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March 21, 2023
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Cessation of coverage
Company update
Earnings
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One to watch
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Company
Acrux
Airtasker
Artrya
Bailador
Credit Clear
DivGro
ECS Botanics
Hazer Group
LBT Innovations
Markets
Prime Financial Group
Raiz Invest
Rapid Response Revival
ReadyTech Holdings
Swoop Holdings
Trajan
TruScreen
Unith
Vection Technologies
Xamble Group
Company update
ASX:AYA
2025
June 16, 2025
Artrya
:
Salix Coronary Plaque submitted for FDA approval
Artrya announced today that it had submitted its application for approval by the FDA for its second product, Salix Coronary Plaque (SCP). The FDA aims to complete the approval process within 30 days, with the clock stopped if they request additional data. We also estimate that the 6-8 hospital groups Artrya are in discussions with about being part of its SAPPHIRE study could represent $4.5 billion in value.
One to watch
ASX:ART
2025
June 4, 2025
Airtasker
:
Growth driven by international expansion
Venn Brown spoke Tim Fung, founder & CEO of Airtasker, an online marketplace for local services. We discussed the company’s positive cash flow, international growth opportunities, creative media partnerships, and outlook.
Industry & markets
2025
May 21, 2025
Markets
:
Interview with Global Portfolio Manager: John Moorhead
Venn Brown sat down with Global Portfolio Manager John Moorhead, to discuss his investment process, his views on the current market outlook, overlooked opportunities in international markets, Australian investor's over exposure to local companies and how volatility can be an investment tool.
One to watch
ASX:TRJ
2025
May 13, 2025
Trajan
:
The hidden engine of health & safety
Venn Brown sat down with Stephen Tomisich, CEO of Trajan, to discuss the group’s technology, market differentiation, and long-term plans.
Earnings
ASX:AYA
2025
May 1, 2025
Artrya
:
3Q25 results – Major milestone met
Artrya held its 3Q25 results call today. The results were in line with expectations with management reporting more significant news that they are in discussions with US hospital groups performing 400,000 scans a year
Company update
DivGro
2025
April 29, 2025
DivGro
:
Dividend growth driven investment strategy
Venn Brown sat down with Jonathan Nurick, Chief Investment Officer of DivGro, to discuss the group’s portfolio strategy, long-term horizons, past performance, psychological aspects of investing, and more.
Industry & markets
2025
April 16, 2025
Markets
:
Positioning for turbulence: Superheroes, balls, parachutes & eggs
Following the recent market volatility, we looked at the performance of the stocks in the All Ordinaries during the 2020-21 market downturn to find what companies proved more resilient and might offer similar stability during the current volatility.
Company update
ASX:AYA
2025
March 28, 2025
Artrya
:
Salix Coronary Anatomy secures FDA approval
Artrya announced today it had secured FDA approval for Salix Coronary Anatomy (SCA), the first of three approvals we expect the company will secure within the next 15 months. We’ve rolled forward our valuation, lifting Artrya’s equity value to $295 million, up from $213 million, equating to $2.63 per share on a fully diluted basis.
One to watch
ASX:RZI
2025
March 26, 2025
Raiz Invest
:
Positioned for growth
Venn Brown sat down with Brendan Malone, CEO of Raiz Invest, to discuss the group’s mobile-first investment and savings platform. We discussed that group's technology, expanding product offering, market traction and long-term plans.
Industry & markets
2025
March 18, 2025
Markets
:
Analysts consistently overestimate earnings
With reporting season drawing to a close, we look back at the historical accuracy of the market’s aggregate EPS forecasts made by sell-side analysts. Using aggregate estimate data from S&P Global, for CY2010 through to CY2024 we looked at how analyst full-year EPS estimates for the ASX200 and S&P500 changed each month. As is clear from Figure 1 and Figure 2, almost without exception, there is a downward trend, with forecasts progressively decreasing as the period end approaches.
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