23 November 2021
How does your pension live on after you die?
In this newsletter we discuss what happens to your pension after you die.
22 November 2021
Commonwealth Bank (CBA): Forest for the trees
We discuss CBA’s 1Q22 result components in this piece, and lower our price target by 6% to $111.000 (previously $118.00).
22 November 2021
City Chic Collective (CCX): USA underpins strong start to FY22
At its recent AGM, CCX provided commentary on trading for the FYTD.
22 November 2021
IPH Limited (IPH): Strong filings growth bodes well for outlook
At its AGM, IPH provided an overall positive trading update for the first four months to 31 October (FYTD).
17 November 2021
Life360 (360): Love thy neighbour
Last week a reasonable comp for Life360, Nextdoor, listed on the NYSE and was up around 30% on its first day of trading then held that gain over the week
17 November 2021
Nitro Software (NTO): Game changer
Nitro announced it has entered into a binding agreement to acquire Connective NV for an EV of €70m (~US$81m). Connective is Belgium’s leading eSign SaaS business with fast growing market share in France and customers in 11 other European countries.