12 April 2024
Regis Resources Ltd (RRL): McPhillamys still stacks up
We have reviewed our valuation of RRL’s 100%-owned McPhillamys Gold Project following the recent update of estimated costs of key elements of the project.
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.