Category: Meeting Notes

Meeting Notes

Wingara AG Limited (WNR) FY 2019 Result

Wingara Ag is building an end-to-end export-oriented agricultural infrastructure platform capable of scaling industrial processing and marketing capacity within the food supply chain.

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IODM – Automated solution for managing accounts receivable

Since listing on the ASX in July 2016, IODM has kept a low profile whilst it commercialised its platform which automates the process and workflow for managing accounts receivable.

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Novita Healthcare – On the ground floor in the emerging market for digital therapeutics; the next wave in healthcare

Novita Healthcare launched its digital therapy application focussed on treating childhood attention in mid-2018 and over the past year has been optimising its business model and market entry pathways and is now focussed on building commercial traction and scaling up the business. I recently caught up with CEO, Glenn Smith.

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Wingara AG Limited – Investing in strategic assets in the export food chain

Wingara Ag is building an end-to-end export-oriented agricultural infrastructure platform capable of scaling industrial processing and marketing capacity within the food supply chain.

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PTB Group – Servicing the aviation industry

PTB’s primary business is the maintenance, repair and overhaul (MRO) of PT6 turboprop aircraft engines. The company has enjoyed strong growth in recent years and after increasing by 38% over the past three years, operating profit jumped by 37% in the FY-H1 of 2018 from a year earlier.

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CV Check – Quick and efficient verification of personnel credentials

CV Check has been busily scaling up its identity and credential verification platform over the past three years.

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Chant West – Enormous Opportunities in the Post-Royal Commission Superannuation Industry

Chant West is a leading independent provider of data and research, consulting and software services to the superannuation and financial planning industries.

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Spirit Telecom – Superfast Internet, High Speed Growth – Meeting Notes

Wingara AG was established in 2015 to build a portfolio of strategic assets in the export food supply chain. The company has since made two major acquisitions and has built a profitable group with totals assets approaching $50 million and expected revenue this year of around $30 million.

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Wingara AG – Investing in Critical Assets in the Export Food Chain – Meeting Notes

Wingara AG was established in 2015 to build a portfolio of strategic assets in the export food supply chain. The company has since made two major acquisitions and has built a profitable group with totals assets approaching $50 million and expected revenue this year of around $30 million.

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De.mem – Emerging international water treatment business – Meeting Notes

Water treatment has long been an industry to generate considerable investor interest. Massive industry size, global opportunities, the emergence of decentralised systems and the linkage with rising living standards makes for an attractive investment proposition.

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UCW Ltd – Fast Growing Education Provider – Meeting Notes

UCW entered the education market in 2016 following a corporate restructuring and has since acquired three businesses providing vocational training and higher education.

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Vivid Technology – Meeting Notes

Vivid Technologies reported a 228% increase in total revenue, to $8.3 million, in FY 2018. Following an upbeat AGM, I caught up with Vivid CEO, Sam Marks.

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