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.
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.
20 March 2024
Ingham’s Group (ING): Feed on the decline
ING’s share price has remained fairly depressed post-1H24 despite the continued downdraft in both domestic wheat and imported soybean pricing.
7 March 2024
Nickel Industries Ltd (NIC): Blue chip nickel
NIC reported a CY23 financial result which was slightly ahead of our forecasts at the EBITDA line but a miss at the NPAT lines.
