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Sub-prime lending – the graveyard of the ASX

Sub-prime lending – the graveyard of the ASX

Aug 06, 2020

Last Friday, FlexiGroup and Prospa Group released trading updates to the ASX along with expected provisions they will take against their loan books as the Australian economy continues to battle Covid. These updates were stark reminders of how difficult it is to be a... read more
Will shareholders get lucky with Clover Corporation?

Will shareholders get lucky with Clover Corporation?

Jun 23, 2020

Clover Corporation (CLV) is a recent addition to the Oracle Emerging Companies portfolio as a “picks and shovels” play on the booming premium infant formula market. The company has a patented encapsulation technology that creates a nutrient rich dry powder from tuna... read more
Beware false profits!

Beware false profits!

Jun 02, 2020

There is a saying “revenue is vanity, profit is sanity, cash is reality” which like most good quotes has seen the author lost to time. At its core, this quote is referring to the fact that there can often be large discrepancies between the profit reported through... read more
What has been priced into Webjet’s recovery?

What has been priced into Webjet’s recovery?

May 26, 2020

After an amazing rally over the last two days, Webjet is currently trading at $4.50 as I type this. While at first glance this is still over 50% below where the stock traded pre-Covid 19 it doesn’t account for the significant dilution forced upon shareholders at $1.70... read more
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