Skin In The Game

Join Nathan and Alex for the final episode of Skin in the game, as they discuss Webjet, Blackmores, Donaco, RPMGlobal and more small cap stocks. 

01:50 – Thoughts on Austal (ASB)
04: 10 – Short report on Rural Funds Group (RFF)
06:23 – Why longer toll roads are better
09:05 – Is EBITDA a good financial metric to use?
12:44 – Acrow Formwork (ACF)
15:37 – Why DRPs may be suspended
18:01 – Donaco (DNA)
22:31 – Blackmores (BKL)
25:25 – RPMglobal (RUL)
29:33 – Webjet (WEB)

Join Alex and Nathan as they discuss these stocks and why the market's increasing short sightedness could be offering an opportunity in stocks suffering growing pains, like Blackmores.

01:21 – Thought on IPH
5:48  –  Katmandu
7:44 – Atlas Arteria
11:22 – Donaco
16:23 – Australasian Academies
19:09 – Tolerance for pain, Blackmores

Join Nathan and Alex as they discuss big financials AMP and Clydesdale Bank, demergers and a few small cap stocks.

00:57 – Is there a price or time that you’d buy AMP?
05:30 – Cyber security and Whitehawk (WHK) 
07:59 – Thoughts on demergers
11:28 – Mesoblast (MSB)
13:03 – Clydesdale Bank update
18:41 – Superloop (SLC) and Redflex (RDF)
23:32 – Stocks to unload in current environment

Join Nathan and Alex as they discuss some current examples to explain how to use Porter's Five Forces in your investment process.

00:31 – Thoughts on Atomos (AMS)
04:07 – Views on Challenger  (CGF)
06: 52 – Thoughts on 3PL (3PL)
08:41 –  Mach7 technologies (M7T) and iSignthis (ISX)
15:20 - Tinybeans (TNY)
19:08 - Pushpay (PPH)
21:42 – Porters 5 forces

1. Threat of New Entrants – Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap;
2. Threat of Substitute Products or Services – Switching costs for Afterpay very low;
3. Bargaining Power of Buyers – Individuals have none; Appen has two large customers;
4. Bargaining Power of Suppliers – Companies that rely on rare sources, like lithium;
5. Competitive Rivalry Among Existing Firms – UK banking sector

Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs. 

00:48 – Audinate's (AD8) restricted shares
02:44 – Frontier Digital Ventres (FDV) share price increase
08:35 – Comments on PolyNovo (PNV)
09:11 – Thoughts on Bingo Industries (BIN)
12:10 – Investing in IPOs
16:12 – Thoughts on New Hope Corporation (NHC)
18:07 – Thoughts on Grange Resources (GRR)
19:39 – AGL's (AGL) move on Vocus (VOC)
23:40 – Tax loss selling season
28: 47 – Acrow Formwork and Construction Services (ACF)
30:33 – Gale Pacific (GAP)
32:13 – Saferoads Holdings (SRH)