We successfully recommended Imdex (ASX:IMD) late last year in The Dynamic Investor. Earlier last month, the shares retraced from all-time highs after the prices for gold and copper fell. Together, these two commodities comprise ~75% of exploration spend. The sell-off prompted us to revisit the fundamentals. Our most recent review in The Dynamic Investor also included an assessment of results for the six months to 31 December 2025 (1H26). With the share price recovering steadily, do current levels still present …

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Reece (ASX:REH) results for the six months to 31 December 2025 (1H26) were better than expected and led to a recovery in the share price. This is despite the Company noting that ongoing affordability and consumer sentiment challenges are expected to impact activity in ANZ and the US. We recently researched the Company in The Dynamic Investor to assess whether the more recent weakness presents an attractive entry opportunity. About Reece Reece is a specialist wholesaler of plumbing, waterworks, heating, …

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We recently researched Dalrymple Bay Infrastructure (ASX:DBI) in The Dynamic Investor. The defensive (and growing) nature of distributions, coupled with potential for inflationary pressures to provide upside to revenue growth, were key factors supporting our positive view. With the shares trending nicely since our recent report, we assess whether current levels still present an attractive entry opportunity. About Dalrymple Bay Infrastructure Dalrymple Bay Infrastructure holds the 99-year lease (comprising a 50-year lease with a 49-year option) to the 85Mtpa Dalrymple …

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We recently researched Breville Group (ASX:BRG) in The Dynamic Investor after the Company reported better-than-expected interim results. Our conclusion was that it was best to remain on the sidelines, given an unappealing trading multiple and risks to the expected recovery in margin over the short term. With the shares having de-rated further since our recent report, we assess whether current levels present a more attractive entry opportunity. About Breville Group Breville Group manages of a number of consumer electrical appliance …

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Shares in Elders (ASX:ELD) have had a volatile run over the past ~12 months. Earnings volatility driven by external conditions (weather and crop input values) and elevated gearing levels have weighed on investment sentiment. We recently researched the Company in The Dynamic Investor to assess current levels present an entry opportunity. About Elders Elders is one of Australia’s leading agribusinesses, with a national distribution network with over 450 points of presence throughout Australia. Livestock prices and volumes, as well as …

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