QAV 540 — No Secrets

by Cameron Reilly | Oct 12, 2022 | Blog, Investing Podcast, Podcast Episodes

Oil, cop­per and gold com­mod­i­ty move­ments, SDG bought for the DP, but it’s in run­down, Pulled pork request from Ally: BST, Inter­est rate changes to Mas­ter spread­sheet, div­i­dend pay­ments and sell lines, invest­ment pri­or­i­ti­za­tion and risk tol­er­ance, 2% cap­i­tal loss/risk rule, the TGA share con­sol­i­da­tion sce­nario, what is the main com­mod­i­ty for S32?, the coal sell line, par­cel siz­ing.