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Large Caps

Reece shares (ASX:REH): A year ago, we thought it was a great company, but significantly overvalued – is it cheaper now?

Reece shares (ASX:REH) represent ownership in one of two plumbing companies in the ASX 200 - the other being Reliance Worldwide (ASX:RWC). Both companies have benefited from the home renovation boom during the pandemic and the ability of companies to pass increased costs on to their companies. A year ago, we wrote on Reece stating it…

ByNick SundichMarch 4, 2025

Here are 5 of the worst 1H25 results on the ASX this reporting season

5 of the worst 1H25 results on the ASX this reporting season Johns Lyng Group (ASX:JLG) Remember in 2022-23 when there were so many extreme weather that JLG was booming like it never had before? Those were the days, but they are behind the company, at least not right now. You see, JLG…

ByNick SundichMarch 4, 2025

Richard White is back as WiseTech boss after prevailing in the fight for control of the company

WiseTech (ASX:WTC) announced this morning that,' Richard White has been appointed to the Board as Executive Chairman'. But this is not a career board executive, this is a case of the largest shareholder and founder of the company being back onboard after a 4 month to take control again. Richard White prevailed in the fight for…

ByNick SundichFebruary 26, 2025

Nanosonics (ASX:NAN): A disinfection company turning itself around and has gained 50% so far in 2025

Nanosonics (ASX:NAN) was in the best space to be during the pandemic - disinfection technology. Its flagship Trophon machines are electron paramagnetic resonance (EPR) devices aimed to reduce cross contamination in hospitals and other healthcare settings, particularly through ultrasound probes which have conventionally been hand-wiped. Source: Company The company has over 30,000 of these deployed worldwide and…

ByNick SundichFebruary 25, 2025

The saga continues: 4 WiseTech directors quit en masse due to disagreements with Richard White

4 WiseTech directors quit en masse this morning, and that was just the start of the bad news facing the company this morning just 2 days before it is due to release its annual results. A recap of the WiseTech saga Before we outline what happened today, let's bring investors up to speed to help newcomers…

ByNick SundichFebruary 24, 2025

Investors are overreacting to the $2.7bn Domain takeover bid: Here is why

The $2.7bn Domain takeover bid stole the headlines today. Shares in Domain (predictably) surged from their $3.13 close the day before to match the $4.20 bid and more. Shares in major shareholder Nine Entertainment (ASX:NEC) increased as well, whilst shares in rival Rea Group (ASX:REA), which owns realestate.com.au, fell 10%. The specifics of the Domain takeover…

ByNick SundichFebruary 21, 2025

Chemist Warehouse is now ASX listed! Here are 5 critical things all investors need to know!

Chemist Warehouse is now ASX listed - 14 months since the plan to list was first unveiled. Australia's largest pharmacy chain had long been mulled as an IPO candidate. But - with IPO conditions less than ideal - it chose to list via a reverse takeover of Sigma Healthcare (ASX:SIG). The irony is that despite…

ByNick SundichFebruary 14, 2025

Nick Scali (ASX:NCK): Its had a stellar 5 year run, but is it coming to an end?

Nick Scali (ASX:NCK) is the second company we've written about this week that is trying to expand into the UK. Nick Scali has doubled in the last 5 years, and a big part of this growth can be attributed to the furniture boom during the pandemic. Its sales have doubled from ~$250m to ~$500m in that…

ByNick SundichFebruary 12, 2025

How much longer will Star Entertainment stay afloat? How big of a reprieve will the $60m fire sale of its events centre be?

How much longer will Star Entertainment stay afloat? By now it seems a fait accompli that Star Entertainment (ASX:SGR) will collapse - it is question of when and not if. It had a cash balance of $79m as at the close of CY24, is burning through $50m every month, its debtors have had a gutful…

ByNick SundichJanuary 31, 2025

Here’s how Qantas Frequent Flyer makes money for the company

How Qantas Frequent Flyer makes money is a key question any investors looking at or invested in Qantas should ask. During the pandemic, it played a major role in keeping the airline afloat as revenues from points kept coming in. Consider that in FY20 during pandemic shutdowns, Qantas Loyalty made a $341m profit (down just…

ByNick SundichJanuary 28, 2025

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Large Caps

Reece shares (ASX:REH): A year ago, we thought it was a great company, but significantly overvalued – is it cheaper now?

Here are 5 of the worst 1H25 results on the ASX this reporting season

Richard White is back as WiseTech boss after prevailing in the fight for control of the company

Nanosonics (ASX:NAN): A disinfection company turning itself around and has gained 50% so far in 2025

The saga continues: 4 WiseTech directors quit en masse due to disagreements with Richard White

Investors are overreacting to the $2.7bn Domain takeover bid: Here is why

Chemist Warehouse is now ASX listed! Here are 5 critical things all investors need to know!

Nick Scali (ASX:NCK): Its had a stellar 5 year run, but is it coming to an end?

How much longer will Star Entertainment stay afloat? How big of a reprieve will the $60m fire sale of its events centre be?

Here’s how Qantas Frequent Flyer makes money for the company

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2020, the Golden Year

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Large Caps

Stocks in Spotlight

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