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…
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 – 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 – 1 February 2021
Angus Geddes, Fat Prophets BUY RECOMMENDATIONS Praemium (PPS) This financial services platform provider recently revealed record inflows of $1.1 billion for the December 2020 quarter, up 128 per cent on the prior corresponding period. Global funds under administration increased by 10 per cent to $34.3 billion. In my view, the acquisition of Powerwrap will transform…
18 Share Tips – 25 January 2021
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Qantas Airways (QAN) The share price retreat during December provides a buying opportunity. The shares have been recently finding good buying support below $4.80 levels. As fears of a COVID-19 second wave ease in New South Wales, we expect the share price to resume its uptrend and go on…
