By Nick Harris
02 March 2020, 1:20 PM
MP1’s 1H20 result was in-line with our forecasts, and their recently released quarterly. Continued strong growth in North America (NAM) and expansion into Japan (which is a top 5 global Cloud consumer) were the highlights of the half.
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13 December 2019, 4:22 PM
Following the recent A$22m capital raise and acquisition of Timecode Systems (TCS), we resume coverage of AMS with an Add rating
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By Scott Power
19 June 2019, 11:23 AM
NAN's share price has rallied over 30% in the last month and run through our price target.
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By Nick Harris
19 June 2019, 9:52 AM
After several years of anaemic spend the Australian ICT sector looks likely to return to growth in CY2019.
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20 May 2019, 12:51 PM
I spoke with Alex Waislitz, Founder and Chairman of Thorney Technologies Ltd at the Thorney Investment Forum at ASX headquarters in Sydney last week.
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By Scott Power
24 April 2019, 1:22 PM
Positive results from the Australian adult respiratory study
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27 March 2019, 10:43 AM
We view any short term share price weakness as an opportunity for long term investors
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By
20 March 2019, 11:58 AM
We initiate coverage with an Add recommendation
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31 December 2018, 1:08 PM
Tough market conditions dictate price moderation
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By Nick Harris
28 December 2018, 11:54 AM
A Christmas eve downgrade
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