EML Payments Limited (ASX: EML), a global leader in payments solutions, is in the midst of a strategic overhaul. With the release of its FY24 results and a thorough investor briefing, EML is making significant strides toward a brighter future. The company’s focus on...
ASX: EML
Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey
Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey 1/2/2024 EML Payments Ltd (ASX: EML) has indeed charted a tumultuous course over the last five years, captivating investors with its roller-coaster share price and stirring the investment...
Three Strong Results for These ASX Small Caps
Three Strong Results for These ASX Small Caps 4/9/2023 In what has been a mixed earnings season these three ASX small caps have stood out over the last week showing strong results and resilience in a challenging market. Aussie Broadband Aussie Broadband (ASX:...
The Payments Stock We Think the Market Has Got Wrong
This week we will be writing about one of our core holdings, one that the market hasn’t been very optimistic about. In doing this we will look at why we think the market has this one wrong. Sometimes the best opportunities come from running toward the fire and...
Australian Equity Portfolio Update | 5 Stocks
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This is an excerpt from the latest updates for the Australian equity strategies in the TAMIM Fund, you can access the full reports here: TAMIM Fund: Australia...
Australian Equity Portfolio Update | 7 Stocks
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This is an excerpt from the latest updates for the Australian equity strategies in the TAMIM Fund, you can access the full reports here: TAMIM Fund: Australia...
Not All Acquisitions Are Created Equal
In general, the market and investors like companies that make acquisitions. Acquisitions that add scale and capabilities and are done at attractive valuations can be very accretive to a company. There are some companies that are definitely more acquisitive than...
3 Reporting Season Highlights
Ron Shamgar takes stock after yet another busy reporting season, looks at his portfolio and gives us three brief highlights from the recent results. Reporting season wrapped up on Friday and for us it was mostly a positive set of results. It was worth noting that a...
9 Stocks to Watch | Australian Equity Portfolio Update
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. EML Payments (EML.ASX) provided a trading update for Q1 with revenues of $40m and EBITDA of $10m. EML’s transaction volumes have recovered strongly...