9 January 2024
Analyst Outlook December 2023
Our analysts provide their sector outlook and top stock picks for December 2023.
20 December 2023
Propel Funeral Partners (PFP): Accretive market share growth
Propel Funeral Partners announced three acquisitions in regional Australia/New Zealand at A$10.6m (cash/script based) and an upsizing of funding facilities.
20 December 2023
Neuren Pharmaceuticals (NEU): It Keeps Getting Better
NEU released impressive efficacy and safety results from the first of four single-arm Phase 2 trials evaluating NNZ-2591 (n=18).
14 December 2023
Do you know your Total Superannuation Balance? You should!
In this newsletter we'll explore the Total Superannuation Balance, its intricacies and the implications of a proposed additional 15% tax on superannuation earnings when a member’s TSB exceeds $3 million.
12 December 2023
IPD Goup (IPG): Lightning in a bottle
IPD has announced the acquisition of CMI Operations for an upfront $92.1m and contingent consideration of up to $8.9m. Our revised PT is $5.75 (prev. $5.50) with our Buy recommendation remaining unchanged.
12 December 2023
Regis Resources Ltd (RRL): Hedge book overhang removed
RRL has announced the closure of its gold hedge book for a cost of A$98m. Our NPV-based valuation is up 3%, to $2.37/sh and we retain our Buy recommendation.