Analysis & Opinion

Biotechs on the Move

No other sector better exemplifies the risk/reward inherent in share market investing than biotechnology/life sciences. The reward potential of a company successfully jumping through the substantial hurdles involved in securing regulatory approval for distribution to a sizable percentage of a population is immense. The road to final approval can be rocky with multiple ups on…

18 Share Tips – 18 October 2021

Elio D’Amato, Spotee Connect BUY RECOMMENDATIONS HRL Holdings (HRL) HRL is a profitable laboratory services provider. It generates positive operating cash flow and is targeting between $45 million and $50 million in what it terms industry leading margins by fiscal year 2024. Former chief executive of ALS Limited Greg Kilmister chairs HRL and knows the…

Travel Stocks Rising

Of all the business sectors crushed by the COVID 19 Pandemic, the travel sector was at the top of the list. As international and state borders here in Australia slammed shut, domestic and international air travel became virtually impossible. Lockdowns and “stay at home” provisions saw domestic travel grind to a halt. By November of…

18 Share Tips – 11 October 2021

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Hotel Property Investments (HPI) HPI owns hotels in Queensland and South Australia. It recently acquired another in Melbourne. HPI recently raised $50 million from an institutional placement, so it will have sufficient funds to acquire other attractive properties if they arise. It can comfortably pay a dividend yield…

18 Share Tips – 4 October 2021

Tom Bleakley, BW Equities BUY RECOMMENDATIONS Ramelius Resources (RMS) The company’s share price has drifted lower with the physical gold price. The company reported a statutory net profit after tax of $126.8 million in fiscal year 2021, up 12 per cent on the prior corresponding period. Ramelius had about $234 million in cash and gold…

Has a bear case emerged?

Even though factors such as supply chain issues have caused a slowdown, we still see room to grow in this expansion. I’m an optimist, so I like to get the bad news out of the way first. Global stocks just had their worst month in a year. Companies such as Sherwin-Williams, Micron and Bed Bath…

18 Share Tips – 27 September 2021

Chris Batchelor, Spotee.com.au BUY RECOMMENDATIONS AVA Risk Group (AVA) The company announced the sale of its services business and a capital return to shareholders of 16 cents a share. The existing technology business was recently trading on an undemanding price/earnings multiple of about 11 times. Revenue and other income grew significantly in fiscal year 2021,…

Interest Rates

At its 7 September board meeting the RBA announced a hike in the cash rate before 2024 is unlikely. The rationale for the decision was inflation within a range of 2 to 3 percent, which the RBA does not anticipate happening any time before 2024. On the economy the bank sees a slowing economic recovery,…

Space exploration is going private

The commercialisation of space comes with unknown promise but known risks Neil Armstrong landed on the moon in 1969 and delivered his pre-prepared line that became famous: “That’s one small step for man, one giant leap for mankind.” Except he misspoke. What Armstrong said was nonsense. He meant to say “a man” rather than just…

Consumer Spending Research Bullish for eCommerce

It might seem like an eternity since the world began to heave a sigh of relief on 9 November of 2020 as global pharma giant Pfizer announced its COVID 19 vaccine candidate was found to be more than 90% effective in preventing COVID. At that time Australians could take some pride in the stellar performance…