Our community narratives are driven by numbers and valuation.
Alan Rydge has maintained almost 40% ownership of the company for decades, this fact alone speaks to the strength of the business and insider's conviction of its future. Regarding other analysts' view that the sale of 525 George St will unlock value and strenghten its balance sheet, my take is that it won't be easy to achieve a satisfactory sale price.Read more
Hipages is shifting from a simple “find a tradie” marketplace into an all-in-one tool that helps tradies run their business, and the latest results suggest that change is finally starting to pay off. The big question now is whether this new software-led approach can keep customers loyal and growing—even if the housing cycle turns or competition heats up.Read more

Online hiring is shifting fast as more companies move recruitment onto digital platforms, and SEEK is betting that smarter matching, better trust tools, and an easier entry option in Asia can bring in more employers and job seekers. The big question is whether new pricing and product changes can keep paying off while hiring slows and costs rise.Read more

Nine’s shift into streaming and digital ads runs into a brutal problem: the biggest tech and streaming platforms are pulling attention—and ad dollars—away faster than traditional media can adapt. See why cost cuts and new subscription and ad products may not be enough, and what could still turn the story around.Read more

hipages makes it easier to find a tradie, but a shrinking pool of skilled workers, tougher rules around customer data, and rising competition could make it harder to grow without cutting prices. The flip side is that its shift toward subscription-style tools for tradies and new add-on services could keep customers coming back and open up new ways to earn.Read more

CAR Group benefits as more people buy and sell vehicles online, and its use of AI and add-on services could make the platform more useful and open new ways to earn money. But faster shifts in the auto industry and tougher competition from big tech and carmakers could squeeze its place in the market if it doesn’t keep up.Read more

EVT could have more room to grow than many expect if it keeps selling underused property and reinvesting that money into better hotels and premium entertainment venues. But its biggest business still depends on cinema attendance and film release schedules, and rising weather and regulation risks could make results bumpier.Read more

oOh!media is gaining prime billboard and transit ad locations in major cities while shifting more of its network toward digital screens and retail partnerships, which could make its ad business more valuable and reliable. But lost contracts, big spending needs to keep sites running, tougher rules on outdoor ads, and the drift of ad budgets toward online platforms could still hold back long-term growth.Read more

PlaySide Studios is lining up major new game launches and pushing into more platforms, which could help it reach more players and make the business steadier over time. But it’s still a hit-driven studio facing tougher competition and cash pressure, so the next few releases and contract wins matter a lot.Read more
