7 December 2022
PolyNovo (PNV): Burns Notice
The recent $30m placement significantly strengthens the PolyNovo balance sheet. We maintain a Buy rating, with a Price Target of $2.30.
26 October 2022
Federal Budget 2022-2023
After almost a decade Labor handed down it’s first budget last night. Treasurer Jim Chalmers delivered a “responsible” and “restrained” budget to mitigate rising cost of living pressures and global uncertainty.
25 October 2022
Costa Group Holdings (CGC): Citrus sours CY22e
CGC’s CY22e trading update quantifies the impact of the citrus quality issues while highlighting reasonable trading conditions across the remainder of the portfolio.
7 October 2022
End of Quarter Review – September 2022
The first quarter of fiscal 2023 has proved to be another exceptionally challenging period for global equity markets.
27 September 2022
DroneShield Limited (DRO): The Fruits of War
We initiate coverage of DRO with a BUY recommendation and a 12 month price target of $0.24.