Morgans Conversations

Morgans Adviser Tim Evans interviews Jason Orthman, Lead Portfolio Manager, Deputy CIO & Deputy Chair of the Executive Committee at Hyperion Asset Management.

Hyperion has over $10 billion in funds under management and an exceptional track record of performance since establishment in 1996.

Jason discusses Hyperion’s past successes, investment process, maintaining conviction, and current market factors. Hyperion conducts deep fundamental analysis on businesses before investing and has a long term investment horizon.

Hyperion conducts fundamental analysis on businesses for three to five years before investing.

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#fundmanager #hyperion #ETF

In this interview, we chat with Tim Fung, CEO and Co-founder of Airtasker, in the first podcast post the IPO. We caught up with Tim 6 months ago, and since then a lot has happened in regards to the business with an IPO as well as expansion in to the US via their first acquisition. Tim talks about the platform enhancements, the global nature of the business , why and how they are entering the US, as well as what he is most excited about.

Morgans Corporate Limited was Lead Manager & Underwriter to the Initial Public Offer of shares in Airtasker Limited in March 2021 and received fees in this regard. Morgans Corporate Limited was Lead Manager & Underwriter to the Placement of shares in Airtasker Limited in May 2021 and received fees in this regard.

The interviewer owns shares in the following stock(s) mentioned in this report: ART

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#Airtasker #Outsource #Tasks

In today’s Morgans Conversations Podcast, Adviser Chris Titley interviews Sam Riley, Co-founder and CEO of ASX listed Ansarada (ASX:AND). Ansarada, named aptly after the four founders, provides cloud-based software as a service (SaaS) information governance solutions. The company recently listed on the stock exchange post the merger with The Doc Yard. Sam goes in to conversation about the history of the business, the navigation of the COVID-19 period , the customer growth story as well as the macro environment.

Morgans Corporate Limited acted as Joint Lead Manager and Underwriter for the Capital Raising of Ansarada Group Limited and received fees in this regard.

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#SaaS #Software #Cloudservices

Morgans Adviser Chris Titley chats over the phone with Danny Lessem, Co-founder and CEO of ASX listed Elmo.
Danny talks through the history of the business (19 years old), the evolution of the business and the modules they deploy as well as their growth over the last five years.

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Check out more from Morgans:

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In today’s Morgans Conversations, Adviser Chris Titley chats via phone with Alex Waislitz from Thorney Technologies (ASX Code: TEK). Alex gives an update from his last interview in December, and talks about the first 4 months of the 2021 Calendar year including snippets about crypto currency, SPAC’s, as well the IPO market. Alex also talks about a number of their stocks within the portfolio as well as his views on the market in general.

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In this interview, Chris Titley chats with Mark Watkin, Global CEO of ASX listed Bike Exchange (ASX Code: BEX). Mark talks about the history of Bike Exchange a marketplace selling anything to do with Bikes, the category size and industry thematics as well as their geographical expansion. Mark also talks about how they are deploying capital for their next chapter of growth.

Disclaimer: Morgans was lead manager to the IPO of Bike Exchange and received fees in this regard.

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In today’s Morgans Conversations, adviser Chris Titley chats with Peter Lancken, Chair of Acrow Formwork (ASX Code: ACF). Peter delves into the story of Acrow – from his background at Kennards to now the opportunity at large. Peter discusses why he joined Acrow, how they navigated through 2020, as well as his views about the current infrastructure thematic. He also talks about the importance of culture, and the business acumen the company is deploying for future growth.

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Alex Waislitz from Thorney Technologies joins us again to give an update on the last two months. TEK has announced a $37m capital raising, had two companies namely Credit Clear and Cluey float on the ASX as well as a very strong uplift in NTA. Alex also gives us some Macro and market views leading into 2021.

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#Morgans #TEK #AlexWaislitz

Mick Simmons, Group MD & CEO of Uniti Wireless (ASX:UWL) joins Chris Titley for a chat about the last two-year journey of Uniti from being an unprofitable company to now, forecasting c$90m through both acquisitions and organic growth. Mick also talks about various trends and how they’ve navigated through 2020.

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Grant Straker from Straker Translations (ASX:STG) joins us on the call from NZ to talk about the history of Straker, the progress over the last decade and the recent IBM Deal.

Grant delves into the growth of the business, the tools and views on AI as well as how they managed the uncertainty of 2020.