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Daily notes

Daily notes – Myer, Class, Medical Developments

Myer (MYR) – Sales still declining, but by less than before… Class (CL1) – Invests in managed account provider Philo… Medical Development (MVP) – Cash in the bank and ready for global rollout…

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Daily notes – Freedom Foods, A2 Milk, Bellamy’s, Blackmores

Freedom Foods (FNP) – Build out phase still underway… A2 Milk (A2M) –  Robust growth, everywhere… Bellamy’s (BAL) – Sales turnaround needed… Blackmores (BKL) – Business stable, some growth, but not much

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Daily notes – Seven, Emeco, NRW, Cardno

Seven Group (SVW) – Key businesses catching the cycle… Emeco (EHL) – Demonstrating operating leverage… NRW Holdings (NWH) – Mining business strong… Cardno (CDD) – Still struggling…

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Daily Notes – Accent, Lovisa, Noni B, Wesfarmers

Accent Group (AX1) – Gross margin the driver… Lovisa (LOV) – UK gaining momentum, USA full rollout… Noni B (NBL) – Sales up, profit flat, but on the way… Wesfarmers (WES) – Bunnings solid…

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Daily notes

Daily Notes – PHK, GTK, SIG, CAJ, MNY, RBL

Phoslock Water Solutions (PHK) – Funding for China growth… Gentrack (GTK) – Capital reload… Sigma Healthcare (SIG) – Chemist Warehouse contract lost… Capitol Health (CAJ) – More acquisitions… Money3 (MNY) – Ray Malone appointed exec chairman… Redbubble (RBL) – Founder retiring

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