Andrew pitches microcap SaaS business Envirosuite (ASX:EVS), Claude bets against ooh Media (ASX:OML) and Matt talks about a kiwi start-up that’s shooting stuff into space.
Episode 7: Envirosuite, ooh Media and Rocket Lab
Volpara (ASX:VHT) confirms guidance
Kiwi breast imaging software specialist Volpara (ASX:VHT) has confirmed it is on track to meet its target for NZ$17.1 million in annual recurring revenue (ARR) for the 2020 financial year. That compares with an ARR of NZ$6.6 million in the previous year, with the recent acquisition of MRS Systems expected to contribute around NZ$6.7 million to the total. At the […]
Investing in uncertain times
If there’s one thing that markets hate, it’s uncertainty. And with trade wars, political ructions and mixed economic signals — not to mention a host of company specific factors — it’s tempting for investors to sit on the sidelines until the outlook becomes clearer. The trouble is, if certainty is what you crave, you could be waiting for a long, […]
Hairy Businesses
Every business, no matter how wonderful, has a few hairs on it. And if you don’t think that’s true, it’s only because you haven’t looked hard enough. But some hairs are, well, hairier than others. It’s not ideal to see the CEO of one of your favourite companies sell shares right before an opportunistic capital raise, but that may be more palatable […]
Are you swimming naked?
Last year was good to investors. The last decade even more so. And with markets at record highs there’s plenty of shareholders feeling pretty good about themselves — especially those that had any exposure to tech. But as we roll into a new solar orbit, it’s worth remembering the difference between process and outcome. The market demands a good deal […]