Three Wise Monkeys Podcast: Advance Nanotek (ASX:ANO), Appen (ASX:APX), Pushpay (ASX:PPH), Clinuvel (ASX:CUV) and Envirosuite (ASX:EVS)
What's behind the spectacular share price rise of Advance Nanotek (ASX:ANO)?
read moreViewing posts by Claude Walker
What's behind the spectacular share price rise of Advance Nanotek (ASX:ANO)?
read moreIs BWX Ltd (ASX:BWX) primed for a turnaround, or is the Sukin fad over?
read moreA few weeks back, in episode #13 of the Three Wise Monkeys, I introduced my second largest holding, Kip McGrath Education Centres (ASX:KME). It’s a small company, but long-time Ethical Equities readers should be familiar it, with since it was the subject of one of our early hidden reports, and new members have consistently been sent that link when they join up. Of course, site analytics show me it is only the minority who actually read that relatively obscure content.
read moreWhen outdoor advertising company oOh!Media Ltd (ASX:OML) showing a profit drop of 4% it reminded me that I am short-selling the stock. In episode 7 of the Three Wise Monkeys podcast, I explained why. On top of that Andrew outlined his high-risk, high-reward thesis for Envirosuite (ASX:EVS). Meanwhile, Matt introduces (private) NZ company that he likes: Rocket Lab.
read moreSince about 2013 I've been more than fully invested. Lacking any capital I borrowed money, and then in 2016 I borrowed more money (and sold half my portfolio) to buy a house near the Bellinger River. That loan is worth about 70% of my portfolio. Although this kind of leverage isn't really that dangerous (since I can pay it off slowly if I choose), I prefer pay off my debts early.
read moreThe latest episode of the Three Wise Monkeys Podcast is out now. The pint-size chimps cover MNF Group (ASX:MNF), Pro Medicus (ASX:PME), Appen (ASX:APX), Nanosonics (ASX:NAN), A2 Milk (ASX:A2M) and Webjet (ASX:WEB) in an action packed earnings season episode.
read moreThe latest episode of the Three Wise Monkeys Podcast is out now. Claude and Andrew look at the recent results from dividend play 1300 Smiles (ASX:ONT) and superstar stock Altium (ASX:ALU).
read moreRadiology software company Pro Medicus (ASX:PME) today announced its results for the 1st half of FY 2019.
read moreEpisode 10 of the Three Wise Monkeys Podcast is well worth revisiting.
read moreAerial mapping company Nearmap Ltd (ASX:NEA) today reported strong revenue growth for the first half of 2019, with a massive 45% increase on the prior corresponding period. Better yet, the loss narrowed to just $2 million and free cash flow shifted in the right direction, albeit remained negative at an outflow of about $4.4 million. Importantly this highlights the fact that at this stage of growth free cash flow comes in well under profit, not that the market is concerned about either of those metrics given the company has over $80 million of cash to chew through.
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