Notes on the Data#3 (ASX: DTL) and RPM Global (ASX: RUL) Annual General Meetings
Looking beyond the share prices.
Looking beyond the share prices.
Net profit before tax was up 71% to $10.2 million.
However, the updated software license subscription revenue was really strong.
Albeit hardly thesis changing, there is some new information to consider regarding each of these stocks.
These ASX 3 stocks have a track records of success, pricing power, and the ability to invest in growth. Winning stocks often keep on winning.
RPM Global’s headline profit result was strong, but is the devil in the detail?
RPM Global (ASX: RUL) will institute investor presentations after their results, including allowing shareholders to ask questions.
Both RPM Global (ASX: RUL) and SRG Global (ASX: SRG) are reporting strong demand from their mining clients.
The mining software provider is growing its software subscription revenue and buying back shares.
These 5 ASX small-cap companies all disclosed continuing growth in their AGM presentations, providing a good opportunity to check in on the thesis.
Owen and Claude talk about picking a market bottom, as well as RPM Global (ASX: RUL) and Altium (ASX: ALU).
When fear reigns it is hard to force yourself to buy growth stocks, but these are the half dozen I have most faith in (at the right price).
Strong growth in subscription revenue has hampered profitability at RPM Global (ASX: RUL), but that won’t last forever…
The Russian invasion of Ukraine, covid, and low rates have lead to significant commodity price increases across the board.