Daily FNArena News - Small Caps

A supplier price hike is proving a setback for Macquarie Technology’s cloud services business, but increasing data centre capacity is where the value lays

The New Criterion’s Tim Boreham highlights Arovella Therapeutics in a struggling cell therapies sector worldwide

Australian’s once cozy duopoly for poultry products is breaking down, adding one extra challenge for market leader Inghams Group

Another record year has strengthened analysts’ confidence in the outlook for NRW Holdings, though a weakening iron ore price remains a risk

While the Judo Bank share price rose following FY24 results, some analysts challenge management’s upbeat outlook on asset quality

Resource sector contractor Monadelphous has suffered from lithium weakness and the closure of a major project, but management is upbeat about the outlook

Cooling parts manufacturer and small cap investor favourite, PWR Holdings shocked the market with an earnings re-set, as management invest across the board for future growth

Analysts overlooked a softer revenue performance from SiteMinder to espouse the virtues of the company’s new, market-leading products

Analysts highlight growing competitive pressure on Kogan.com and question the long-term sustainability of the company’s business model

Tim Boreham revisits the investment case and corporate developments for Aroa Biosurgery