22/03/2024 09:31

Audinate Group (AD8) $22.23

We continue to believe AD8 is a great growth story, and our enthusiasm has increased for the stock over the years as it has built itself into a world-class company.

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01/03/2024 09:34

Audinate Group Ltd (AD8) $23.18

Audio-visual tech company AD8 delivered a very strong 1H result last month, propelling the stock to new all-time highs. Revenue grew 48% to $US30.4m, with EBITDA $US10.1m being a whopping ~70% ahead of expectations driven by strong revenues, plus margins improved ahead of consensus.

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12/02/2024 17:12

Audinate (AD8) $19.33

AD8 +20.59%: the audio-visual tech company posted a very strong set of 1H numbers today, hitting new all-time highs on the beat. Revenue grew 48% to $US30.4m with EBITDA $US10.1m being ~70% ahead of expectations. Growth of 78% in chips, cards & modules (CCM) drove the result, in part thanks to the improved supply of their Ultimo chip helping the company work through some of the demand backlog.

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20/11/2023 09:17

Trade Alerts – Emerging Companies Portfolio

We are making multiple amendments to the Emerging Companies Portfolio

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08/11/2023 09:20

Audinate (AD8) $13.00

The audio-visual technology company has been a significant driver of strong performance in the Emerging Companies Portfolio, particularly over 2023, where the stock is up over 70%. FY23 results were well ahead of market expectations which saw the stock re-rate and surge higher in August. More recently, the company raised $70m through a placement and Share Purchase Plan (SPP), which has further strengthened its balance sheet and leaves it well-placed to look at M&A opportunities to add to its already impressive earnings growth trajectory.

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29/09/2023 08:42

Audinate (AD8) $13.59

The audio-visual technology company has a Share Purchase Plan that closes on Monday, October 3, allowing shareholders to bid for up to $30,000 of new shares at $13/sh. We currently hold a 4% weighting in the Emerging Companies portfolio, and with AD8 trading ~5% above the raise price, it makes sense to participate in the SPP.

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22/08/2023 09:49

Emerging Companies Portfolio – Amendments

We are reducing BAP & AD8, selling CAJ, buying SFR & CAT and adding to CNI in the Emerging Companies Portfolio.

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21/08/2023 17:21

Audinate (AD8) $11.40

AD8 +10.68%: the audio-visual company hit all-time highs today after posting record numbers in FY23, and hitting free cash flow positive in the second half. Revenue grew 40% to $US46.7m, around 7% ahead of consensus.

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13/02/2023 16:46

Audinate (AD8) $7.89

AD8 +10.04%: a record half for the audio-visual hardware and software company, further boosted by favourable FX. Revenue of $US20.6m and EBITDA at $US 4.3m were new highs for Audinate.

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07/12/2022 09:29

Audinate (AD8) $7.89

The position is down nearly 6% since we flagged the software company that is big in audio now but has aspirations in video that are progressing. Last week, we attended a site tour at AD8 hearing from their international technology teams who were out visiting their offices in Surry Hills. This is a good company, with good people running it, a great...

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