Rudi's View: CBA, Life360, ResMed, Zip & More
Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions
A2B Australia (A2B AU): Scheme Vote on 25 March
Several substantial shareholders have sold or exited, lowering the scheme vote risk. At the last close and for the 11 April payment, the gross...
Camplify Holdings Limited - Free Option on the Insurance Business
The CHL Investor Day provide increasing clarity around not only the scale of the RV Insurance opportunity available to the Company but increasing...
Camplify Holdings Limited - It Looks like a Win Win
The CHL Interim Result (Normalised Net Loss of $2.2m vs OMLe of a Net Loss of $4.8m) reflected a Company well positioned to benefit from what...
Camplify Holdings Limited - Happy Campers
CHL is in the process of evolving from a largely Australian centric peer to peer RV rental platform to a Company with significant scale and growth...
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