SEN specialises in the design, development, and manufacture of data network security and encryption hardware. SEN encryptors are used by government, corporates and cloud/ data centre service providers in over 30 countries.
The GO2 People is pursuing an aggressive, multi-pronged growth strategy capable of delivering annual revenue growth of around 30% over the next three years.
Invitrocue’s core proposition is its capability to build a patient’s own cancer or micro-tumour in its laboratory for testing against approved first line chemo drugs and identifying alternative drug treatment
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,
Croplogic (CLI) is a agtech company which assists farmers in improving crop yields by utilizing its proprietary crop model technology with in-field agronomy support teams to provide further advice to growers.
We recently attended the AGL Energy (AGL) operational site visit at Loy Yang power station and adjacent coal mine in Victoria. The site visits also provided a chance to have a discussion with operational staff and included short presentations from senior management.
Over the last few weeks we’ve seen some substantial volatility across world markets, leaving everyone asking the same question – where are we headed from here?
Overarching view: In our last quarterly update in July we pulled back our exposure to Asia / Emerging Markets and Europe, whilst increasing our weight towards the U.S. Pleasingly, the market conditions played out exactly the way we had anticipated – U.S. equities outperformed their global counterparts (as the U.S. economy continues to outperform), U.S. dollar appreciated, and Emerging Markets experienced a major sell-off. This is reflected in our solid performance for 3-months to 30 Sept-18. Whilst we are inclined towards low portfolio turnover, we also believe we need to remain dynamic and responsive in what is clearly a highly uncertain period in markets. Having said that, we continue to see more of the same in the short term hence we have left our strategies unchanged. The number one question on our radar is when to increase exposure to EM equities.
Nufarm Ltd (NUF) FY18 results were largely as expected given the trading update in July, with underlying operating earnings (EBIT) of $265m coming in at the upper end of the guidance provided.
For FY18, Premier Investments (PMV) reported group sales growth of +8.2% over the previous corresponding period (pcp), with like-for-like sales up +3.3%, driven by continued growth in Smiggle and Peter Alexander brands,
I have held a significant shareholding (>100K) in GEM for some time anticipating a return to price levels above $4. My break even is just above $3. Is a return to these levels likely even in the medium to long…
With reporting season coming to a close, our analysts have finally been able to catch their breath after releasing over 100 recommendations.
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