Turnaround stories on the ASX are a rare breed, and within the technology sector, they are among the rarest of all. Investors often shy away from tech companies burdened with high cash burn, lack of profits, frequent capital raises, product deviations, and management...
The appeal of global addressable markets and sheer size of growth has drawn many ASX listed companies into di-worse-ification overseas. Australian companies have faced significant challenges in their attempts to expand globally, including underestimating local market...
While March results and the subsequent reporting in April/May are quite subdued compared to the chaos of earlier months, we are still subject to a number of high quality companies reporting their earnings. Last week, two of the TAMIM holdings reported impressive...
Last week's 2024-2025 Federal Budget marked the Labor government's second surplus since taking power in 2022. The $9.3 billion surplus underscores Australia's economic resilience, with the country held up by the mining sector and selling houses to each other....
Headlines in local financial news have recently featured stories of takeovers, mergers, and acquisitions. The beginning of this decade, marked by a significant downturn, has led to an economic cycle ripe with such activities. This bustling environment presents rich...
While flashy industries and businesses often capture the imagination of investors, it's the understated, "boring" businesses that often form the backbone of solid portfolios. These companies may not make headlines, but their stable, predictable revenue streams and...
In the early days of the internet, scepticism swirled around the notion of a global network connecting computers. People questioned its reliability, its security, and even its purpose. Yet, as history unfolded, the internet proved to be a transformative force beyond...
Stock Highlight – Smartpay Holdings Limited (ASX: SMP) 17/11/2023 ​Ron Shamgar recently joined the Ausbiz team and ten of the country's leading small cap investment managers, presenting their high conviction stock ideas, sector thematics and opportunities. ​Watch what...
Rockets and Rejections: ASX small caps surging towards Xmas 7/12/2023 For some investors, Santa Claus has come a little earlier this year. In November, the S&P 500 concluded the month with an impressive rise, just under 9%, while the Nasdaq posted gains of...
Semiconductor Spotlight: Wolfspeed, ST Microelectronics, and Arteris Poised for Growth 7/12/2023 As we highlighted in last week’s article, semiconductors are a critical component in many of the leading-edge technologies that are transforming industries. This includes...
Volpara Health Technologies Receives Premium Offer from Lunit Inc 21/12/2023 Volpara Health Technologies (ASX: VHT) shares rocketed 41% on last Thursday to $1.10 following a takeover offer from Lunit Inc for $1.15 per share. Lunit, recognising the potential of Volpara...
Shining a Spotlight on Close The Loop (ASX: CLG) 20/9/2023 The green energy movement has emerged as a transformative force in the global economy. Driven by the urgent need to mitigate climate change and reduce our dependence on finite fossil fuel resources, the...
