Thursday, February 7th, 2019
Clime Group owns shares in AD8, CCP, RIO, BHP, JIN & APT....Click to view
Thursday, February 7th, 2019
Clime Group owns shares in AD8, CCP, RIO, BHP, JIN & APT....Click to view
Thursday, December 20th, 2018
As an aggregate basket of stocks, ASX-listed small-caps have continued their downward spiral in recent weeks. The Small Ordinaries Accumulation Index has now fallen by about 13.1% in the financial year to date, largely reflecting growing macroeconomic concerns. In some...Click to view
Thursday, December 13th, 2018
Navigator Global Investments (NGI) held its AGM last week, giving us an opportunity to review our investment thesis. NGI was an early Model Portfolio holding within the Small Cap sub-portfolio, and one for which we have enjoyed a successful return...Click to view
Thursday, December 13th, 2018
Our last article covered the prospects for Coles after its demerger from Wesfarmers. Today we explore the new, post-Coles Wesfarmers itself and define what will determine its share price. We have long argued Wesfarmers should never have acquired Coles. The...Click to view