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Emerging Companies Portfolio

For those seeking higher growth investments

About the Emerging Companies Portfolio

About The Portfolio

The newest Market Matters Portfolio that searches for small & mid capitalisation emerging stocks (ex-100) that show strong underlying growth characteristics. This is a higher risk portfolio and investors should expect greater volatility in returns.

Portfolio Performance
Portfolio 1M 3M 6M 1Y 3Y pa ITD PA*
Emerging Companies 1.13% 8.11% 9.96% 12.69% - 31.35%
Target Return 12% 1.00% 3.00% 6.00% 12.00% - 12.00%
Difference +0.13% +5.11% +3.96% +0.69% - +19.35%
* Inception date 31/01/2020
Portfolio Holdings trade now
COMPANY CODE STOCK NAME WEIGHT (%) RISK TIME HORIZON ENTRY DATE ENTRY PRICE ($) LAST PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
ABY Adore Beauty Group Ltd 5 Moderate Medium 23/10/2020 6.75 4.52 -33.04
AD8 Audinate 5 Moderate Medium 04/11/2021 8.93 9.39 5.15
ASB Austal Ltd 7 Moderate Medium 22/06/2020 3.3 1.86 0.1 -40.76
CAJ Capitol Health 5 Moderate Medium 08/09/2021 0.4 0.37 0.01 -5
CRN Coronado Global Resources Inc 6 High Medium 21/01/2021 1.09 1.15 5.05
CXL Calix 5 High Long 13/09/2021 4.22 7.28 72.51
DUB Dubber Corp 4 High Medium 06/10/2021 3.25 3.4 4.62
EML EML Payments Ltd 4 High Medium 03/03/2020 3.6 2.72 -24.44
IGL IVE Group Ltd 5 Moderate Medium 31/01/2020 2.31 1.75 0.2 -15.58
LYC Lynas Rare Earths Ltd 6 Moderate Medium 1/02/2021 5.51 8.62 56.44
NTO Nitro Software Ltd 4 High Medium 9/06/2021 3.14 3.67 16.88
PBH PointsBet Holdings Ltd 6.67 High Medium 29/04/2021 12.29 7.48 -39.14
PDN Paladin 4 High Medium 27/09/2021 0.77 1.01 30.52
PLS Pilbara Minerals 4 Moderate Medium 06/10/2021 1.87 2.52 34.76
PPS Praemium Ltd 4 Moderate Long 29/04/2021 0.785 1.45 84.71
SRG SRG Global Ltd 5 Moderate Long 16/07/2021 0.56 0.5 0.01 -9.82
SSG Shaver Shop 5 Moderate Medium 11/11/2021 1.06 1.21 14.15
STA Strandline Resources Ltd 3 High Medium 22/06/2020 0.25 0.22 -14
TYR Tyro Payments Ltd 5 High Medium 31/03/2020 1.87 3 60.43
Z1P Zip Co Ltd 3 Moderate Medium 31/03/2020 4.04 5.39 33.42
Portfolio cash position: 4.33%
Recent Sales trade now
Company code STOCK NAME WEIGHT(%) RISK TIME HORIZON ENTRY DATE ENTRY PRICE ($) CLOSE PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
KGN Kogan.com Ltd 5 Moderate Medium 27/03/2020 7.89 9.15 0.21 18.63
WZR Wisr Ltd 5 High Long 31/03/2020 0.27 0.255 -5.56
RSG Resolute Mining Ltd 4 High Medium 17/03/2021 0.635 0.44 -31.1
MNY Money3 Corp Ltd 4 Moderate Medium 31/01/2020 2.46 3.5 0.26 52.85
PDN Paladin Energy Ltd 6 High Medium 26/05/2021 0.48 0.95 97.92
TPW Temple & Webster Group Ltd 5 Moderate Medium 1/02/2021 10.53 12.35 17.28
RHP Rhipe Ltd 4 Moderate Medium 07/05/2020 1.86 2.53 0.05 38.71
Z1P Zip Co Ltd 3 Moderate Medium 31/03/2020 4.04 7.13 76.49
OPY Openpay Group Ltd 3 High Medium 31/01/2020 1.21 1.55 28.1
MLD MACA Ltd 4 Moderate Medium 27/01/2021 1.37 0.945 0.04 -28.1
BAP Bapcor Ltd 6 Moderate Medium 31/03/2020 4.01 7.95 0.24 104.24
ORE Orocobre Ltd 5 Moderate Medium 10/03/2021 4.41 5.98 35.6
SMR Stanmore Coal Ltd 4 High Medium 10/03/2021 0.89 0.775 0.04 -8.43
MOE Moelis Australia 5 Moderate Medium 22/02/2021 3.09 4.95 60.19
PNI Pinnacle Investments 6 Moderate Long 22/02/2021 4.79 9.28 0.22 98.33
GPR Geopacific Resources 3 High Medium 22/02/2021 0.36 0.36 0
KGN Kogan.com 2.5 Moderate Medium 1/02/2021 5.5 17.28 243.54
ALU Alitum 5 Moderate Medium 12/01/2021 30.13 31.08 3.06
AD8 Audinate 5 Moderate Medium 29/06/2020 8.00 5.5 -31.25
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Opinions for stocks held in the Emerging Companies Portfolio

EML Payments (EML) $3.61

EML +31.27%: the payments company got a boost today after updating the market around the regulatory issues in Ireland. The PCSIL business was in the firing line from the Central Bank of Ireland earlier this year for money laundering issues and has been working with the regulator since to resolve it. Today’s update suggests the bulk of the work has...

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Pilbara Minerals (PLS) $2.48

Lithium producer PLS has been one of MM’s favourite charts of 2021 as it continue to follow our roadmap like a well-trained blue heeler. Assuming we are correct PLS should pop up towards the $2.70 before potentially failing, nothing new for PLS – remember we’ve already witnessed 2 aggressive pullbacks this year i.e. 41% and 30%.

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Strandline (STA) 21c

STA +5%: more movement brewing for Strandline as they work towards first production at WA’s Coburn mineral sands project. They’ve signed a 10 year mine-to-ship logistics and port storage contract with Qube in line with their original forecasts. Prices across the mineral sands commodity deck have soared recently, and with first shipping now 12 months away, Strandline is in the box seat to take advantage with costs for each stage of the build coming in at or below expectations, which is important in an environment where cost inflation has clearly increased.

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EML Payments (EML) $2.91

EML +3.56%: The main focus from EML shareholders in today’s AGM was the ongoing remediation work in their Irish PCSIL business. EML remains on track to have the bulk of the work wrapped up by the end of the year, with some minor changes rolling into the first quarter of 2022, the same commentary put out at the result a few months ago. EML have...

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Praemium (PPS) $1.485

PPS -0.34%: the investment platform business hosted their AGM today with two key areas in focus. While business is chugging along nicely through the first quarter, the key focus was on  1. any news around the divestment of the international arm and 2. an update regarding a potential new bid from Netwealth. The CEO said that they were in the final phase...

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SRG Global (SRG) 52c

SRG +4%: the mining and asset services company announced a number of new contract wins today worth around $110m.  It includes two 3 year mine maintenance contracts, a 3 year engineering services contract for NZ dairy producer Fonterra and two deals with Rio Tinto for work on their Queensland alumina refinery. The key will now be margins – services...

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Capitol Health (CAJ) 37c

CAJ +7.25%: the diagnostic imaging company hosted their AGM today with a solid performance update which helped the stock higher. Capitol Health has seen revenue up 6.3% in the first 4 months on the year when compared to the same period pre-CVOID in FY19. This comes despite around 80% of revenue being generated from Victoria, one of the hardest...

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Calix (CXL) $7.34

CXL +19.93%: shot up today after filing for a patent - they are looking to use their technology to produce a zero emission steel option which would allow mills to reduce temperature and use renewable power in steel manufacturing. The technology will move on to testing next but it’s just one of the many applications of their kiln technology that...

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Nitro (NTO) $3.70

NTO -2.81%: returned to trading today after successfully completing a capital raise to fund an acquisition. NTO is raising $140m at $3.43/sh through a placement and a 1 for 11.4 entitlement offer, a 10.7% discount to Tuesday’s close. The money will be put towards a $US81m acquisition of Connective, a European e-signature business. It’s an on message...

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Actions for stocks held in the Emerging Companies Portfolio

EML
UPDATED 25/11/2021 16:56
MM remains bullish and long EML in the Emerging Companies portfolio
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ASB
UPDATED 25/11/2021 16:55
MM are trimming ASB in the Emerging Companies Portfolio, taking a loss around $1.88
Add To Hit List
PLS
UPDATED 23/11/2021 09:30
MM is looking for PLS to make fresh highs in the coming weeks
Add To Hit List
STA
UPDATED 23/11/2021 09:29
MM is long and bullish STA
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EML
UPDATED 18/11/2021 09:16
MM is bullish EML under $3.00
Add To Hit List
PPS
UPDATED 18/11/2021 09:16
MM is marginally bullish PPS around $1.50
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SRG
UPDATED 17/11/2021 09:18
MM remains long and bullish SRG
Add To Hit List
CAJ
UPDATED 17/11/2021 09:18
MM remains long bullish CAJ
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CXL
UPDATED 15/11/2021 09:13
We remain long & bullish in our Emerging Companies Portfolio
Add To Hit List
NTO
UPDATED 11/11/2021 17:31
MM is long NTO in the Emerging Companies Portfolio
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