Reckon Limited (RKN) - Acquiring and Aspiring: Cashflow Manager & NQZ Confidence
RKN has had an active December, with two material transactions taking place: Acquiring Adelaide-based accounting and payroll software, Cashflow...
298 Views
Mad Paws Holdings Limited (MPA) - Initiation – Optionality In A Leading PetTech Business
MPA’s sum-of-the-parts (SOTP) are worth materially more than its current share price. We value the marketplace assets at ~14c/share and eCommerce...
246 Views
RPM Global (RUL.ASX) - Initiating Coverage – A Modern Pick & Shovel Play
We see RUL’s position as a best-in-class provider of mining operation and asset management enterprise software solutions as the crux of our thesis.
235 Views
IPD Group (IPG) - 1H Setback Offers a Buying Opportunity
IPD released 1H25 earnings guidance landing around 10 percent below consensus expectations. We’ve revised down our FY25 and FY26 estimates to...
100 Views
Big River Industries (BRI) - Balancing on a Timber Beam
An adaptable distributor with enviable scale, BRI possesses a relatively unimpeded route to growth in specialised product verticals.
111 Views