At its recent interim results release (1H24), Lifestyle Communities (ASX:LIC) announced an equity raising. Subsequently, the share fell sharply. This was despite the equity raising easing balance sheet pressure. We recently researched the Company in The Dynamic Investor to assess the implications from the equity raising. Are gearing levels likely to increase again? Is the Company in a better position to invest for growth? We also consider other fundamental indicators to assess whether current levels present an entry opportunity. About …

Read MoreIs this dip in Lifestyle Communities shares an opportunity?

Shares in Bega Cheese (ASX:BGA) have re-rated since mid-February. This was driven by the normalisation in profit margins for the Branded business and an expected recovery in the Bulk segment. Indeed, results for the six months to 31 December 2023 (1H24) were stronger than market expectations. Having come off its recent high of $4.37 in late February, we consider whether current levels still present value. About Bega Cheese Bega Cheese has historically focused on dairy processing but has diversified into …

Read MoreThe strong run in Bega Cheese can continue