Tim Boreham
99 Articles0 Comments

The New Criterion

The takeover activity at the top end of town is permeating down to the small to mid-sized sector, raising the perennial question of who might be next to garner interest from cashed-up or merely opportunistic acquirers. With dollars to spare,…

The New Criterion

In space, no one can hear you scream – except for the residual howls of pain from investors in former ASX-listed market darling NewSat, which went broke in mid 2015 after its $600 million-plus plans to launch a telecommunications satellite…

The New Criterion

Waiting for the depressed uranium market to turn is like waiting for a tardy train that metro control assures us has only been slightly delayed because of “lack of qualified operating staff” or “leaves on the track”. Given the number…

The New Criterion

Buddy Technologies (BUD) 5.4c For a company that competes head-on with Dutch multinational Philips and its Philips Hue bulb, home-grown smart globe maker Lifi Labs (LIFX) has hidden its light under a bushel over its short seven-year life. Now owned…

The New Criterion

Integrated Green Energy Solutions (IGE) 21c With both China and India closing their borders to plastic waste imports, the pressure to address the problem elsewhere has increased by several notches. In short, both western and developing countries are drowning in…

The New Criterion

Bailador Technology Investments (BTI) 93c The only pure-tech listed investment company on the ASX, Bailador adheres to a simple charter of providing investors with a one-stop exposure to emerging local innovators with a decent chance of cracking a global market…

The New Criterion

Automotive Holdings Group (AHG) $2.40 AP Eagers (APE) $8.68 On opening its on-market offer for Perth-based car dealer chain Automotive Holdings Group last week, AP Eagers hoped for a swift endorsement of the union that would combine the industry’s biggest…

The New Criterion

Cobalt? Passe. Lithium? So yesterday. Graphite? Get with the program, please! A key to ensuring that all those lithium-ion batteries in Bill Shorten’s electric vehicles don’t overheat and catch fire, high purity alumina (HPA) has emerged as the next battery…

The New Criterion

ZIP Co (Z1P) $2.50   Afterpay Touch (APT) $24.80 The rise of Afterpay from obscurity to a circa $6 billion market cap entity has been widely documented, but less so Zip’s emergence from a fintech thought bubble to an entity…

The New Criterion

One value-seeking investor recently proposed a daring mission for Criterion which, naturally, your intrepid columnist chose to accept: identify a handful of small cap stocks with reliable earnings and dividends, trading on an earnings multiple of 10 times or less…