Graeme Newing

Capitol Health provides diagnostic medical imaging services to radiology practices. Until recently it was entirely Victorian based but in March 2015 it expanded into NSW with the $64.6m purchase of Southern Radiology in Sydney. This followed hard on the heels of a similar $25m acquisition in Melbourne. These acquisitions together had achieved revenues of $47.4m and EBITDA of $10.5m … Read more

Sold the position in AMA today, at 54¢. The price has stalled in the last week or so but the chart has not broken down at this point. However I needed the money.

Aziana’s suspension was lifted today after an announcement that due diligence on Brinchip was successfully concluded and that the option to purchase has been exercised. So it was good news, not bad news as I had feared. The shares shot up to a new high of 14.5¢ so now I have trebled my money in a matter … Read more

ARU (Arafura Resources) 6.5¢ Smarttrans (SMA) 2.2¢ St Barbara (SBM) 27¢

Medical Developments International Ltd (ASX:MVP) is a small but well established and profitable biotech company. Its main product is Penthrox, a fast onset, non-opioid analgesic indicated for pain relief, self-administered via an inhaler by conscious patients with trauma and those requiring analgesia for surgical procedures. It is much superior to rival products such as Panadol 4 or … Read more

Alzheimer’s is the only one among the top ten causes of death in America that cannot be prevented, cured or even slowed. One in three elderly persons dies with Alzheimer’s or another dementia. Actinogen (ASX:ACW) is developing a novel treatment for Alzheimer’s disease (AD) and Mild Cognitive Impairment (MCI). Its drug Xanamem blocks production in the brain of … Read more

Here is my current portfolio of Chart Investments (chosen primarily for chart breakouts). I have reviewed some of them in the blog over the last couple of weeks and will tackle the others over time. Very few have been held more than a year, and the number of stocks sold so far this year is 44, twice as many … Read more

Pro Medicus (ASX:PME) is a profitable and fast growing software developer within the healthcare industry, providing radiology information systems and practice management software to radiologist practices and hospitals. It has operations in Australia, Europe and more recently in the USA. Its greatest growth potential is in the USA. With 100.3m shares outstanding, the current share price of $1.58 … Read more

AZK has doubled to 10¢ since I bought them last week. Am holding for the moment.

Today I sold the position in MNY, half the position in IWG and with the proceeds bought into CVT. MNY was purchased in Sep and Oct 2014 at an average of $1.24 and by February 2015 it had advanced to $1.77. The subsequent pullback violated the uptrend line and under my rules I had to … Read more

I bought shares in Audio Pixels Ltd (ASX:AKP) at an average of $9.48 in November and December 2014. The shares are now $10.85, which with 25.7m shares issued gives it a market cap of $279m. Not a bad valuation for a company with no revenues! From its laboratory in Israel, Audio Pixels has developed digital technology for … Read more

I sold the position in API today, at $1.835. It was a good gain as I had bought them on 4 Sep last year at 71¢, purely on the charts. There is no sign of the momentum slowing, but I needed the money. Australian Pharmaceutical Industries Ltd (ASX:API) has a market cap of over $900m … Read more

I bought GER at 7.2c in November 2014. The shares are now 10¢ and with 197.6m shares on issue it capitalises the company at almost $20m. Greenearth Energy Ltd (ASX:GER) has suffered a cash deficit from operations of between $0.5m and $0.8m for each of the last four quarters and its cash position at 31 December 2014 … Read more

I bought Altium (ASX:ALU) in September through October 2014 at an average price of $3.15 including brokerage. It is currently at $4.43 which gives it a market cap of $573m. At 31 December 2014 it had cash of US$59m and no borrowings. The company’s focus is on developing software design tools for engineers to create printed circuit boards … Read more

LER is another of my portfolio stocks. I bought it between November 2014 and March 2015 at an average of just under 19¢. With 113.4m shares, at the current price of 16¢ its market cap is just over $18m. Leaf’s claim to fame is its Glycell technology, enabling very cheap production of cellulose from waste biomass. It … Read more

A new investment of mine is Aziana (ASX: AZK) . I bought at 4.7¢ on Friday and it finished the day 4.3¢. With 204.2m shares on issue it had a market cap of $8.8m. Until last week it was a mineral exploration company operating in Madagascar but on 18 March it announced a HOA to buy BrainChip Inc., … Read more