Letters by company
Praemium Ltd
8 letters discussing PPS. Everything written about it on this site is on its ticker page.
- Forager Funds Management Monthly Report | January 2025 Praemium improved earnings through higher pricing and cost control, while stronger fund flows supported the case for a rerating against larger platform peers. Plenti grew lending, reduced net losses and expanded its technology relationship with NAB, positioning operating leverage to improve profitability as its loan book scales. January 2025 PLT $97MPPS $191M
- Forager Funds Management Monthly Report | October 2024 Forager Australian Shares Fund added meaningfully to Tyro Payments after proposed debit-card surcharge reforms prompted a sell-off, arguing that its payment infrastructure remains essential to small businesses. Praemium, Experience Co, Plenti, Aroa Biosurgery and Pointsbet reported encouraging quarterly updates, with Praemium's renewed platform inflows supporting confidence in its recovery. October 2024 PPS $191MTYR $273M
- Forager Funds Management Monthly Report | August 2024 The Forager Australian Shares Fund discussed improving operating momentum at Praemium, EML and hipages after their latest results. Praemium is expected to benefit from pricing and cost discipline, EML must clarify its strategic direction, and hipages is converting higher revenue per user into free cash flow. August 2024 EML $83MHPG $72MPPS $191M
- Forager Funds Management Australian Shares Fund Monthly Report December 2023 Forager Australian Shares Fund argued that RPMGlobal, Viva Leisure and Experience Co have improved operating fundamentals while their valuations remain depressed. The fund added Praemium after its selloff but requires tighter cost control, and expects Whispir's contested takeover to produce an acceptable outcome despite weak operations. December 2023 EXP $42MPPS $191MVVA $100M
- Forager Funds Management Monthly Report August 2026: Australian Shares Fund Bravura Solutions’ margin expansion, cash generation and shareholder payouts have driven a recovery that has brought the shares closer to fair value. EML Payments remains a small holding amid continued deterioration, while IDP Education, Nanosonics, Tyro Payments and Praemium face crucial tests in the coming financial year. August 2026 BVSFF $1BEMCHF $87MIDPUF $707M
- Forager Funds Management Monthly Report January 2026 Forager Australian Shares Fund avoided the momentum-driven gold and silver rally and did not intend to chase it. It returned Catapult and Paragon Care to the portfolio, added to existing holdings on weakness, and cited encouraging quarterly updates from Praemium, Plenti and Wisr. January 2026 —
- 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 $1.1B
- Forager Funds Management Monthly Report | November 2024 The Forager Australian Shares Fund cited Catapult’s accelerating recurring revenue, positive free cash flow and expanding margins as support for continued growth. EML Payments’ strategy update eased market concerns, while Praemium, Aroa Biosurgery and Tyro Payments supported the investment theses; Camplify reported weak trading across several markets. November 2024 CAT $817MEML $83M
