AWE: same but different
AWE has failed to translate asset value into cash returns and, worse, failed to engage with buyers who may do better.
Aristocrat reels in a Big Fish
After buying social gaming company Plarium for US$550m, Aristocrat has forked out nearly double that for social casino and social gaming company Big Fish.
Gentrack: Result 2017
New acquisitions and an excellent result from the Airport division have produced record profits for this software maker.
Aristocrat announces another major acquisition
The gaming company has announced another major acquisition along with its 2017 result.
Ainsworth: AGM and 2018 trading update
Ainsworth Game Technology released a trading update at its AGM earlier this week.
News Corp's American dream
It's taken a while but News Corp shareholders are finally buying into the value of advertising property online.
CYBG: Result 2017
The British bank, demerged from NAB, has performed well - but so has its share price.
iSelect's unhealthy executive churn
Recent executive departures and headwinds in the private health insurance market offer a potentially negative prognosis for this comparison website.
Thorn Group: Interim result 2018
It was another tough half for Thorn Group but the value on offer is compelling.
Monash IVF: bless the bumpy road
Monash's exit from the low-cost end of the market has come at a bad time.
Blackmores and the marketing arms race
Blackmores isn't an evidence-based vitamin company. It's a marketing behemoth.
Last rights for iCar Asia?
Long-suffering shareholders are being asked to tip more money into this Asian car classifieds business for what we hope will be the last time - but is it a lost cause?
Invocare: grave concerns?
Market share losses are worrying. Here's a 'road map' for what to watch over the next 18 months as InvoCare rolls out its Protect and Grow program.
F&P Healthcare: Interim result 2018
Just a week after our downgrade of F&P Healthcare, the company made its first misstep.
PMP: when cracks appear
We put our investment case in PMP under the microscope following a savage profit warning.
Tatts, Tabcorp, and the $338m sentence
Tatts and Tabcorp have received their last regulatory tick of approval.
Reckon sells its crown jewel
Reckon continues to offload parts of itself, selling most of its Practice Management division to competitor MYOB.
Fairfax's Domain flies free
Today was the first day of trading for Fairfax spin-off Domain. And it has highlighted how both companies might be vulnerable.
Portfolios buy
The Intelligent Investor Equity Growth and Equity Income portfolios have put some of their cash to use.
iCar Asia launches rights issue
The beleaguered Asian online car classifieds business has launched another capital raising. We're delighted to see that this time retail investors will be given the opportunity to take part.
F&P Healthcare: no room to misstep
F&P Healthcare has been shooting the lights out, but it's time to take a breather.
Appreciating Woodside's assets
Woodside is being valued as an oil producer when its real value may come from its existing asset base.
Money3: subprime lending with a high-octane twist
Subprime auto lending can be wildly profitable, but the big banks avoid it for a reason.
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