Episode 7: Envirosuite, ooh Media and Rocket Lab

Shares in med-tech developer Polynovo (ASX:PNV) have doubled in the past year, driven by surging sales in its patented Novosorb product. More recently, the company revealed its first “million dollar month”, with sales for April ostensibly bringing the business to break-even on a monthly basis. What does the business do? Following a business restructure in 2014, Polynovo is focused on […]

Cash flow positive and growing fast, 8common could be worth a closer look

Travel tech company Serko (ASX:SKO) has seen its shares climb around 37% since it joined the ASX in June last year, but the business seems to have remained under the radar for many investors. So, what does the business do, and is it worth buying? Kiwi know-how Founded in 2007, and listed on the New Zealand Stock Exchange (NZX) since […]

Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pitches the bull case for Webjet (ASX:WEB)

You don’t need us to tell you that it’s been a tough run for small caps over the past year or so. And the harsh truth is that much of the pain was well deserved. Things always look clearer with the benefit of hindsight, but there was never any good justification for a bunch of sub-scale, cash-burning, undifferentiated wannabees to […]

Is it time to take profits?

George Soros once said, “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.” It’s the kind of thing that sounds obvious until you realize how few investors actually live by it. Most of us are obsessed with being “right” as often as possible […]

Environmental monitoring company Envirosuite (ASX:EVS) saw shares explode higher today, after the company released details of a strategic agreement to enter the lucrative Chinese market. The company has agreed to sell Mr Zhigang Zhang — described as a prominent leader in the Chinese environmental protection sector, and General Manager of Beijing BHZQ Environmental Engineering Technologies Co. — 50 million shares […]

Shares in med-tech developer Polynovo (ASX:PNV) have doubled in the past year, driven by surging sales in its patented Novosorb product. More recently, the company revealed its first “million dollar month”, with sales for April ostensibly bringing the business to break-even on a monthly basis. What does the business do? Following a business restructure in 2014, Polynovo is focused on […]

Cash flow positive and growing fast, 8common could be worth a closer look

Travel tech company Serko (ASX:SKO) has seen its shares climb around 37% since it joined the ASX in June last year, but the business seems to have remained under the radar for many investors. So, what does the business do, and is it worth buying? Kiwi know-how Founded in 2007, and listed on the New Zealand Stock Exchange (NZX) since […]