PODCAST · business
Company updates
by Morgans Financial Limited
Listen to company presentations given to the Morgans network by ASX-listed companies as well as detailed analysis by the Morgans research team.
Episodes
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Origin Energy (ASX:ORG) Company Update: Max Vickerson, Analyst
Research Analyst Max Vickerson updates us as Brookfield and EIG have launched an indicative, all-cash, takeover bid for Origin Energy (ASX:ORG) at $9ps which the board will recommend following a due diligence period. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check...
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Stocks In-focus: Telstra (ASX:TLS)
Morgans' Senior Analyst Nick Harris talks about why Telstra has recently been added as a key stock pick by Morgans. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram:...
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Investment Analysis: An Introduction to Tesla (TSLA:NAS)
Morgans Research Analyst Max Vickerson provides an overview of the business fundamentals for Tesla. *Disclaimer: Morgans does not formally cover Tesla and does not offer an investment rating. This presentation is for informative purposes only.* Check out more from Morgans: Visit the Morgans...
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KGL Resources (ASX:KGL): Simon Finnis, Managing Director
KGL Resources MD Simon Finnis discusses the implication of the recent high grade copper +20% intersections at depth, for the Rockface copper-gold-silver deposit, already a good grade 3.7% copper resource, and provides an update as KGL moves to a final investment decision. Check out more from...
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Beacon Lighting looks further afield (ASX:BLX) Alex Mees, Senior Analyst
Beacon Lighting’s international business is small but growing fast. The company has articulated a strategy to make its international revenue a more significant part of group sales and has launched a consumer website in the US and a sales channel in the domestic Chinese market. Morgans believes…
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Sunstone Metals (ASX:STM): Malcolm Norris, Managing Director
Morgans’ Stockbroker Ben Rodney speaks to Sunstone (STM) MD Malcolm Norris about their exciting new copper-gold porphyry discovery in Ecuador and the upcoming catalysts which will drive the share price. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog:...
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Amcor (ASX:AMC): Damien Bird, VP Investor Relations
Damien Bird from Investor Relations provides an update to the Morgans network. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On…
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Perpetual Equity Investment (ASX:PIC): Vince Pezzullo, Head of Investment & Portfolio Manager
Portfolio Manager, Vince Pezzullo provides his views on current market conditions and identifies investment opportunities for the PIC portfolio. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook:...
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Reliance Worldwide Corporation: (ASX:RWC) Heath Sharp, CEO
Heath Sharp CEO of RWC discussed FY21 post results update to the Morgans network. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On...
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Kelly+Partners (ASX:KPG): Brett Kelly, CEO
Kelly+Partners Group provides accounting and other professional services in Australia via its unique “Partner Owner driver” model. Brett Kelly, CEO, provides a brief outline of the business and its model and how the group's 5-year plan to double its earnings. Check out more from Morgans: Visit…
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Ansell (ASX:ANN): Derek Jellinek, Senior Analyst
PPE demand remains strong and headwinds appear manageable for ANN. Morgans' Senior Analyst Derek Jellinek discusses with the network. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On...
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Dalrymple Bay Infrastructure (ASX:DBI): Anthony Timbrell, CEO
Anthony provided an update following the regulator’s decision to allow DBI to negotiate directly with its customers. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram:...
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Airtasker (ASX:ART): Tim Fung, Founder and CEO
Airtasker listed on the ASX on 23 March 2021. Tim Fung, Founder and CEO of Airtasker, and Nathan Chadwick, Airtasker’s CFO, presented to the Morgans network to provide an overview of the business and strategy for growth, which includes product enhancement and international expansion. Outside...
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Origin Energy (ASX:ORG): Frank Calabria, Chief Executive Officer and Managing Director
Morgans Analyst Max Vickerson chats with Origin Energy’s (ASX:ORG) Chief Executive Officer and Managing Director, Frank Calabria. The pair detail the company's positioning considering the changing attitude towards the global energy market. Check out more from Morgans: Visit the Morgans website:...
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Nanosonics (ASX:NAN): Scott Power, Senior Analyst
Scott Power has upgraded the recommendation on Nanosonics (ASX:NAN) Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter:...
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Bank of Queensland (ASX:BOQ): Azib Khan, Senior Analyst
Bank of Queensland (ASX:BOQ) to acquire ME Bank. Azib Khan discusses the acquisition with the Morgans network. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram:...
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Ansarada (ASX:AND): Sam Riley, Chief Executive Officer
Ansarada (ASX:AND) Co-Founder and CEO, Sam Riley provides an update on the company’s performance for the quarter ending 31 December 2020, including growth in Active Customer Numbers and Revenue. Sam also updates on recent customer wins and feedback. Ansarada is a SaaS software company that helps...
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Stavely Minerals (ASX:SVY): Chris Cairns, Managing Director
Stavely Minerals (ASX:SVY) Managing Director, Chris Cairns, updates the Morgans network on the evaluation of the shallow Cayley Lode copper deposit, in Western Victoria, and on drilling to extend the known strike as well as testing the depth extent below the open pit mineralisation currently…
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APA Group (ASX:APA): Nathan Lead, Senior Analyst
Morgans Senior Analyst Nathan Lead provides his latest update on APA Group (ASX:APA), upgrading his recommendation to a BUY after its recent share price decline. Check out more from Morgans: Visit the Morgans website: https://www.morgans.com.au Check out our blog: https://www.morgans.com.au/Blog…
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Dalrymple Bay Infrastructure (ASX:DBI): Nathan Lead, Senior Analyst
Morgans Senior Analyst Nathan Lead details Dalrymple Bay Infrastructure (ASX:DBI) following his initiation of research. DBI is the owner of the Dalrymple Bay Coal Terminal, which provides access to process thermal and metallurgical coal from Central Queensland's Bowen Basin mines via rail, to…
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Control Bionics (ASX:CBL): Scott Power, Senior Analyst
Following their most recent IPO, Morgans Analyst Scott Power has initiated coverage on Control Bionics (ASX:CBL). CBL is a health technology company, providing the ability for patients who live with Motor Neuron Disease, Multiple Sclerosis and Cerebral Palsy to operate computers and software...
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Company Update: AI Media (ASX:AIM): Nick Harris, Analyst
AI Media (ASX:AIM) is an Australian based company providing recorded captioning, transcription, subtitles, translation, and speech analytics. It is a cloud-based platform system and uses proprietary software. Nick Harris, Morgans Analyst, initiates the coverage for this stock with an ADD...
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Company Update: AGL Energy (ASX:AGL) and Origin Energy (ASX:ORG): Max Vickerson, Senior Analyst
Morgans electricity analyst, Max Vickerson, discusses the implications for AGL Energy (ASX:AGL) and Origin Energy (ASX:ORG) of the government's potential intervention in the electricity market.
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Platinum Asset Management (ASX:PTM): Andrew Clifford, CEO and CIO
Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. There are two very different markets – a speculative market in ‘growth’ stocks and ‘the rest’. With 30+ years’ investment experience, CEO and...
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SRJ Technologies (ASX:SRJ): Alex Wood, Founder and Chief Executive Officer
Alex Wood, Founder, and CEO of SRJ Technologies (ASX:SRJ) briefs the Morgans network following their recent IPO. Alex details a company synopsis, key areas of interest as well as the future SRJ pipeline.
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Senex Energy (ASX:SXY): Ian Davies, Managing Director and CEO
Senex Energy's (ASX:SXY) Managing Director and CEO, Ian Davies, provides the Morgans network with an update on the SXY outlook post the completion of its major development program.
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Company Update: Rio Tinto (ASX:RIO): Adrian Prendergast, Senior Analyst
Morgans Senior Analyst Adrian Prendergast provides an update on Rio Tinto (ASX:RIO) with an add rating, just prior to the company releasing their half-year results.
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Company Update: Oz Minerals (ASX:OZL): Tom Sartor, Senior Analyst
Morgans Senior Analyst Tom Sartor provides a brief update on Oz Minerals (ASX: OZL). Tom notes they are staying true to form with OZL's compelling medium-term growth agenda.
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Company Update: Strandline Resources (ASX:STA): Chris Brown, Senior Analyst
Morgans Senior Analyst Chris Brown shares an update on Strandline Resources (STA), after they received $150 million in debt funding from the Northern Australia Infrastructure Facility (NAIF) for their Coburn mineral sands project.
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Company Update: Qube Holdings(ASX:QUB): Nathan Lead, Senior Analyst
Senior analyst Nathan Lead provides an update on Qube Holdings (QUB) following its announcement that it had secured Woolworths as a key tenant for Moorebank.
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Company Update: Beacon Lighting (ASX:BLX): Josephine Little, Senior Analyst
Morgans Senior Analyst Josephine Little, discusses a positive trading update by Beacon Lighting, as the DIY and home improvement trend continues in Australia.
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Company Update: Super Retail Group (ASX:SUL): Josephine Little, Senior Analyst
Morgans Senior Analyst Josephine Little discusses a trading update on Super Retail Group.
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Company Update: TPG Telecomm (ASX:TPM) - Nick Harris, Senior Analyst
Morgans Telecommunications Senior Analyst Nick Harris discusses TPG’s announcement of a special dividend, ahead of the planned Vodafone merger.
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Company Update: ZipCo (ASX:Z1P) - Richard Coles, Senior Analyst
Morgans Senior Analyst Richard Coles updates on Zip Co (ASX: Z1P) acquisition of QuadPay in the US market.
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Company Updates: AGL Energy (ASX:AGL) & Beach Energy (ASX:BPT) - Max Vickerson, Analyst
Morgans Energy Analyst Max Vickerson discusses the recent share price strength BPT and AGL and why investors might want to look for better buying opportunities on those stocks.
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Company Update: ALS (ASX: ALQ)- Tom Sartor, Research Analyst
Morgans Analyst Tom Sartor discusses ALS's FY20 result.
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Company Update: Amcor (ASX:AMC) - Alex Lu, Research Analyst
Morgans Research Analyst Alex Lu shares an update on Amcor with the network.
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Company Update: TPG Telecom (ASX:TPM) - Nick Harris, Research Analyst
Morgans Research Analyst Nick Harris shares an update on TPG with the network. Nick talks about TPG merging with Vodafone Australia and upgrades his rating to an add from a hold.
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Company Updates: Opticomm (ASX:OPC) and Superloop (ASX:SLC) - Nick Harris, Senior Analyst
Senior Analyst Nick Harris shares updates on Opticomm and Superloop with the Morgans network.
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Company Updates: Beach Energy (ASX:BPT) & Origin Energy (ASX:ORG) - Max Vickerson, Analyst
Morgans energy analyst Max Vickerson discusses the impacts to his price targets for BPT and ORG from updates to his oil price assumptions.
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Company Update: Mach7 Technologies (ASX:M7T) - Scott Power, Senior Analyst
Scott Power part of the Morgans Healthcare team provides an update on Mach 7’s recent success with the Hospital Authority of Hong Kong.
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Company Update: Qube Holdings (ASX:QUB) - Nathan Lead, Senior Analyst
Morgans Senior Analyst Nathan Lead shares an update on Qube (ASX:QUB) with the Morgans network.
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Company Update: Aurizon Holdings (ASX:AZJ) - Nathan Lead, Senior Analyst
Morgans Senior Analyst Nathan Lead shares an update on Aurizon (ASX:AZJ).
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Company Update: APA Group (ASX:APA) - Nathan Lead, Senior Analyst
Morgans Senior Analyst Nathan Lead shares an update on APA Group following their virtual investor day.
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Company Update: Cleanaway Waste Management (ASX:CWY) - Nathan Lead, Senior Analyst
Morgans Senior Analyst with an update on Cleanaway Waste Management (ASX:CWY).
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Technical Update: Violeta Todorova, Senior Technical Analyst
Morgans Analyst Violeta Todorova shares a technical update with the network. The markets are facing overhead resistance.
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Company Update: Beacon Lighting (ASX:BLX) - Josephine Little, Senior Analyst
Morgans Senior Analyst Josephine Little shares an update on Beacon Lighting (BLX) with the network.
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Company Update: JB Hi-Fi (ASX:JBH) - Josephine Little, Senior Analyst
Morgans Senior Analyst Josephine Little shares an update on JB Hi-Fi following the release of their 3Q trading update.
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Sector Update: Banking - Azib Khan, Senior Analyst
Morgans Analyst Azib Khan discusses Westpac results and Virgin Money.
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Company Update: NextDC(ASX:NXT) Nick Harris, Senior Analyst
Morgans Senior Analyst Nick Harris discusses the latest news on NextDC.
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ABOUT THIS SHOW
Listen to company presentations given to the Morgans network by ASX-listed companies as well as detailed analysis by the Morgans research team.
HOSTED BY
Morgans Financial Limited
CATEGORIES
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