18 Share Tips – 21 June 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Goodman Group (GMG) Goodman is a global industrial property group, with operations in Australia, New Zealand, Asia, Europe, the UK, North America and Brazil. The long term outlook is favourable given increasing online retail sales and a growing middle class in developing countries. With more than $5 billion…
18 Share Tips – 14 June 2021
Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS BetMakers Technology Group (BET) Investors slashed the share price after BetMakers lodged a $4 billion cash and scrip bid to acquire Tabcorp’s wagering and media businesses. Irrespective of the outcome for TAH, we consider BET a buy at these levels as the company grows its wholesale offerings to…
18 Share Tips – 7 June 2021
Julia Lee, Burman Invest BUY RECOMMENDATIONS CSR (CSR) Demand for this company’s building products is driven by a favourable housing cycle and government stimulus. CSR typically benefits in the second half. Careful cost control began at the start of a cycle, which enhances operating leverage. The risks are increasing costs and a softening housing market…
18 Share Tips – 31 May 2021
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Tombador Iron (TI1) This prospective mining company owns an iron ore project in Brazil and plans to develop an open cut mining operation. We’ve been searching for companies that are close to production. TI1 fits our criteria, as it’s been granted a mining and operating licence. The company has…
18 Share Tips – 17 May 2021
Niv Dagan, Peak Asset Management BUY RECOMMENDATIONS Nanollose (NC6) This biomaterials company is commercialising technology to create fibres and fabrics with minimal environmental impact. NC6 has a joint patent application and collaboration agreement with Grasim Industries to accelerate development. Grasim is the world’s largest producer of viscose rayon fibre. NC6 recently raised $2.85 million to begin…
18 Share Tips – 10 May 2021
Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS Alcidion Group (ALC) Alcidion develops software products for the healthcare sectors in Australia, New Zealand and the UK. The company recently announced a $15 million capital raising to acquire UK business ExtraMed. ALC delivered a strong performance in the third quarter – it generated $4.8 million in contracted…
18 Share Tips – 3 May 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Sonic Healthcare (SHL) This global pathology provider has significant operations in Australia, the US, Europe and New Zealand. We expect demand for pathology services to continue growing in the long term. This well managed group has a strong balance sheet and is likely to focus on potential growth…
18 Share Tips – 12 April 2021
Elio D’Amato, Spotee.com.au BUY RECOMMENDATIONS Image Resources (IMA) IMA is a mineral sands producer in Western Australia. Projects at Boonanarring and Atlas are within highly prospective regions. Results are soon expected from the Atlas project amid recent extensions at Boonanarring North. Positive results could add to an impressive reserve base. IMA is profitable and growing….
18 Share Tips – 5 April 2021
Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS Alcidion Group (ALC) ALC’s software products and services lift efficiencies in hospitals, in our view. We’re encouraged by its contract wins in Australia, New Zealand and the UK. First half 2021 revenue was up 36 per cent on the prior corresponding period to $11.1 million. Gross profit of…
18 Share Tips – 29 March 2021
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Hazer Group (HZR) The company utilises iron ore in the process of converting natural gas and methane into hydrogen. The company is commercialising the process. It considers clean hydrogen to be a key fuel in the transition to a low carbon economy. HZR is the only pure play hydrogen…
