Letters by company
Bravura Solutions Ltd
7 letters discussing BVS. Everything written about it on this site is on its ticker page.
- Forager Funds Management Monthly Report July 2026, Australian Shares Fund Bravura Solutions lifted its fiscal 2026 cash-profit guidance as cost discipline improved margins, countering concerns that AI will impair established software providers. OFX received a cash proposal for Equals Group, while Experience Co advanced a potential sale of its Australasian skydive operations to Inflite. July 2026 BVS $994MEXP $45MOFX $87M
- Forager Funds Management Annual Report June 2026 Forager argues that the AI capital-spending boom has become a sector-specific bubble while neglected software and value businesses offer better prospective value. The firm sold Fiserv after its turnaround failed, exited richly valued Comfort Systems and Zegona, added to selected Japanese software holdings, and retained conviction in operating progress at companies including Cuscal and IDP Education. 2026 financial year 5038 $222MAMA $157MBVS $994M
- Forager Funds Management Monthly Report | October 2025 Forager Australian Shares Fund sold Bravura Solutions after its outlook upgrade drove volatility, judging a material growth uplift necessary to support the valuation. It expects Caterpillar's acquisition of RPMGlobal to close in February and considers the bid fair, while Praemium and Aroa Biosurgery issued encouraging updates and OFX disappointed. October 2025 BVS $994M
- Forager Funds Management Annual Report Forager attributes its opportunity set to passive selling, thematic ETF flows and index inclusion, using market volatility to buy underfollowed companies and trim positions when valuations outrun fundamentals. The International Fund added Comfort Systems and recycled UK holdings, while the Australian Fund backed turnarounds including Catapult, AMA Group and MotorCycle Holdings. 2025 financial year 3697 $1.7B3769 $4.4B4194 $2.6B
- Forager Funds Management Forager Australian Shares Fund Monthly Report February 2024 Forager Australian Shares Fund added Bravura Solutions after its management-led cost reset and sold Lovisa Holdings following a sharp rerating. RPMGlobal and Hipages were supported by revenue growth and operating leverage, while Fineos, Bigtincan, Seven West Media and Motorcycle Holdings faced weak execution or demand conditions. February 2024 BVS $994MFCL $433MHPG $82M
- 1851 Capital 1851 Emerging Companies Fund July 2026 Monthly Report 1851 Emerging Companies Fund cited Bravura Solutions, IRESS, Viva Energy and Coast Entertainment as contributors after trading updates, software sentiment and refining conditions improved. Wagners detracted despite steady east-coast infrastructure indicators, while softer inflation strengthened the case against further rate hikes amid weak domestic trading updates. July 2026 —
- Forager Funds Management Monthly Report | February 2025 Forager Australian Shares Fund cited favourable results at Bravura, Nanosonics, EML Payments, Ooh Media and Motorcycle Holdings, while Camplify and Verbrec missed prior guidance. The fund viewed MIXI's cash bid for PointsBet as a credible fallback but expected competing interest for its technology platform, customer base and Canadian operations. February 2025 PBH $193M
