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Archives: High Conviction Buys

IDP Educated (ASX: IEL)

High Conviction Buy – Initiation Report IDP Education (ASX: IEL) facilitates student placements and testing. The company has been one of the more hyped stocks on the ASX as it maintains a leadership position in its markets and has delivered very high growth. The stock hit a high of $40.26 in November 2021. Recently the […]

Ampol Limited (ASX: ALD)

High Conviction Buy – Initiation Report Ampol Limited (ASX: ALD) purchases, refines, distributes, and markets petroleum products to both retail and industrial customers mainly in Australia, New Zealand, but also in Singapore, and the United States. The company is the largest transport energy distributor and retailer in Australia, with around 1,800 Ampol-branded stations across Australia. […]

Mader Group (ASX: MAD)

Initiation Report – High Conviction Buy – 15th April 2024 Mader Group (ASX: MAD) provides contracted skilled labour to the mining and civil industries. Established in 2005, the company has over 3000 employees servicing over 400 customers at more than 460 locations globally. MAD’s main game is maintenance, with broad expertise across heavy machinery, rail, […]

Charter Hall Group (ASX: CHC)

1H24 Earnings Analysis – 23rd February 2024 Charter Hall Group (ASX: CHC) delivered 1H24 results largely in line with expectations. There was more evidence that the property devaluation cycle has bottomed out. At the end of the period, the Property Investment portfolio value was $2.8 billion, which is 4% of the Group’s property platform of […]

Karoon Energy (ASX: KAR)

3Q24 Trading Update Analysis – 22nd April 2024 Karoon Energy (ASX: KAR) released its March 2024 quarterly results to disappointment from the market. The biggest concern in the announcement was a production guidance downgrade, which followed recent volatility in the oil price and historically very low natural gas prices. On a Net Revenue Interest (NRI) […]

Evolution Mining (ASX: EVN)

3Q24 Trading Update Analysis – 22nd April 2024 Evolution Mining (ASX: EVN) announced third-quarter results that beat market expectations. EVN’s operations optimisation has coincided well with rising gold prices on the back of higher inflation rhetoric and growing tensions in the Middle East. The company flagged higher production and lower ASIC guidance, which means higher […]

Telix Pharmaceuticals (ASX: TLX)

FY23 Earnings Analysis – 23rd February 2024 Telix Pharmaceuticals Ltd (ASX: TLX) released its full-year 2023 results to a disappointed market reaction. They’ve also continued their acquisition spree with two additions to their portfolio in February alone. The takeovers are both interesting, and we’ll get to them further on, but first, let’s look at their […]

Camplify Holdings (ASX:CHL)

High Conviction Buy Update – 13th May 2024 Camplify Holdings (ASX: CHL) has recently lost shareholder confidence and seen its shares dumped for three reasons. You’d be forgiven for feeling dread and panic if you’re a shareholder. After all, it looks like the company is imploding. Yet nothing that dramatic is actually going on. It’s […]

Lynas Rare Earths (ASX: LYC)

3Q24 Trading Update Analysis – 24th April 2024 Lynas Rare Earths (ASX: LYC) announced 3Q24 performance results largely in-line with market expectations. Rare earth prices remain low, and as we said in our past coverage, they look to have bottomed out. As a consequence of low prices, during the quarter, Lynas opted to hold all […]

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