TMS Insights May 2020

8 May 2020

8 May 2020 – Ben and Jeremy discuss the challenges different businesses are facing from the effects of the COVID pandemic. Looking at the position Australia is in with regards to lock down easing versus where we thought we would. There have been a large number of capital raisings, with companies raising for growth rather than balance sheet repair tending to perform better. Ben and Jeremy review a number of the capital raisings and the different scale backs oversubscribed raisings receive. Stocks discussed include NXT, FLT, WEB, AIA, GEM, REH, COH, QUB, LLC, IVC, NAB, SKI, MPL, SOL and MSFT.


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