18 Share Tips

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…

18 Share Tips – 14 September 2020

Chris Conway, Marcus Today, BUY RECOMMENDATIONS Super Retail Group (SUL) Chart: Share price over the year The retail giant delivered a good full year 2020 result. Auto and Rebel brand margins expanded in the second half. Supercheap Auto is outperforming, as motorists spend more money on servicing and improving their vehicles. Demand for domestic travel,…

18 Share Tips – 7 September 2020

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Ansell (ANN) Chart: Share price over the year Ansell makes personal protective equipment. Sales grew by 7.7 per cent to $US1.613 billion in fiscal year 2020. The company reported a 42.1 per cent increase in statutory net profit to $US158.7 million. We expect strong demand for Ansell products…

18 Share Tips – 31 August 2020

Janine Cox, Wealth Within BUY RECOMMENDATIONS WiseTech Global (WTC) Chart: Share price over the year WTC sells software to freight forwarders and third party logistics providers. As client businesses grow, so does WTC’s revenue. Total revenue grew by 23 per cent to $429.4 million in fiscal year 2020. The share price soared about 40 per…

18 Share Tips – 24 August 2020

Justin Klimas, Wilsons BUY RECOMMENDATIONS Rural Funds Group (RFF) Chart: Share price over the year Owns a portfolio of agricultural assets. The group recently entered into an $81 million contract to acquire sugar cane farms and water entitlements from MSF Sugar. The group plans to convert the farms to macadamia orchards and cropping land. RFF…

18 Share Tips – 17 August 2020

Tom Bleakley, BW Equities BUY RECOMMENDATIONS Spirit Telecom (ST1) Chart: Share price over the year Spirit is a commercial telecommunications company providing data, broadband and cloud services. Spirit has recently made strategic acquisitions that will materially increase the scope of its business. In fiscal year 2020, Spirit’s unaudited underlying EBITDA is expected to range between…