Company updates: Recent Episodes
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.
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 out our blog: www.morgans.com.au/Blog
On Facebook: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
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: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
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 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: twitter.com/MorgansAU
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 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: twitter.com/MorgansAU
Copper #Mining #Gold
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 that growth outside Australia can complement the expansion of Beacon Lighting’s retail and trade channels in its home market to underpin earnings growth over the medium-term that investors have yet to factor in.
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: twitter.com/MorgansAU
Lighting #Fans #Retail
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: www.morgans.com.au/Blog
On Facebook: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
Coppergold #Mining #Ecuador #Gold
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 Twitter: twitter.com/MorgansAU
Packaging #Food #ASX
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: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
PIC #Investment #Portfolios
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 Twitter: twitter.com/MorgansAU
RWC #Construction #Waterflow
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 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: twitter.com/MorgansAU
Accounting #KPG #Wealth
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 Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
Health #PPE #ANN
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: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
Infrastructure #DBI #Coal
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 Australia, Airtasker has opened in the UK, Ireland, Singapore, New Zealand, and the US.
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: twitter.com/MorgansAU
Tech #Innovation #Business
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: 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: twitter.com/MorgansAU
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: twitter.com/MorgansAU
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: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
Banks #BOQ #MEBank #Acquisitions
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 companies govern critical information to assist in managing critical business outcomes, which is a US$20 billion market opportunity.
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: twitter.com/MorgansAU
Ansarada #SaaS #Morgans
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 being drilled for resource definition. Stavely will also drill to test for the deeper copper-gold porphyry which is interpreted as the source for the higher grade, structurally controlled mineralisation.
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: twitter.com/MorgansAU
Gold #Copper #ASX #Morgans
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
On Facebook: https://www.facebook.com/MorgansAU
On Instagram: https://www.instagram.com/morgans.aus...
On Twitter: https://twitter.com/morgansAU
Infrastructure #APA # BUY #Morgans
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 ports around the world.
Check out more from Morgans:
Visit the Morgans website: https://www.morgans.com.au
Check out our blog: https://www.morgans.com.au/Blog
On Facebook: https://www.facebook.com/MorgansAU
On Instagram: https://www.instagram.com/morgans.aus...
On Twitter: https://twitter.com/morgansAU
Infrastructure #Coal #Morgans
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 through the use of visual or neural signals.
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: twitter.com/morgansAU
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 recommendation.
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.
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 CIO, Andrew Clifford from Platinum Asset Management, explains why he believes there is a need for caution.
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.
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.
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.
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.
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.
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.
Morgans Senior Analyst Josephine Little, discusses a positive trading update by Beacon Lighting, as the DIY and home improvement trend continues in Australia.
Morgans Senior Analyst Josephine Little discusses a trading update on Super Retail Group.
Morgans Telecommunications Senior Analyst Nick Harris discusses TPG’s announcement of a special dividend, ahead of the planned Vodafone merger.
Morgans Senior Analyst Richard Coles updates on Zip Co (ASX: Z1P) acquisition of QuadPay in the US market.
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.
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.
Senior Analyst Nick Harris shares updates on Opticomm and Superloop with the Morgans network.
Morgans energy analyst Max Vickerson discusses the impacts to his price targets for BPT and ORG from updates to his oil price assumptions.
Scott Power part of the Morgans Healthcare team provides an update on Mach 7’s recent success with the Hospital Authority of Hong Kong.
Morgans Senior Analyst Nathan Lead shares an update on Qube (ASX:QUB) with the Morgans network.
Morgans Senior Analyst Nathan Lead shares an update on APA Group following their virtual investor day.
Morgans Analyst Violeta Todorova shares a technical update with the network. The markets are facing overhead resistance.
Morgans Senior Analyst Josephine Little shares an update on Beacon Lighting (BLX) with the network.
Morgans Senior Analyst Josephine Little shares an update on JB Hi-Fi following the release of their 3Q trading update.
Morgans Senior Analyst Josephine Little discusses with the Morgans network, the effects of new lease negotiations on rentals and capitalisation for APE, to help navigate the group through the Covid-19 times.
Morgans Senior Analyst Azib Khan discusses ANZ's last quarter financial results with the Morgans network.
Morgans Senior Analyst Ivor Ries comments on Aerometrex’s planned purchase of a smaller competitor, Spookfish Australia, and how this helps them grow the business.
Senior Analyst Derek Jillinek shares an update on Sonic Healthcare, highlighting their 1Q results.
Max Vickerson discusses the outlook for Beach Energy amidst falling oil prices and its decision to defer its Victorian drilling program.
Morgans Senior Analyst Nathan Lead comments on Sydney Airport (SYD) following its business update on 20 April.
Senior analyst Nathan Lead discusses his latest views on Aurizon (AZJ) following the release of its March quarter haulage data.
Senior analyst Nathan Lead discusses his latest views on Transurban (TCL) following the release of its March quarter traffic data.
Morgans Analyst Ivor Ries discusses the reduction of earnings forecast and the measures Carsales is taking to support car dealers.
Morgans Analyst Max Vickerson shares an update on Origin after the release of their market update. He discusses the implications for the company in 2020 and 2021 given the domestic energy market conditions.
Morgans Senior Analyst Nathan Lead discusses whether Sydney Airport (ASX:SYD) may undertake a capital raising like Auckland Airport (ASX:AIA), as well as interesting insights from a briefing by Melbourne Airport.
Morgans Senior Analyst Ivor Ries shares an update on Seek (ASX:SEK) and REA Group (ASX:REA).
Senior Analyst Derek Jellinek shares his thoughts around Cochlear’s (ASX:COH) A$930m capital raise.