Company Report
Last edited 3 weeks ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#17
Performance (40m)
-9.0% pa
Followed by
75
Straws
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#Bull Case
Added 2 months ago

Damien Leonard (son of Mark Leonard of Constellation Software) has bought a large dollop of shares (~ 1.75m) between $1.39 and $1.46 on-market. That is significant insider activity, especially with the shares hovering near 52w highs after a very good run already.

#Bull Case
stale
Added one year ago

Pinetree Capital has spent another ~$5m acquiring shares on market, taking their stake to ~21 %.

They are a Candian value-oriented investment firm focused on enterprise technology companies.

I get the feeling they are angling for some sort of exit here (a takeover?).

#ASX Announcements
stale
Added one year ago

New CEO Andrew Russell has stepped up to the plate and purchased $100k worth on market. Nothing earth-shattering, but continues the trend of insider buying in recent months.

#ASX Announcements
stale
Added one year ago

Matt Quinn is at it again, with another ~$126k purchased on market.

The last time he dipped into his pockets to buy shares (see my previous straw), it worked out great with a 50%+ gain in a few months.

#Management
stale
Added 2 years ago

Director Matthew Quinn has purchased 350k shares on-market for a total consideration of ~ $157k.

Good to see, especially if it is followed up with more director purchases.

#ASX Announcements
stale
Added 2 years ago

BVS has come out of the trading halt, and it is every bit the disaster that you would expect it to be.

Not sure how the management team can salvage the situation, but the miniscule glimmer of hope is they have managed to raise $43m of fresh institutional capital to attempt what looks like a difficult turnaround.

#ASX Announcements
stale
Added 2 years ago

Yet another poor performer in a Trading Halt, ahead of releasing their 1H result.

I think we all know how this story is likely to end...