BellPotter Marketing

Equities Mining Services

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.

BellPotter Marketing

Love0

Equities Technology

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.

BellPotter Marketing

Love0

Agricultural & FMCG Equities

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.

BellPotter Marketing

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Equities Retail

20 March 2024

Cettire Limited (CTT): Leveraging on luxury e-comm opportunity

We revisit Cettire's fulfilment and returns policy including the latest customer reviews in comparison to luxury e-commerce peers since our last assessment in Nov-22.

BellPotter Marketing

Love1