BellPotter Marketing

Equities Technology

30 November 2023

Life360 (360): Better to be safe

We have reviewed our Life360 forecasts post the release of the 3Q2023 result a couple of weeks ago and made some minor adjustments. We maintain a Buy recommendation and have decreased our Price Target by 2% to $11.00.

BellPotter Marketing

Love0

Equities Industrials

30 November 2023

IDP Education (IEL): O’ Canada

We have updated each valuation for IPD Education used in the determination of our PT for the forecast changes and recent market movements. We upgrade to a Buy recommendation and a price target of $27.00.

BellPotter Marketing

Love0

Agricultural & FMCG Equities

22 November 2023

Australian Agricultural Co (AAC): More than meating expectations

AAC reported 1H24 Operating EBITDA ahead or our expectations at $30.1m. Our Buy rating remains unchanged.

BellPotter Marketing

Love0

Superannuation & Technical Financial Advice

21 November 2023

The transfer balance cap – how does it work again?

In this newsletter we'll explore the transfer balance cap and understanding its nuances for effective retirement planning.

BellPotter Marketing

Love0

Equities Technology

21 November 2023

Telstra Group (TLS): Optionality provides upside

We initiate coverage on telecommunications and technology company Telstra, with a price target of $4.15.

BellPotter Marketing

Love0

Equities Resources

31 October 2023

Fortescue Metals Group (FMG): Soft start to FY24

Our NPV-based valuation is increased by 4% from $15.53/sh to $16.21/sh on favourable adjustments to our iron ore price and AUD:USD forecasts. We retain our Sell recommendation.

BellPotter Marketing

Love0

Categories

Life360 (360): Better to be safe

IDP Education (IEL): O’ Canada

Australian Agricultural Co (AAC): More than meating expectations

The transfer balance cap – how does it work again?

Telstra Group (TLS): Optionality provides upside

Fortescue Metals Group (FMG): Soft start to FY24