Category: Analyst Research

Analyst Research

Could regenerative agriculture and high quality Australia proteins be Australia’s key to environmental and economic viability?

The cornerstone of our country is farming – How can we adapt to drier seasons? What is regenerative agriculture? Why Dorpers could be the answer to the demand for protein The cornerstone of our country is farming – How can…

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LiveHire (ASX:LVH) – New world “Rolodex” for recruiters

The job search and recruitment market is dominated by careers web sites and job boards which are very good at scooping up multitudes of candidates.

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ReadCloud (ASX:RCL) – Enhancing the student experience with eLearning solutions

ReadCloud recently reported its second consecutive year of 100% plus revenue growth as well as generating a maiden operating profit (underlying EBITDA) in the second half of FY 2019. ReadCloud has built a strong position in the emerging eLearning space and is rapidly building penetration in secondary schools. I recently caught up with CFO, Luke Murphy to find out more.

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Interesting Small and Micro Caps Annual Results Roundup – Part 2

Most weeks this year, I have written articles on interesting small and micro caps. Now that the annual reporting season is behind us, it’s a good time to review company results.

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Interesting Small and Micro Caps Annual Results Roundup – Part 1

Most weeks this year, I have written articles on interesting small and micro caps. Now that the annual reporting season is behind us, this week’s article takes a quick look at the results from six of these companies with my initial thoughts.

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JAXSTA (ASX:JXT)- The world’s “GO TO” knowledge base for anything to do with music and the music industry

After several years of development, the beta version of the Jaxsta platform was launched in June 2019 providing music fans with the most comprehensive database of music credits and the only one with official data directly from the source.

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HiTech Group reports another record result in FY 2019

Another very good result from HiTech (ASX:HIT) with FY 19 revenue up 15% and EBITDA up 10% compared with previous year. This continues the consistent pattern of growth which has been evident over the past 5 years.

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Identitii Limited (ID8)

Senetas is well positioned to participate in the growth of the global hardware encryption market. . The US, Asia, European and Middle-East markets represent significant growth opportunities for Senetas with governments, defence departments and commercial organisations becoming increasingly aware of the risks of cyber-attacks and the integrity of data in motion.

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Senetas Corporation Limited (SEN) – Update

Senetas is well positioned to participate in the growth of the global hardware encryption market. . The US, Asia, European and Middle-East markets represent significant growth opportunities for Senetas with governments, defence departments and commercial organisations becoming increasingly aware of the risks of cyber-attacks and the integrity of data in motion.

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Veris (ASX:VRS) – Australia’s leading provider of services to design, build and shape our towns and cities

The Veris share price has slumped over the past three years falling from 28 cents in mid 2016 to a recent low of 5.0 cents under the weight of declining profitability and issues in trying to digest multiple of acquisitions. A restructuring has recently been announced to markedly reduce costs, boost margins and restore profitability. I recently had a chat with MD, Adam Lamond about the company.

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Babylon Pump & Power – Keeping the mines running

Although Babylon Pump and Power is relatively new business it has carved out a niche in servicing the mines in WA. I recently met with CEO, Michael Shelby to see how they are travelling.

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ALTECH CHEMICALS – Building a low cost plant to supply key materials used in the production of new technologies

I recently caught up with Altech Chemicals CFO, Shane Volk to learn more about how this company is positioned to benefit from new technologies such as LED lights, electric cars and renewal energy storage battery systems.

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