QAV - The Schrödinger

We run the check­list over SFR, review Tony’s recent jour­nal entries, and then answer your ques­tions about cap­i­tal gains tax, share con­sol­i­da­tions, 3PTL lines, why TK was buy­ing BPT, OFX’s cash sit­u­a­tion, for­sak­ing prof­it by wait­ing for sell line breach­es, lever­ag­ing your home to buy shares, how the “Man­u­al­ly entered scores” tab works on the check­list, and whether or not TK has seen better/worse/same returns when his allo­ca­tions allowed him to buy small/micro caps. We also review the EOFY posi­tions for our dum­my port­fo­lio and TK’s port­fo­lio.

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  Episode Overview This week we sit down with Alex Pass­more, CEO of New Murchi­son Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit oper­a­tion near Meekathar­ra, why NMG’s all-in sus­tain­ing costs look high…

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