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Proactive - Interviews for investors

Cuscal FY25 update: profit grows on stable volumes

Cuscal Limited Managing Director Craig Kennedy talked with Proactive at AIM's Small and MIdcap conference about the company’s role in Australia's financial infrastructure and its recent financial performance for the first half of FY25. Kennedy explained that Cuscal is one of only five organisations in Australia with the full suite of licensing, infrastructure, and capabilities required to offer end-to-end payment services—alongside the four major banks. The company serves a range of clients including other banks, corporates, and fintechs, as well as working with NAB’s UBank division. Kennedy emphasised Cuscal’s position as a “neutral, independent” access point to payment infrastructure. On financial performance, Kennedy said Cuscal expects to “modestly exceed the forecast in the prospectus” issued at the time of its IPO in November. He noted that the business enjoys stable, predictable revenue and has completed significant investment in areas like real-time payments and operational upgrades. As a result, the company is beginning to see operational leverage. Kennedy stated: “Mid to high single digit volume growth will translate to low double digit profit growth.” He said H1 FY25 results showed 7% volume growth and between 12% to 13% profit growth. Reflecting on sector innovation, Kennedy described Cuscal as an "airport" enabling new players—like fintechs—to create and deliver new customer experiences on top of a stable infrastructure. He also said investors view the company as a “safe harbour,” appreciating its unique market position and stable growth outlook. #Cuscal #ASXStocks #FintechAustralia #PaymentsInfrastructure #CraigKennedy #InvestorUpdates #RealTimePayments #ASXConference #FinancialServices #BankingInnovation

Proactive - Interviews for investors

Qualitas funds soar as banks step back

Qualitas Ltd Group Managing Director Andrew Schwartz talked with Proactive at the AIM's Small and Midcap conference about the company's differentiated position in Australia's real estate investment management landscape. Andrew Schwartz explained that Qualitas operates at scale, supported by large institutional capital. “Some of those investors literally commit amounts of 1.7 billion and above to Qualitas,” he said, noting the firm can fund projects with hundreds of millions—territory once dominated by traditional banks. Schwartz highlighted the company’s deep property expertise, developed over decades, as a key driver of performance. He said, “We are deep sector, deep dive property people,” which allows them to manage funds based not just on lending metrics but also on underlying property fundamentals. The conversation also addressed Qualitas’ notable growth in funds management revenue since its 2021 IPO. Schwartz attributed this to structural shifts in the Australian finance market, where banks still represent 77% of a AU$477 billion sector—but their share is shrinking. “We’ve really got the benefit of filling a void in the market that the bank market just can’t fill,” he said. Roughly 80% of Qualitas' activities are in the housing sector, financing large-scale residential projects rather than retail home loans. Schwartz said the persistent supply shortage, despite rising interest rates, underpins property values and creates strong demand for capital. #Qualitas #RealEstateInvestment #InstitutionalCapital #AustralianHousing #PropertyFinance #AndrewSchwartz #HousingShortage #ASX #FundsManagement #ProactiveInvestors

Proactive - Interviews for investors

Acusensus talks global expansion and growth drivers

Acusensus Ltd Managing Director talked with Proactive at AIM's Small and Midcap Conference about the company’s progress in road safety technology, its global expansion, and the upcoming launch of a new product line aimed at road worker protection. Alex Jannink, Managing Director and Co-founder of Acusensus, explained how the company pioneered enforcement cameras targeting behaviours like mobile phone use and seatbelt compliance. “We supply these automated enforcement cameras...and we receive a fixed monthly fee essentially for those services,” he said, outlining the company's outsourced business model under long-term government contracts. While 93% of revenues currently come from Australia, Jannink confirmed growth is underway internationally, with active customers in the United States and United Kingdom. Acusensus has also secured a nationwide speed enforcement contract in New Zealand, expected to contribute significantly from the next financial year. Jannink highlighted the broader social mission behind the business: “The whole goal of the company is to change behaviours and to save lives.” He pointed to strong behavioural impacts from previous deployments, including a six-fold drop in mobile phone use and a 21% reduction in road fatalities in New South Wales. A new road worker safety product line is also in development and, according to Jannink, “can be as large as the enforcement business.” #Acusensus #RoadSafety #AItechnology #TrafficEnforcement #DriverSafety #ASXStocks #GovernmentContracts #InfrastructureSafety #SmartCameras #RoadWorkerProtection #AutonomousTech #InvestSmart #PublicSafetyTech

Proactive - Interviews for investors

Cordiant Digital Infrastructure Management chair on capital strategy & growth focus

Cordiant Digital Infrastructure Ltd (LSE:CORD) Chairman Steven Marshall talked with Proactive's Stephen Gunnion about the company’s capital allocation strategy and growth outlook, particularly in the context of rising interest rates and macroeconomic pressures. Marshall highlighted how Cordiant Digital has strategically invested in cash-generative assets within two of Europe’s fastest-growing economies—Poland and the Czech Republic. “We can actually buy small bolt-on businesses, we can invest in organic growth, which actually is at a much lower cost than actually the buyback rates that we're getting,” Marshall said. The company has balanced yield and reinvestment, maintaining a dividend yield just under 5%, which is currently covered 1.8 times by free cash flow. Marshall explained the business has focused on acquiring quality mid-market assets with strong management teams and brand value. Looking ahead, Cordiant Digital aims to continue growing its portfolio through bolt-on acquisitions and organic investments, such as expanding distributed antenna broadband networks in Prague and Warsaw, and further developing data centre and mobile tower infrastructure in Poland. Marshall indicated the company is unlikely to pursue additional share buybacks in the short term, preferring to direct capital towards growth opportunities offering better long-term returns. Visit Proactive's YouTube channel for more interviews and insights. Don't forget to like this video, subscribe to the channel, and turn on notifications to stay updated. #CordiantDigital #InfrastructureInvestment #DigitalGrowth #DividendStocks #EmergingMarkets #PolandInvestment #CzechRepublic #CapitalAllocation #TelecomInfrastructure #DataCenters #InvestorUpdate

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