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Every second week we invite a leading fund manager to present at The Insider: Meet the Fund Manager. In February 2023, we were joined by Cyan Investment Management’s co-founder Graeme Carson who cited RAIZ Invest Limited (ASX: RZI) as one…
Since its IPO on January 9th, rare earth and critical mineral sands mine development company, VHM Limited (ASX: VHM) has been busy, with some key announcements over the last couple of months.
The integration of Spectur’s (ASX: SP3) acquisition of 3 Crown Technologies (3CT) is going swimmingly, with phase one of the unification complete – meaning primary HR, financial and banking workstreams are supported with Spectur systems.
In the lead up to this week’s The Insider: Meet the Fund Manager, David McNamee from Altor Alpha Fund sat down with Reach Markets to provide a bit of information about his investment strategy, industries of interest and view on the market.
Site Group (ASX: SIT), a global provider of critical training services, is a striking example of how Covid can decimate a thriving Australian business. Their revenue collapsed from almost $31 million in FY19 to around $7m in FY22, with the share price dropping by over 95% since February 2020 to a market cap of less than $4 million in March 2023.
Site Group International (ASX: SIT) is a classic tale of the damage Covid has done to a globally significant Australian business, and the opportunity that can arise out of its return to growth.
US markets rebounded as investors keep a laser focus on the Fed’s interest rate decision, which is now just one day out. 8 out of 11 sectors in the S&P 500 finished higher, with the index locking in 1.3% of gains.
Every second week we invite a leading fund manager to present at The Insider: Meet the Fund Manager. In February, Cyan Investment Management’s Graeme Carson selected logistics business Silk Logistics Holdings as one of his favourite stocks, highlighting the company’s $90 million (FY14) to $394 million (FY22) jump in revenue and founder-led management.
With fears of a global banking crisis after the Silicon Valley Bank and Signature Bank collapses, UBS has come to the rescue of Credit Suisse, acquiring the troubled bank for 3 billion Swiss francs ( AUD $4.5 million).
Clinical stage oncology company Prescient Therapeutics (ASX: PTX) has announced continued promising data for its targeted therapy PTX-100, after releasing Phase 1b trial data that showed a wealth of positive data – including two complete responses in patients with relapsed and refractory (r/r) Peripheral T-cell Lymphoma (PTCL). This data comes on the heels of a recent announcement by the US Food and Drug Administration (FDA) to grant PTX-100 Orphan Drug Designation for all T-cell lymphomas. The company is now expanding the trial in preparation for a Phase 2 Accelerated Approval trial.
Thinking of ‘cycling through the streets of Paris’ paints a near perfect picture of charming laneways with an abundance of cafés, the sounds of an accordion bouncing off stone buildings rich with architecture and – if one business owner has anything to do with it – funerals.
Aussie junior explorer Far East Gold (ASX: FEG) has identified visible gold and electrum within a drill core from the Rek Renti prospect area within its Woyla tenement – a project touted by the company to be one of the most highly prospective undrilled copper gold projects in South East Asia.
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