Forum Topics Stock Spotlight
Strawman
Added a month ago

Sheesh.. this was a hard one! So many good nominations.

All up we've got about 20 suggestions across a wide variety of sectors, but it looks like Medical Developments International (ASX:MVP) got the most support. So, in the spirit of democracy, let's go with that.

I'll schedule our roundtable discussion for Wednesday the 24th of June to give us two weeks to dig into things.


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Tezzdog
Added a month ago

EBR could be a candidate? Low SP, major capital raise just completed to fund commercialisation. WISE CRT implants increasing, multiple US hospital deals signed and surgeon training increasing. Lots of execution and adoption risk but one to watch

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Schwerms
Added a month ago

Second that one, well positioned now surely. It's trending nicely in the right direction

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mikebrisy
Added a month ago

To move into voting rather than adding (as no-one's picked up $IEL that @Rick and I mentioned), to pick up on @Bear77's theme, I like the idea of focusing attention on stocks that are either "under the radar" or "beaten up", rather than one's that are on a tear- simply because I am likely to get over-enthusiastic and overpay (which I have a track record of doing quite often!)

So, of those mentioned:

  • $MVP is interesting to me, because I am tracking it as a potential, genuine turnaround that is in the process of turning.
  • $ACE is interesting, now that the litigation overhang is cleared, as I understand it. The price action trend is down, and it is well below the TP of the 2 covering analysts. It is also a company I've barely looked at, so I would hope to learn a lot (another criterion for the Spotlight recommendations!)


Happy also to add "half votes" for $VYS and and $SKS. but the price action on both is strong.

Less keen on $RMD, $COH and $CSL because there is a lot over coverage both "out there" and "on here" (e.g. $RMD). For RMD you could run the AI on all the Strawman content and get a pretty good video already, I reckon. If these healthcare leaders are popular, then I'd go for $COH. $CSL would only make sense if we put in a big collective research effort, as it is a complex business and it would be a missed opportunity if we only had a superficial discussion.

Of course, I'll be happy whatever is selected.

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Summer12
Added a month ago

I own ACE and MVP is of Interest, i would support any of those.



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jcmleng
Added a month ago

Adding my 2 bobs to fully support @mikebrisy's comments ie:

  1. Not much point doing companies with decent coverage already - so while I own VYS and SXE, I have posted reasonably extensive writeups on both, so am not excited with these.
  2. Very much agree on "beaten up" and "under the radar" as 2 initial criteria.

The one other criteria I would suggest we add is to ensure that there is at least 1 or 2 folk prepared to do a bit of groundwork ahead of the chat. This really does make a difference in the conversation.

Totally happy with whatever company that is selected ...

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Noddy74
Added a month ago

I agree with @mikebrisy and @jcmleng that either "beaten up" or "under the radar" should be criteria for the reasons they've identified. Perhaps "misunderstood" could also be part of the justification. It doesn't have to be small, albeit they do tend to get the least coverage. Some have mentioned SKS - I can give you the tl;dr; cyclical electrical services company on 30x forward earnings. That ship has sailed, and I say that as someone who has it as their largest position (now farming it for better ideas).

With that in mind:

  • MVP is one I've been meaning to have another look at since @Goldfish (I think) put it back on my radar recently.
  • ACE I was a little less keen on but its share price graph looks microcap-esque this year so if there's enough interest, sure
  • PPL once owned and keep having a look at. The numbers keep getting better, the share price doesn't.
  • ABV kicking myself I didn't buy this when I looked at it a few years ago, but there may be enough juice left to justify the squeeze.
  • B4P bought at 83 cents and in my genius sold at $1.58, only to see it top out at $2.77. It's back to $1.25 now and I don't think it's because they haven't executing.


Just my 2 cents!

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Strawman
Added a month ago

Great suggestions all around, and i agree there's merit to the selection criteria proposed.

I'll give some more time for suggestions to flow through and then make a captain's call which attempts to ensure most people are happy with the choice.

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Zboats
Added a month ago

Would also be keen on ACE or VYS !

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UncleWally
Added a month ago

I'd be interested in Acusensus ASX:ACE

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Magneto
Added a month ago

ACE got my vote for spotlight stock!!

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