18 Share Tips – 19 April 2021
Angus Geddes, Fat Prophets BUY RECOMMENDATIONS Bank of Queensland (BOQ) I believe acquiring ME Bank will prove to be a good deal for BOQ. The acquisition will create Australia’s sixth largest lender. The acquisition will enable BOQ to compete more effectively with the major banks at a time when net interest margin pressures are abating…
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…
18 Share Tips – 22 March 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Growthpoint Properties Australia (GOZ) GOZ owns a quality portfolio of industrial and office assets. It has quality tenants, long term leases and a strong balance sheet. GOZ is an attractive investment proposition, as it was recently trading at a 15 per cent discount to its office book value….
18 Share Tips – 15 March 2021
Angus Geddes, Fat Prophets BUY RECOMMENDATIONS QBE Insurance Group (QBE) Rising premiums and bond yields should lift investment income. Andrew Horton was recently appointed group chief executive. Horton has a fine track record at UK insurer Beazley PLC after 13 years as CEO. Horton is expected to start at QBE on September 1. Also, in…
18 Share Tips – 8 March 2021
Tony Locantro, Alto Capital BUY RECOMMENDATIONS BetaShares US Equities Strong Bear Hedge Fund – Currency Hedged (BBUS) The fund seeks to generate magnified returns that are negatively correlated to the returns of the US sharemarket. A fall of 1 per cent in the US sharemarket on any day can deliver an increase of between 2…
18 Share Tips – 1 March 2021
Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS Alcidion Group (ALC) Develops and licenses its own software products for the healthcare sector. The company’s main markets are in Australia, New Zealand and the UK. A promising update in late January revealed revenue of $21.7 million for the 2021 first half. In our view, the company offers…
18 Share Tips – 22 February 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Telstra (TLS) Telstra holds market-leading shares across all vital telecommunication segments and is likely to retain these positions in the future. While the telecommunications space is fiercely competitive, Telstra has a significant competitive advantage via its extensive mobile and wireless networks. Decommissioning the copper network reduces capital intensity…
18 Share Tips – 15 February 2021
Elio D’Amato, Spotee.com.au BUY RECOMMENDATIONS Incitec Pivot (IPL) After years of challenges, IPL is recovering on the back of a stronger balance sheet, a focus on improving free cash flow and targeting higher investment returns from its divisions. It now has the platform to benefit from operational improvements in the explosives and fertiliser businesses. An…
