Company Reports

A listed fashion retailer succeeding

Thursday, March 29th, 2018
News about specialty fashion retailers these days is typically about store closures, increasing competition from international brands and the shift to online. It’s enough to make investors look elsewhere… but then there are the success stories. Witness Lovisa, which generates...Click to view

Mining for long-term returns

Thursday, March 29th, 2018
Lycopodium (ASX: LYL) is an Australian based engineering and project delivery group which provides a complete range of services for the evaluation, development, implementation and optimisation of projects across a broad range of industries, the most notable of which being...Click to view

Market Wrap: Two mid-cap growth prospects

Thursday, March 22nd, 2018
Clime Group owns shares in WEB.AX and HUB.AX for and on behalf of various mandates for which it acts as investment manager. Vincent Cook owns shares in HUB.AX and WEB.AX. Damen Kloeckner owns shares in WEB.AX....Click to view

Better things to come for niche small-cap

Thursday, March 22nd, 2018
Recently in December we introduced traffic enforcement technologies developer Redflex Holdings (ASX:RDF) as a company we see as improving during 2018, and one we hold within the Clime Smaller Companies Fund (CSCF). Our thesis is unchanged after the company reported...Click to view

What to do when stocks deliver better or worse than expected

Thursday, March 15th, 2018
The fortunes of two of the ASX’s largest healthcare names diverged markedly during the reporting season just finished. Before it reported CSL traded on 29 times fiscal 2019 earnings; now the multiple is 32 times. Ramsay Health Care in contrast...Click to view

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