Volpara (ASX:VHT) Q3 2019 Quarterly Results

Volpara Health Technologies (ASX:VHT) today released its quarterly report for Q3 2018 which included a significant downgrade to its forecast Annualised Recurring Revenue (ARR). This did not come as a surprise to me, because it was known by last quarter that they would need a heroic acceleration of growth to achieve the $9 million forecast.

read more

Audinate (ASX:AD8) 2nd Quarter 2019 Results Analysis

Audinate Group Ltd (ASX:AD8) today released its quarterly cashflow showing receipts from customers up 6.5% quarter on quarter, over $400,000 in operating cashflow and negative free cashflow of about $550,000. You can see how receipts have improved since listing, in the image below.

read more

Three Wise Monkeys Podcast: Macro, Micro and Andrew's Scorecard

In the first episode of the Three Wise Monkeys Podcast for 2019, Andrew reflects on his scorecard for 2018 (his biggest losers, his biggest winners, and his average).

read more

Gentrack Group Ltd (ASX:GTK) FY 2018 Annual Results Analysis

Gentrack FY 2018 Results Review

It's been some time now since the Gentrack Group Ltd (ASX:GTK) FY 2018 annual results were released to market.

read more

Three Wise Monkeys Podcast: Gentrack Group Ltd (ASX:GTK) and Facebook

Claude explains why he's buying the dip on Gentrack (ASX:GTK) while Matt thinks Facebook stock looks cheap.

read more

Three Wise Monkeys Podcast #4: Nanosonics Limited (ASX:NAN) and Afterpay Touch Group Ltd (ASX:APT)

With brand new microphones we sound out Nanosonics Limited (ASX:NAN), and discuss our reservations -- but also what we like -- about Afterpay Touch Group Ltd (ASX:APT).

read more

Audinate Group (ASX:AD8) First Quarter 2019 And AGM Update

Audinate (ASX:AD8) is an audio technology company that has previously been covered on these pages. Unusually for me, it’s amongst my largest portfolio positions despite a relatively short listed history and a lack of profitability. So I thought I’d take the time to review the recent quarterly results, as well as the AGM materials.

read more

Three Wise Monkeys Podcast: Pro Medicus (ASX:PME), A2 Milk (ASX:A2M) and Experience Co. (ASX:EXP)

Three Wise Monkeys Podcast, Episode 3: Pro Medicus (ASX:PME), A2 Milk (ASX:A2M) and Experience Co (ASX:EXP)

What we lack up for in technology we make up for in my first hand account of the key takeaways from the Pro Medicus (ASX:PME) AGM. We talk details on the big new contract win, and why it's important. Andrew gets excited about AI, and then we throw a bit of cold water on it.

read more

Three Wise Monkeys Podcast: Pushpay Holdings (ASX:PPH), Catapult International (ASX:CAT) and Dicker Data (ASX:DDR)

Three Wise Monkeys: Pushpay, Catapult, Dicker Data

In this second episode of the Three Wise Monkeys Podcast, we discuss inflection points, and we each explain our reasons for holding a stock.

read more