Friday, 22 November 2024

Alterity (ATH) - Phase 2 in MSA reporting in Jan/Feb 2025

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ATH will report a 77 patient, Phase 2, double blinded, clinical study (ATH434-201) in the relatively unknown Multiple System Atrophy ("...
Friday, 24 May 2024

Knosys (KNO) - nanocap software

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Knosys (KNO) generates $9.5M of annualised recurring revenue, from 3 small sub-scale software product businesses. Libero is library focused ...
Wednesday, 27 March 2024

EP&T Global (EPX) - Building Management Software

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EP&T Global (EPX) bundles hardware, software and professional services in a cost effective way for building managers.  The technology en...
Thursday, 11 January 2024

Integrated Research (IRI)

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 IRI has 174.6M shares on issue so at 35c trades at a modest market capitalisation of $61M.  With circa $21 million in the bank (31 Dec 2023...
Saturday, 6 January 2024

A2 Milk - Sour taste disappearing

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A2 milk (ATM) is capitalised at $3.2B NZD ($2.96B AUD at $4.10/share).  The company has decent cash balances of $757M net cash as at 30 June...
Friday, 5 January 2024

Genetic Signatures - Investment Thesis

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GSS is developing a Molecular diagnostic technology for infectious diseases.  It has a proprietary technology called 3base® which simplifies...

Call off the wolves

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Australia is a very litigious country, with state and federal governments increasingly using fines and the legal system to achieve their pol...
Thursday, 5 October 2023

Shape of good investments

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Some existing revenue/gross profit scale Decent objectively calculated TAM that passes the pub test Global focused business Decent Barriers ...
Friday, 11 November 2022

Adacel - chasing revenues in 2023

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 Adacel (ASX:ADA) is chasing growth from its three core products ((1) the recently acquired virtual air traffic controller system (2) Flagsh...
Saturday, 15 October 2022

NZ Renewable Energy Gentailers - Investment thesis

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They likes of Contact, Meridian, Mercury trade at between 12.5 and 18X Cash EBITDA today or  5.5% to 8% PBT yield  (14.10/2022) . Meridian a...
Saturday, 17 September 2022

Southern Dental Industries (SDI) - Growing dental supplies business

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 SDI supplies dentists globally with amalgam, teeth whitening, aesthetics and equipment products.  They produce many of their products out o...
Friday, 9 September 2022

Australian Vintage Group (AVG) - Cheap and trying stuff

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4 Brands plus new luxury brand to be acquired, strong UK market sales, red wine, white wine, low/zero alcohol wine, spirits, wholesale juice...
Thursday, 3 March 2022

Adacel - steps out into virtual ATC systems

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Adacael (ADA) announced a small acquisition of on the virtual remote air traffic control technology space. Its buying the technology from a...
Friday, 15 October 2021

Cheap enterprise utility and airport software - positioning for renewables

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Utility billing and airport enterprise software company Gentrack (GTK) generated $105 million NZD revenue in its 2021 FY (ending 30 Sep) aga...
Thursday, 23 September 2021

Nova Eye (EYE) - Glaucoma specialism

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Share price                    $0.40 Shares on issue             143.6 Market cap                    $57.4M Net Cash                        ...

Adacel - ATOP Business Discussion

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The long awaited ATOP news is out and Adacel has resigned as sub-contractor with Leidos on their ATOP program, for 12 Years (1 base year and...
Tuesday, 17 August 2021

Access software company Damstra (DTC)

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Damstra (DTC) provides  workplace management software sometimes described as access software which allows companies to track, manage employe...
Tuesday, 9 June 2020

Azure Medical - The cheapest medtech on the Australian market

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As a long suffering investor in Azure Healthcare (AZV) and a participant in the 2019 shareholder purchase plan, I have a good understanding ...
Monday, 23 December 2019

Alllied Healthcare - Software at ~1X Revenue

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Nano-cap allied health software company Global Health Limited (GLH) has already negatively surprised  with a $1 million entitlement offer pr...
Thursday, 19 December 2019

Nurse call systems - Azure Healthcare

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As a long suffering investor in Azure Healthcare (AZV) and a participant in the recent shareholder purchase plan, I have a half decent under...
Wednesday, 18 December 2019

Immutep's Lag 3 Immunotherapy - IMP321 (Eftilagimod Alpha) in Metastatic breast cancer due to report in 2020

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Immutep (ASX:IMM) is a biotechnology company working primarily in the field of cancer immunotherapy using the Lymphocyte Activation Gene 3 ...