By Nick Harris
28 February 2022, 10:25 AM
NXT's 1H22 result was ahead of our forecasts and came with a small upgrade to FY22 guidance. Noteworthy was the ~8% upgrade to capex guidance which bodes well for future growth.
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By Nick Harris
11 August 2021, 9:25 AM
We rate management, their track record and the MP1 business model highly. View our analysis on their FY21 result.
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By Nick Harris
07 January 2020, 4:34 PM
isentia (ASX:ISD) is the dominant Australian media intelligence and insights solutions
provider in ANZ and the largest provider in a fragmented Asian market.
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By Nick Harris
18 October 2017, 9:15 AM
NextDC is one of our high conviction picks this month. I spoke to Craig about NXT's plans for 2018 and what's in the pipeline.
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By Nick Harris
17 December 2015, 11:24 AM
Presentation to the Morgans network
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By Nick Harris
24 June 2015, 1:41 PM
An interesting story
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By Ivor Ries
23 April 2015, 7:32 AM
Due to share price out-performance we lower our recommendation to Reduce
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By Nick Harris
27 May 2014, 1:09 PM
Results and outlook in-line with expectations
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By Nick Harris
21 March 2014, 11:35 AM
CEO Michael Malone announces his resignation
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By Nick Harris
14 January 2014, 9:45 AM
Initiating coverage of People, Security and Communications
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