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This Month
Johns Lyng’s share price dive will give KKR, EQT pause for thought
All these behind-the-scenes negotiations occurred in August-September. Since, shares have halved.
February
An inconvenient truth delivers profit season’s biggest beating
Who said the ASX was full of boring industrial companies? Tuesday’s moves suggested anything but.
July 2023
Why cultural fit trumps financials for M&A and footy beats tennis for hiring
Busy acquirer Johns Lyng Group spent 18 months getting to know the people behind its latest purchase. And it takes the same approach to hiring staff.
Done deal: Johns Lyng raising priced at $5.15, 5.2pc discount
Johns Lyng Group has priced its $65 million placement at $5.15 a share.
Johns Lyng expands property services portfolio after $65m raise
The property services group mandated JPMorgan to underwrite an equity placement that would fund its purchase of Smoke Alarms Australia and Link Fire.
Johns Lyng Group raising $65m to fund acquisitions, JPMorgan on ticket
Property services business Johns Lyng Group was expected to launch a $65 million raising on Wednesday morning, two weeks after it upgraded its revenue and earnings forecast.
The hidden gems in the Australian sharemarket
Volatility and near-term weaknesses in the market are not indicative of a bleak future, but rather an opportunity to identify undervalued assets with immense growth potential.
May 2023
How a Rich Lister’s $10m private jet deal went sour
All’s fair in love, war and private jet sales. Even if your new toy is too corroded to fly.
November 2022
Buy, hold, sell: Five stocks the pros have been buying
ClearLife Capital’s David Moberley and QVG Capital’s Josh Clark give their analysis of five stocks professional investors have been hiding within in recent months.
What investors need to look for in small-cap wreckage
If the bears are right, then stocks can go lower in 2023. But cashed-up investors will find rich pickings. When the turn comes, it will be fast and large.
Nine small-cap stocks to pick up at bargain prices
Fundies like them because they’ve got greater earnings certainty, and they look undervalued.
June 2022
![Yarra Capital Management’s Tim Toohey: “[Central banks] seem to be prepared to risk a very abrupt slowdown in activity in a short period of time – and that’s a big gamble.”](https://static.ffx.io/images/$zoom_0.3968%2C$multiply_3%2C$ratio_1.777778%2C$width_1059%2C$x_0%2C$y_0/t_crop_custom/c_scale%2Cw_280%2Cq_52%2Cf_auto/aab62116d79bb14627218a4fb3bc3a9c7da3143d)
Five shares fundies are holding for a hard landing
As central bankers declare war on inflation despite markets tumbling and signs growth is slowing, investors need to brace for earnings pain. Resilience is key.
Opportunities as investors sell stocks for tax losses before June 30
Fund managers say there could be bargains for those who are willing and able to scout for small parcels of typically small-cap stocks.
May 2022
Smashed small caps that can turn into portfolio treasures
The best time to buy is when they get badly oversold. Professional investors share the stocks they like and what to watch out for.
March 2022
Buy, hold, sell: four crowded small caps and two that can outperform
Two fund managers share their views on four of the most widely held small-caps on the ASX and share one stock they think can outperform this year.
February 2022
All the profit results for February 22, 2022
Results briefing | News and analysis on today’s profit results from Alumina, AMA Group, ARB, AUB, Cochlear, Coles, Costa, Deterra, Estia, G8 Education, HomeCo Daily Needs, Hub24, Humm, Ingenia, Johns Lyng, Jumbo Interactive, Judo Bank, Macquarie Telecom, Macmahon, Monadelphous, Nanosonics, Perenti, RAM Essential, Regis Resources, Seven Group, Superloop, Uniti, Virtus, Whispr. Find updated reports and analysis here.
What we learnt: How Coles navigated ‘most disruptive period ever’
Coles contains its hit from COVID-19, Seven bets on the next turnaround, Johns Lyng keeps building, and hope floats at Peter Warren.
October 2020
Future Generation fundies share their 22 hottest stock tips
The 22 fund managers who invest on behalf of the Future Generation philanthropic listed investment company reveal their best ideas.
March 2019
Buy, hold, sell: Nearmap, Service Stream; Rhipe
Ben Clark from TMS is joined by Martin Hickson from Wilson Asset and David Keelan from Ellerston Capital to review five small caps flying high.