Daily FNArena News - Small Caps

Macquarie has initiated coverage of Bega Cheese with an Outperform rating, suggesting cost-outs are key to achieving FY28 targets

IperionX has won a significant contract with the US Department of Defence, providing a beachhead into aerospace, oil & gas, and industrial markets

Preceded by a disappointing trading update in the days prior, Myer’s investor strategy day highlighted multiple new initiatives and potential sources of growth

Following Findi’s broadly in-line FY25 results, management’s focus turns to multiple growth options in India

Judo Capital has reaffirmed its FY25 and FY26 profit growth guidance, easing investor concerns around the sustainability of its earnings trajectory

Progress was made since management re-aligned Elders in 2016, but work continues to smooth earnings through the cycle while operating in a highly cyclical and weather dependent industry

Nufarm’s much-lauded omega-3 seeds business posted a shockingly weak first half result. Under balance sheet pressure, the company has placed the business under review

Despite a slightly disappointing interim result, analysts remain upbeat on the outlook for fast-growing Gentrack Group

GrainCorp’s first half FY25 earnings ‘beat’ was undermined by only a modest increase in guidance, due to elevated global grain supply. FY26, nevertheless, offers upside potential

New research on SRG Global highlights a strong history of earnings growth and potential upside from management’s conservative acquisition strategy