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  1. EML – relative value

    The fish Tom hooked has been resized. And the charm of a deal, like fishing, is that it is the pursuit of what is elusive, but attainable, a perpetual series of occasions of hope. Which is exactly what EML’s CEO … Continue reading

  2. Now this is not the end…

    The vultures are on the hunt. And barbarians are at the gate. The unseemly side of capitalism, private equity is on the march to buy distressed assets – particularly those with Covid-19 impaired balance sheets. And the rescue/ransom price is … Continue reading

  3. Global Economy

    The numbers are compelling. And eye bogglingly large. Covid-19 spreading in Europe and the US, after hitting Asia, is triggering a contraction in global growth in 1H20. And its impact depth depends on the length of your piece of string. … Continue reading

  4. Nearmap Ltd

    I have fallen to the bottom of my giddy aunt’s (GA) Christmas list of favourite nephews and nieces after my last stock recommendation of buying Nearmap. The old dear, sharp as a tack, loves nothing better than a market chat … Continue reading

  5. Nearmap Ltd

    The star of Bethlehem’s guiding light certainly hasn’t washed over the Nearmaps share price during Christmas contemplations. Had the three wise men gone long the stock, their manger arrival would have no doubt been heralded with stop loss orders. Nearmaps (NEA), a … Continue reading

  6. Banks to resources

    Its official. Bank dividends are on the chopping block. A question, of really, how much. Cuts of up to 30% may become the norm. And the storm may last some time. APRA’s chairman, Wayne Byres voiced what everyone has been … Continue reading

  7. Nearmap Pty Ltd (NEA)

    First Mover advantage doesn’t go to the company that start’s up, it goes to the company that scales up. Exactly that thought was going through the minds of some Nearmap shareholders at its recent annual general meeting (AGM). The high … Continue reading

  8. EML Payments

    The best things sometimes in the market are unexpected. Tom Cregan, EML’s CEO Bazinga moment was Monday, two days ahead of the company’s AGM, when a $423 million acquisition was announced for the Irish group Prepaid Financial Services (PFS). The … Continue reading

  9. Cleanaway – CWY

    Ay caramba! What was thought to be defensive earnings for waste collection company Cleanaway (CWY) just had a 10 tonne rubbish compactor truck driven through it. A number of price upgrades a few months back appear to be on the … Continue reading

  10. NUF – Nufarm

    Sometimes the market is said to be like a blindfold person searching in a dark cupboard for a pair of black shoes that isn’t there. And the futility of that search if often capitulation selling – throwing in the towel … Continue reading