Investor Insights

March 5, 2024

Life360: massive growth potential from the helicopter parent tailwind 

By David Buckland

ASX listed Life360 (ASX:360), a family safety app that allows GPS location sharing is one of the larger and more exciting companies held by the Montgomery Small Companies Fund. In the two business days since Life360 announced its results for the year to 31 December 2023, the share price has jumped 46 per cent from $8. 30 to $12.
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February 26, 2024

Audinate Group: the growth worth listening to

By Michael Gollagher

As we sift through the results from our companies over the first reporting season of the year, we watch with great interest as the market is reminded that company fundamental results still matter.
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February 23, 2024

Altium: An extraordinary roller coaster over its 25-year listed history 

By David Buckland

In this weeks video insight, David takes us through Altium Limited’s (ASX:ALU) 25-year listed history, marked by a recent bid from Renesas Electronics Corporation valuing it at AU$9. 1 billion. From highs of $6. 70 per share in 2000 to a record low of $0. 09 per share in 2011, Altium has experienced significant fluctuations.
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February 21, 2024

Megaport half yearly: A solid, albeit pre-announced result

By Roger Montgomery

Megaport (ASX:MP1) announced its half-yearly results on Tuesday. As the numbers were largely pre-reported at the company’s previous second-quarter announcement on 30 January, they were considered ‘in-line’ with expectations. Megaport’s total revenue for the first half of FY24 came in at $95. 1 million, up $24. 4 million or 35 per cent, compared to the prior corresponding period.
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February 21, 2024

Altium’s share price soars on take-over bid

By David Buckland

Altium Limited (ASX:ALU) was floated on the ASX in August 1999 at $2. 00 per share, and the market bought into the excitement by driving up the share price to $6. 70 by March 2000. 11 years later, the company was going through enormous pain, and this saw the Altuim share price crash to $0.
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February 20, 2024

Breville Group’s headline sales number masks the positives

By Roger Montgomery

Global premium appliance brand owner Breville Group’s (ASX:BRG) recent half-yearly results released on 13 February have stirred mixed reactions among analysts and investors. There was a slight disappointment in sales, although this was overshadowed by improved gross margins and efficient cost control measures.
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February 15, 2024

Another day, another set of good results delivered this reporting season

By Roger Montgomery

Reporting season is the gift that keeps on giving. Following on from our reporting of the great results from online retailers Cettire (ASX:CTT) and Temple & Webster (ASX:TPW), results from several other holdings are also encouraging. Seven Group (ASX:SVW), IDP Education (ASX:IEL), and Audinate (ASX:AD8) have all reported, and the initial response from the market has been positive.
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