Ardent Leisure AAD $1.99 The operator of theme parks, fitness centres, marinas and family fun centres will benefit from a lower $A; big potential for US expansion
Aveo Group AOG $1.95 Under new management, the old FKP has sold surplus assets to become a pure retirement village play. Trades at discount to NTA ClimeInvestmentM'ment
CIW $0.72 John Abernethy’s management company has the potential to double funds under management in the next 12 months
Drillsearch DLS $1.35 Strategically positioned in the Cooper Basin. A high probability of being taken over as the junior oil and gas players consolidate
Enero Group EGG $0.62 The old Photon is showing early signs of a long-awaited turnaround. Cheap on fundamentals and holds a wad of franking credits Hunter Hall Global Value
HHV $0.98 The listed investment company in offshore shares is trading at a 15 per cent discount to NTA. Benefits from a lower $AMacquarie Atlas Roads
MQA $2.65 Global toll-roads operator benefeits from a weaker $A and is trading at a discount to the value of its assets
Oncosil OSL $1.35 The medical device play is in fully funded phase-three trials of its treatment for pancreatic cancer
Sirtex SRX $11.76 The next step for this profitable liver cancer treatment play is to move from “salvage” treatment to a front-line remedy
TEN Network TEN $0.29 The network’s new strategy of appealing to a broader
OSL Price at posting:
10.0¢ Sentiment: Buy Disclosure: Held
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