Episode 9: Integrated Research, Xref and Mailbag

What is a share really worth?

In a world obsessed with instant results, it’s easy to get discouraged when our efforts don’t seem to pay off right away. Hit the gym every day for a week, eat nothing but kale and quinoa, and what do you get? Sore muscles, aching limbs, and… nothing. The scale hasn’t budged, your six-pack is still in hibernation, and all that […]

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 […]

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 […]

Andrew reviews his public scorecard, Matt surveys the macro landscape and Claude talks about the perils (and opportunities) of investing in micro-caps.

“10-baggers” — stocks that appreciate ten-fold in value — are the stuff of dreams. Especially when the gains are delivered in a relatively short space of time. Sure, they don’t come around too often, but they’re perhaps not as rare as you might think: according to S&P, there have been no less than 52 stocks on the ASX that have […]

Medical imaging software provider Volpara (ASX:VHT) has delivered another set of strong results today, reporting financial results for the six months ending 30 September, 2019. Total revenue surged 197% to NZ$6.8 million, with subscription revenue up 148% to NZ$5.2 million. At the end of the period, Volpara’s level of annual recurring revenue was NZ$15.7 million, up from just NZ$4.8 million […]

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