Under the Radar
Can investors still make money from IT services?
Richard Hemming IT services is a beleaguered sector that is struggling to find its feet after a period of rapid growth draws to an end.
Under the Radar
What's with Mayne Pharma?
Richard Hemming In the past couple of weeks fund managers have been asking, "What's with Mayne Pharma?", referring to its 45 per cent return since Radar first covered it two months ago.
Under the Radar
What's in a domain?
Richard Hemming Melbourne IT hit one out of the ball park this week, selling its Digital Brand Services business for $152 million.
Under the Radar
We're running out of gas! Small caps to the rescue
Richard Hemming 2013 could be the “game-changing” year for Australian shale oil and gas production.
Under the Radar
For insurance brokers, it's all gain and little pain
Richard Hemming Austbrokers has escaped the pain of the broader insurance industry.
Under the Radar
Boom or bust for small cap developers
Richard Hemming Small cap property companies should always struggle against their bigger counterparts because of a higher cost of debt and a smaller portfolio.
Under the Radar
Panic merchants generate golden opportunity
Richard Hemming Gold is on the slide, but there's still money to be made.
Under the Radar
Copper dazzles investors
Richard Hemming What is it about the red metal called copper that is making investors go crazy?
Under the Radar
The gold dividend: An Aussie minnow leading the charge
Richard Hemming Korab Resources will measure its weight in gold.
Under the Radar
Big banks: it's time to yield
Richard Hemming Whether investors in the big banks and Telstra know it or not, they are in a high risk category, due to the high concentration of the Australian market.
Under the Radar
Pharmaxis - the biotech that keeps bouncing back
Richard Hemming Today's 40% slide in Pharmaxis is a big hit even for seasoned investors in the stock, but the company is now on a much better financial footing.
Under the Radar
Cash is still king in 2013
Richard Hemming The evidence in 2013 is that the rich continue to get richer as companies with strong cash reserves benefit not only from their competitors' weakness, but also from investors' perceptions.
Under the Radar
Star performers - not only by name
Richard Hemming It helps to know a thing or two about the guys at the top.
Under the Radar
Minnow hopes for $25b ore body for Christmas
Richard Hemming Junior explorer Red Metal's shares have surged 45 per cent in two weeks on the hope that it is one of the few Australian minnows to find a giant ore body in Australia.
Under the Radar
Mining contractors set for big year
Richard Hemming Watch out for a rebound in mining services in 2013, with $100b of work in hand.
Under the Radar
Small caps dominate takeover interest
Richard Hemming There's still a lot of takeover activity, but it's at the small end of the spectrum.
Under the Radar
Clancy's forgotten country overflows with riches
Richard Hemming Who would have thought it, but Cobar, population 5,194, in central western NSW, is turning out to be a hotspot for global miners, and wait for it, some small caps are turning into big beneficiaries.
Under the Radar
World's biggest gold bug eyes miners
Richard Hemming David Baker, the co-founder of London-based Baker Steel Capital Managers, says investors need to hold on for the ride if the gold price runs through its record high of $US1920 an ounce.
Under the Radar
Big gains on small improvements
Richard Hemming The AGM season must seem like a horror film for many investors. Seemingly every time a senior executive opens his or her mouth at one of these annual general meetings, there is a profit downgrade.
Under the Radar
Global ambitions fuel minnow's rise
Richard Hemming World domination could be on the agenda for Australian technology minnow eServGlobal, whose shares have doubled in the past month.
Under the Radar
Fund managers' big themes for 2013: part II
Richard Hemming Under the Radar spoke to two of the best small-cap fund managers in the market, Jack Collopy, of Perpetual, and Chris Prunty, of Ausbil Dexia, to get their thoughts on the big themes likely to affect little companies next year.
Under the Radar
Top fund managers' big themes for 2013
Richard Hemming Under the Radar caught up with two Small Cap fund managers, Jack Collopy of Perpetual and Chris Prunty of Ausbil Dexia, in order to assess the big themes hitting little companies. Part 1.
Under the Radar
Beware of high yielding securities
Something like $4 billion or so in subordinated bank debt has been issued in the past year, delivering investors yields as high as 8 per cent, but often closer to 6 per cent. But investors should be wary.
Under the Radar
The dangers of investing in online stocks
Richard Hemming The dangers of investing in online stocks priced to perfection.
Under the Radar
Investor frenzy over internet cloud-miner
Richard Hemming You know there is an investor frenzy when a company that has only been running since May 2010 has grown to a market cap well over $300 million, without actually turning a profit.
Under the Radar
Dividend ramping makes small caps a compelling buy
Richard Hemming One of biggest fund managers has done research that indicates that dividend ramping in the stocks of big caps such as Telstra and the banks.
Under the Radar
How to make money out of whippy equity markets
Richard Hemming Stock pickers have to look beyond the swings of the financial markets to succeed.
Under the Radar
Oil and gas exploration the place to be for speculators
Richard Hemming Former BP chief executive Tony Hayward is back on the oil and gas radar after his London-listed company Genel Energy snapped up offshore exploration assets in Malta and Morocco.
Under the Radar
Bright future beckons for cloud pioneer
Richard Hemming This week ASG showed that being a revolutionary can involve pain, particularly for shareholders.
Under the Radar
A small cap in the dragon's saddle
Richard Hemming The land of small caps can throw up some interesting opportunities for investors, and sometimes this involves throwing caution to the wind.
Under the Radar -
Resources boom has just begun for goldminers
Richard Hemming The resources boom might be over for BHP and Resources Minister Martin Ferguson but goldmining takeovers are just hotting up.
Under the Radar
An IT revolution is underway
Richard Hemming There is an IT revolution going on but you wouldn't know it from the subdued commentary and profits.
Under the Radar
Boom isn't over yet for mining services
Richard Hemming Fund managers who I have spoken to in the past few months have written off mining services companies as too expensive.
Under the Radar
Mind the gap in the oil price
Richard Hemming Contradictory signals on energy prices add to the challenges facing investors in small cap producers.
Under the Radar
When BHP wavers, small caps wilt
Richard Hemming Small cap miners must view with concern BHP Billiton's Marius Kloppers decision to delay big projects.
Under the Radar
Small caps, big problems
Richard Hemming If Billabong and Channel Ten are in trouble, watch out for small caps laden down by heavy debts.
Under the Radar
Reaping small cap gains during reporting season
Richard Hemming Anyone doubting that results are important for companies this reporting season would do well to look at Korvest.
Under the Radar
In the hunt for a 10-bagger gold miner
Richard Hemming Take it from one of the best fund managers around: there are some attractive gold diggers out there.
Under the Radar
Striking gold at a miners party
Richard Hemming It's Diggers & Dealers time again with Kalgoorlie set to put on its heady mix of racy entertainment and deal making.
Under the Radar
One small cap manufacturer on the make
Richard Hemming Zicom, the ASX-listed Singapore based manufacturer, has had a volatile run but its managing director sees a lot of potential
Under The Radar
Chasing Telstra’s yield could be very painful
Richard Hemming It would seem that in the big caps at least, the secret to investing in the past three months would be to buy the nation’s telecommunications carrier, which is now trading at multi-year highs, having climbed about 15 per cent over this period, while the All Ordinaries has fallen 6 per cent.
Under the Radar
Following the lead of Gina and James
Richard Hemming It's not just Gina Rinehart and James Packer getting in on the 'strategic stake' game - the nouveau M&A way.
Under the Radar
Big dividend yields from small caps
Richard Hemming Small companies don't necessarily deliver small dividends.
Under the Radar
Stocking up on retailer bargains
Richard Hemming The Bizzaro bid for David Jones has led many to question value in the retail sector - and there are some heavily discounted items to pick.
Under the Radar
Small telcos need to move at breakneck speed
Richard Hemming The idea that telcos' earnings are a defensive investment is absurd when you considering the impact the National Broadband Network will make on some of the smaller operators.
Under the Radar
Neon joins forces with oil and gas giant
Neon announced an agreement with Italian based global oil and gas major Eni today for its offshore Vietnam oil and gas project.
Under the Radar
ISS on the Gulf of Mexico and aiming for the US
When Richard Pang’s technology consultant ISS got the contract last January to use its BabelFish system for Chevron’s $43 billion Gorgon Project he wouldn’t have known that it would launch his company’s technology on to the world stage.
Share run of graphite juniors looks like a bubble
Richard Hemming Investors weren't looking just at fundamentals when Syrah Resources more than doubled in price.
Under the radar
Rare find leads to Peak and troughs
The share price of Peak Resources is doing the exact opposite of its name.
Under the radar
Glitter could return soon to Chesser's gold
Richard Hemming Like many gold exploration plays, Chesser's share price has been heading south.
Supply of dentists is vital to give investors something to smile about
Richard Hemming Some investors are betting that the Townsville dental ''roll-up'' business 1300 Smiles will match another practitioner of this type of business strategy, the funeral home operator InvoCare. The former's 30 per cent rise in the past eight weeks suggests that its investors might be on to something.
Under the Radar
Volatile royalties often bitter pills for biotechs
Richard Hemming There's no medicine to save biotech investors from an inevitable rollercoaster ride.
Under The Radar
Shares plummet after Prima BioMed US listing
Richard Hemming When Prima BioMed rang the Nasdaq's opening bell in New York, it produced a reaction they probably weren't expecting.
Under The Radar
For whom the bell tolls at Prima Biomed
Richard Hemming WHEN Prima Biomed's, chairman Lucy Turnbull, and chief executive, Martin Rogers, rang the Nasdaq's opening bell in New York last Monday, celebrating its listing in the US, they produced a reaction they probably were not expecting.
Under the radar
Rivals want a slice of Jacka's East Africa gas site
INVESTORS are always looking for the next big thing, and speculative oil and gas explorer Jacka Resources seems to tick a lot of those boxes in the wake of a billion-dollar takeover offer of what was a fellow minnow in East Africa.
Under the radar
Potential central to Territory explorer's success
Richard Hemming Market forums like HotCopper are buzzing, and Central Petroleum's share price has doubled.
Under The Radar
Junior explorer is a nice little earner but board ruckus could spoil party
Richard Hemming The bulletin boards like Hot Copper are buzzing, and Central Petroleum's share price has doubled in the past month.
Under The Radar
Papillon's West African prospects turn out to be golden opportunities
Richard Hemming Papillon Resources' share price has more than doubled this year and for many, it sums up just what's on offer in one of the hot spots for gold and mineral exploration in the world: West Africa.
Under The Radar
West Africa has Papillon shareholders aflutter
Richard Hemming Resource company's share price has more than doubled this year.
