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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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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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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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MEDIA
Ausbiz – Why small cap stocks may hold the key to maximising returns
David Buckland
February 13, 2024
In my recent interview with Ausbiz, I shared insights on how small-cap stocks and private credit can be key avenues for maximising returns in today’s market landscape, offering the potential for attractive monthly returns. I discussed the advantages of decelerating inflation and touched upon the unique opportunities and risks associated with small-cap investments, spotlighting Aussie Broadband as an example of growth potential in industry-niche companies. Watch the full interview here: Why small cap stocks may hold the key to maximising returns Continue…
by David Buckland Posted in TV Appearances.
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CBA – the consumer looks more solid than expected
David Buckland
February 19, 2024
Despite the 13 increases over the 18 months to November 2023 in the Reserve Bank of Australia’s official cash rate to 4.35 per cent, analysis of the Commonwealth Bank of Australia’s (ASX:CBA) half-yearly result for the 6 months to December 2023 shows an organisation that is doing a good job managing through an economic environment where “financial conditions continue to tighten”. Continue…
by David Buckland 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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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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High growth potential with small caps
David Buckland
March 11, 2024
In this week’s video insight, Gary Rollo and I engage in a discussion about the remarkable performance of the Montgomery Small Companies Fund and its implications for investors. With a backdrop of significant outperformance by the fund against its benchmarks, portfolio manager, Gary Rollo, unpacks the recent success stories of specific companies and the broader economic trends influencing small cap stocks. Spotlighting companies such as Life360 (ASX:360), Megaport (ASX:MP1), Superloop (ASX:SLC), and Audinate (ASX:AD8), we explore the underlying factors driving an average uptick of 45 per cent in just the initial weeks of the year. Continue…
by David Buckland Posted in Editor's Pick, Video Insights.
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Another advisor suggests small caps
Roger Montgomery
February 29, 2024
Recently, Wilsons Advisory released a report outlining their case for small caps. At the risk of repeating what we have already said over the last twelve or so months, investors keen to allocate capital to an opportunity to potentially boost returns, will be interested in the small cap bull case from a third party. Continue…
by Roger Montgomery Posted in Financial Services.
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Qantas hits turbulence with “accounting and strategic trickery” and an ageing fleet
Roger Montgomery
February 26, 2024
I joined Livewire to discuss the turbulent past six months faced by Qantas Airways (ASX:QAN), marked by controversies and a decline in consumer trust. Despite seemingly positive financial results, I share my concerns, casting doubt on the airline’s future profitability. I stress emphasis on the need for fleet upgrades and recommend reconsidering Qantas stock, citing its failure to keep pace with competitors. Read now: Qantas hits turbulence with “accounting and strategic trickery” and an ageing fleet
by Roger Montgomery Posted in Market commentary, On the Internet.
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