Viewing posts by Fabregasto

Fun Times With Ecofibre (ASX:EOF): FY 2019 Results Analysis And Valuation Meditation

Ecofibre (ASX:EOF) Full Year 2019 Results Analysis And Valuation Meditation

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Ecofibre (ASX:EOF) Quarterly Report Update Q4 FY 2019

Ecofibre (ASX:EOF) has performed strongly over the past few months since we initiated on the company in April (see here) – In that time the share price is up 52% and it’s up a total of 222% for investors fortunate enough to get into the March IPO.

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Straker Translations Ltd (ASX:STG) Initiation Report And Analysis

Straker Translations Ltd (ASX: STG) listed with little fanfare in late October last year – essentially midway through the grinding Risk Off phase that impacted the Growth sector between the end of August and the Christmas period of 2018 (during which time many growth stocks were down 20-40% from their August highs). Floated at a price of $1.51 per share, the company debuted relatively strongly and reached a peak of $1.91 in the first few days of trading – but has spent the majority of the period since trading underwater versus its IPO price, and bottomed out below $1.20 in April – before recovering over the past couple of months (closing at $1.55 on Friday).

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The Gent Manifesto: My Journey And Investment Process

The Gent's Manifesto: My Journey And Investment Philosophy

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Readcloud (ASX:RCL) Quarterly Cashflow Report Q3 FY 2019

ReadCloud (ASX: RCL) released its 4C (quarterly cashflow statement) for the March quarter earlier this week. The 4C didn’t contain much that hadn’t already been telegraphed in the previous quarter’s 4C and the 1H19 results, but did include the company’s expectations for cash outflows in the current June quarter, as well as some vague guidance on customer receipts. The table below presents RCL’s quarterly cashflows since listing early last year:

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We Decided To Buy Ecofibre Ltd (ASX:EOF): Analyst Initiation Report On A Cannabis Stock

The Mysterious Fabregasto's Initiation Coverage Of Ecofibre (ASX:EOF)

Ecofibre (ASX:EOF) listed in late March and has been a strong performer – closing its first day at a share price of $1.70 (a tidy 70% gain on the $1.00 IPO price for those who participated in the float).

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Readcloud (ASX:RCL) H1 FY2019 Half Year Report

Readcloud (ASX:RCL) H1 FY2019 Half Year Report

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Appen Ltd (ASX:APX) Initiation Report and FY 2018 Full Year Results

Appen (ASX: APX) listed in early January 2015 at a $0.50 per share IPO price. Since that time, the company has been one of the best performers on the ASX, becoming a ~47 bagger. This remarkable run has been fuelled by significant top and bottom line growth which has been supercharged by a couple of canny acquisitions and a long history of earnings upgrades.

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Elixinol (ASX:EXL) FY 2018 Full Year Results: Greens Are Good For You

Elixinol (ASX:EXL) FY 2018 Full Year Results: Greens Are Good For You

Elixinol Global (ASX: EXL) released its full year FY18 results today and followed up with an illuminating investor call. The share price climbed ~7% to $3.55 in response (not far from the all-time high of $3.69 reached earlier this month) – though there arguably wasn’t a whole heap of new or surprising information in today’s news.

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Audinate (ASX:AD8) 2019 Half Year Results: A Sonic Boom

Audinate (ASX:AD8) Half Year Results [H1 2019]

When we last checked in on Australian digital audio networking technology company Audinate (ASX:AD8) in late January, the company had just released its December 4C (quarterly cash flow) report – which revealed positive operating cash flow for the Dec-18 quarter and a 49% lift in cash receipts versus the corresponding quarter a year earlier.

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