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Daily notes

Daily Notes – WTC, GRB, KMD, API, HUB, AXL

Wisetech Global (WTC) – Another acquisition… Gage Road Brewing (GRB) – Acquisition and capital raising… Kathmandu (KMD) – Earnings upgrade… Australian Pharmaceutical Industries – Adding growth and Amazon!.. HUB24 (HUB) – Earnings below expectations… Axsesstoday – Bond issue

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Daily Notes – 3PL, RFG, MOC, PPS, CLH, KGN

3P Learning (3PL) – Learnosity gets less than expected… Retail Food Group (RFG) – New CEO, profit downgrade… Mortgage Choice (MOC) – More unhappy franchisees… Praemium (PPS) – New customer, independents ascendant… Collection House (CLH) – Strong PDL supply, wind at its back… Kogan (KGN) – Founders trying to bail

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Daily Notes – BWX, SOM, GWA, ISU, RWC

BWX Limited (BWX) – Management buyout… Somnomed (SOM) – New centers under performing… GWA Limited (GWA) – Focusing on power… ISelect (ISU) – Disappearing earnings… Reliance Worldwide (RWC) – Buying into Europe

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Daily Notes – MVP, PNV, SFH/NBL, A2M, APT

Medical Developments (MVP) – Failure to launch… Polynova (PNV) – Follow the leader… Noni B (NBL)/ Specialty Fashion Group (SFH) – Shuffling the deck chairs… A2 Milk (A2M) – Expectations matter… Afterpay Touch – Now not providing credit in the US

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Daily Notes – XRO, ARB, BBN, MLB

Xero (XRO) – Solid numbers… ARB Corporation (ARB) – Nothing new, more multiple expansion… Baby Bunting (BBN) – Sector consolidation continues… Melbourne IT (MLB) – to ARQ Group

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