Luke Larrative from Seneca shares his insights on the recent ASX reporting season, highlighting standout winners like SiteMinder and the disappointing performances of major players like CSL and CBA. He delves into the challenges faced by healthcare and retail sectors, discussing how market reactions are shaping stock valuations. The conversation also touches on ethical investing and the complexities of deep sea mining, revealing critical opportunities in small and mid-cap stocks. Tune in for valuable investment strategies and market analysis!
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insights INSIGHT
SiteMinder Turnaround And Accelerating Growth
SiteMinder shifted from burn to free cash flow positive and showed accelerating ARR growth (27% y/y).
Benny and Seneca view operating leverage and new products as proof growth is sustainable.
insights INSIGHT
Cheap Gold Producer With Strong Cash Flow
Vault Minerals (gold producer) trades cheaply with a high free cash flow yield and hedges rolling off soon.
Seneca expects cash returns to shareholders and a re-rating as hedges expire and NTA becomes obvious.
insights INSIGHT
Emeco: Capital Intensive But High Returns
Emeco (mining equipment rental) is a capital-heavy but high-return business trading ~30% below NTA.
Seneca expects rising utilization, growing NTA and likely capital returns like buybacks or high yields.
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Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and more
In this Australian Investors Podcast episode, your hosts Owen Rask and the Seneca team discuss:
– The standout winners of ASX reporting season
– The laggards that disappointed investors
– Key small and mid-cap opportunities
– Why valuation and timing matter more than ever
If you love learning about investing in Australian shares, subscribe to the Australian Investors Podcast on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)!
Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights.
Topics Covered
– The “good” companies delivering strong results (e.g. software and gold producers)
– The “bad” disappointments from CSL, Woolworths, and CBA
– The “ugly” challenges for sectors like healthcare and retail
– Listener Q&A including ethical investing, deep sea mining, and small-cap ideas
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
Australian Investors Podcast