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Biome Australia

Biome Australia (ASX: BIO) provides precision probiotics to the Australian market. Each product has a unique blend of probiotic strains formulated to target specific conditions. Branded as Activated Probiotics, the products are sold to the market through health practitioners such as nutritionists and naturopaths. They are also available through pharmacies. While non-prescription, they are intended […]


Challenger (ASX: CGF) is an investment management firm focused on retirement products. They operate two divisions: APRA-regulated Challenger Life – Australia’s largest provider of annuities, and a fiduciary funds management division. Challenger Life is responsible for ~80% of the company’s revenues and makes up about 90% of profits. This is the part of the business […]

Technology One

Technology One (ASX: TNE) has delivered a strong 1H24 result. The business is transitioning from a traditional software model to SaaS (Software as a Service), which is essentially a subscription model where customers pay a monthly or annual fee for access to the software. The key metric for a SaaS model is Annual Recurring Revenue […]


The FY24 result was extremely important for Xero (ASX: XRO) and its relatively new CEO, Sukhinder Singh Cassidy. It was her first full year at the helm, and one of her most important jobs was winning back the confidence of investors. Market participants wanted Xero to stop pursuing growth and deliver profits that they are […]

Zimplats Holdings

Zimplats Holdings (ASX: ZIM) is a miner and processor of platinum group metals (PGEs) with operations in the Great Dyke in Zimbabwe. Key products are palladium, platinum, rhodium, nickel and gold. The biggest single application that palladium, platinum and rhodium are used for is catalytic converters in petrol and diesel-powered vehicle exhausts. Around 40% of […]


After three years of bullish grain and oilseed markets, they are now normalising. Consequently, GrainCorp’s (ASX: GNC) earnings will be cyclically down compared to the previous years. The company got the bad news out a few weeks ago, downgrading its guidance. Following this week’s 1H24 result, shares reacted positively as GNC’s dividends came in ahead of expectations. […]

Botanix Pharmaceuticals

Botanix Pharmaceuticals (ASX: BOT) is experiencing a strong price run-up in anticipation of the company receiving FDA approval for its Sofdra (Sofpironium Bromide) dermatological treatment for axillary hyperhidrosis, a medical condition characterised by excessive underarm sweating. Our last update on BOT was a ‘Hold’ on the basis that FDA approval in late June could lead […]

National Australia Bank

National Australia Bank’s (ASX: NAB) 1H24 results were broadly in-line with expectations. Net Interest Margin stabilised over the previous half as interest rates stabilised, easing the operating environment. NAB also kept shareholders happy by announcing a dividend, flat on 1H23 and extended its ordinary share buy-backs by another $1.5 billion. The Australian banking sector arguably […]

Botanix Pharmaceuticals

Botanix Pharmaceuticals (ASX: BOT) is working towards commercialisation of Sofdra (Sofpironium Bromide) for the lucrative US market. Sofdra is a dermatological treatment for axillary hyperhidrosis, a medical condition characterised by excessive underarm sweating. Botanix’s road to commercialisation has been rocky, but the company is confident of achieving FDA approval in late June and hitting the […]


Despite properties being revalued in today’s interest rate environment, the property division of Brickworks (ASX: BKW) is performing well domestically and in North America. Completed developments, rising rents and growing cash flows have underpinned it. The brickmaking division is in a cyclical downturn as building constructions have slowed nationally despite the housing crisis. We need […]

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