Steve Fleming normally does a good job of producing the lists but I can recommend azv, tcn and mwr as ones to look at.
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Steve Fleming normally does a good job of producing the lists but I can recommend azv, tcn and mwr as ones to look at.
Hey KW,
Which one would you put more money into right at this moment, PHG or INA? Many thanks
Thanks heaps KW!
Market cap less than $100m and year on year EPS growth greater than 25%
Company Name Diluted EPS before Extra, 1 Yr Growth % [LTM] (%) Market Capitalization [Latest] (AUDmm, Historical rate) Lindsay Australia Limited (ASX:LAU) 28,363.5 59.7 Macquarie Radio Network Limited (ASX:MRN) 326.0 81.7 Centuria Capital Limited (ASX:CNI) 279.0 63.3 Australian Ethical Investment Ltd. (ASX:AEF) 159.8 27.6 E&A Limited (ASX:EAL) 140.3 81.3 eBet Limited (ASX:EBT) 137.1 45.2 SDI Limited (ASX:SDI) 135.7 76.1 Azure Healthcare Limited (ASX:AZV) 121.7 45.4 Pulse Health Limited (ASX:PHG) 116.5 47.8 Vita Life Sciences Limited (ASX:VSC) 93.9 85.3 Kresta Holdings Ltd. (ASX:KRS) 93.2 26.1 e-pay Asia Limited (ASX:EPY) 86.0 39.3 Techniche Ltd. (ASX:TCN) 85.3 16.1 Scantech Ltd. (ASX:SCD) 83.7 16.2 CMI Ltd. (ASX:CMI) 82.5 58.7 Kip McGrath Education Centres Ltd. (ASX:KME) 75.3 7.07 Gage Roads Brewing Co Limited (ASX:GRB) 64.7 95.0 TTA Holdings Limited (ASX:TTA) 64.2 9.21 Traffic Technologies Limited (ASX:TTI) 62.6 16.8 PPK Group Limited (ASX:PPK) 60.9 32.9 Prophecy International Holdings Ltd. (ASX:PRO) 56.9 32.1 Fiducian Portfolio Services Ltd. (ASX:FPS) 47.5 39.6 HFA Holdings Limited (ASX:HFA) 47.0 86.1 Clime Investment Management Limited (ASX:CIW) 45.0 35.3 Clover Corporation Limited (ASX:CLV) 39.1 87.5 Desane Group Holdings Ltd. (ASX:DGH) 38.4 19.8 Landmark White Ltd. (ASX:LMW) 36.8 13.2 FFI Holdings Limited (ASX:FFI) 35.8 37.1 Capilano Honey Limited (ASX:CZZ) 34.8 36.6 Academies Australasia Group Limited (ASX:AKG) 28.9 57.5 Saunders International Limited (ASX:SND) 28.7 73.1 My Net Fone Limited (ASX:MNF) 26.8 95.6
I have 5 from that list at present. Several more on the watchlist
Re-visited EGL today - long time since I'd looked at it. They have put wastewater and mining services into liquidation, but kept the profitable air treatment arm. Now effectively backdoor listing a larger environmental-based business, Baltec, based in Indonesia.
After years of contract-woes and falling revenue, the company trades at just 5.5cps and a market cap of $10m. Air treatment revenues were $14m in 2013 and continuing operations showed a small profit. The Baltec transaction has generated some market interest, so has risen from lows of 5.5cps. Might be worth watching, although I'd be suspicious as to the forward workload for the existing air treatment business when projecting returns.
Also glanced over Reverse Corp today - REF - and maybe belongs on here too eventually, although revenue doesn't yet make the original $10m minimum. I've looked at this a few times and never quite seen the point of the business model involving reverse calling charges. However, signs are that they are managing to maintain profitability and looking to expand into less mature business segments. Though, "Oz Contacts" is not especially inspiring, at just $7m market cap (7.5cps) and profitable, they may be able to generate some funds from the mature reverse calling market to fund something more interesting...
Stunning that they have not been able to deploy what were once enormous cashflows into new and proftable businesses....until it's almost too late.
They are in the telco space and yet even with the emergence of mobile, they have not been able to come up with any ideas until now...ozcontacts!
Like you said, it's hardly inspiring but they have managed to generate 1m in the first year. That's a start.
Despite the apparently high calibre business people on the board, they have been poor custodians of this business with very little foresight. From 6 dollars to 7 cents! Year after year, month after month of declining reverse charges and they never managed to invest in new businesses. I think the chairman was content to collect his dividend cheques and the board probably thought international expansion through the GFC would pay off on the other end...but it hasn't worked out that way.
Let's see how ozcontacts works out. No real competitive advantage. Just a webpage with a checkout.