![](https://bellpotter.com.au/wp-content/uploads/2024/05/AdobeStock_790514103-600x345.png)
![](https://bellpotter.com.au/wp-content/uploads/2024/04/AdobeStock_679258847-600x345.png)
12 April 2024
Regis Resources Ltd (RRL): McPhillamys still stacks up
We have reviewed our valuation of RRL’s 100%-owned McPhillamys Gold Project following the recent update of estimated costs of key elements of the project.
![](https://bellpotter.com.au/wp-content/uploads/2024/04/AdobeStock_356642298-600x345.png)
12 April 2024
Life360 (360): Life’s full of surprises
Life360 provided a positive and unexpected market update with two key metrics in 1Q2024 materially exceeding both our and market expectations.
![](https://bellpotter.com.au/wp-content/uploads/2024/03/AdobeStock_698494341-600x345.png)
20 March 2024
Bega Cheese Ltd (BGA): Leverage on leverage
The recent ABARE commodities report highlights the leverage play in BGA’s ingredients business. We see this upside potential as underappreciated by the market.
![](https://bellpotter.com.au/wp-content/uploads/2024/03/AdobeStock_401750896-600x345.png)
20 March 2024
Ingham’s Group (ING): Feed on the decline
ING’s share price has remained fairly depressed post-1H24 despite the continued downdraft in both domestic wheat and imported soybean pricing.