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NEWS

adminofoc, October 2017 - News, Stock update
Several significant corporate transactions saw us add Seven Group Holdings (ASX:SVW) to our portfolio during the September quarter. These included: the sale of WesTrac China to Lei Sing Hong Machinery for $540m the acquisition of the remaining 53.3% of Coates Hire not already owned by the Group for $517m, and a capital raising of $375m…
adminofoc, October 2017 - News, Stock update
The A2 Milk Company continues to re-rate on the back of a very strong trading performance driven by ongoing gross margin expansion and continued rapid growth in sales of its A2 Platinum infant formula, especially in the large Chinese market. Management continues to exceed the financial expectations of both the overall market and our internal…
adminofoc, October 2017 - News, Stock update
As a provider of drilling fluid products, downhole instrumentation and geo-analytic services to exploration, development and resources production companies, Imdex Limited is highly leveraged to any uptick in key commodity prices such as gold and/or base metals. It's a business we know and understand well, having been a holder of the stock during previous cyclical upswings, and we remained…
adminofoc, October 2017 - News, Stock update
Kogan.com was a stand-out performer amid the doom and gloom of the retail space with several highlights from its inaugural full-year result as a listed company. On the back of three earnings upgrades leading into the result, Kogan again provided upside surprise for investors delivering EBITDA ahead of guidance, very strong EBITDA cash conversion of…
adminofoc, September 2017 - News, Stock update
Following share price weakness ahead of its full-year result, we added Reliance Worldwide Corporation to our portfolio. Reliance is a global plumbing supplies business specialising in reliable and premium branded water flow and control products including the market-leading 'SharkBite' push-to-connect fittings. We consider Reliance to be a high-quality global growth business with a structural growth…