"I don't suspect there is a catastrophic risk to this business. I have [RMC] as a buy... I think you could do quite well over the next few years with a stock like this" - Luke Winchester

Ben Clark from TMS Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: TCL, NST, ID8, RMC, LNK, JIN, SPT, DRR, WRO, MTS. Our stock of the day is United Malt Group (UMG).

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More from The Call from ausbiz

  1. 51:39"Its done remarkably well. On balance I think [DSK] is a buy. It's definitely worth adding to your portfolio as long as you keep the sizing small and you see it as a higher risk idea" - Scott Phillips Sep 28, 2021
  2. 56:49"[UNI] is one of the best omnichannel experiences I've seen in retail... management is absolutely outstanding. I think its a buy, it's still a wonderful business with real differentiators" - Gaurav Sodhi Sep 27, 2021
  3. 55:15"Its much higher quality compared to the rest of them. [BOE] is the one to buy of you want exposure to uranium" - Jun Bei Liu Sep 24, 2021
  4. 56:39"[AMS] probably had one of the best FY21 results I saw this reporting season. I'll put a buy on it, no formal FY22 guidance but managements commentary is that sales momentum is continuing" - Luke Winchester Sep 23, 2021
  5. 55:20"I quite like [Z2U] its a disrupter and you could certainly see a bigger logistics company saying we'll just buy it for the IP. I think its a buy" - Andrew WielandtSep 22, 2021
  6. 59:02"[SDV] is probably the pick of the ten stocks today... the revenue line and the profit line is looking pretty encouraging and I like the sector. I've put it straight on the watchlist" - Gary GloverSep 21, 2021
  7. 58:41"[PSQ]'s patient fees are up 29% and this is during COVID, so that's impressive. Their longer term forecast is going from 109 centres to about 250... this is a buy" - David NovacSep 20, 2021
  8. 57:53"The financial data on [PPL] is absolutely awful, avoid" - Rudi Filapek-VandyckSep 17, 2021
  9. 56:49"Waiting for pull backs can be a dicey game, sometimes you've just got to get in somewhere. So I'd put a toe in the water with [NMT] and see what happens" - Jason McIntoshSep 16, 2021
  10. 56:37"[ADH] are just knocking it out of the park. They have done so well nearly doubling sales in the last five years all the while by managing capital extremely well" - Andrew Page Sep 15, 2021