Letters by company
OFX Group Ltd
5 letters discussing OFX. 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 May 2026, Australian Shares Fund Catapult reported continued growth in annualised contract value, low customer churn and rising operating leverage as it cross-sold video solutions and added scouting and gym-monitoring products. OFX’s net operating income declined and left it roughly breakeven, while its strategic review was expected to test buyer interest in its client base, licences and new platform. May 2026 CAZGF $983MOFX $87M
- Forager Funds Management Monthly Report February 2026 Forager Australian Shares Fund reduced holdings during the 2025 small-cap rally and has begun redeploying cash into Catapult, Bravura and Paragon Care. It attributes February’s broad share-price declines to a reversal in sentiment toward small-cap industrials, while several companies reported results that met or exceeded expectations. February 2026 EXP $45MIDPUF $626MNNCSF $620M
- 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
