ASX Small Cap Wrap ep4 – EROAD (ASX: ERD), Kip McGrath (ASX: KME), and more...
The ASX Small Cap WrapShow Notes
In this episode of The ASX Small Cap Wrap, Patrick is joined by Luke Winchester from Merewether Capital. We discuss Kip McGrath (ASX: KME), EROAD (ASX/NZX: ERD), and cover the latest small cap news. Hosted by Patrick Poke, Business Editor at A Rich Life, and joining him is special guest, Luke Winchester, Portfolio Manager at Merewether Capital. The ASX Small Cap Wrap brings you thoughtful, sometimes irreverent insights into the ASX small cap scene — every fortnight(ish). Like what you hear? Visit A Rich Life (www.arichlife.com.au) for more small cap research, ethical investing ideas, and long-term investing perspectives. Disclosure: The hosts on this show may own shares in some of the companies discussed. They will not trade shares in companies discussed for at least 48 hours following the publication of this show. This show is not intended to form the basis of an investment decision and is not a recommendation. Any statements that are advice under the law are general advice only. The hosts have not considered your investment objectives or personal situation. Any advice is authorised by Claude Walker (AR 1297632), Authorised Representative of Ethical Investment Advisers Pty Ltd (ABN 26108175819) (AFSL 276544). The information contained in this show is not intended as and shall not be understood or construed as personal financial product advice. You should consider whether the advice is suitable for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement. Nothing in this show should be understood as a solicitation or recommendation to buy or sell any financial products. A Rich Life does not warrant or represent that the information, opinions or conclusions contained in this show are accurate, reliable, complete or current. Future results may materially vary from such opinions, forecasts, projections or forward looking statements. You should be aware that any references to past performance does not indicate or guarantee future performance.
More from The ASX Small Cap Wrap
In this episode of The ASX Small Cap Wrap, Claude Walker, Andrew Page and Luke Winchester discuss the psychological challenge of panic days when stock all drop, the software stock sell-off, and Advanced Braking Technology (ASX: ABV), AI-Media (ASX: AIM), Southern Cross Electrical Engineering (ASX: SXE), SKS Technologies Group (ASX: SKS) and Xero (ASX: XRO).
In this episode of The ASX Small Cap Wrap, Claude Walker and Chris Steptoe discuss Austin Engineering (ASX: ANG), Energy One (ASX: EOL), and touch on RPM Global (ASX: RUL) and Advanced Braking Technology (ASX: ABV) too. Like what you hear? Visit A Rich Life (www.arichlife.com.au) for more small-cap research, ethical investing ideas, and long-term investing perspectives and check out the DMX Asset Management monthly reports: https://dmxam.com.au/monthly-reports/ Disclosure: Claude Walker owns shares in EOL, RUL and ABV. DMX Asset Management funds owns shares in ANG, EOL and ABV.
In this episode of The ASX Small Cap Wrap, Claude Walker and Danielle Ecuyer from FN Arena discuss Siteminder (ASX: SDR) and Audinate (ASX: AD8), and reflect on lessons learned on their small-cap investing journies.
In this episode of The ASX Small Cap Wrap, Claude Walker and Luke Winchester discuss Prophecy International Holdings (ASX: PRO), xReality Group (ASX: XRG), and IkeGPS Group (ASX: IKE), and reflect on lessons learned on their small-cap investing journies. Like what you hear? Visit A Rich Life (www.arichlife.com.au) for more small-cap research, ethical investing ideas, and long-term investing perspectives and check out Merewether Capital's monthly reports at www.merewethercapital.com.au Disclosure: Claude Walker owns shares in RUL and IKE. Luke Winchester's fund owns shares in XRG. This episode is not intended to form the basis of an investment decision and is not a recommendation to buy or sell any financial products. The hosts have not taken into account your investment objectives or personal situation. Any statements that are advice under the law are general advice only. Any advice is authorised by Claude Walker (AR 1297632), Authorised Representative of Ethical Investment Advisers Pty Ltd (ABN 26108175819) (AFSL 276544). The information contained in this show is not intended as and shall not be understood or construed as personal financial product advice. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement. Nothing in this show should be understood as a solicitation or recommendation to buy or sell any financial products. A Rich Life does not warrant or represent that the information, opinions or conclusions contained in this show are accurate, reliable, complete or current. Future results may materially vary from any opinions, forecasts, projections, or forward-looking statements. You should be aware that any references to past performance do not indicate future performance.
In this episode of The ASX Small Cap Wrap, Claude and Andrew 2 growing small-cap stocks, namely AI-Media Technology (ASX: AIM), and Advanced Braking Technology (ASX: ABV) Like what you hear? Visit A Rich Life (www.arichlife.com.au) for more small-cap research and long-term investing perspectives. Disclosure: Claude Walker owns shares in PME, EOL, ABV and SNL. Andrew Page owns shares in AIM.