Company Reports
-
Mermaid Marine Australia Limited - 14/06/13
Introduction Mermaid Marine Australia Limited (ASX:MRM) listed on the ASX in 1999 and is today Australia’s largest marine services provider to the offshore oil and gas industry. Key Points Solid balance sheet with a relatively low level of gearing Capital … Continue reading
-
Wellcom Group Limited - 07/06/13
Wellcom Group Limited (ASX:WLL) is a Melbourne based pre-media business founded in 2000 by Executive Chairman Wayne Sidwell. The business provides content creation, production and management solutions through the use of its proprietary software and in house capabilities to consumer … Continue reading
-
TechnologyOne Limited - 31/05/13
Introduction TechnologyOne Limited (ASX:TNE) was established in 1987 to develop and commercialise financial management and accounting software. TNE listed on the ASX in 1999. Today, TNE is a leading enterprise software solutions provider with offices in each State and Territory … Continue reading
-
Coca-Cola Amatil Limited – Still too much fizz? - 17/05/13
Introduction As is often the case with value focused investors, our interest tends to sharpen when prices of high quality companies decline swiftly back towards value. Of course, the severity of the decline and the associated reasons are critical as … Continue reading
-
Imdex Limited - 10/05/13
Imdex Limited (ASX:IMD) is a designer, manufacturer and distributer of consumables and rental equipment to the minerals and oil and gas industries globally. The company was formed in 1985 and listed on the ASX in 1987. AMC (Australian Mud Company), a … Continue reading
-
Data #3 Limited - 19/04/13
Data #3 Limited (ASX:DTL) provides software and hardware reselling, managed services, IT consulting and recruitment services in Australia throughout the public and private sectors. The business was established in 1984 through the merger of Powell, Clark and Associates (PCA) – … Continue reading
-
Breville Group Limited - 12/04/13
With origins dating back to 1957, this week we look to Breville Group Limited (ASX:BRG). A member of the MyClime Universe with a CQR of 8.5 stars, BRG engages in the development, marketing and distribution of small electrical appliances to … Continue reading
-
IT Sector Review - 21/03/13
The IT sector is currently out of favour with the investment community, due to a cyclical slowdown and federal election uncertainty. This week we review the sector to identify who is best placed to benefit from an improvement in business … Continue reading
-
Thorn Group Review: The Equipment Finance and Rent Drive Buy Opportunity - 15/03/13
Investors who were able to purchase Thorn Group Limited (ASX:TGA) at a reasonable margin of safety have already experienced the pleasant experience of the discount to value narrowing. From this point onwards, business growth is likely to be the main … Continue reading
-
Reporting Season Wrap, 1H13: Week 4 - 01/03/13
As we edge towards the close of reporting season, it may be useful to take a moment to review and reflect on both our portfolios and the environment in which they are currently constructed. Just under 12 months ago, the … Continue reading
