Ideas

Envirosuite provided a Q3 sales update and in short the company delivered another solid quarter.

Life360 is scheduled to release its Appendix 4C for 1Q2022 next Wednesday, 27th April and we expect this and other commentary by the company to provide more clarity regarding the outlook for 2022 and potentially beyond.

We have marked to market coal prices for the March 2022 quarter and upgraded our met coal price outlook (premium Hard Coking Coal) to average US$384/t in 2022 (previously US$250/t) and US$238/t in 2023 (previously US$163/t).

We have summarised our forecasts for WBC's 1H22 result, being released on Monday 9 May.

GOR reported revenue of $286m (vs BPe $281m), EBITDA of $119m (vs BPe $116m) and NPAT of $36.8m (vs BPe $42.3m).

The March 2022 quarter was a challenging one for global share markets, with investor confidence exasperated by both volatility and uncertainty.