC Nightlife interview, I joined Phillip Clark to kick off the year and make some forecasts for 2024. We also discussed the latest news from this reporting season. You can listen to the full interview here: ABC Nightlife – Forecasts for 2024 and reporting season updates
by Roger Montgomery Posted in Radio.
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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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Deterra Royalties half-yearly result: stable performance and growth Initiatives
Roger Montgomery
February 20, 2024
Deterra Royalties (ASX:DRR) was established through a strategic demerger from Iluka Resources Ltd (ASX:ILU) in 2020. At the core of Deterra Royalties portfolio lies long-life, Mining Area C (MAC), a premier iron ore mining operation in the Pilbara region of Western Australia, operationally managed by BHP. This key asset is underpinned by a royalty agreement that ensures Deterra Royalties receives quarterly payments equivalent to 1.232 per cent of the revenue generated, alongside substantial one-off payments of A$1 million for each dry metric tonne increase in annual production capacity. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Reporting season: my thoughts so far
Roger Montgomery
February 20, 2024
The domestic economic backdrop, characterised by 13 interest rate hikes, and consumer malaise brought on by the persistent inflation-induced cost of living pressures, had set the stage for modest, if not dour, expectations for reporting season. Continue…
by Roger Montgomery Posted in Companies.
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Investing in success: a look into ARB Corporation’s half-yearly results
Roger Montgomery
February 20, 2024
Investors in the Montgomery Small Companies Fund, take note; ARB Corporation Limited (ASX:ARB) has just released its half-yearly financial results for the period ending 31 December 2023, and there’s plenty of good news to unpack. As long-term fans and as shareholders in ARB, we’re keen to understand how the company is performing and what strategies it’s implementing for future growth. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Breville Group’s headline sales number masks the positives
Roger Montgomery
February 20, 2024
Global premium appliance brand owner Breville Group’s (ASX:BRG) recent half-yearly results released on 13 February have stirred mixed reactions among analysts and investors. There was a slight disappointment in sales, although this was overshadowed by improved gross margins and efficient cost control measures. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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FEAR AND GREED: Small caps to watch this reporting season
Roger Montgomery
February 19, 2024
In this episode of Fear and Greed Podcast, Sean Aylmer and I delved into the current landscape of small cap stocks. Despite favourable economic conditions, I discussed the challenges they’ve faced in recent years and underscored the importance of identifying innovative growth companies with pricing power and expressed my optimism for their potential for a resurgence. We also explored specific sectors like retail, mining, and technology, highlighting both successful companies and industry trends during this reporting season. Additionally, I provided insights into the emergence of Bitcoin ETFs, urging caution amid the speculative and popularity-based nature of these investments. Continue…
by Roger Montgomery Posted in Podcast Channel.
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