$TMG.V is my prime candidate for studying Discovery Process of a small cap Co.
Why?
1. Small, profitable, non-diluting, >30%/y revs growth
2. Low institutional ownership
3. Entering $50-$100M sweet spot for institutions
5-phase discover process & price targets ⬇️
$MSG.AX wins contract with Vicinity Centres to supply security services to all 13 of their shopping centres in Western Australia.
themarketherald.com.au/mcs-services-a… via @themarketherald
Datadot $DDT.AX starting to see the benefits from an extensive restructure following the appointment of a new Chair and Managing Director in 2019. The story since has been a higher portion of revenue from royalties & license fees while lowering expenses. MC 15m, PE 12, CF +ve.
@nicholasavery $qccu $qccu.v is absurdly undervalued. 2bb lbs of #copper (probably 3-4bb post add'l drilling) in a premier jurisdiction with existing infrastructure in place. That plus 15mm of marketable securities $find and cash. All yours for $42mm market cap -should valued closer to $420mm
Hopped aboard $QCCU.V overnight. Large copper and gold deposit (with room to expand) plus excellent on-site infrastructure in place. Has had a good run in the last few days but still looks pretty cheap with a MC of CAD40m.
$EPY Annual Report out.
Digital transformation looks to be well advanced with Board confident of "significant growth in revenues and 40%+ NPATA growth in the 2022 financial year."
Current MC 126.42M
FY21 NPAT 8.74m
Div yield 5%
Looks a good hold.
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