QAV Blog

Tony and Cam dis­sect mar­kets, laugh at polit­i­cal the­atre, and surf through a wave of port­fo­lio updates. They cov­er the CSL slump, the First Guardian super fund mess, gold mania on Tik­Tok, cap­i­tal rais­ing at Cash Con­vert­ers, a pulled pork on Euroz Hart­leys, and the messy sus­pen­sion of DGL. Plus: min­ing booms, cryp­to scams, kung-fu bruis­es, and an unex­pect­ed love let­ter to Jer­ry Lewis.

In this episode of QAV Aus­tralia, Cameron and Tony dive into a live­ly mix of mar­ket chaos, cor­po­rate dra­ma, and a lit­tle Fight Club phi­los­o­phy. They unpack recent hits and miss­es across the QAV port­fo­lios — from EROAD’s (ERD) 34% crash and CFO res­ig­na­tions, to SRG Global’s (SRG) impres­sive surge after acquir­ing TAMS. There’s plen­ty of red-flag talk too, includ­ing San­tos’ (STO) CFO depar­ture, Findi’s (FND) pub­lic trou­bles, and ongo­ing merg­er ten­sion with South­ern Cross Media (SXL). Tony cel­e­brates a “win” on the government’s super tax back­flip, while Cameron pokes holes in the gold rush fren­zy cur­rent­ly grip­ping Mar­tin Place. The episode clos­es with a clas­sic Pulled Pork deep dive on Dusk Group (DSK) — a sur­pris­ing­ly resilient retail­er of can­dles, dif­fusers, and home fra­grances with an intrigu­ing turn­around sto­ry. There’s ban­ter, there’s bal­ance, and there’s even a lit­tle Scors­ese film talk at the end.