Andrew, Matt, and Claude discuss the latest developments in Beam Communications, and Resmed which has declined following weight loss drugs such as Ozempic. They also delve into the realm of small-cap takeovers, focusing on companies like Cirrus Networks, Eroad, IntelliHr, Infomedia, and Cogstate.
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1:19 - Good News
5:59 - Beam Communications Holdings (ASX: BCC)
17:41 - Resmed (ASX: RMD)
33:20 - Small cap takeovers
34:06 - Cirrus Networks Holdings (ASX: CNW)
35:26 - IntelliHR
36:31 - Eroad Ltd (ASX: ERD)
38:08 - Altium (ASX: ALU)
43:16 - BWX (ASX: BWX)
45:09 - Infomedia (ASX: IFM)
49:33 - CogState (ASX: CGS)