18 Share Tips

18 Share Tips – 23 November 2020

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS MyDeal.com.au (MYD) Approaching Christmas, we expect online retailers to surprise on the upside given the continuing trend towards online shopping and historically high savings levels. Recently listed MYD is our preferred choice in the sector, as we believe it remains relatively undiscovered by investors, which usually equates to…

18 Share Tips – 16 November 2020

Samuel Crompton, Shaw and Partners BUY RECOMMENDATIONS Dubber Corporation (DUB) DUB is a global provider of cloud based, call recording infrastructure. In our view, DUB offers access to one of the fastest growing annual recurring revenue profiles on the ASX. We expect a material acceleration in users during and following COVID-19. IBM and Microsoft recently…

18 Share Tips – 09 November 2020

Tom Bleakley, BW Equities BUY RECOMMENDATIONS Telix Pharmaceuticals (TLX)   This research and development oncology company has lodged an application to the US Food and Drug Administration for its lead prostate cancer imaging technology. It recently announced a strategic commercial partnership with China Grand Pharmaceutical and Healthcare Holdings (CGP) for Telix’s portfolio of molecularly targeted radiation…

18 Share Tips – 02 November 2020

Elio D’Amato, Spotee.com.au BUY RECOMMENDATIONS AMA Group (AMA) This smash repair company generates almost $1 billion in revenue following the acquisition of ACM Parts. The share price fell at the start of the pandemic in response to fewer cars on the road. But traffic levels are improving and compounded by commuters avoiding public transport. We…

18 Share Tips – 26 October 2020

Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS PolyNovo (PNV)  This dermal re-generation company continues to deliver strong results. Its NovoSorb BTM polymer achieved record sales for the month of June in the US. In fiscal year 2020, sales revenue rose 104 per cent to $19.1 million. The company will continue to invest and focus on…

18 Share Tips – 19 October 2020

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS The A2 Milk Company (A2M) This infant formula company has been sold down in response to the stage 4 lockdown in Melbourne causing disruption to its diagou sales channel. The company announced falling sales in September that’s likely to continue during the first half of 2021. However, we…

18 Share Tips – 12 October 2020

Samuel Crompton, Shaw and Partners BUY RECOMMENDATIONS  Geopacific Resources (GPR) GPR is developing the Woodlark Gold Project in Papua New Guinea. The project is fully permitted and construction has started. Woodlark will be a standard open cut mining operation, forecast to produce about 100,000 ounces of gold a year over a 13 year mine life. The mine…

18 Share Tips – 5 October 2020

Julia Lee, Burman Invest BUY RECOMMENDATIONS BlueScope Steel (BSL) Australia’s largest steel maker is a global leader in coated and painted steel products. Housing is a key driver of steel demand. Detached housing starts in Australia were up 5 per cent in July. Government support for the building industry provides stimulus. Steel spreads appear to…

18 Share Tips – 28 September 2020

Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS Pro Medicus (PME) This medical imaging IT provider continues to win big contracts in the US. It recently signed a $25 million deal with NYU Langone Health over seven years. In June, PME announced it had signed a $22 million deal with Northwestern Memorial Healthcare over five years….

18 Share Tips – 21 September 2020

Tom Bleakley, BW Equities BUY RECOMMENDATIONS Pro-Pac Packaging (PPG) Chart: Share price over the year This packaging business has successfully executed a shift towards higher margin products. It reported operating free cash flow of $42.8 million in fiscal year 2020 compared to $26 million in fiscal year 2019. Net debt was down 44 per cent…