Episode 7: Envirosuite, ooh Media and Rocket Lab

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.

General

Is Pro Medicus (ASX:PME) priced for perfection?

Shares have more than doubled over the past year, but has the market gotten carried away?

General

Renovations And Valuations

Why is it that building or renovation cost estimates are always — and I mean always — wrong? Usually significantly so. If you’ve ever watched shows like Grand Designs, or undertaken a bit of remodelling yourself, you know this to be true. Projects that are completed on-time and on-budget are rarer than hen’s teeth. This is especially true for “nation […]

General

Gentrack (ASX:GTK) downgrades guidance

Utilities and airport software specialist Gentrack (ASX:GTK) has today told investors to expect a full year operating profit (EBITDA) of between $27 – $28 million, less than previous guidance which called for a result “marginally ahead of FY18 ($31 million)”. Gentrack said the downgrade was due to delays in customer projects and contracts as well as bad debt risks in […]

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The Short Attack on Wisetech (WTC:ASX)

what does this mean for shareholders?

General

Is it too late to buy iSignthis (ASX:ISX)?

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

General

Can companies cut their way to greatness?

We’ve seen a solid start to 2023, with the market as a whole already up by more than 6%. Some of the gains in the small-cap space have been far more impressive. Those that have enjoyed the biggest recoveries have tended to be ones that have reported: Strong balance sheets Positive (or at least improving) operating cash flows Sustained sales momentum […]