Megaport Limited: Razor focused on-ramping By Nick Harris 02 March 2020, 1:20 PM MP1’s 1H20 result was in-line with our forecasts, and their recently released quarterly. Continued strong growth in North America (NAM) and expansion into Japan (which is a top 5 global Cloud consumer) were the highlights of the half. Read more...
Atomos: Adding to the IP By James Barker 13 December 2019, 4:22 PM Following the recent A$22m capital raise and acquisition of Timecode Systems (TCS), we resume coverage of AMS with an Add rating Read more...
Nanosonics: Strong share price move prompts a pause By Scott Power 19 June 2019, 11:23 AM NAN's share price has rallied over 30% in the last month and run through our price target. Read more...
Data#3: Helping people with technology By Nick Harris 19 June 2019, 9:52 AM After several years of anaemic spend the Australian ICT sector looks likely to return to growth in CY2019. Read more...
Video: Alex Waislitz, Thorney Technologies By Chris Titley 20 May 2019, 12:51 PM I spoke with Alex Waislitz, Founder and Chairman of Thorney Technologies Ltd at the Thorney Investment Forum at ASX headquarters in Sydney last week. Read more...
ResApp Health: Breathe Easy delivers By Scott Power 24 April 2019, 1:22 PM Positive results from the Australian adult respiratory study Read more...
REA Group: New listings at record lows By Ivor Ries 27 March 2019, 10:43 AM We view any short term share price weakness as an opportunity for long term investors Read more...
oOhmedia: The great digitiser By Ivor Ries 20 March 2019, 11:58 AM We initiate coverage with an Add recommendation Read more...
Domain Holdings Australia By Ivor Ries 31 December 2018, 1:08 PM Tough market conditions dictate price moderation Read more...
SpeedCast International By Nick Harris 28 December 2018, 11:54 AM A Christmas eve downgrade Read more...