Opinion

• Opinion

Winning the war on talent: Setting the cultural standard for women in fintech

Diversity and inclusivity in the workplace is increasingly important. More and more asset managers are looking at company environmental, social and governance (ESG) policies as a guidepost when making investment decisions. Both the technology and finance industries are among the least gender diverse. A recent study by Harvard Business Review revealed that only 30% ofRead More

• Opinion

WAAAXing and waning tech valuations show the danger of treating the sector as an amorphous lump.

The founder of one of the ASX’s most unusual ‘tech’ companies is scathing about the business model of tech stocks with billion dollar-plus valuations, with the current climate redolent of the dot-com era. “I find it hard to understand why companies stampede into these businesses,” says David Dicker, founder, CEO and chairman of Dicker Data

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• Opinion

Uranium stocks blast off

Local Uranium stock – Paladin Energy (PDN), has been trending up since November 2020, rising from .12c to a recent high of $1.00. The price of Uranium really took off in August when respected global asset manager, Sprott Global Asset Management launched the Sprott Physical Uranium Trust. Sprott specialize in physical gold, silver, and commodity

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• Opinion

Emerald Financial Research Note – Apiam Animal Health

The Analysts at Emerald Financial recently released a report on Apiam Animal Health (ASX: AHX) with a Buy rating on the stock. Here are some of the key highlights: Revenue of $126.2m, +6.6% (FY20: $118.3m); NPAT of $5.1m, +24.1% (FY20: $4.1m); 117% cash conversion to earnings ratio with additional funding headroom to expand via acquisitionRead More

• Opinion

Can these fallen small-cap angels regain their wings?

One of the trickiest aspects of investing is deciding whether a fallen angel will ever fly again. If they do regain their wings, the rewards of buying in at distressed levels can be enormous. But as they impress on newcomers in Masterchef safety briefings, trying to catch a falling knife can be highly injurious. As

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• Opinion

The heroes of the reporting season

For a profit reporting season that promised the first bloom of earnings recovery, August’s slew of disclosures lacked a bit of froth and bubble. The numbers themselves were ok, in the context of earnings rebounding from the Covid year But the outlook statements were unconvincing and investors had largely factored in the historical numbers. On

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