The Russian invasion of Ukraine, covid, and low rates have lead to significant commodity price increases across the board.
EarlyPay (ASX: EPY) is growing profits strongly and recently upgraded guidance, but the business still faces notable risks.
IntelliHR (ASX: IHR) is delivering reasonably strong sales growth but the increasing executive remuneration is well worth noting.
Strong growth in H1 FY 2022 supports the view that Objective Corporation is one of the highest quality ASX business, but can it justify the share price?
Rightcrowd needs to win some big contracts in the current half in order to achieve guidance…
Kip McGrath Education Centres (ASX: KME) is on the verge of reaping the benefits of its corporate centre strategy.
The drop in recurring revenue means that the company is lower quality than I had previously believed.
PTB Group (ASX: PTB) achieved record revenue in H1 FY 2022 but longer term growth will rely on acquisitions…
Dicker Data (ASX: DDR) achieved another year of very strong profit growth, assisted by the acquisition of Exeed.
Energy One (ASX: EOL) reported a weak profit result but still grew recurring revenue by 16%, in what was a tough half.
Diverger had a flat half but that’s not bad given its attractive price. And the company has credible growth plans going forward, offering potential upside.
Camplify revenue growth of over 100% will catch investors eye, but the devil is in the detail…
MSL Solutions (ASX: MSL) doesn’t seem to be focussed on growing free cash flow, now that the business has been stablised.
Sequoia Financial Group (ASX: SEQ) reported strong growth and has a very believable plan to keep it going for years to come.
The Ebos Group half year report showed decent growth, both organic and through acquisitions. But the Ebos share price is up, leading to a lower dividend yield.
My analysis of the Pro Medicus half year results suggest that the business is improving in quality as it grows.
The Audinate (ASX:AD8) H1 FY 2022 results were subdued at first glance, but key metrics imply the business continues to improve in quality.