If your thinking of adding a small-cap to your portfolio, think Lovisa, a vertically integrated fast-fashion Jewellery specialist with 326 stores globally and arguably the most profitable small-cap retailer on the ASX. Brett Blundy, is the co-founder (recently appointed Chairman) and 41% owner via BB Retail Capital. The last 6 months has been interesting for … Continue reading (ASX: LOV) – Jewellery always fits
Tag: Investing
Baby Bunting (ASX: BBN) – Pt.1
Most Australian’s are familiar with Baby Bunting - Australia’s largest nursery retailer and one-stop-baby shop. The current network of stores is 47 & the planned store network is double at 80+. Noting the above, what’s does each new store mean for BBN’s future earnings?.. The 2016 prospectus highlighted the following: In the first year of … Continue reading Baby Bunting (ASX: BBN) – Pt.1
(ASX: ING) Inghams.. pt.3
This will be final post on Ingram's for a while. And I'm only posting because I was reading the Administrators Report by McGrathNicol for the Red Lea Group (a vertically integrated poultry producer and customer of Ingham's). The report is dated 2nd July 2018. See reference for a link. Within the report its asks and answers … Continue reading (ASX: ING) Inghams.. pt.3
