Update No. 324 – as at COB 30/06/19

Update No. 324 – Tony

Posted by tony
On July 5, 2019
2 Comments
19 likes

Update No. 323 – as at COB 31/05/19

Update No. 323 – Tony

Posted by tony
On June 6, 2019
4 Comments
18 likes

Update No. 322 – as at COB 30/04/19

Update No. 322 – Tony

Posted by tony
On May 6, 2019
0 Comments
16 likes

Update No. 321 – as at COB 31/03/19

Update No. 321 – Tony

Posted by tony
On April 4, 2019
3 Comments
14 likes

Update No. 320 – as at COB 28/02/19

Update No. 320 – Tony

Posted by tony
On March 6, 2019
4 Comments
13 likes

Update No. 319 – as at COB 31/01/19

Update No. 319 – Tony

Posted by tony
On February 6, 2019
9 Comments
9 likes

Update No. 318 – as at COB 31/12/18

Update No. 318 – Tony

Posted by tony
On January 3, 2019
0 Comments
7 likes

Update No. 317 – as at COB 30/11/18

Update No. 317 – Tony

Posted by tony
On December 4, 2018
0 Comments
7 likes

Update No. 316 – as at COB 31/10/18

Update No. 316 – Tony

Posted by tony
On November 5, 2018
2 Comments
6 likes

Update No. 315 – as at COB 30/09/18

Update No. 315 – Tony

Posted by tony
On October 4, 2018
0 Comments
4 likes

Update No. 314 – as at COB 31/08/18

Update No. 314 – Tony

Posted by tony
On September 5, 2018
5 Comments
1 likes

Update No. 313 – as at COB 31/07/18

Update No. 313 – Tony

Posted by tony
On August 3, 2018
6 Comments
0 likes

Update No. 312 – as at COB 30/06/18

We have decided to consolidate all monthly reporting into the one report. The report is 18 pages this month, so there’s still plenty of content. Future blogs will link the update for the month, all commentary pertinent to the month in question will be contained within the update – Tony

Posted by tony
On July 3, 2018
11 Comments
0 likes

Update No. 311 – as at COB 31/05/18

Given the tough stretch we’ve had in terms of the market price of our holdings, I committed last month to describing a few of the investments we have made that have caused this underperformance and this month I will go through the first of these. We migrated a small holding in Mitula Group (MUA.ASX) into […]

Posted by tony
On June 5, 2018
2 Comments
0 likes

Update No. 310 – as at COB 30/04/18

This month we are going to discuss an investment we have made in an unlisted company called Tellus Holdings Ltd. We have been looking for a way to profit from the burgeoning renewable energy market and figure the way that looks to have the greatest potential for long-term profitability is waste storage. Storage of solar […]