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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
Posted in Blog, Newsletter | Leave a commentI 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
Posted in Blog, Newsletter | Leave a commentThe 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
Posted in Blog, Newsletter | Leave a commentIts 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
Posted in Blog, Newsletter | Leave a commentFirst 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
Posted in Blog, Newsletter | Leave a commentThe 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
Posted in Blog, Newsletter | Leave a commentAy 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
Posted in Blog, Newsletter | Leave a commentSometimes 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
Posted in Blog, Newsletter | Leave a commentCosta Group shareholders (CGC) could be forgiven for thinking they had joined the eponymous Mushroom Club. It is Australia’s leading horticulture and global produce supplier, a company with annual sales of $1 billion. But mushroom consumption was the biggest drag … Continue reading
Posted in Blog, Newsletter | Leave a commentThe truth is you don’t know what is going to happen tomorrow. You can guess. Markets are a crazy ride and nothing is guaranteed. But you can back favourite odds, generally which pay off well. Having hollered from the rooftops, … Continue reading
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