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Plenty Of Positives For Orocobre

Jul 25 2019

High lithium inventory, trade and political tensions have impacted Orocobre in the June quarter. Nevertheless, brokers believe the business is well-positioned for when the market turns around.


Senex Outlook Fuels Re-Rating Hopes

Jul 24 2019

FY21 will be a watershed year for Senex Energy and several brokers expect the stock to re-rate as gas production increases and LNG spot prices recover.


Megaport Storming Ahead

Jul 24 2019

Brokers are increasingly confident network services provider Megaport has a bright future after the June quarter revealed significant growth in revenue and installed locations.


Lithium Glut Undermines Galaxy Resources

Jul 17 2019

Lithium producer Galaxy Resources is at the mercy of weak fundamentals for spodumene, which comprises all of its production output.


Accelerating Repair Costs Benefit AMA Group

Jul 10 2019

AMA Group stands to benefit substantially from the trends in vehicle repairs. Moelis initiates coverage of the stock.


Divestment Lauded As EclipX Reduces Risk

Jul 09 2019

Brokers welcome the prompt sale of two non-core businesses and the reduced risk of EclipX breaching its corporate debt covenants.


People Infra Raises Profile In Healthcare

Jul 03 2019

People Infrastructure has been busy with acquisitions since its IPO, with brokers noting the higher profile in the attractive healthcare and IT sectors.


Superloop Blames Timing Issue

Jul 02 2019

After downgrading FY19 guidance substantially, Superloop has assured the market that the errant contract at the heart of the downgrade is still on track.


Tight Rental Market Enhances Emeco Holdings

Jun 19 2019

Brokers have become favourably disposed towards Emeco Holdings, as the market for earthmoving equipment rental is tight after significant rationalisation of industry participants.


Sale Puts Focus On Senex Energy’s Gas Output

Jun 18 2019

Brokers expect the sale of gas processing infrastructure at the company’s Roma North field will strengthen Senex Energy’s balance sheet, allowing the market to price in a greater portion of the future earnings profile.



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