Episode 10: Australian property, selling Class and buying Webjet

Polynovo has enjoyed a spectacular run in 2019, with the share price rising from $0.56 at the start of the year to a high of $2.66 on the back of rising sales in the US and entry into the ASX200. But in recent weeks the share price has languished, dropping nearly 40% in just over a month. So the question […]

In this episode we talk through the quarterly updates for Dicker Data (DDR), Locality Planning (LPE), Volpara (VHT) and Audinate (AD8). Plus, we open the mailbag to answer some listener questions.

45% growth in sales was not enough for Mr Market…

What you need to know

There’s no surer deflator of markets as uncertainty. It’s the key ingredient to any bear market; the more there is, the sharper the falls. That’s why the coronavirus is wreaking such havoc. No one really knows how far it will spread, how many deaths it will cause and how long it will last. The potential economic impact ranges from ‘sharp […]

Things have been fairly quiet on the corporate news front recently, but that’s about to change in a major way as companies begin to release their quarterly and half-yearly numbers.  It’s always a challenging time for investors, who not only need to digest and synthesise a fire hose of information, but also contend with heightened volatility. Anand Sridharan, an investor at Nalanda […]

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 […]

With shares up over 300% this year alone, has this horse already bolted?