Stock in Focus

Our quarterly webcast segment outlines the reasons why we are invested in a particular company. This quarter Alex Milton focuses on Think Childcare (ASX: TNK), one of the larger positions in the NovaPort Microcap Fund.

 

March 2019

Think Childcare

We initiated our position in Think Childcare (“Think”) at its IPO in October 2014. It remains one of our larger positions in the NovaPort Microcap Fund.

Think has developed or acquired and manages 74 childcare centres, up from 44 at the time of the IPO with 11 more currently in the pipeline.

Read the full report here

Previous quarter Stock in Focus webcasts:

  1. December 2018 - GWA Group Webcast | PDF
  2. September 2018: AUB Group - Webcast | PDF
  3. June 2018: Kathmandu - Webcast | PDF
  4. March 2018: Melbourne IT - Webcast | PDF
  5. December 2017: Gage Roads Brewing - Webcast | PDF
  6. June 2017: Data #3 - Webcast |  PDF
  7. March 2017: Skydive the Beach - Webcast |  PDF
  8. December 2016: Regis Healthcare - Webcast | PDF
  9. September 2016: iSelect - Webcast PDF
  10. June 2016: Nanosonics - Webcast PDF
  11. March 2016: SAI Global - Webcast | PDF
  12. September 2015: Independence Group - Webcast | PDF

Click here to access our archive of Stock in Focus webcasts.