AI Report: ASX:SRV 2025 AGM

Based on the CEO’s Address to the 2025 Annual General Meeting, Servcorp Limited is performing exceptionally well, delivering “record” results across almost every key financial metric. Similar to Tasmea, Servcorp appears to be performing ahead of expectations, with current trading exceeding prior-year levels and management signaling they are tracking toward the upper end of their …

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AI Report: ASX:TEA 2025 AGM

Based on the 2025 Annual General Meeting presentation, Tasmea Limited appears to be performing exceptionally well and is likely performing ahead of expectations. The company reports significant growth across all key financial metrics, a rapidly rising share price, and a confident outlook for the next financial year. Here is a detailed analysis of their performance: …

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Inside Plato Global Alpha (ASX:PGA1)

A Busy Engine Behind a Calm Ride When you look at the performance tables, the Plato Global Alpha Fund (ASX:PGA1) jumps off the page. Since its strategy began in 2021, it has delivered returns in the mid-20s per annum (after fees), against low-teens for the MSCI World Net Returns Index – roughly 12 percentage points …

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Most Shorted ASX Stocks 5/11/25

The top 20 ASX companies with the highest short-sold positions General observations comparing today to 9 months ago 8 stocks remain in the top 20 today that were in the top 20 back then. Themes remain similar In Feb there were 3 Uranium stocks in the top 20. Today there are still 3. In Feb …

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Tabcorp Holdings (ASX:TAH) 2025 AGM Presentation Summary

October 2025 | Website: https://www.tabcorp.com.au Overall Report Tone Tabcorp Holdings (ASX: TAH) delivered a substantial turnaround in FY25, showing strong revenue and earnings growth, improved operational efficiency, and a clear execution strategy to become a structurally profitable omnichannel wagering business. Management expressed confidence and momentum heading into FY26, driven by strategic reforms, leadership renewal, and …

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Kinatico (ASX:KYP) 2025 AGM Presentation Summary

October 2025 | Website: https://www.kinatico.com Overall Report Tone The Q1 FY26 update from Kinatico (ASX: KYP) signals strong operational momentum, driven by accelerating SaaS revenue growth and improved profitability, all while maintaining a debt-free balance sheet. The company’s strategic focus on small to medium business (SMB) markets and the launch of its compliance marketing initiative …

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FY25 Results Season Performances

Baby Bunting (BBN) Sector: Consumer Cyclical | Industry: Specialty Retail Baby Bunting Group Limited is Australia’s largest specialty retailer of baby goods, offering a comprehensive range of products and services for infants and parents. BBN Broker Price Target: $2.74 (previous $1.775) – BUY Tabcorp (TAH) Sector: Consumer Cyclical | Industry: Gambling Tabcorp Holdings Limited is a diversified gambling entertainment company, operating …

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Presentation: When Do I Sell?

In this presentation — When Do I Sell? — I explore why selling is the hardest part of investing. We’ll look at the many reasons investors sell, the common pitfalls we’ve all fallen into, and then I’ll share the framework I use today. I support this with recent examples of stocks I’ve sold, and finish …

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