Duratec Limited (DUR) - Sector Tailwinds for Remediation Contractor
Investing in contractors is inherently risky, whether it is fixed cost contract blow- outs, lower capex budgets for customers or competitors taking...
133 Views
Clover Corporation Limited (CLV) - FY24 Results – Corner Turned in 2H24?
CLV is experiencing cyclically low demand for its products caused by a backlog of infant formula in China from a change in infant formula standards...
174 Views
Capral Limited (CAA) - Value Now, Growth Later
Nimble operations enable careful management of a testing macro. Industrial is CAA’s workhorse, carrying volumes as resi awaits a positive inflection.
349 Views
IPD Group (IPG) - Record Orders Fuel the Recovery in Organic Growth
Revenue growth of 28 percent and adj. EBIT growth of 47 percent included recent acquisitions. Like-for-like (LFL) revenue and EBIT growth was 2 and...
356 Views
Catalyst Metals (CYL) - Golden Future for an Emerging Producer
In FY24, Catalyst exceeded market expectations by turning around the Plutonic gold mine, increasing gold production by 46%.
118 Views