Worst part is not angry we played well with the ball but our defence is second coming of 2015/16 JVS, and yet again we canβt finish our chances.
Hope Cascante is the second coming of Bart #AKLvMCY
Van Eck Rare Earth and Strategic Metals ETF (REMX) suffering from a spot of thesis creep with an over representation of lithium miners including 3 of the top 4
The Van Eck Rare Earth and Critical Minerals ETF (white) has detached from rare earth prices (blue).
i.e. Share prices are falling, but earnings (all other things being equal) are stable.
#ASX $RCL.AX ReadCloud
Frustratingly the market is sleeping on this but if with revenue growth around 15% pa for the next few years, and a tight rein on costs, itβs not hard to see this one spitting out plenty of free cashflow. Single digit PER quite possible in FY27
#ASX $RCL.AX Readcloud
Solid quarter. Cashflow negative as expected in the seasonally weakest quarter but outflow decreased from pcp with tight cost control
Sets up for FY26 with a positive outlook statement
#ASX $RCL.AX
Readcloud
Bit of interest ahead of seasonally strong Mar and Jun Q which will see them CF +ve for FY25
Management guiding to +25% Rev growth this year in the fast growing VET-in-schools segment which has much higher gross margins (~90%) than core books segment
#ASX $CVB
Curvebeam has shown increased volume of late and price action today suggests the selling maybe close to done
Operationally must be close to completing validation trials on the enhanced Hi-Rise unit for robotic surgery
Would be a game changer