19 September 2024
Austal Limited (ASB): Super sub
Austal has received a US$450m/ A$670m contract from General Dynamics Electric Boat (GDEB) to expand its shipyard in Mobile, Alabama.
17 September 2024
Genusplus Group (GNP): Plenty of growth ahead
We have revisited our forecasts, with considerations made on the outlook for the HumeLink East project and the Infrastructure segment.
17 September 2024
Champion Iron Ltd (CIA): Initiation – Evolving with steel’s transition
We have initiated coverage on Champion Iron (CIA) with a Buy rating and a Price Target of $7.15/sh.
10 September 2024
FY24 Reporting Season Wrap
Rob Crookston, Equities Strategist, provides a preview on the FY24 reporting season.
28 August 2024
DroneShield Limited (DRO): A game of two halves
DRO recorded revenue from customers of $23.3m (+106% vs pcp) during the 1H24, -3% below BP estimates. We increase our PT to $1.35 and retain our buy recommendation.