ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Small-mid cap reporting season update – big swings, margin pressure"
Episode Synopsis
IML Portfolio Manager Marc Whittaker talks to Jason Guthrie about another volatile reporting season in the small to mid-cap end of the ASX. As always there have been many winners and losers and Marc discusses the trends he is seeing including margin pressures and a reckoning for some of the best performing companies and sectors of recent months.
Marc also outlines the performance of a some of IML’s key holdings including Mayne Pharma (MYX), oOh!Media (ASX:OML), Integral Diagnostics (IDX) and Light & Wonder (ASX:LNW).
Marc also outlines the performance of a some of IML’s key holdings including Mayne Pharma (MYX), oOh!Media (ASX:OML), Integral Diagnostics (IDX) and Light & Wonder (ASX:LNW).
More episodes of the podcast Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.
IML's top small cap for 2025
10/12/2025
IML large caps – Sept 2025 quarterly update
10/10/2025
Reporting season: extreme reactions abound
25/08/2025
In God we trust