Michael Gable

Breville shares are cheap. Can they get cheaper?

Breville Group (ASX:BRG) recently released a trading update that pointed to improved conditions across its Americas segment. While the latter is the main value driver for the shares, the Company has faced other challenges. These have in turn impacted financial performance (in particular margins and cashflow). The share price gains from recent lows in mid-October continued after the trading update in November. However, the recent weakness in the share price raises the question of whether there may be an entry …

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“Your Stock Request” – 17 November 2022

“Your Stock Request” is a weekly video where we analyse share price charts for stocks on the Australian market (ASX) as requested by you! Email us at mail@fairmontequities.com with your stock request. Limit of one per person, no guarantee of a mention. This week’s stock request: (ASX:RNU), (ASX:MP1), (ASX:360), (ASX:SVL), (ASX:PPK) Michael Gable is managing director of Fairmont Equities.   Latest prices available on the ASX website. You can learn more about technical analysis in this article.  An 8-week FREE …

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Categories YSR

Iluka shares can rally strongly from here

We recently researched Iluka Resources (ASX:ILU) in The Dynamic Investor after the Company released its Activities Report for the September 2022 quarter (‘3Q22’). While the report itself was broadly in line with consensus expectations, the more relevant factors underpinning any investment decision are: i) The pricing environment for both zircon and high-grade titanium dioxide and ii) Likely newsflow on the progress of several projects. With the shares having rallied strongly since our report only a week ago, is there still …

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“Your Stock Request” – 10 November 2022

“Your Stock Request” is a weekly video where we analyse share price charts for stocks on the Australian market (ASX) as requested by you! Email us at mail@fairmontequities.com with your stock request. Limit of one per person, no guarantee of a mention. This week’s stock request: (ASX:AMP), (ASX:GOR), (ASX:AVH), (ASX:MFG), (ASX:ANZ) Michael Gable is managing director of Fairmont Equities.   Latest prices available on the ASX website. You can learn more about technical analysis in this article.  An 8-week FREE …

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Categories YSR

More upside for AUB shares

We recently researched AUB Group (ASX:AUB) in The Dynamic Investor as the shares appeared oversold. This was despite no material change in the fundamentals and the market seemingly not fully factoring in growth opportunities from a recent acquisition. With the shares having re-rated strongly since our report, is there still value at current levels? About AUB Group AUB Group is the largest equity-based risk management, advice and solutions provider in Australasia. The Company operates an ‘owner-driver’ partner model (i.e. where …

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