Episode 21: MicroCap Conference recap

By themselves, stock tips are largely worthless…

In this episode we talk through the Banking Royal Commission, and what that might mean for banks. We also review the quarterly updates for Catapult (CAT) and Envirosuite (EVS), and Matt outlines a huge challenge facing the worlds second largest economy, and what that might mean for Australia.

This week was the 10th anniversary of the collapse of US investment bank Lehman Brothers, the event that’s seen as precipitating the Global Financial Crisis. The milestone has many in the media questioning the current bull market, one that is starting to get rather long in the tooth and is showing more than a few red flags. In fact, parallels […]

Aerial imaging specialist Nearmap (ASX:NEA) today revealed the launch of its latest products: Nearmap 3D and the beta version of its Artificial Intelligence (AI) product. Both have the potential to further consolidate Nearmap’s industry leadership position. But let’s take a step back. What exactly does Nearmap do? Google maps on steroids Founded in 2007 in Perth, Nearmap has grown from […]

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 […]

Can a record result and accelerating growth push shares to a new high?

When you’ve been around small-caps for a while, large daily moves aren’t unfamiliar. Much of the time, they’re best ignored. Shares in 8common (ASX:8CO) last month spiked by 29% in a single day after the business released an encouraging quarterly result. A nice gain, for sure, but one that was driven by less than $20k worth of trades. Shares are now back at where […]

When a share price underperforms the market, how much of that can be blamed on management? Conversely, when prices surge higher, how much credit do the senior execs deserve? Of course, in the short run, the answer is probably ‘not much’. But even over a period of a year or two it can be hard to connect executive decisions to […]