All posts by Kurt Gelsomino
Former Analyst
Sectors Covered: Building Materials, Industrials, Gaming
By Kurt Gelsomino
08 March 2022, 10:00 AM
MAAS Group (ASX:MGH) has expanded its residential Real Estate business into Central QLD, through the acquisition of a large, long-term development site in Rockhampton.
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By Kurt Gelsomino
28 February 2022, 9:00 AM
BlueBet (ASX:BBT) has made strong operational progress over the past ~6 months, with solid momentum in its core Australian operations and US activity to ramp up in CY22.
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By Kurt Gelsomino
25 February 2022, 12:30 PM
MAAS Group's (ASX:MGH) interim result was in line with guidance for EBITDA to be ~35% weighted to the 1H22.
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By Kurt Gelsomino
24 February 2022, 12:30 PM
Wagners (ASX:WGN) continues to progress its long-term growth initiatives of developing its CFT and EFC business.
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By Kurt Gelsomino
23 February 2022, 11:00 AM
We viewed the market’s reaction to Jumbo Interactive's (ASX:JIN) cost investment as overdone and expect the impact to be recovered from stronger top-line performance.
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By Kurt Gelsomino
21 February 2022, 9:30 AM
We continue to see PPE's positive earnings outlook, capacity for accretive M&A and growing Technology vertical as supportive of a re-rating. Add maintained.
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By Kurt Gelsomino
18 February 2022, 7:30 AM
Tabcorp Holdings' (ASX:TAH) interim result was ahead of consensus expectations, with another record result from Lotteries & Keno (L&K) the clear highlight.
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By Kurt Gelsomino
10 February 2022, 10:30 AM
Alliance Aviation Services' (ASX:AQZ) interim result and FY22 guidance was weaker than expected.
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By Kurt Gelsomino
09 February 2022, 1:00 PM
PeopleIn (ASX:PPE) has expanded into the Accounting & Finance recruitment sector through the A$16.0m acquisition of Perigon Group.
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By Kurt Gelsomino
09 February 2022, 12:30 PM
We preview key stocks from the small and mid-cap industrials sector, such as; People Infrastructure (ASX:PPE), Maas Group (ASX:MGH), Tabcorp (ASX:TAH), Jumbo (ASX:JIN), and Alliance Aviation (ASX:AQZ).
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