Markets almost never ring a bell at the bottom. They rarely turn because investors suddenly feel optimistic. They turn because someone with better information decides the price is wrong. That signal is not a rally. It is a takeover. We believe we are entering the...
Identifying undervalued assets ripe for acquisition can provide significant opportunities for sophisticated investors. Could one such opportunity be Comms Group (ASX: CCG)? CCG is a small telecommunications company operating primarily in Australia and the Asia Pacific...
Based on our recent highlights, takeovers at the smaller end of the ASX tend to avoid lengthy, drawn-out scenarios due to the simplicity of business scale and fewer regulatory hurdles. We’ve seen a number of examples within the TAMIM portfolios including Atturra's...
The recent price decline in this company has pushed its valuation to levels that we feel not only represent an attractive entry point for long-term investors but also potentially position it as an appealing takeover target. Market inefficiencies often create these...
In the wake of a significant market sell off following a stimulus induced boom there were plenty of company’s that saw the baby thrown out with the bath water. Over the past year, TAMIM has identified significant opportunities within the merger and acquisition...
Stock Spotlight: Superloop Ltd (ASX: SLC) 25/3/2024 The NBN/Connectivity market is high in competition and concentration. According to the ACCC's latest NBN Wholesale Market Indicators Report, smaller providers such as Superloop (ASX: SLC), Aussie Broadband (ASX: ABB)...
In a market captivated by megacaps like Nvidia (NASDAQ: NVDA) and the allure of AI, our focus remains steadfast on the fruitful terrain of ASX small and mid caps. Two recurring themes have emerged in our portfolio: unearthing small-to-mid-sized businesses with...
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...
3 ASX Small Caps on the Slide Despite Strong Updates 8/11/2023 In the ever-shifting mood of the ASX, small cap companies often find themselves at the mercy of market sentiment, which can be as fickle as the winds. One only has to look back at headlines within...
Exploring Takeover Tales: ASX Small Cap Sector Sees Varied Acquisition Approaches in 2023 6/11/2023 Takeovers have been a real theme in 2023 for the beaten down ASX small cap sector. We’ve covered a number of articles and topics in recent months as to why...
Cirrus Networks Agrees to Atturra Takeover Offer 12/9/2023 Takeover offers continue to roll in for TAMIM. This time around it’s Cirrus Networks Holdings Limited (ASX: CNW) with an offer from Atturra Limited (ASX: ATA) to acquire 100% of Cirrus’ shares through...
Takeover Targets: Why Small is Beautiful 19/10/2023 The ASX has been red hot for takeovers in recent months, as we have highlighted in several articles covering the reasons why takeovers occur, the different strategies that companies employ for takeovers, and several...
