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Tell Me Why: The 10 Reasons We Invested in ONE


Published 19-MAR-2021 11:13 A.M.


2 minute read

Last Friday we announced our 2021 Tech Pick of the Year, Oneview Healthcare plc (ASX:ONE) - a healthcare technology company that enables ‘virtual care’ at the bedside for hospital patients.

We promised that we would provide further analysis on why we have made such a large, long term investment and called ONE our 2021 Tech Pick of the Year...

We have compiled a list of the ten reasons why we invested in:

Just click through the link at the bottom of this email to read the list.

We spent months doing our due diligence on ONE and are invested for the long term.

A couple of readers have asked us “do you sell straight after your email when the price goes up”?

The answer is NO - we are long term investors.

With the investment we have made in ONE we don’t receive our shares until at least May 2021, and even then we have voluntary escrow agreements in place meaning we can’t sell (even if we wanted to... which we don’t) - all of this info is the ONE ASX announcement from last Friday.

We also aim to hold at a minimum for 12 months to unlock the 50% capital gains tax discount.

If you look at a few of our previous investments from where we invested to where they are today, you can see that long term holding provides the best results for us:

  • 2019 Tech Whitehawk [377%]
  • 2019 Energy Elixir [656%].
  • 2020 Small Cap Vulcan [3,506%].
  • 2020 Tech Myfiziq (now Advanced Human Imaging) [1,613%].
  • 2020 Energy Invictus [165%].
  • 2020 Small Cap Euro Manganese [1,017%]
  • 2021 Small Cap Province [443%].

We continue to maintain large positions in all of these stocks.

Just like with all our investments we are going to be writing about ONE’s progress every step of the way and expect the company to deliver some solid progress over the next 6 months.

We are very excited to have invested in ONE and think that there is a huge amount of potential in the stock over the next few years.

As promised last week, here is a deeper dive on why we have invested in ONE as our 2021 Tech Pick of the Year:

The Ten Reasons we Invested in ONE

General Information Only

S3 Consortium Pty Ltd (S3, ‘we’, ‘us’, ‘our’) (CAR No. 433913) is a corporate authorised representative of LeMessurier Securities Pty Ltd (AFSL No. 296877). The information contained in this article is general information and is for informational purposes only. Any advice is general advice only. Any advice contained in this article does not constitute personal advice and S3 has not taken into consideration your personal objectives, financial situation or needs. Please seek your own independent professional advice before making any financial investment decision. Those persons acting upon information contained in this article do so entirely at their own risk.

Conflicts of Interest Notice

S3 and its associated entities may hold investments in companies featured in its articles, including through being paid in the securities of the companies we provide commentary on. We disclose the securities held in relation to a particular company that we provide commentary on. Refer to our Disclosure Policy for information on our self-imposed trading blackouts, hold conditions and de-risking (sell conditions) which seek to mitigate against any potential conflicts of interest.

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The information contained in this article is current as at the publication date. At the time of publishing, the information contained in this article is based on sources which are available in the public domain that we consider to be reliable, and our own analysis of those sources. The views of the author may not reflect the views of the AFSL holder. Any decision by you to purchase securities in the companies featured in this article should be done so after you have sought your own independent professional advice regarding this information and made your own inquiries as to the validity of any information in this article.

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