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  • The key debate on Tabcorp Holdings

    During our recent meeting with TAH, it was raised with us that investors need to consider Lotteries as an infrastructure asset. Without doubt the highly attractive Lotteries business is currently being overshadowed by the problems in Wagering and Gaming Services (which is now a non-core asset and likely to be divested at earliest opportunity). Post

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  • Althea’s cannabis clinics join national referrals network, telehealth booming

    Global pharmaceutics and cannabis healthcare company Althea Group (ASX: AGH) has harnessed the power of telehealth through COVID-19, almost doubling web-based enquiries for their MyAccess Clinics in the UK where patients can seek medicinal cannabis treatment pathways.  With the England being one of the harder nations hit by COVID-19, Althea accelerated telehealth offerings for its

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  • The New Criterion: more fun in the sandpit for childcare operators as the kids – and the old subsidies – return

    Everyone loves the notion of something for nothing – especially if the government is footing the bill – but for the childcare operators the hastily implemented “free” system during the virus crisis has fallen well short of a socialist paradise. Put another way, the emergency measure may have assisted some parents but was less than

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  • It’s the debt, stupid

    Stand back and take a look at the Australian Government’s outstanding debt position over 17 years and ask yourself whether the politicians words of “fiscally conservative”, “balanced budget”, “ensure all new expenditure is funded”, and variations of “surplus, surplus, surplus” actually mean anything. It looks like a straight line, and sure, there have been times

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  • The institutional advantage in placements and share purchase plans (SPPs)

    Recent economic and stock market disruption brought about by COVID-19 has led many listed companies to tap their shareholders for additional funds. This process usually occurs in the form of an institutional placement, followed by a retail share purchase plan. The institutional placement usually occurs over the course of one or two days, allowing financial

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  • Emerge Gaming to launch mobile gaming competition platform in Africa

    eSports and gaming tech company Emerge Gaming (ASX: EM1) has secured a Tier 1 ally by partnering with top African telecommunications company Mobile Telephone Networks (JSE: MTN) for the launch of a mobile gaming competition platform in South Africa. The platform, to be branded MTN Arena, brings together MTN’s 29 million mobile subscribers in South

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