Finan­cial health RATING v TREND in the check­list, fund man­ag­er per­for­mance, Ukraine war dri­ving up min­ing and ener­gy prof­its, CAA alu­mini­um pass through, RBA rates, PP on MAM, Tony com­ing to QLD, Salary Sac­ri­fice into super, OP/CF vs SD OP/CF, FFX sov­er­eign risk and poor finan­cial per­for­mance.

Related

From Value to Growth: NWH — QAV AU #929

Episode Overview This week we do a deep dive Pulled Pork on NRW Hold­ings (NWH), the Perth-based engi­neer­ing and min­ing ser­vices con­trac­tor that has surged 123% in the past year and sits com­fort­ably in a few of…

Phigital Monopoly: IGL — QAV AU #928

Episode Overview This week we pay trib­ute to Sam Neill, run through a bunch of impres­sive mem­ber FY results (includ­ing one bloke who beat the mar­ket by 8.5 times), and debate whether Brent crude is a buy or a…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link