ASX: EML

Three Strong Results for These ASX Small Caps

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...

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 since the...

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