Ferret's latest activity
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Ferret replied to the thread WTC - WiseTech Global.Down around 12% on the news of the delayed product roll out, due to "distractions". Snakes and ladders with this one. It may have... -
Totally agree. Has been stalled for many years yet volume last 2 days has increased. Another 10m+ today. Something is going on in the...
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Ferret replied to the thread CVN - Carnarvon Energy.I had a look at the Santos Investor Day materials released today. They announced "an updated capital allocation framework that will...
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I just prefer to err on the side of conservatism and hence I use whichever figure is the lower figure. If post tax NTA is lower (the...
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Ferret replied to the thread ARG - Argo Investments.I'm happy to agree to disagree on this one. I fully understand what you are saying about the CGT liability, but many LICs are long term...
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Ferret replied to the thread ARG - Argo Investments.You have misunderstood this. If you go out and replicate their portfolio by buying the share holdings you will pay the pre-tax NTA, not...
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Ferret replied to the thread ARG - Argo Investments.The post tax NTA is fairly irrelevant for a LIC. They are not about to liquidate all their holdings and the value of their portfolio...
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Weekend Update - Just below the top of @brerwallabi range for the weekend. I can't believe it, only a bit over 6 weeks to go to the end...
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Ferret replied to the thread WTC - WiseTech Global.There's a PhD to be won for a case study of last month's WTC shenanigans. Richard White gives a mea culpa and resigns as Director and...
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Ferret reacted to JohnDe's post in the thread US Election 2024 : Stock and Economic Comment with
Like.
Now that you have come to a conclusion, it is time to adjust your investing strategies to reflect your current analysis. -
Ferret replied to the thread US Election 2024 : Stock and Economic Comment.The more I think about the effects of a Trump presidency, the more pessimistic I get about the future of world economies. The mass...
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Ferret replied to the thread SWF - SelfWealth Limited.AXI have trumped BFG's 22c offer with a 23c bid. Nice for SWF holders. BFG had a good rise yesterday and I'm surprised it didn't drop...
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Quick update to see if the USA elections had much effect to our Tips and Results. Two things haven't changed! @UMike still leads, up...
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Ferret replied to the thread APA - APA Group.I don't have spare cash to invest at this time, but APA is looking tempting at these levels. Maybe I need to trade into this.
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Ferret replied to the thread SSM - Service Stream.SSM has held its ground well recently when the rest of the market has stumbled. I think it can run further unless the whole market...
